Privacy Policy

1. Who this policy applies to

This policy applies to personal information collected through this website, by phone, by email, in person, and during the course of providing accounting, taxation, bookkeeping, BAS, payroll record, advisory, and related services.

We aim to handle personal information in a careful and transparent way, including in line with the Australian Privacy Principles where they apply to the practice.

2. Information we may collect

The information collected depends on the matter and how you interact with the practice. It may include:

• Name, phone number, email address, and preferred contact method.
• Appointment preferences, service interests, deadlines, and enquiry details.
• Business name, ABN, role, entity type, and business contact details where relevant.
• Records needed to provide accounting or taxation services, if securely requested by the office.
• Information about ATO correspondence, BAS periods, tax years, payroll records, or bookkeeping systems.
• Basic website technical information such as page visits, browser type, and device information if analytics are enabled.

3. Sensitive information and tax records

Accounting and taxation work can involve sensitive financial and identity information. We only ask for sensitive information when it is reasonably needed for the service or required by law, professional obligations, or tax administration processes.

Sensitive records should be provided only through a process confirmed by the office. The public contact form is for general enquiries and appointment requests, not document transfer.

4. How we collect information

We usually collect information directly from you when you contact us, book an appointment, provide records, complete a worksheet, or communicate with the practice. We may also collect information from authorised representatives, government agencies, accounting software, prior accountants, or third-party service providers where you authorise this or where it is necessary for the work.

The browser-only templates on this website are designed so the information you enter is used locally in your browser to generate a PDF. Those template entries are not submitted through the website unless a separate submission process is introduced and clearly identified.

5. Why we use information

We may use personal information to:

• Respond to enquiries and arrange appointments.
• Identify the type of tax, accounting, BAS, bookkeeping, payroll, or advisory support requested.
• Provide services after the engagement scope is confirmed.
• Communicate about records, deadlines, lodgements, invoices, and follow-up questions.
• Meet legal, tax, professional, risk management, and record-keeping obligations.
• Maintain internal administration, quality control, and client service records.
• Improve the website and resource tools where analytics or aggregate usage information is available.

6. Disclosure of information

We do not sell personal information. We may disclose information where reasonably necessary for the service, where you have authorised it, or where required or permitted by law. This may include disclosure to:

• The Australian Taxation Office or other government bodies where relevant to the work.
• Accounting, bookkeeping, payroll, practice management, secure storage, email, hosting, or IT service providers.
• Professional advisers, insurers, or auditors where required for practice management or compliance.
• Another adviser, accountant, or authorised representative where you request or authorise the disclosure.

7. Overseas storage and service providers

Some technology providers used for email, hosting, analytics, accounting software, document storage, or practice systems may store or process information outside Australia. Where this applies, we take reasonable steps to use reputable providers and appropriate account security settings.

8. Security and retention

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification, and disclosure. Measures may include access controls, password protection, secure storage, staff procedures, and document-handling processes.

We keep records for as long as needed for the purpose collected, to provide services, to manage disputes, and to meet tax, legal, professional, and business record obligations. When information is no longer required, we take reasonable steps to delete, destroy, or de-identify it where appropriate.

9. Access, correction, and privacy questions

You may contact the office to request access to personal information we hold about you or to ask that it be corrected. We may need to verify your identity before responding. Some requests may be limited by legal, professional, or confidentiality obligations.

If you have a privacy question or complaint, contact the Merrylands office using the details below. We will review the issue and respond within a reasonable time.

If you are not satisfied with the response, you may be able to contact the Office of the Australian Information Commissioner for guidance about privacy rights and complaint options.