July 2025 Compliance Update: New Disclosures & BAS Agent Requirements

From 1 July 2025, the Australian Taxation Office (ATO) and Tax Practitioners Board (TPB) introduced enhanced requirements for all registered BAS Agents, including new obligations around quality management systems (QMS), professional conduct, and disclosure.

As a registered BAS Agent, Alluvia Financial is committed to full compliance with these new requirements.

📄 Downloadable Documents

To keep you informed, we’ve provided the following documents as part of our obligations under the Tax Agent Services Act 2009 (TASA) and our professional standards as members of the Institute of Certified Bookkeepers (ICB):

• 📄 Dear Client Letter – New Disclosures & Requirements

• 📄 Alluvia Financial Policy Statement

• 📄 TASA Disclosure Statement

• 📄 TPB Information for Clients – Factsheet

• 📄 The Professional Bookkeeper Resource

Need help understanding any of these updates? Feel free to contact us — we’re here to help!