As registered tax agents, we are governed by the Code of Professional Conduct in the Tax Agent Services Act 2009 (TASA). Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:

1. Matters That Could Influence Your Decision

• We have not committed any prior material breaches of the TASA or related instruments.
• We are not currently under investigation by the Tax Practitioners Board (TPB) for any material breaches.
• No sanctions have been imposed on us by the TPB, and there are no conditions on our registration.
• We have not been disqualified from providing tax agent services.
• We do not employ or engage any individuals who have been disqualified from providing tax agent services.
• Renaissance Financial has amalgamated with the firm National Accounts and will not be taking on any new clients. Once all 2025 income tax returns for current clients have been lodged, Renaissance Financial will no longer offer services to the public and all clients with their permission, will be transferred to National Accounts. The director of Renaissance Financial David Maida, is currently employed by National Accounts (as of November 2025) and will continue to be employed by National Accounts for the foreseeable future.

2. TPB Public Register

• The TPB maintains a public register of tax agents and BAS agents. You can access and search this register here: https://www.tpb.gov.au/public-register.

3. Complaints Process

• If you have a complaint about our services, please contact us directly at david@renaissancefinancial.com.au. We will acknowledge your complaint within 3 business days and aim to resolve it within 10 business days.
• If we are unable to resolve your complaint, you may contact the TPB to lodge a formal complaint. Information on how to do this is available at: https://www.tpb.gov.au/complaints.