Terms of Engagement
Individuals

Terms of Engagement: Individuals

Introduction
Thank you for selecting Bon Conseil Pty Ltd to provide professional accounting and taxation services.
We look forward to supporting you in managing your financial affairs with accuracy, integrity, and strategic foresight.

These Terms of Engagement (TE) set out the basis on which we will act for you, including the scope of services, your obligations, and the professional and legislative requirements under which we operate. By proceeding, you acknowledge that you have read, understood, and accepted these terms.

Liability limited by a scheme approved under Professional Standards Legislation.
For further information, you may refer to:
• CPA Australia Professional Standards Scheme
• Professional Standards Councils

If you have any questions or wish to clarify any aspect of this engagement, you are encouraged to contact us on (03) 7037 6059 before confirming.

This document sets out the terms under which Bon Conseil Pty Ltd will provide taxation and advisory services to you as an individual. It is designed to ensure mutual clarity, outline professional obligations, and confirm your responsibilities under Australian law.

Scope of Services
Our services to individuals may include, but are not limited to:

• Preparation and lodgement of personal income tax returns.

• Business Activity Statements (BAS) and Goods and Services Tax (GST) reporting (if applicable).

• Advice and compliance for PAYG instalments or withholding.

• Assistance with payroll tax and WorkCover obligations for contractors employing staff.

• Preparation and review of Fringe Benefits Tax (FBT) returns.

• Representation and correspondence with the Australian Taxation Office (ATO).

Professional Obligations
All services are carried out in accordance with the Tax Agent Services Act 2009, CPA Australia standards, and relevant APES standards, including APES 110 (Code of Ethics) and APES 220 (Taxation Services). You can expect integrity, confidentiality, objectivity, and due professional care. Where required, we may engage specialist advisors or use cloud-based accounting systems such as Xero, MYOB, or QuickBooks; however, confidentiality and data security will always be preserved.

Our practice is bound by:

• APES 220 – Taxation Services issued by the Accounting Professional & Ethical Standards Board (APESB)

• The Code of Professional Conduct under the Tax Agent Services Act 2009

• The Privacy Act 1988 (Cth) and applicable data security obligations

• The Professional Standards Scheme administered by CPA Australia Ltd.

We maintain open and effective communication with clients and provide clear advice regarding rights, obligations, available options, and potential risks under Australian taxation law.

Your Responsibilities
You agree to:

• Provide complete and accurate financial information, including income and deductions.

• Maintain and retain appropriate records for at least five years, as required by the ATO.

• Review and confirm the accuracy of ATO assessments.

• Promptly inform us of any changes to your circumstances that may affect your tax position.

• Authorise Bon Conseil to use the ATO Tax Agent Portal and to communicate with you via email as an official channel for lodgements, notices, and queries.

Privacy & Data Security
We collect, store, and use your personal information (including Tax File Number (TFN) and identification documents) strictly in accordance with the Privacy Act 1988 (Cth). We use reputable, secure cloud platforms, and we will not disclose your information without your consent, except as required by law or to deliver the services requested.

Our full Privacy Policy is available on request.

Fees & Billing
Our fees are charged on either a fixed-fee or time-cost basis and will be agreed in advance. Out-of-pocket disbursements (e.g. ASIC search fees, courier costs) may be billed separately. Invoices are payable within five days of issue unless otherwise agreed in writing.

Acknowledgement
By proceeding, you formally appoint Bon Conseil Pty Ltd as your tax agent. You authorise us to represent you in all dealings with the ATO and confirm that email may be used as a primary method of communication. By submitting the form below and ticking the confirmation box, you agree to these Terms of Engagement and authorise Bon Conseil Pty Ltd to act on your behalf as your tax agent.

• Members in Public Practice must maintain open and frank communication, advising clients of rights, obligations, available rulings, and potential penalties under taxation law.

• Responsibility for the accuracy and completeness of all information rests with the client.

• Advice given is an opinion based on information provided and is not an audit or assurance engagement.

• Taxpayers are required to maintain adequate records to support reporting under Australia’s self-assessment system.

  For further detail, see: TPB Practice Note — Letters of Engagement

By engaging Bon Conseil Pty Ltd, you authorise us to prepare and lodge Single Touch Payroll (STP) reports on your behalf, based on the payroll information you provide by each pay run date.
You confirm that:

• Employee entitlements, PAYG withholding, and superannuation contributions are correct and compliant.

• No outstanding ATO debts exist unless under arrangement or review.

• You will provide accurate, complete payroll data in a timely manner.

Bon Conseil Pty Ltd will lodge each STP pay event using approved software and in compliance with the ATO’s registration requirements.

We comply with the Privacy Act 1988 (Cth) where applicable and adopt the Australian Privacy Principles (APPs) as best practice.
We:

• Securely store personal information and use it only for the purpose it was collected or as required by law.

• Disclose data only to trusted third parties (such as secure cloud service providers) where necessary to deliver services.

• Maintain confidentiality except where disclosure is legally required.

• Provide clients with access to their personal information upon request.