TPB Information
Last Updated: July 2026
About us
Keystone Advisory & Tax Pty Ltd ABN 36 627 146 936 (formerly Cassell & Co Business & Taxation Services Pty Ltd) is a registered tax agent providing taxation and related services throughout Australia.
Our registration details can be verified through the Tax Practitioners Board (TPB) Public Register:
https:
Tax Agent Number: 25901192
Our obligations as a registered tax agent
As a registered tax agent, we are required to comply with the Tax Agent Services Act 2009, the Code of Professional Conduct and other applicable laws and professional standards.
Our obligations include:
- acting lawfully and with integrity;
- acting in the best interests of our clients;
- providing services competently;
- maintaining appropriate knowledge and skills;
- taking reasonable care in ascertaining a client’s state of affairs;
- taking reasonable care in applying taxation laws correctly;
- maintaining confidentiality;
- managing conflicts of interest appropriately; and
- maintaining appropriate records.
Your obligations as a client
You are responsible for:
- providing complete and accurate information;
- providing information within requested timeframes;
- maintaining records required by law;
- reviewing information before lodgement;
- advising us of material changes to your circumstances; and
- complying with your obligations under taxation and other relevant laws.
The Australian taxation system operates on a self-assessment basis and the Australian Taxation Office may review information lodged on your behalf.
Retention of records
You should retain copies of records, information and supporting documentation provided to us, together with documents lodged on your behalf, for the period required by law.
Your rights as a taxpayer
You have rights under Australian taxation law, including the right to:
- seek independent advice;
- request a private ruling from the Australian Taxation Office;
- object to assessments and other decisions;
- seek review of decisions; and
- make complaints regarding taxation services.
Time limits may apply to exercising these rights.
Information we are required to disclose
Under the Tax Agent Services Act 2009 and associated legislative instruments, registered tax practitioners may be required to disclose certain information to current and prospective clients.
As at the date of this document:
- Keystone Advisory & Tax Pty Ltd has not had its registration suspended or terminated;
- no conditions have been imposed on its registration;
- no sanctions have been imposed by the Tax Practitioners Board that are required to be disclosed;
- we are not aware of any prescribed events requiring disclosure under the Tax Agent Services Act 2009; and
- we are not aware of any other matters that must be disclosed under applicable law.
Where disclosure is required by law, we will make that disclosure in accordance with our legal obligations.
Use of technology, cloud platforms and service providers
To provide services efficiently, we use various software platforms, cloud systems and service providers.
These may include:
- accounting platforms;
- document management systems;
- client portals;
- electronic signing platforms;
- communication platforms;
- marketing systems; and
- secure data storage providers.
We may also engage appropriately qualified staff, contractors or service providers to assist in providing services.
We remain responsible for the services provided to you and take reasonable steps to ensure confidentiality, privacy and professional obligations are maintained.
Complaints
If you are dissatisfied with our services:
- Contact the Director responsible for your engagement.
- We will acknowledge your complaint within 5 business days.
- We will investigate the matter and aim to provide a response within 30 days.
- If you are not satisfied with our response, you may lodge a complaint with the Tax Practitioners Board.
Director
Keystone Advisory & Tax Pty Ltd
Suite 410, 55 Holt Street
Surry Hills NSW 2010
Phone: (02) 9716 5120
Email: hello@
Tax Practitioners Board
https:
Further information
Tax Practitioners Board
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Australian Taxation Office
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