Privacy Policy
This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you use our website or engage our taxation and accounting services.
By using our website or services, you agree to the practices described in this policy.
Collected Information
We may collect personal information that is reasonably necessary to provide our services, including but not limited to:
- 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
We collect personal information in several ways, including:
- Directly from you (in person, by phone, email, or online forms)
- Through our website
- From third parties such as the Australian Taxation Office (ATO), banks, employers, or software providers, where authorised by you or permitted by law
Collection Purpose
We collect, use, and hold personal information for purposes including:
- 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 our business operations
We will not use your personal information for purposes unrelated to our services unless required or permitted by law.
Sharing Information
We do not sell, trade, or transfer your personal information to third parties except in the following circumstances:
- The Australian Taxation Office and other government agencies
- Professional advisers, software providers, employees or contractors who assist us
- Banks, superannuation funds, or financial institutions as required
- Any third party where you have given consent or where disclosure is required by law
We may disclose your personal information to service providers operating outside Australia. Some service providers, such as cloud-based accounting or document storage platforms, may store data overseas. In such cases, we take reasonable steps to ensure these providers comply with Australian privacy obligations.
Information Protection
We take reasonable steps 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
When personal information is no longer required, we securely destroy or de-identify it, unless we are required by law to retain it.
Information Retention
We will retain your personal information only as long as necessary to provide our services or comply with legal obligations.
Access and Correction
You have the right to request access to the personal information we hold about you and request corrections if you believe it is inaccurate, incomplete, or out of date.
To exercise these rights, please contact us @
Cookies and Website Analytics
Our website may use cookies or analytics tools to improve user experience and monitor website performance. These tools do not identify individual users.
You can adjust your browser settings to refuse cookies if you prefer.
Privacy Policy Changes
We may update this Privacy Policy from time to time. Changes will be posted on this page with a revised effective date. Your continued use of our services constitutes acceptance of the updated policy.
This privacy policy was last updated on 7 January 2026.
Contact
If you have any questions about this Privacy Policy or how we handle personal information, please contact us @