General Advice Warning: This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. It should not be used, relied upon, or treated as a substitute for specific professional advice. We recommend that you obtain your own independent professional advice before making any decision in relation to your particular requirements or circumstances.
Paul Masina and Integra Business Services Pty Ltd ATF Mentor Financial Advisers Trust trading as Mentor Financial Advisers are Authorised Representative Nos 1239796 and 1239797 (respectively) acting under authority from Synchronised Business Services Pty Ltd, ABN: 33 007 207 650 trading as Synchron, Australian Financial Services Licence 243313 and Life Insurance Broker Corporate Member of the Association of Financial Advisers.
INFORMATION WE ARE REQUIRED TO DISCLOSE TO YOU
As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
- Any matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2024 onward.
- The Tax Practitioner's Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register/
- If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Milan Grzic by email at milan@grzic.com.au. Your complaint will be investigated by the Director. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.
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