The information contained in this website is for general information purposes only.  Nothing in the information should be considered professional advice. It is intended only to be general information and we recommend you contact WinEx Accountants should you seek specific advice. Any reliance upon the information on this site will be at your own risk.

To the extent permitted by the law, WinEx Accountants disclaims any responsibility or liability for any errors or omissions in the information on this site or for the content of any third party  sites that may link from this site.

We do not give any warranty that this website is free from viruses or anything else which may have a harmful effect on any technology.

Liability limited by a scheme approved under Professional Standards Legislation.

Terms and Conditions

Terms of Engagement with WinEx Accountants Pty Ltd (‘WinEx Accountants’)

It is important that you read your accompanying Terms of Engagement and these standard terms and conditions in conjuction with WinEx Accountants’s Privacy Policy.

The WinEx Accountants Commitment to You

  • We will undertake the engagement as described in your Service Agreement Letter or by agreement and in accordance with these terms and conditions and the requirements of relevant laws and accounting standards.
  • We will use appropriate skill and care in undertaking the engagement.
  • We will act with integrity, honesty and openness in everything we do.
  • We will respect the confidentiality of our relationship.
  • We will look for opportunities to value add to your business and your personal wealth.

Your Commitment to Us

  • You will pay your account in accordance with our agreed payment terms.
  • You will be open, frank and honest with us at all times.
  • You will provide us with all information necessary to complete the engagement in a timely manner.
  • You will inform us immediately of any concerns you have about our work.

Terms and Conditions

Scope of services

The procedures we will perform will be limited exclusively to those outlined in the enclosed service agreement letter or as otherwise engaged by yourself.

Should circumstances arise that cause you to request services outside of this agreed scope, we will agree with you the nature and scope of these additional services together with fees, payment and other service terms in writing before the commencement of these additional services.

Our agreed procedures do not include verification or validation procedures.  They are not to be construed as providing audit or other assurance of information provided.

Our engagement procedures cannot be relied on to detect irregularities including fraud, other illegal acts or errors that may exist.  We will however inform you of any such matters should they happen to come to our attention.

Financial Reports prepared by us pursuant to this agreement will contain a disclaimer specifying the extent of our responsibility for reliance thereon.

Where the scope of services includes ‘General Discussions and Advice’, you will be entitled to initial consultation discussions with us.   If your question or issue requires additional research and analysis beyond the initial consultation, that work will be subject to an additional price negotiation before the service is to be performed.  We will agree with you the nature and scope of these additional services together with fees, payment and other service terms in writing before the commencement of these additional services.

Accounting and Taxation Services

Statutory responsibility for the preparation of financial statements remains with the company’s Directors.  WinEx Accountants will undertake to provide the necessary assistance to ensure that your company’s statutory obligations are met.

You will be required to provide us with all the necessary assistance and information to ensure that financial reports and income tax returns are accurate, complete and lodged within the prescribed period.

Before we lodge any necessary documents on your behalf, we may ask you to approve draft documentation.  We will ensure that document is lodged with the relevant entity by the due date, provided you have supplied us with all the necessary information and documents in adequate time to allow for the preparation and lodgement of the required documentation.

Tax Agent Appointment

Where we are expected to prepare and lodge income tax returns on your behalf, you agree to our appointment as your tax agent.


Failure to provide us with all information necessary to complete the engagement in a timely manner may incur penalties from regulators.  WinEx Accountants is not responsible for any penalties incurred for late lodgement of the required information in these circumstances.


To the extent permitted by law, we do not accept liability for any loss or damage that any person, other than the parties to this agreement, may suffer arising from any negligence on our part. Please note that Liability is limited by a scheme approved under Professional Standards Legislation.


The final documents that we are specifically engaged to prepare, together with any original documents provided to us by you, are your property.  Any documents brought into existence by us including accounting records, working papers, drafts and copies remain our property.  For our internal quality purposes, we are entitled to retain a copy of any documentation or other material upon which our services are based.


The conduct of this engagement in accordance with the joint code of ethics of The Institute of Chartered Accountants in Australia and CPA Australia means that the information acquired by us during the course of the engagement is subject to strict confidentiality requirements.  We will not disclose information to other parties except as required or allowed by the law or professional standards or with your express consent.

Fair Handling of Personal Information

Details about WinEx Accountants’ handling of your personal information can be found in our Privacy Policy at www.winexaccountants.com.au. Alternatively you may request a copy of the privacy policy from this office.

Outsourced Services

We engage entities such as other businesses, service providers, consultants and other organisations (located in Australia and overseas) to assist us to deliver our services to you. Most, but not all, of these entities are related to us. By accepting our services (or the services of a tax agent that is related to us) you are consenting to disclosure of information about you and your affairs to these entities. Where we disclose information about you or your affairs we do so in accordance with our Privacy Policy.

Acceptance of our services indicates your acceptance of the use of outsourced services where necessary.  Where the outsourced service requires the disclosure of personal information to an overseas recipient a consequence of your consent is that WinEx Accountants 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. Where we disclose information about you or your affairs we do so in accordance with our Privacy Policy.

Quality Review

Our files may be subject to review as part of the quality control program of The Institute of Chartered Accountants in Australia, which monitor compliance with professional standards by their members.  We advise you that by signing this letter you acknowledge that, if required, our files will be made available under this program.  Strict confidentiality requirements apply under this program.


Either party may terminate this agreement at any time, for any reason, with 30 days written notice to the other party.  Any unpaid fees that are outstanding as at the date of termination are to be paid within 14 days from termination date.

Payment for Our Services

Invoices for the services provided may be forwarded to you on a periodic basis as the work progresses.  Payment is required with 7 days of the date of our invoice.

For your convenience, direct deposit and cheques can be used to make your payments.