1. Information We Collect

We may collect the following types of personal information:

• Contact Information: Name, address, email address, phone number
• Identification Information: Tax File Number (TFN), Australian Business Number (ABN), date of birth
• Financial Information: Bank account details, income details, investment information, expense records
• Employment Information: Employer details, salary, superannuation
• Business Information: Business structure, financial statements, employee information
• Communication Records: Records of our communications with you

2. How We Collect Information

We collect personal information through:

• Direct interactions when you engage our services
• Forms you complete on our website or in our office
• Correspondence via email, phone, or mail
• Information you provide during consultations
• Third parties with your consent (e.g., your employer, financial institutions)
• Automated technologies when you visit our website (cookies, analytics)

3. How We Use Your Information

We use your personal information for the following purposes:

• Providing accounting and taxation services
• Preparing and lodging tax returns and other documents with the ATO
• Communicating with you about our services
• Complying with legal and regulatory obligations
• Managing our relationship with you
• Improving our services and business operations
• Sending you relevant updates and information

4. Disclosure of Your Information

We may disclose your personal information to:

• The Australian Taxation Office (ATO) and other government agencies as required by law
• Third-party service providers who assist us in operating our business (e.g., software providers, IT services)
• Financial institutions for payment processing
• Professional advisors such as lawyers or auditors
• Other parties with your consent

We do not sell, trade, or rent your personal information to third parties for marketing purposes.

5. Data Security

We implement appropriate security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. These measures include:

• Secure storage systems with access controls
• Encryption of sensitive data
• Regular security assessments
• Staff training on privacy and data protection
• Physical security measures at our offices

While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.

6. Retention of Information

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. For taxation records, we typically retain information for 5-7 years as required by Australian tax law.

7. Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information (subject to legal requirements)
• Object to or restrict certain processing of your information
• Withdraw consent where processing is based on consent
• Lodge a complaint with a supervisory authority

To exercise these rights, please contact us using the details provided below.

8. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance your experience and collect information about how you use our website. You can control cookies through your browser settings.

9. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date. You are advised to review this Privacy Policy periodically for any changes.

10. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us at: