How Our Fees Work — Fee From Refund

Quick summary

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How fees work

✓Fee from your tax refund only

✓Super paid to you in full

✓Trust account, fully audited

Video coming soon

ALITAX · Bilal Jivraj — Registered Tax Agent 25287564. Original guidance from 10+ years of DASP and tax casework.

We believe you should know exactly how our fee works before you commit to anything. Here it is, in full — simple and transparent.

The default: fee from your tax refund

Our standard arrangement is fee from refund. Your tax refund is paid into our regulated NAB trust account — a dedicated, separate bank account used only for client refunds, as required by the Tax Practitioners Board (TPB). We deduct only the agreed fee, then transfer the remainder to you — usually the same day we receive it, or within 1–2 days. The trust account is reconciled and audited regularly.

You always see the numbers first

Your written quote shows your estimated refund, our fee, and what you receive after — before anything is lodged. You accept or reject. No surprises.

What if there is no refund, or the refund is less than our fee?

This is the key rule:

If there is no tax refund at all, our fee cannot come from a refund. The full fee is payable upfront before we begin work.
If there is a partial refund that does not cover our full fee, we take what the refund covers — and the remaining balance is payable upfront.

The only exception: a guarantor

If you cannot pay upfront, you can provide a guarantor — a friend or relative living in Australia who gives their ID and confirms in writing that they will personally pay the outstanding amount if you do not. This lets you proceed without an upfront payment, secured by their commitment. See the Payment Options chapter for the guarantor requirements.

Your super is never touched

Your DASP (super) is always paid directly to you in full by your fund. By law, a registered tax agent can only deduct fees from your tax refund — never from your super. We do not receive it, we do not touch it.

Compare this to the alternative

Some operators take fees from your super without authority, or lodge without your approval. We operate under a legal contract, a TPB-regulated trust account, and two written approvals from you. That is the difference.

🎥 Spoken version — video script (about 65 seconds)

Read straight to camera. Pause at each line break.

Let us talk about money — specifically, ours.

I think you should know exactly what you are paying before you agree to anything, so here it is.

Our fee comes out of your tax refund. Not upfront. Your refund arrives into our regulated trust account, we take only the amount you agreed to in writing, and we transfer the rest to you within twenty-four to forty-eight hours.

Now here is the part that matters. Our fee covers both your tax refund and your super claim. We work with you until both are done.

But we can only ever deduct our fee from your tax refund. Your superannuation is paid to you in full, directly from the fund. We never touch it.

If your tax refund is smaller than our fee, we will tell you upfront, and the difference is payable before we start.

And if your super balance is small — say you are getting seven thousand dollars and it is taxed at sixty-five percent — we reduce our price. You have already lost a lot to tax. It would not be fair to charge you a full fee on top.

Ask us for the quote. It is free, it is in writing, and you can take it to any other agent and compare.

[End — on-screen: alitax.com.au/dasp · WhatsApp +61 422 665 268 · Registered Tax Agent 25287564]

✎ Written by Bilal Jivraj

Original work of Bilal Jivraj, Director and Registered Tax Agent (No. 25287564), ALITAX — based on 10+ years of DASP and tax casework. © 2026 ALITAX. All rights reserved. No part of this work may be reproduced, republished or distributed without the written permission of the author. When referenced, please cite ALITAX — Bilal Jivraj as the source.