Privacy Policy.

2. What Personal Information We Collect

The types of personal information we collect will depend on the nature of the services we provide to you. This may include:

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• Your full name and date of birth

• Contact details including phone number, email address, and postal or business address

• Business name, ABN, and ACN (where applicable)

• Tax File Number (TFN) — where required and authorised in writing for tax-related services

• Financial information including bank account details, income, expenses, and financial statements

• Payroll and employment records, including employee names, salaries, superannuation details, and tax withholding information

• Business operational information necessary to provide bookkeeping, accounting, or advisory services

• NDIS-related information, where you engage us for NDIS plan management bookkeeping

• Information about your directors, trustees, or business partners as relevant to the services

We only collect information that is necessary for the services we provide to you. Where information is not required, providing it is optional.

3. How We Collect Personal Information

We collect personal information primarily from you directly. This may occur:

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• When you contact us to enquire about or engage our services

• Through the completion of our Client Agreement and onboarding forms

• Via email, phone, or video call during the course of our engagement

• Through accounting or business software platforms (such as Xero) to which you grant us access

• Through our website contact form or enquiry submissions

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Where authorised by you in writing, we may also receive information from third parties including the Australian Taxation Office (ATO), the Australian Securities and Investments Commission (ASIC), financial institutions, and other relevant government or regulatory bodies.

4. Why We Collect Personal Information

We collect personal information for the following primary purposes:

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• To provide bookkeeping, accounting, taxation, payroll, advisory, and related professional services to you

• To prepare and lodge documents with the ATO, ASIC, and other regulatory authorities where you have authorised us to do so

• To comply with our own legal and regulatory obligations, including those imposed by the Tax Practitioners Board (TPB) and the Institute of Certified Bookkeepers (ICB)

• To communicate with you about your account, services, and any matters arising from our engagement

• To administer our business operations, including invoicing and payment processing

• To maintain our client records and meet our own record-keeping obligations

5. How We Use Your Personal Information

We will only use your personal information for the purposes for which it was collected, or for directly related purposes that you would reasonably expect. Specifically, we use your information to:
 

• Deliver the bookkeeping, accounting, and advisory services outlined in your Client Agreement

• Prepare financial reports, tax returns, BAS/IAS lodgements, and related documents

• Communicate with you about your account, upcoming deadlines, and compliance matters

• Respond to your enquiries and requests

• Comply with applicable tax, accounting, and regulatory legislation

• Maintain accurate records in our practice management and accounting systems
   

We do not use your personal information for unsolicited direct marketing without your consent.

6. Disclosure of Personal Information

We treat your personal information as confidential and will not disclose it to third parties except in the following circumstances:

Regulatory and government bodies

Where you have provided written authorisation, we will disclose relevant information to the ATO, ASIC, and other regulatory authorities as required to perform our services (for example, lodging your BAS or updating your ASIC company details).

Professional bodies

As a registered practitioner with the Tax Practitioners Board (TPB) and member of the ICB, we are subject to periodic audit and review processes. Relevant professional information may be disclosed to these bodies in the course of such processes.

Service providers

We use trusted third-party software and service providers to deliver our services, including Xero and other accounting platforms. These providers are bound by their own privacy policies and obligations. We take reasonable steps to ensure they handle your information appropriately.

Legal requirements

We may disclose your information where required to do so by law, a court order, or a lawful request from a government authority.

Overseas disclosure

We do not knowingly disclose personal information to overseas recipients unless you have consented to this, or it is required or authorised by law. Some of the third-party software platforms we use may store data on servers outside Australia — where this occurs, we rely on those providers' privacy commitments. Please contact us if you have concerns about specific platforms.

7. Security of Personal Information

We take the security of your personal information seriously. We take reasonable steps to protect your information from misuse, interference, loss, unauthorised access, modification, or disclosure. Our security measures include:
 

• Use of password-protected and encrypted systems for storing client data

• Access controls limiting who within our team can access client information

• Secure communication practices, including encrypted email where appropriate

• Regular review of our data handling practices

While we take all reasonable precautions, no method of electronic storage or transmission is completely secure. If you have concerns about how we handle your data, please contact us.

When personal information is no longer required for the purposes for which it was collected, we will take reasonable steps to destroy or de-identify it securely, subject to any legal retention requirements.

8. Access and Correction