Terms of Service

Scope of Services

All Your Accounting Needs (“the Firm”, “we”, “us”, “our”) provides professional accounting, taxation, business advisory, and financial reporting services to individuals, businesses, and organisations across Australia.

The specific scope, deliverables, and timeframes for each engagement will be set out in a separate letter of engagement or service agreement. These Terms of Service apply to all engagements unless expressly varied in writing.

Professional Obligations

Our practitioners are members of CPA Australia and are bound by the professional and ethical standards issued by the Accounting Professional & Ethical Standards Board (APESB), including APES 110 Code of Ethics for Professional Accountants.

Where we provide tax agent services, we do so as a registered tax agent under the Tax Agent Services Act 2009 (Cth), regulated by the Tax Practitioners Board (TPB). We are required to comply with the Code of Professional Conduct as set out in that legislation.

Client Responsibilities

To enable us to provide our services effectively, you agree to:

• Provide complete, accurate, and timely information and documentation as reasonably requested
• Inform us promptly of any changes to your circumstances that may affect the services we provide
• Review all documents, returns, and reports we prepare and raise any concerns before lodgement or finalisation
• Meet payment obligations in accordance with the agreed fee terms

You acknowledge that the quality and timeliness of our work is dependent on the quality and timeliness of the information you provide.

Fees and Payment

Our fees are calculated on a time-and-materials basis or as a fixed quote, as specified in your engagement letter. All fees are quoted in Australian dollars and are exclusive of GST unless otherwise stated.

Invoices are payable within 14 days of the date of issue unless otherwise agreed in writing. We reserve the right to charge interest on overdue amounts at the rate prescribed under the Penalty Interest Rates Act 1983 (Vic).

We may require a retainer or deposit before commencing work on certain engagements. Any upfront payments will be detailed in your engagement letter.

Limitation of Liability

Our liability is limited by a scheme approved under Professional Standards Legislation. To the extent permitted by law, the Firm’s total liability arising from or in connection with the services provided shall not exceed the amount specified in the applicable professional standards scheme.

We will not be liable for any loss, damage, or expense arising from the provision of inaccurate or incomplete information by you, or from your failure to act on our advice in a timely manner.

Nothing in these terms excludes or limits liability that cannot be excluded or limited under applicable law, including the Australian Consumer Law.

Intellectual Property

All working papers, methodologies, templates, systems, and proprietary materials developed or used by the Firm in the course of providing services remain the intellectual property of the Firm.

Upon full payment of all fees, you are granted a non-exclusive licence to use the final deliverables (such as financial statements, tax returns, and reports) for their intended purpose. You may not reproduce, distribute, or repurpose our work product without our prior written consent.

Confidentiality

We treat all client information as confidential and will not disclose it to third parties without your consent, except where required by law, regulation, or professional standards. Our confidentiality obligations survive the termination of the engagement.

Termination

Either party may terminate an engagement by providing written notice. Upon termination:

• You are liable for all fees incurred for work completed up to the date of termination
• We will provide reasonable assistance to facilitate the transition of your affairs to another adviser, subject to payment of outstanding fees
• We are entitled to retain copies of our working papers in accordance with our professional obligations and record retention requirements

Dispute Resolution

In the event of any dispute arising from these terms or our services, the parties agree to first attempt to resolve the matter through good-faith negotiation. If the dispute remains unresolved after 14 days, either party may refer the matter to mediation before commencing any formal proceedings.

Governing Law

These Terms of Service are governed by the laws of the State of Victoria, Australia. Both parties submit to the exclusive jurisdiction of the courts of Victoria and any courts entitled to hear appeals therefrom.

Contact

If you have any questions about these terms, please contact us: