Privacy Policy

Privacy Policy

1. Introduction

We are committed to protecting the privacy and confidentiality of our clients’ personal information. This Privacy Policy outlines how we collect, use, disclose, store, and protect personal information in accordance with applicable privacy laws and professional obligations.

2. Collection of Personal Information

We collect only the personal information necessary to provide accounting, taxation, and advisory services. This may include, but is not limited to:

• Personal details such as name, address, date of birth, and contact information
• Financial information, including bank statements and accounting records
• Tax-related information, including TFNs and tax returns
• Business and entity information relevant to our engagement

Information is generally collected directly from clients or from authorised third parties.

3. Use and Disclosure of Information

Personal information is used solely for the purpose of providing professional services, including:

• Preparing tax returns and financial statements
• Providing accounting, taxation, and business advice
• Meeting legal and regulatory obligations

We do not disclose personal information to third parties unless:

• The client has provided consent
• Disclosure is required or authorised by law
• Disclosure is necessary to provide our services (e.g. lodgement with the ATO or dealings with financial institutions)

4. Data Security

We take reasonable steps to protect personal information from misuse, loss, unauthorised access, modification, or disclosure. Security measures include:

• Physical safeguards such as restricted office access
• Electronic safeguards including secure systems, firewalls, and password protection

5. Client Access and Correction

Clients have the right to request access to the personal information we hold about them and to request corrections if the information is inaccurate, incomplete, or out of date. Requests can be made in writing and will be responded to within a reasonable timeframe.

6. Third-Party Service Providers

We may use third-party service providers such as cloud storage platforms, accounting software providers, or IT consultants. Where personal information is shared with these providers, we take reasonable steps to ensure they maintain appropriate privacy and security standards.

7. Retention and Disposal of Information

Personal information is retained only for as long as necessary to meet legal, regulatory, and professional requirements. When information is no longer required, it is securely destroyed or de-identified, including:

• Shredding of paper records
• Secure deletion or wiping of electronic data and IT equipment

8. Changes to This Policy

This Privacy Policy may be updated from time to time to reflect changes in legal requirements or business practices. The most current version will be made available upon request.