Letter of Engagement (Tax)


In conducting this engagement, information acquired by us in the course of the engagement, including any information relating to your affairs whether it belongs to you or not or is provided by you or not, is subject to strict confidentiality requirements. This information will not be disclosed by us to other parties except as required or allowed for by law, or with your express consent.

We wish to draw your attention to our system of quality control which has been established and maintained in accordance with the relevant APESB standard. As a result, our files may be subject to review as part of the quality control review programs of either CA or CPA Australia which monitors compliance with professional standards by its members. We advise that by accepting our engagement you acknowledge that, if requested, our files relating to this engagement will be made available under this program. 

We may collect Personal Information about you, your representatives, your clients and others when we provide services to you. If we do, you agree to work with us to ensure that we both meet the obligations that we each may have under the Privacy Act 1988 (Cth) (as amended) (Privacy Act). The obligations may include notifying the relevant person to whom the personal information relates including who we are and how we propose to use their personal information. Where you have collected personal information, you confirm that you have collected the personal information in accordance with the Privacy Act, that you are entitled to provide this personal information to us and that we may use and disclose the personal information for the purpose/s of providing services to you. We will handle personal information in accordance with the Privacy Act. 


You are responsible for the reliability, accuracy and completeness of source documentation and information provided so that we can complete the Services. You are required to arrange for reasonable access to relevant individuals and documents, and shall be responsible for both the completeness and accuracy of the information supplied to us. 

Any advice given to you is only an opinion based on our knowledge of your particular circumstances. You or your staff are responsible for maintenance of adequate accounting and internal control systems. You have obligations under self-assessment to keep full and proper records in order to facilitate the preparation of accurate returns. It is your responsibility to keep those records for five (5) years.


Dexterous aims to provide the highest standard of professional service. If for any reason you feel you have not received the level of service expected or have an issue to raise, please contact myself to discuss how the problem may be resolved.

Acceptance of Terms

If you instruct us in respect of this engagement, you are taken to be bound by the terms outlined above.

A. Involvement of Others

Where, as part of our engagement, the services of an external consultant or expert is required, an estimated cost and time frame and involvement will be provided to you for your approval.

B. Outsourced Services

Dexterous has a labour hire agreement with AS White Group Pty Ltd. Under this engagement, we have a dedicated team of accounting professionals and administrators operating from Manila, Philippines. Staff operate during standard Sydney business hours. Staff operating and employment conditions are of the highest standard.

Acceptance of services in conjunction with this engagement document indicates your acceptance of the use of outsourced services as described.  Where the outsourced service requires the disclosure of personal information to an overseas recipient a consequence of your consent is that we will be required to take reasonable steps to ensure that the Australian Privacy Principles are complied with by the overseas recipients of the Personal Information.

C. Cloud Storage of Personal Information

By signing this letter and accepting these Services you acknowledge and agree that your personal information may be stored on cloud based document storage services..

D. Limitation of Liability

Our liability is limited by a scheme approved under Professional Standards Legislation. Further information on the scheme is available from the Professional Standards Councils’ website: http://www.professionalstandardscouncil.gov.au

The liability of Dexterous is limited to the lesser of the total contract price paid by the customer to Dexterous for the services over a period of 12 months immediately prior to the liability arising, or $2m.

E. Ownership of Documents

All original documents obtained from you arising from the engagement shall remain your property. However, we reserve the right to make a reasonable number of copies of the original documents for our records.  

Our engagement will result in the production of documents as detailed in Appendix A. Ownership of these documents will vest in you. All other documents produced by us in respect of this engagement will remain the property of Dexterous, subject to any statutory obligations.

Dexterous has a policy of exploring a legal right of lien over any client documents in our possession in the event of a dispute. Dexterous has an established dispute resolution process.

F. General Terms

The client undertakes that it will not during this Agreement and for a period of two years following termination of this Agreement entice away or endeavour to entice away from Dexterous any employee or staff member, and acknowledges that the prohibition and restriction contained in this clause is reasonable in the circumstances and necessary to protect Dexterous’ business, and in the event it occurs Dexterous may suffer loss and damage.


A party may only use confidential information of another party for the purposes of this Agreement, and must keep the existence and the terms of this Agreement and any confidential information of another party confidential except where:

(a) the information is public knowledge (but not because of a breach of this agreement) or the party has independently created the information;

(b) disclosure is required by law or a regulatory body; or

(c) disclosure is made to a person who must know for the purposes of this agreement on the basis that the person keeps the information confidential.