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TERMS OF SERVICES

  1. Our Mission to Serve Our Family of Clients and Team Members
     

  2. Terms of Engagement (This hyperlink should take us to a Word document that sets out our standard terms Form of General Authority and Letter of Engagement)
     

  3. Support and Help Desk Options and Systems
     

  4. Email & Electronic Signature Exchange - Electronic Communications Consent Agreement
     

  5. Billing and Payments Policies
     

  6. Privacy Policy
     

  7. Data Sovereignty and Confidentiality Statement
     

  8. Security Statement
     

  9. Professional Body Quality Review Consent Statement and Agreement
     

  10. Adherence to APESB Standards Statement

86 Brookes St, Fortitude Valley QLD 4006 | Tel: 1300 179 029 

© 2024 by JTAX Wealth Solutions. Powered by JTBS

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JTAX WEALTH SOLUTIONS TRUST

ABN 24 705 091 082

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Corporate Authorised Representative No. TBA SHORTLY

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All financial planning is conducted by licensed or authorised representatives as per compliance requirements. Tax advice is provided by NAFS (Aust) 2020 Trust ABN: 56-404-107-343 CPA and IPA Public Practice Licensed. The information in this website and the links provided are for general information only and should not be taken as constituting professional advice from the website owner. NAFS (Aust) 2020 Trust is not a licensed financial adviser. You should consider seeking independent legal, financial, or other advice to check how the website information relates to your unique circumstances. NAFS (Aust) 2020 Trust is not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this website. HO Tel: 1300 179 029 National Mail Handling Centre: PO Box 994 Buderim, QLD, 4556. 86 Brookes St, Fortitude Valley, Qld 4006 Email: info@jtax.com.au

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