Terms and Conditions

These Terms and Conditions govern your access to and use of the Meta Tax website and related online services operated by Meta Tax Accountants Pty Ltd.
Please read these Terms carefully before using our Website or submitting an enquiry through our Website.
By accessing or using the Website, you acknowledge that you have read, understood and agree to be bound by these Terms and our Privacy Policy.

Definitions

For these Terms:

Website means the Meta Tax website available at https://metatax.com.au and any related webpages, forms, content or online features operated by us.

Services means the professional services offered by Meta Tax, which may include tax and accounting services, tax return preparation, business and tax advice, bookkeeping, BAS and GST-related services, SMSF-related services, tax planning and other services described on the Website or separately agreed with you.

Client means a person or entity that engages us to provide Services.

Terms means these Terms and Conditions.

Privacy Policy means our privacy policy governing the collection, use and handling of personal information.

In these Terms, Meta Tax Accountants Pty Ltd may be referred to as “Meta Tax”, “we”, “us” or “our”.

“You” or “your” means any person who accesses or uses our Website or engages, or seeks to engage, us for Services.

Acceptance of These Terms

By accessing or using our Website, you agree to these Terms. If you do not agree with these Terms, you should not use the Website. If you engage us for professional Services, your engagement may also be governed by a separate engagement letter, proposal, fee agreement or other written agreement. Where there is an inconsistency between these Website Terms and a specific written engagement agreement, the specific engagement agreement will generally apply to the extent of that inconsistency.

Eligibility

You must be legally capable of entering into a binding agreement to use the Website or engage us for Services.
If you are accessing the Website or engaging us on behalf of a company, trust, partnership or other organisation, you represent that you have authority to act on behalf of that entity.

Our Website

We provide the Website for general information about Meta Tax and our Services.
We aim to keep the information on the Website accurate and up to date. However, tax, accounting, superannuation and other laws and regulations can change, and information published on the Website may not always reflect the law applicable to your particular circumstances.
Website content should not be treated as personalised tax, accounting, legal, financial or other professional advice.
You should contact us directly to determine whether a particular Service is appropriate for your circumstances.

Our Services

Our Services may include, depending on your engagement:
  • Individual and business tax return preparation
  • Tax planning and tax advice
  • Business accounting and advisory services
  • Bookkeeping
  • BAS and GST-related services
  • SMSF-related accounting and tax services
  • Business structuring and related advice
  • Capital gains tax-related services
  • Accounting and compliance services
  • Other services agreed with you
The Services available to you will depend on the scope of your engagement with us. Not every Service described on the Website is necessarily available to every Client.

Professional Advice and Scope of Engagement

Any professional advice we provide is based on the information and circumstances made known to us at the time the advice is provided.

Unless expressly agreed otherwise in writing, advice provided by us is limited to the scope of the particular engagement.

We do not provide legal advice unless expressly agreed and appropriately qualified to do so.

We do not guarantee that a particular tax outcome, refund, deduction, assessment, concession, government decision or other financial result will be achieved.

Tax outcomes depend on your individual circumstances, applicable legislation, administrative practices and decisions made by government authorities, including the Australian Taxation Office.

Client Responsibilities

You agree to:
  • Provide complete, accurate and timely information reasonably required for us to perform the Services.
  • Promptly notify us of any material change in your circumstances.
  • Review documents, tax returns, financial information and other material provided to you.
  • Notify us promptly of any errors or omissions you identify.
  • Retain documents and records that you are legally required to retain.
  • Provide reasonable cooperation and access to information required to perform the Services.
  • Comply with your own legal and taxation obligations.
We may rely on information and documents provided by you unless we have reasonable grounds to believe that they are inaccurate or incomplete. You remain responsible for the accuracy and completeness of information you provide to us.

Tax Returns and Lodgements

Where we prepare or lodge a tax return, BAS, report, application or other document on your behalf, you remain responsible for reviewing the information presented to you and notifying us of any material error or omission. Where appropriate, we may require you to approve or authorise a document before lodgement. We are not responsible for delays caused by:
  • Information being provided late.
  • Incomplete or inaccurate information.
  • Failure to approve or authorise a document.
  • Third-party systems.
  • Government or regulatory processing delays.
  • Technical failures outside our reasonable control.
  • Other circumstances outside our reasonable control.

Fees and Payment

Our fees will be communicated to you before or during the engagement where reasonably practicable.
Depending on the Service, fees may be provided by quotation, proposal, fixed fee, hourly rate, recurring arrangement or another agreed pricing structure.
Unless otherwise agreed, invoices are payable by the due date specified on the invoice.
If an invoice remains unpaid, we may, subject to applicable law and the terms of your engagement:

  • Contact you regarding the outstanding amount.
  • Suspend work on matters that are not legally required to continue.
  • Require payment before undertaking additional work.
  • Terminate the engagement after providing any notice required by law or the applicable agreement.

Any additional fees or charges will be disclosed where required and will not be imposed contrary to applicable law.

Additional Work

If your circumstances change, if additional information is required, or if the work required materially exceeds the original scope of the engagement, we may discuss additional Services and fees with you.

Cancellation and Termination

You may request to end your engagement with us by contacting us in writing.

We may terminate or suspend an engagement where permitted by law, including where:

  • You materially breach these Terms or another applicable agreement.
  • You fail to provide information or instructions reasonably required to perform the Services.
  • Invoices remain unpaid.
  • A conflict of interest arises.
  • Continuing the engagement would create a legal, regulatory or professional obligation preventing us from continuing.
  • We reasonably believe that information provided to us is materially inaccurate, misleading or incomplete.
  • Another legitimate reason exists for termination.

Where required by law or applicable professional obligations, we will provide reasonable notice and take appropriate steps regarding outstanding work.

Termination does not affect rights or obligations that accrued before termination.

Client Documents and Records

You should retain original documents and records that you are legally required to retain.
Where we hold copies of documents or records on your behalf, we will handle them in accordance with our legal, professional and privacy obligations.
Registered tax practitioners may also have statutory obligations to retain records relating to tax agent services for prescribed periods.
We may return, transfer or securely dispose of documents in accordance with applicable law and our document-retention procedures.

Confidentiality

We understand that tax and accounting engagements involve sensitive information.

We will maintain the confidentiality of information relating to your affairs in accordance with applicable law and our professional obligations.

Where applicable, we will not disclose information relating to your affairs to third parties without your permission unless disclosure is authorised or required by law or by a professional or regulatory obligation.

Registered tax practitioners are subject to specific confidentiality obligations under the Tax Agent Services framework.

Privacy

Our collection, use, storage and disclosure of personal information is governed by our Privacy Policy and applicable privacy laws.
By using our Website or engaging us, you acknowledge that your personal information may be collected and handled in accordance with our Privacy Policy.
You should read our Privacy Policy before providing personal information to us.

Electronic Communications

We may communicate with you electronically, including by email, telephone, online portals or other agreed electronic methods.
Electronic communications may involve risks, including interception, misdirection, delay, loss or technical failure.
You should notify us promptly if your contact details change.
Where sensitive information is communicated electronically, we may use reasonable security measures or secure document-transfer systems where available.

Third-Party Service Providers

We may use third-party software, cloud platforms, accounting systems, document-management systems, communication services and other technology providers to assist us in delivering the Services. Where we use third-party providers, we will take reasonable steps to manage information and service arrangements consistently with our legal, professional and contractual obligations. Some third-party services may have their own terms, privacy policies and security arrangements.

Tax Agent and Professional Obligations

Where we provide tax agent or BAS services, those Services may be subject to the Tax Agent Services Act 2009, the Tax Agent Services (Code of Professional Conduct) Determination 2024, applicable taxation legislation and requirements administered by the Tax Practitioners Board and Australian Taxation Office.

We will perform applicable professional Services in accordance with the professional and legal obligations that apply to us.

Information about our relevant professional registrations will be provided where required by applicable law.

Conflicts of Interest

We will maintain appropriate arrangements for identifying and managing conflicts of interest.

If a conflict arises that prevents us from properly continuing to act for you, we may need to decline or terminate the relevant engagement.

Where required, we will communicate with you regarding the conflict and the appropriate next steps.

No Guarantee of Tax or Financial Outcomes

While we aim to provide accurate and professional Services, we do not guarantee:

  • A particular tax refund.
  • A particular tax liability.
  • Acceptance of a claim or deduction by the ATO.
  • Approval of an application by a government agency.
  • A particular business or investment outcome.
  • A particular financial result.
  • That legislation, administrative practice or government policy will not change.

Any examples, estimates or illustrations provided by us or published on the Website are for information purposes unless expressly stated otherwise.

Website Content and Intellectual Property

Unless otherwise stated, the Website and its content, including text, graphics, logos, images, design, layout and other materials, are owned by or licensed to Meta Tax.

You may access and use the Website for personal or legitimate business purposes.

You must not, without our prior written permission:

  • Reproduce substantial portions of the Website.
  • Copy or commercially exploit Website content.
  • Modify or republish our content.
  • Use our branding or intellectual property in a misleading way.
  • Interfere with the operation or security of the Website.

Third-Party Links

The Website may contain links to third-party websites or services.

These links are provided for convenience and do not necessarily constitute an endorsement or recommendation by Meta Tax.

We do not control third-party websites and are not responsible for their content, availability, security, privacy practices or terms.

You should review the terms and privacy policies applicable to third-party websites before using them.

Prohibited Use

You must not use the Website:

  • For an unlawful purpose.
  • To impersonate another person or entity.
  • To submit false or misleading information.
  • To interfere with or disrupt the Website.
  • To introduce malicious code or harmful software.
  • To attempt to gain unauthorised access to our systems.
  • To collect information about other users without authorisation.
  • In any manner that could damage our Website, systems, reputation or business.

Website Availability and Security

We do not guarantee that the Website will always be available, uninterrupted, secure or error-free.

We may temporarily suspend, modify or discontinue parts of the Website for maintenance, upgrades, security reasons or other operational purposes.

We will take reasonable steps to maintain the security and functionality of the Website, but no online system can be guaranteed to be completely secure.

Accuracy of Information

We make reasonable efforts to ensure that information published on the Website is accurate and current.

However, tax and accounting laws and practices change frequently.

Information on the Website may therefore become outdated or may not apply to your particular circumstances.

You should obtain specific professional advice before relying on information contained on the Website for a significant decision.

Australian Consumer Law

Nothing in these Terms is intended to exclude, restrict or modify any right, guarantee, warranty, remedy or other protection that cannot lawfully be excluded, restricted or modified under the Competition and Consumer Act 2010 (Cth), including the Australian Consumer Law, or any other applicable legislation.

To the extent that a statutory guarantee, warranty, right or remedy applies to our Services and cannot legally be excluded, our liability will be determined in accordance with that law.

Limitation of Liability

To the maximum extent permitted by law, and subject always to any liability that cannot legally be excluded or limited, Meta Tax will not be liable for loss or damage that is caused by matters outside our reasonable control.

Subject to applicable law, we are not responsible for losses arising from:

  • Information supplied by you that is materially inaccurate or incomplete.
  • Your failure to provide information or instructions in a timely manner.
  • Your failure to review or correct information provided to you.
  • Delays caused by government agencies or third-party systems.
  • Changes in legislation or government policy.
  • Events beyond our reasonable control.
  • Your use of general information from the Website without obtaining appropriate professional advice.

Nothing in these Terms excludes liability for fraud, wilful misconduct, or any liability that cannot lawfully be excluded or limited.

Where the law permits a limitation of liability, any limitation will be applied only to the maximum extent permitted by law and in a manner that is reasonable having regard to the circumstances and the nature of the Services.

Events Outside Our Control

We are not responsible for failure or delay in performing our obligations where the failure or delay results from circumstances beyond our reasonable control.

These circumstances may include natural disasters, fire, flood, epidemic or pandemic, power failure, telecommunications failure, cyber incidents, government action, industrial disputes, third-party system outages, war, civil unrest or other events beyond our reasonable control.

We will take reasonable steps to minimise the effect of such events where practicable.

Indemnity

To the extent permitted by law, you agree to indemnify Meta Tax against loss or damage directly arising from your unlawful conduct, fraud, wilful misconduct or material breach of these Terms.

This clause does not apply to the extent that the loss or damage was caused or contributed to by our negligence, breach of law, professional misconduct or other conduct for which liability cannot lawfully be excluded.

Complaints and Dispute Resolution

We encourage you to contact us first if you have a concern or complaint about our Website or Services.

You can contact us through the contact details provided on our Website.

We will make reasonable efforts to understand and resolve complaints promptly.

Where a complaint relates to tax agent or BAS services, you may also have rights to make a complaint to the Tax Practitioners Board or another relevant regulatory or professional body.

Governing Law

These Terms are governed by the laws of the State of Victoria, Australia.

You and Meta Tax submit to the non-exclusive jurisdiction of the courts and tribunals of Victoria, Australia and any courts entitled to hear appeals from them.

This clause does not prevent a consumer from exercising rights or bringing proceedings in another jurisdiction where applicable law gives them that right.

Severability

If any provision of these Terms is found to be invalid, unlawful or unenforceable, that provision will be read down or severed to the extent necessary, and the remaining provisions will continue to operate to the extent permitted by law.

Waiver

A failure or delay by us to exercise a right or remedy under these Terms does not constitute a waiver of that right or remedy.

A waiver must be expressly given to be effective.

Changes to These Terms

We may update these Terms from time to time.

When we make changes, we will publish the updated version on the Website and update the “Last updated” date.

Where a change is material and applicable law requires notice, we will provide notice in the manner required by law or our applicable agreement with you.

Your continued use of the Website after updated Terms are published constitutes acceptance of the updated Terms to the extent permitted by law.

Entire Agreement

These Website Terms, together with our Privacy Policy and any applicable engagement letter, proposal or other written agreement between you and Meta Tax, constitute the agreement governing your use of the relevant Website or Services.

Where a specific written engagement agreement applies to professional Services, that agreement will govern the scope, fees and other specific terms of that engagement to the extent of any inconsistency.

No Assignment by You

You must not transfer or assign your rights or obligations under these Terms without our prior written consent, except where permitted by law.

We may transfer or assign our rights and obligations as part of a restructure, sale or transfer of our business, provided that doing so does not unlawfully affect your rights.

Age and Capacity

Our Website is intended for general use by adults.

If you are under eighteen, you should only use the Website or engage our Services with the involvement and consent of a parent or legal guardian where required by law.

Nothing in these Terms limits any rights or protections available to minors under applicable law.

No Waiver of Statutory Rights

Nothing in these Terms is intended to remove or reduce any statutory right or protection available to you under Australian law.

If any provision of these Terms conflicts with a mandatory legal requirement, the mandatory legal requirement will prevail to the extent of the conflict.

Contact Us

If you have any questions about these Terms and Conditions, you can contact us:

By email: info@metatax.com.au
By phone number: 0415 449 738