Master Engagement Terms
myadmicon Pty Ltd t/a Account Pigeon · ABN 88 620 637 103 · Registered Tax Agent 25760521
Version 1.0 · effective 08/06/2026
These terms apply to every engagement we accept. They are to be read together with the engagement letter we issue to you, which sets out the services we will provide and the fee for those services. Where the engagement letter and these terms differ, the engagement letter prevails.
Which version applies to you. The version stated in your signed engagement letter is the version that governs your engagement. We do not change the terms of a signed engagement by updating this page. Earlier versions are available on request.
Part A — Master Terms
1. Parties and engagement
1.1 These terms govern the provision of services by myadmicon Pty Ltd ABN 88 620 637 103 trading as Account Pigeon ("we", "us", "our") to the client named in the engagement letter ("you", "your").
1.2 We are a registered tax agent, Tax Practitioners Board registration number 25760521. Michael Pomponio is a member of the Institute of Public Accountants, membership number IPA 266302.
1.3 The services we will provide are those set out in the service schedules identified in the engagement letter. No other services are included.
1.4 This engagement commences on the date the engagement letter is signed and payment of the initial fee is received, and continues until terminated under clause 16.
2. Basis of engagement — provisional scope
2.1 This engagement is scoped on the basis of the information you disclosed to us in Schedule A. We have not yet had access to your Australian Taxation Office records.
2.2 The fee stated in the engagement letter is calculated on that disclosed basis.
2.3 Upon appointment as your registered tax agent we will review your ATO Online Services for Agents records, including lodgement history, integrated client account, and linked entities. Matters identified through that review that fall outside the applicable service schedules are dealt with under clause 4.
2.4 You acknowledge that we cannot confirm the full extent of your compliance obligations until that review is complete, and that this engagement is entered into on that understanding.
3. Your disclosure obligations
3.1 You must provide us with all information relevant to your taxation affairs, whether or not you consider it material and whether or not we have specifically requested it.
3.2 This obligation is ongoing. If your circumstances change, or you become aware of information not previously provided, you must tell us promptly.
3.3 Safe harbour. Under section 284-75(6) of the Taxation Administration Act 1953 you may be protected from administrative penalties for a false or misleading statement in an approved form where that statement was prepared by a registered tax agent. That protection is only available if you provided your agent with all information relevant to the statement. Incomplete or inaccurate disclosure to us may cause you to lose the benefit of safe harbour and expose you personally to penalties and interest.
3.4 We are entitled to rely on the information you provide without independent verification, except where required by law or professional standards to make further enquiry, or where information appears inconsistent, incomplete or implausible.
3.5 We accept no responsibility for any consequence arising from information you did not disclose to us.
4. Variation of scope and fees
4.1 If we identify work falling outside the applicable service schedules, we will notify you in writing setting out the additional work and a revised fee.
4.2 Unless you notify us in writing within 5 business days that you do not wish us to proceed, you are taken to have accepted the varied scope and fee.
4.3 If you decline the additional work, we will place the affected matter on hold. You acknowledge this may result in lodgement obligations remaining unmet and that we accept no responsibility for resulting penalties, interest or other consequences.
4.4 Additional work is charged per Schedule B or at the fixed fee stated in the variation notice.
4.5 Work performed outside the service schedules before a variation notice is issued — including the preliminary review necessary to identify that work — is chargeable under Schedule B.
5. Fees and payment
5.1 Our fees are fixed and stated in the engagement letter. They are payable in full on acceptance of the engagement, before work commences.
5.2 We are not obliged to commence work until payment is received.
5.3 Fees for varied scope under clause 4 are payable on acceptance of the variation.
5.4 For recurring engagements, fees are payable monthly in advance by direct debit on the day stated in the engagement letter.
5.5 Our fees do not include ATO charges, ASIC fees, search fees, or other disbursements, which are payable in addition.
5.6 All fees are stated exclusive of GST.
5.7 If this engagement is terminated before completion, we will refund the portion of fees relating to work not performed, calculated by reference to Schedule B rates for work already undertaken.
6. Provision of information and delay
6.1 You must provide requested information within 14 days of our request.
6.2 If information is not provided within that period we may place the matter on hold. Matters placed on hold may be re-scoped and re-priced on reactivation.
6.3 We are not responsible for any failure to meet a lodgement deadline, or any resulting penalty or interest, arising from delay in your provision of information.
6.4 We may terminate this engagement under clause 16 where information remains outstanding for more than 60 days.
7. Communications
7.1 Nominated channel. All instructions, documents and enquiries must be sent through your Account Pigeon client portal. We cannot act on instructions given by telephone, SMS, WhatsApp, social media messaging, or to an individual staff member's personal contact details. Communications sent by those means may not be received, recorded or actioned.
7.2 Our team. Work under this engagement is performed by our team. You may receive communications from, and should respond to, any member of our team. All work is performed under the supervision of the registered tax agent named in clause 1.2.
7.3 Response times. We aim to respond to written enquiries within 2 business days. Matters requiring research, calculation or review may take longer and we will tell you if so.
7.4 Telephone. Telephone consultations are available by appointment, requested through your client portal. Consultations exceeding 15 minutes are chargeable under Schedule B unless included in your fixed fee.
7.5 Urgency. If a matter is genuinely urgent, mark your written communication "URGENT" and state the deadline and its source.
8. Deadlines and capacity
8.1 We do not guarantee completion by any particular date unless expressly agreed in writing in the engagement letter.
8.2 Where you require work completed by a specific date, you must tell us before accepting the engagement. We may decline, or may charge a priority fee under Schedule B.
9. Our team and use of contractors
9.1 We engage contractors and staff to assist in the provision of services. All such persons work under our supervision and are bound by written confidentiality obligations.
9.2 Offshore arrangements. Some services — including bookkeeping, payroll processing and account reconciliation — are performed by personnel located in Vietnam. Those personnel access your information through our systems.
9.3 Cloud computing. We use Xero, which stores data with Amazon Web Services on servers located in USA. We may engage other third party providers in future and will notify you before doing so.
9.4 By accepting the engagement you consent to the disclosure of your personal information to those personnel for the purpose of providing the services.
9.5 We take reasonable steps to ensure that personnel outside Australia handle your information in accordance with the Australian Privacy Principles, including through written confidentiality and data handling obligations, restricted system access, and prohibition on local storage of your information.
9.6 You acknowledge that we may not be able to ensure that an overseas recipient does not breach the Australian Privacy Principles, and that such a recipient may not be subject to the Privacy Act 1988 (Cth).
9.7 If you do not consent to this arrangement, tell us before accepting the engagement and we will discuss alternatives, which may affect our fee.
10. Confidentiality and privacy
10.1 We will keep your information confidential except where disclosure is required by law, authorised by you, or necessary to provide the services.
10.2 We collect, hold, use and disclose personal information in accordance with our Privacy Policy.
10.3 We may be required to disclose information to the ATO, the Tax Practitioners Board, AUSTRAC, our professional body, our professional indemnity insurer, or in connection with a quality review.
10.4 Quality review. As a member of the Institute of Public Accountants we are subject to the IPA Quality Review Program, mandated by the International Federation of Accountants, which assesses member compliance with professional and ethical standards. You acknowledge that if requested by the IPA our files relating to this engagement may be made available for review, unless you specifically forbid it in writing.
11. Customer due diligence
11.1 We are required to conduct customer due diligence, including verifying your identity and, where applicable, the identity of beneficial owners and persons acting on your behalf, before providing certain services.
11.2 You must provide the identification documents and information we request. We may be unable to commence or continue work until that process is complete.
11.3 We are required to conduct ongoing customer due diligence and may request updated information during the engagement.
11.4 We may be required by law to take certain actions in relation to your affairs and may be prohibited from disclosing to you that we have done so.
12. Ownership of documents
12.1 Documents you provide remain yours. Working papers, file notes and internal documents we create remain ours.
12.2 We will provide you with copies of lodged returns and statements.
12.3 We may exercise a lien over documents in our possession where fees remain unpaid, to the extent permitted by law and our professional obligations.
13. Record retention
13.1 We retain records for 5 years, or longer where required by law.
13.2 You are responsible for retaining your own records for the periods required under taxation law, generally five years from lodgement.
14. Limitation of liability
14.1 Our liability is limited by a scheme approved under Professional Standards Legislation. Further information is available at the Professional Standards Councils website.
14.2 To the extent permitted by law, our liability for any claim is limited to the amount specified in that scheme.
14.3 Our advice is provided for your use only and may not be relied upon by any third party without our written consent.
15. Professional obligations and complaints
15.1 We are subject to the Code of Professional Conduct under the Tax Agent Services Act 2009 and the professional and ethical standards of the Institute of Public Accountants.
15.2 We will notify you of any matter that could significantly influence your decision to engage us or to continue to engage us.
15.3 If you have a concern about our services, contact us at admin@accountpigeon.com.au and we will respond within 10 business days.
15.4 If your concern is not resolved, you may lodge a complaint with the Tax Practitioners Board at tpb.gov.au. The TPB maintains a public register of registered tax agents at that address.
16. Termination
16.1 Either party may terminate this engagement on 14 days written notice.
16.2 We may terminate immediately where you fail to provide information, fail to pay fees, or where continuing would place us in breach of a legal or professional obligation.
16.3 On termination you must pay for all work performed to that date. Clause 5.7 applies to any refund.
16.4 We will cease to act as your registered tax agent and remove ourselves from your ATO records. You are responsible for appointing a replacement agent and for meeting your lodgement obligations.
17. Conflicts of interest
17.1 We will tell you if we become aware of a conflict of interest affecting this engagement and will discuss how it can be managed.
17.2 Where we act for multiple related parties, you acknowledge that information relevant to one may be relevant to another, and consent to us acting for each. Where a conflict cannot be managed we may cease to act for one or more parties.
18. Electronic communication and signature
18.1 You consent to receiving documents electronically and to signing by electronic signature.
18.2 You acknowledge that electronic communication is not always secure and may be intercepted, corrupted or delayed. We are not liable for loss arising from electronic transmission except where caused by our negligence.
19. General
19.1 These terms may be varied by written notice. Continued instruction after notice constitutes acceptance.
19.2 These terms and the engagement letter constitute the entire agreement.
19.3 This engagement is governed by the law of South Australia.
Part B — Service schedules
The engagement letter states which of the following schedules apply to you.
S1 — Individual income tax return
Included
Preparation and lodgement of your individual income tax return for the year or years stated in the engagement letter
Incorporation of ATO prefill data
Preparation of schedules for the matters disclosed in Schedule A
One round of queries and one set of amendments arising from your review before lodgement
Not included
Any matter not disclosed in Schedule A
Prior year returns not stated in the engagement letter
Amendments after lodgement
Correspondence with the ATO regarding audits, reviews, debts or payment arrangements
Tax planning or written advice
Objections, private rulings, or appeals
Your responsibilities
Provide complete records of income and deductions
Retain substantiation for all claims; we do not verify receipts
Review the return before signing and tell us of any error or omission
S2 — Business entity compliance (company, trust or partnership)
Included
Preparation of annual financial statements, special purpose, for taxation purposes only
Preparation and lodgement of the entity income tax return
Preparation and lodgement of activity statements as stated in the engagement letter
Trust distribution resolutions, where applicable
Company annual review correspondence, where applicable
Not included
Audit or review — we express no audit opinion and provide no assurance
Bookkeeping and data entry (see S3)
Division 7A loan agreements and minimum repayment calculations
Tax planning, restructures, or written advice on specific transactions
Fringe benefits tax returns
Payroll tax, workers compensation, or state tax obligations unless stated
ASIC lodgements other than as stated
Your responsibilities
Maintain accurate accounting records
Provide reconciled records within 14 days of period end
Ensure directors' and trustees' obligations are met
Advise us of all related party transactions and loans
S3 — Bookkeeping and payroll
Included
Bank and credit card reconciliation, at the frequency stated in the engagement letter
Transaction coding
Accounts payable and receivable processing as stated in the engagement letter
Payroll processing for the number of employees stated in the engagement letter
Single Touch Payroll reporting
Superannuation guarantee calculation and lodgement preparation
Not included
Payment of wages, superannuation or creditors — you remain responsible for all payments
Employment law advice, award interpretation, or classification decisions
Workers compensation or payroll tax registration and returns unless stated
Debt collection
Your responsibilities
Provide payroll information, including timesheets, by the cut-off stated in the engagement letter. Information received after cut-off may be processed in the following period. We are not responsible for late payment of wages or superannuation, or for resulting penalties, where information is provided late.
Provide bank feeds and source documents
Review payroll reports before payment
Ensure employee classifications and rates are correct
S4 — Self managed superannuation fund
Included
Preparation of fund financial statements
Preparation and lodgement of the SMSF annual return
Member statements and preservation calculations
Liaison with the fund's independent auditor
Not included
Audit of the fund. The fund must appoint an approved SMSF auditor independent of us. We do not and cannot audit a fund for which we prepare financial statements.
Investment advice, or any advice on the acquisition or disposal of assets. We are not licensed to provide financial product advice.
Advice on contributions, pensions or conditions of release beyond the taxation consequences
Actuarial certificates
Fund establishment, deed amendment, or trustee changes unless stated
Your responsibilities
Trustees remain solely responsible for compliance with the SIS Act, the sole purpose test, and the fund's investment strategy
Provide all fund records, including asset valuations at market value
Advise us of all contributions, rollovers, and benefit payments
Schedule A — Client disclosure
You complete this at onboarding. Items you disclose are in scope and priced in your engagement letter. Items you do not disclose are dealt with as variations under clause 4.
Prior compliance
Outstanding prior year returns, and the years
Outstanding activity statements
ATO debt or payment arrangement
Current ATO audit, review or correspondence
Income and assets
Rental property, and how many
Capital gains events, and how many
Cryptocurrency or digital assets
Share trading or managed funds beyond prefill
Foreign income, foreign assets, or foreign residency questions
Business or sole trader income
Employee share schemes
Entities
Additional entities
Trust distributions and resolutions
Division 7A loans
Employer obligations, superannuation guarantee, Single Touch Payroll
Advisory
Written advice on a specific transaction
Private binding ruling
Objection or appeal
Declaration. You confirm the information given is complete and accurate, and that you understand matters not disclosed may result in additional fees under clause 4 and may affect your entitlement to safe harbour protection under clause 3.3.
Schedule B — Fee schedule
All fees are stated excluding GST. These are our current rates. The fee for your engagement is the fee stated in your engagement letter, and a later change to the rates on this page does not vary a fee already agreed.
Tax returns and annual compliance
Individual — $150. Employees. Multiple income statements, private health rebate, FBT and allowances. Schedules not included, $50 for each schedule.
Business, no GST — $400. Sole trader or partnership, turnover up to $75,000. Logbook claims, depreciation schedule, financial statements.
Business — $800. Company, trust, partnership or sole trader, turnover up to $500,000. Loans reconciliation, depreciation schedule, financial statements.
Silver — $1,000. Company, trust, partnership or sole trader, turnover up to $1,000,000. Loans reconciliation, depreciation schedule, financial statements.
Gold — $2,000. Company, trust, partnership or sole trader, turnover up to $2,000,000. Loans reconciliation, depreciation schedule, financial statements.
Platinum — custom quote. Turnover above $2,000,000. Loans reconciliation, depreciation schedule, financial statements.
Bookkeeping and BAS — monthly
Every package includes quarterly BAS lodgement, monthly reconciliation, profit and loss on demand, a monthly financial report, receipt upload from your phone, and your Xero subscription.
Package Fee per month based on Annual Turnover
Basic: Up to $150,000 - $180
Standard: Up to $500,000 - $300
Advance: Up to $1,000,000 - $450
Pro: Up to $1,500,000 - $600
Gold: Up to $2,000,000 - $750
Platinum: Above $2,000,000 - Custom quote
Payroll — monthly
Every package includes:
weekly or fortnightly payruns, Payday Super, leave calculations, employee setup and termination, Single Touch Payroll, and WorkCover reconciliation and estimate.
Package Employees Fee per month
Basic: 1 to 4 - $150
Standard: 5 to 9 - $300
Advance: 10 to 14 - $450
More than: 14 - Custom quote
Additional services
ServiceFee
Additional schedule on an individual return — $50 each. Rental property, capital gain, cryptocurrency, foreign income, or share or managed fund income beyond prefill.
SMSF annual return and financial statements — From $1,500
Prior year return — quoted before work commences.
Amendment after lodgement — quoted before work commences.
Activity statement, where not included in a package — quoted before work commences.
Additional advice or consultation — quoted before work commences.
Priority completion — quoted before work commences.
Anything not listed above — quoted before work commences.
Package limits.
Packages are set by annual turnover and employee numbers. If you exceed the limit of your package during the year, clause 4 applies and we will issue a variation notice with revised pricing before continuing.