Our fees are levied in accordance with our terms of engagement, which are generally monthly as work progresses (in arrears).  However, there may be some occasions that payments have been made in advance.  If you have paid in advance, we are not required to provide a refund if you change your mind about the services you asked for.  However, you can choose to end our engagement and receive a refund for services we have not yet provided, if the service has a major problem.   A major problem is:

  • A problem that would have stopped a reasonable person purchasing the service if they had known about it;
  • Where the service provided is unfit for its purpose and can’t be easily fixed within a reasonable time;
  • One which does not meet the purpose you asked for and cannot be easily rectified within a reasonable time.

If you choose to continue with our engagement you can ask us to compensate you for any difference in the value of the services we provided and what you paid.

If the problem is not major, we will fix it within a reasonable time.  If it is not fixed within this time, you can choose to have someone else fix the problem and recover reasonable costs from us.  If the problem cannot be fixed, it is considered a major problem.

If you have made an overpayment on your account, please contact us and we will refund the overpayment to you within 10 days of having received sufficient proof that you have made the overpayment.

In providing our services to you, we may become aware of credit related information.

Contact us now to see how we can help?

Contact us to arrange an initial consultation in which we review existing structures and processes, and provide recommendations to enhance and optimise tax outcomes, asset protection and succession planning.