Privacy Policy

1. Information we collect

We collect personal information necessary to provide our taxation, accounting and bookkeeping services. The type of information depends on the service and may include:

• Your name, contact details and date of birth
• Tax File Numbers and Australian Business Numbers
• Financial records, income, expenses and bank details
• Employment, business and investment information
• Records required to meet our legal and regulatory obligations

2. How we collect information

We collect information directly from you — through our website forms, by phone, email or in person — and, where you authorise us to, from third parties such as the Australian Taxation Office, your employer, financial institutions or other advisers. Where it is lawful and practical, you have the option of dealing with us anonymously.

3. How we use your information

We use your personal information to:

• Prepare and lodge tax returns, statements and reports
• Provide accounting, bookkeeping and advisory services
• Communicate with you and respond to your enquiries
• Meet our obligations to the ATO, ASIC, QBCC and other authorities
• Administer our business, including billing and record-keeping

4. Disclosure of your information

We may disclose your information to government authorities such as the ATO, ASIC and QBCC where required to deliver our services or to comply with the law, and to third parties (such as software providers or other advisers) where you have authorised us to do so. We do not sell your personal information, and we take reasonable steps to ensure any third party handles it appropriately.

5. Storage and security

We store your information in secure physical and electronic systems and take reasonable steps to protect it from misuse, loss, unauthorised access, modification or disclosure. We retain records for as long as required by law and our professional obligations, and securely dispose of information that is no longer needed.

6. Access and correction

You may request access to the personal information we hold about you, and ask us to correct it if it is inaccurate, out of date or incomplete. We will respond to your request within a reasonable period. In limited circumstances we may decline access as permitted by law, and will explain why.

7. Our website and cookies

Our website may use cookies and similar technologies to improve your browsing experience and understand how the site is used. You can disable cookies in your browser settings, though some features of the site may not function as intended. Any information submitted through website forms is used only to respond to your enquiry.

8. Complaints

If you believe we have breached your privacy, please contact us using the details below and we will investigate and respond. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.

9. Changes to this policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. The current version will always be available on this website, with the date it was last updated shown above.