Website Terms & Conditions of Use

Website use and client engagements

Use the website and portal lawfully and follow the terms applicable to the feature you use. Browsing, making an enquiry, booking an appointment or creating an account does not by itself appoint us as your tax agent or create an engagement for paid work.

We confirm the work, responsibilities, fees and payment arrangements in a separate engagement or written agreement before work begins. Specific engagement or purchase terms apply to that work. These website terms do not replace them or the separate authority and declarations needed for tax services.

General information and calculators

Website articles, guides and calculators provide general information. They are not advice tailored to your circumstances. Check the stated income year, assumptions and source dates, and seek advice before relying on an estimate. A calculator result is not an ATO assessment, guaranteed refund or confirmation that a deduction is available.

Where an AI assistant is offered, its responses may contain mistakes and are not a substitute for advice from the practice. An AI response does not confirm a fee, appointment, engagement or lodgement. Contact us to confirm anything that affects your work or a deadline.

Accounts, access and your information

Keep your sign-in credentials secure and tell us promptly about suspected unauthorised use. Use your own account and provide accurate, complete information. Submit information for another person or entity only with authority. Anyone using a shared login may be able to see its saved forms; use separate accounts where privacy is required.

Registration and onboarding do not automatically grant access to private client files. Access depends on practice approval and the permissions for each person or entity. Resource purchases have separate access conditions.

Do not attempt to access another person's records, bypass controls, upload malicious material or disrupt the service. We may restrict access reasonably to protect records, investigate misuse or comply with law. Where appropriate, we will explain the restriction and help arrange another way to communicate.

Forms, approvals, signing and lodgement

Review your information and documents before submitting or signing. A saved draft is not a submitted form. A submission receipt confirms receipt, not completion, practice approval or lodgement. An electronic signature records your confirmation of the document presented; it does not itself lodge a return or establish that every figure has been independently verified.

Company and trust requests need review and separately agreed work. Submitting a request does not register an entity, create a trust deed or instruct us to start paid work. We will tell you if more information, approval or authority is needed.

Fees, payments and refunds

The public fee schedule is indicative. We confirm the scope and fee before work begins. GST treatment and any specific payment requirement are shown in the applicable quote, engagement or offer. If the scope changes, we will discuss any additional work and fee.

Where online purchasing is enabled, review the price, inclusions, exclusions, access conditions and refund terms before paying. A pending or unsuccessful payment does not grant paid access. Cancellation and change-of-mind arrangements depend on the agreed service or purchase terms and do not limit rights under Australian Consumer Law.

Documents, resources and third-party services

You retain your rights in information and documents you supply. You authorise us to handle them for your request, the agreed service and applicable record-keeping obligations. Our website and resource content is protected by intellectual property laws. Use purchased resources within the licence shown with the offer; do not redistribute or resell them without permission.

External links and connected providers have their own terms and privacy policies. We take reasonable care with our website, but availability can be affected by maintenance, technical faults or third-party services. Contact us if an interruption could affect an urgent deadline.

Consumer rights and liability

Nothing in these terms excludes, restricts or modifies any consumer guarantee, right or remedy that cannot lawfully be excluded under Australian Consumer Law or other applicable law. Where those guarantees apply, you may be entitled to remedies including rectification, cancellation, refund or compensation, depending on the circumstances.

Our responsibility for professional services is addressed in the applicable engagement and law. We do not use these website terms to impose a blanket exclusion of liability for our work.

Liability limited by a scheme approved under Professional Standards Legislation.

Ending services and resolving concerns

Contact us to discuss ending an engagement or closing portal access. Any notice, fees for work performed, transfer of records and retention obligations are governed by the applicable engagement and law. We will discuss outstanding work and deadlines with you.

Contact McGregor Accounts Pty Ltd, ABN 46 651 037 099, at info@mcgregoraccounts.com.au, 02 9090 4748, or 136 Marrickville Road, Marrickville NSW 2204.

Please raise service concerns with us so we can investigate. You may also make a complaint about a registered tax practitioner to the Tax Practitioners Board. Privacy complaints are explained in our privacy policy. These processes do not remove other legal rights or complaint avenues.

Updates and governing law

We may update these website terms and show the update date here. Changes do not retrospectively change an agreed engagement or purchase. We will seek any separate agreement required for material changes to your service.

These terms are governed by the laws of New South Wales, Australia, subject to any mandatory rights or jurisdiction that apply to you.