We are committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 and the Australian Privacy Principles.

This policy explains how we collect, use, disclose and protect personal information from both website visitors and clients.

1. What Information We Collect

We may collect personal information including:

• name, email address and contact details
• information submitted through website forms
• IP address and website usage data
• date of birth and tax file number (TFN)
• identification documents
• financial and taxation information
• business records and transaction data
• superannuation and SMSF information
• Some of this information is considered sensitive information.

2. How We Collect Information

We collect personal information:

From website visitors:

• when you visit our website
• through cookies and analytics tools
• when you submit an enquiry form

From clients:

• directly from you (email, phone, meetings, portals)
• via accounting software you authorise us to access
• from the ATO and other government agencies
• from third parties such as banks or advisers (with your authority)

3. Use of Cookies and Analytics

Our website may use cookies and similar technologies to:

• understand how visitors use our website
• improve user experience
• analyse website traffic

You can control cookie settings through your browser.

4. Why We Collect Information

We collect and use personal information to:

• respond to enquiries
• provide accounting, taxation and advisory services
• prepare and lodge tax returns and regulatory documents
• communicate with the ATO and other authorities
• verify identity where required
• comply with legal and professional obligations
• manage our business operations

If you do not provide required information, we may be unable to provide services.

5. Disclosure of Personal Information

We may disclose personal information to:

• the ATO and other regulators
• software providers (e.g. accounting, document and communication systems)
• our staff and contractors
• professional advisers engaged on your behalf

We only disclose information where necessary or required by law.

6. Overseas Disclosure

Some of our staff or service providers may be located outside Australia, or may store data overseas.

This means your personal information may be accessed from or transferred to overseas locations.

We take reasonable steps to ensure your information is handled appropriately.

7. Data Security

We take reasonable steps to protect your information, including:

• secure cloud-based systems
• restricted access to data
• staff confidentiality obligations

However, no system is completely secure.

8. Electronic Communications

We may communicate electronically. You acknowledge that electronic communication carries inherent risks.

9. Identity Verification

Where required, we may verify your identity using documents you provide.



This information is used only for compliance purposes.

10. Access and Correction

You may request access to or correction of your personal information by contacting us.

11. Retention of Information

We retain information as required to:

• provide services
• comply with legal obligations
• maintain business records

12. Complaints

If you have a concern, please contact us.

If unresolved, you may contact the Office of the Australian Information Commissioner (OAIC):

https://www.oaic.gov.au