Terms and Conditions for Professional Consultations

Thank you for choosing Accounting Heart.

We want to make sure that our expectations of each other are clear from the outset; what can you expect of Accounting Heart? And … What will Accounting Heart expect of you?

If you have any questions please ask - we are here to help.

Services

Our professional consultation service booked online are limited exclusively to meetings either in person, on Zoom or by phone.

We will not provide you with financial planning or investment advice regulated under the Corporations Act 2001 (Cth). If you require financial planning services, please ask us for a referral.

Advice given verbally is not intended to be relied upon unless confirmed in writing. If we provide verbal advice that you wish to rely on, you must ask us to confirm the advice in writing. Additional fees will apply for this advice. We will advise you of these fees prior to commencing work.

Like all laws, tax laws change frequently and our advice is based on the law at the time our advice is provided. It is your responsibility to obtain updated advice in relation to actual or proposed transactions entered into at a later time. Just get in touch if we can help you at any stage in the future.

The responsibility for the accuracy and completeness of the particulars and information provided by you rests with you. Furthermore, any advice given to you in the course of the above service is only an opinion based on our knowledge of your particular circumstances;

We will provide our professional consultation service to you in accordance with the relevant professional and ethical standards issued by the Accounting Professional & Ethical Standards Board (APESB).

We will act in your best interest at all times, subject to the overriding requirement that we must comply with the law.

Privacy

You must make all necessary notifications and obtain any necessary consents for us to process personal information you provide to us. We collect and use that personal information for the purposes of providing the services and we will comply with the Privacy Act 1988 (Cth) when processing that personal information. Our privacy policy (on our website) provides further details of our privacy practices.

Australian Consumer Law

You may be entitled to guarantees in relation to our Services pursuant to the Australian Consumer Law. Other than those guarantees, we specifically exclude any other guarantee in relation to our Services.

We do not warrant or guarantee specific commercial outcomes. While we may discuss strategic goals with you, we do not warrant or guarantee that such goal will be achieved. Any indications given are examples and are based on experience. These must not be relied on to predict future results. You agree that you have not relied on any warranty, guarantee or representation given by us in entering into this agreement.

Limitation of Liability

Our liability is limited by a scheme approved under the Professional Standards Legislation.

Where our Services fall within the scope of the Australian Consumer Law, we limit our liability to you to the fullest extent permissible by law, including by limiting our liability under section 64A of the Australian Consumer Law. To the maximum extent permissible by law, we exclude liability for consequential loss or damage, including loss of business profits. Otherwise, we exclude all liability to you (including for negligence and consequential loss or damage, including loss of business profits) and you hereby waive, release and discharge, on a continuing basis, all claims you have or may have against us relating to the provision of the services, however arising.