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Advice on Tax Matters

The Tax Agent Services Act (TASA) 2009 requires that financial advisors providing advice on tax matters (either incidental or otherwise to the subject matter of the advice) to be registered (or supervised by a registered individual) with the Tax Practitioners Board (TPB) from 1 July 2014 as tax (financial) advisers. Under their TPB registration, advisers must meet the personal and professional standard requirements for registered tax (financial) advisers in accordance with the TPB Code of Conduct. The obligations imposed by the Code of Conduct can be found in the Tax Agent Services Act 2009.

ALK Wealth Pty Ltd

ALK Wealth Pty Ltd ABN 81 604 051 943 is a Corporate Authorised Representative (Number 1268949) of Professional Investment Services Pty Ltd ABN 11 074 608 558 AFS Licence No. 234951. Loucas Kyriacou is a Sub Authorised Representative (Number 1268950) of ALK Wealth Pty Ltd.

The information on this website is provided as general and factual information and should not be regarded as personal advice. To provide personal advice we need to take into consideration your own personal financial position and goals and provide appropriate advice accordingly. If you would like specific personal advice for your circumstances, please contact us.

  • Click here to view the Professional Investment Services web address
  • Click here to download a copy of the Professional Investment Services Financial Services Guide
  • Click here to download a copy of the Professional Investment Services Complaints Procedure

ALK Finance Pty Ltd

ALK Finance Pty Ltd ABN 79 604 051 934 is a Credit Representative (Number 511132) of Centrepoint Alliance Lending Pty Ltd ABN 40 100 947 804 Licence No. 377711.

The information on this website is provided as general and factual information and should not be regarded as personal advice. To provide personal advice we need to take into consideration your own personal financial position and goals and provide appropriate advice accordingly. If you would like specific personal advice for your circumstances, please contact us.