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Terms & Disclosures

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Last updated: 1 July 2025

1. Legal Entity & Registration

CVG Accounting & Business Advisory is a registered tax agent and chartered accounting firm based in NSW, Australia.

Registered Tax Agent: CVG Accounting & Business Advisory
Tax Agent Number: 26104742
Registered with the TPB under the Tax Agent Services Act 2009 (TASA)

We are committed to the principles set out in the Code of Professional Conduct as legislated in TASA 2009, and monitored by the Tax Practitioners Board (TPB).

2. Scope of Services

Our services include:

  • Small business tax compliance & planning

  • SMSF administration & strategy

  • Business advisory and growth consulting

  • Bookkeeping and Xero support

  • BAS/IAS lodgements

  • Financial reporting

Any advice provided is general in nature unless specified otherwise. We will always clarify whether our advice is considered tax advice, accounting advice, or general business support.

3. Professional Standards

We follow the professional and ethical standards set by:

  • CA ANZ (Chartered Accountants Australia and New Zealand)

  • TPB Code of Professional Conduct under TASA

  • ASIC and ATO guidance

We maintain current professional indemnity insurance, meet all CPD obligations, and follow best-practice privacy and confidentiality protocols.

4. Disclosure of Fees & Engagement

Before work commences, all clients are issued an engagement letter outlining:

  • Scope of services

  • Responsibilities of both parties

  • Estimated fees or pricing model (e.g., fixed fee, retainer, or hourly)

  • Terms of payment

You can request a copy of your engagement letter or further clarification at any time.

5. Independence & Conflicts

We will not act for clients where conflicts of interest exist, unless properly disclosed and agreed in writing by all relevant parties. We are committed to acting with honesty and integrity in all dealings.

6. Data & Confidentiality

All information shared with us is treated as strictly confidential and stored securely. We comply with the Privacy Act 1988 (Cth) and use cloud-based software with bank-grade encryption (e.g., Seamlss, BGL, Xero, Ignition).

7. Lodgement Policy

It is our firm policy that no lodgement (BAS, ITR, SMSF, etc.) will be submitted until full payment has been received for the corresponding service.

8. Client Obligations

Clients must:

  • Provide accurate and timely information

  • Disclose relevant financial and business changes

  • Review and sign all required documentation before lodgement

9. Feedback & Complaints

We strive for a high standard of service. If you have concerns, please contact us at:

📧 admin@cvgaccounting.com
📍 Singleton & Cessnock, NSW

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