Privacy Policy
This privacy policy explains how personal information is collected, used, disclosed, and protected when the website is used or when taxation and accounting services are engaged. By using the website or services, consent is given to the practices described in this policy.
Collected Information
The collection of personal information reasonably necessary for the provision of services may occur, including but not limited to the following:
Name, address, email address, and phone number
Date of birth and identification details
Tax File Number (TFN) and Australian Business Number (ABN)
Financial information, income details, expenses, and assets
Employment, business, and superannuation information
Information provided through website forms, emails, or phone calls
Information Sources
The collection of personal information occurs through various methods, including but not limited to:
Directly from you (in person, by phone, email, or online forms)
Through this website
Authorised third parties such as the Australian Taxation Office, banks, employers, or software providers, where permitted by law
Collection Purposes
Personal information will not be used for purposes unrelated to the provision of services unless required or permitted by law. The collection, use, and holding of personal information occurs for purposes including, but not limited to:
Providing taxation, accounting, and advisory services
Preparing and lodging tax returns, BAS, IAS, and financial reports
Complying with legal and regulatory obligations
Communicating with you regarding your services, appointments, or updates
Managing business operations
Sharing Information
Personal information is not shared or transferred to third parties except in the following circumstances:
The Australian Taxation Office and other government agencies
Professional advisers, software providers, and employees or contractors providing assistance
Banks, superannuation funds, or financial institutions as required
Any third party where you have given consent or where disclosure is required by law
Service providers outside Australia, where reasonable steps are taken to ensure compliance with Australian privacy obligations
Information Protection
Reasonable steps are taken to protect personal information from misuse, loss, unauthorised access, modification, or disclosure, including:
Secure electronic systems
Password protection and encryption
Restricted access to personal information
Information Retention
Personal information is retained only as long as necessary to provide services or comply with legal obligations and is securely destroyed, deleted, or de-identified when no longer required, unless retention is mandated by law.
Access and Correction
You have the right to request access to your personal information held and to correct any information you believe is inaccurate, incomplete, or out of date.
Cookies and Analytics
The website may use cookies and analytics tools to improve user experience and monitor website performance without identifying individual users. Browser settings can be adjusted to refuse cookies.
Policy Changes
This privacy policy may be updated from time to time. Changes will be posted on this page with a revised effective date. Continued use of the services constitutes acceptance of the updated policy. This privacy policy was last updated on 5 February 2026.
Contact
For any questions regarding this privacy policy or the handling of personal information, please contact.