Last Updated: 11th February 2025

1. Introduction

Umbrella Property Accountants strives to deliver high-quality tax services following professional standards and Australian regulatory requirements. This Refund Policy outlines the circumstances under which refunds may be granted for our tax agent services. By engaging our services through our website, you agree to the terms outlined in this Refund Policy, which forms an integral part of our Website Fulfillment Policy.

2. Scope

This Refund Policy applies exclusively to the tax agent services provided by Umbrella Property Accountants via our website. Any services provided through other channels or under separate agreements may be subject to different terms and conditions.

3. Eligibility for Refunds

Refunds may be considered in the following circumstances:

• Non-Commencement of Services:
  If you have paid for a service that has not yet been initiated, you may be eligible for a full refund upon written request.
• Service Delivery Failure:
  If Umbrella Property Accountants fail to deliver the agreed-upon service outlined in our Website Fulfillment Policy—and the issue is not resolved through further communication—a refund (full or partial) may be issued at our discretion.
• Error on Our Part:
  When a demonstrable error by Umbrella Property Accountants has materially affected the service provided, you may be eligible for a refund subject to a review of the circumstances.

4. Non-Refundable Circumstances

The following scenarios are not eligible for refunds:

• Completed Services:
  No refunds will be provided once tax services have been fully rendered and delivered.
• Partially Rendered Services:
  Refunds (if applicable) will be calculated on a pro-rata basis for services that have been partially completed. Any non-refundable fees incurred will be deducted from the refund amount.
• Cancellation After Commencement:
  Cancellation requests submitted after the commencement of work may incur a cancellation fee, and any refund granted will be adjusted accordingly.
• Deposits and Administrative Fees:
  Any non-refundable deposits or administrative fees already incurred are not eligible for a refund.

5. Refund Request Process

To request a refund, please follow these steps:

1. Submit a Written Request:
   Email your refund request to admin@umbrellaaccountants.com.au and include:
   • Your order number or client reference.
   • Details of the service provided.
   • A clear explanation of your reason for requesting a refund.
2. Include Supporting Documentation:
   Provide any relevant documentation or correspondence that supports your request (e.g., error notices incomplete service details).
3. Timely Submission:
   Refund requests must be submitted within [X] days of service delivery or the acknowledgment of your order, as applicable. Requests received after this period may not be considered.

6. Assessment and Approval

• Review Process:
  Upon receiving your refund request, we will review the information provided to determine whether the circumstances meet the eligibility criteria outlined above.
• Notification:
  You will be notified in writing of our decision regarding your refund request within 21 business days.
• Discretion:
  All refund decisions are made at the sole discretion of Umbrella Property Accountants and by applicable laws and regulations.

7. Refund Payment

• Method of Refund:
  Approved refunds will be processed using the same payment method used for the original transaction unless an alternative arrangement is agreed upon.
• Processing Time:
  Refunds will typically be processed within 21 business days after approval.
• Partial Refunds:
  Where a partial refund is warranted, the amount will be calculated pro rata, accounting for non-refundable fees or cancellation charges.

8. Amendments and Updates

Umbrella Property Accountants reserves the right to modify or update this Refund Policy anytime. The most current version will always be available on our website. Your continued use of our services following any changes constitutes your acceptance of the updated Refund Policy.

9. Contact Information

For any questions or further clarification regarding this Refund Policy, please contact us using the details below:

Umbrella Property Accountants
16 Hall Road, Narangba, Qld, 4504
Email: admin@umbrellaaccountants.com.au
Phone: 07 304 00 304

10. Governing Law

This Refund Policy is governed by and construed by the laws of the Commonwealth of Australia. Any disputes arising out of or in connection with this Refund Policy shall be subject to the exclusive jurisdiction of the courts of Australia.