Privacy Policy

This Privacy Policy explains how ACCOUNTAX GROUP PTY. LTD. (“Accountax Group”, “we”, “us”, or “our”) collects, uses, stores, and discloses personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

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1. Introduction

We are committed to protecting the privacy and security of personal information. This policy applies to personal information collected through our website, communications, and the provision of our accounting and information technology services.

2. What personal information we collect

The types of personal information we may collect include:

• Full name
• Email address
• Business name and business contact details
• Information provided in enquiries or correspondence
• Financial or accounting information required to provide services
• IT systems, access, or configuration information (where relevant to services)
• Any other information you voluntarily provide to us

We only collect personal information that is reasonably necessary for our business functions and service delivery.

3. How we collect personal information

We may collect personal information in the following ways:

• When you submit an enquiry through our website
• When you communicate with us via email
• When you engage us to provide accounting or IT services
• When information is provided by authorised third parties (e.g. your bookkeeper, software provider, or adviser), with your consent

We do not collect personal information unlawfully or unfairly.

4. Purpose of collection

We collect, hold, and use personal information for purposes including:

• Responding to enquiries and communications
• Providing accounting, advisory, and IT services
• Managing client relationships and engagements
• Meeting legal, regulatory, and professional obligations
• Improving our services and internal processes
• Managing risk, security, and compliance

We will not use personal information for purposes unrelated to our services without consent, unless required or authorised by law.

5. Disclosure of personal information

We may disclose personal information to:

• Professional advisers, contractors, or service providers who assist us in delivering services (e.g. cloud service providers, software vendors)
• Regulatory or government bodies where required by law
• Third parties authorised by you

We take reasonable steps to ensure that third parties handle personal information securely and in accordance with privacy obligations. We do not sell or rent personal information to third parties.

6. Overseas disclosure

Some service providers we use (such as cloud or software platforms) may store or process data outside Australia. Where this occurs, we take reasonable steps to ensure that overseas recipients handle personal information in a manner consistent with Australian privacy requirements.

7. Data security

We take reasonable technical and organisational measures to protect personal information from misuse, interference, loss, unauthorised access, modification, or disclosure.

Despite these measures, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Retention of personal information

We retain personal information only for as long as necessary to fulfil the purposes for which it was collected, or as required by law, professional standards, or regulatory obligations. When personal information is no longer required, we take reasonable steps to destroy or de-identify it.

9. Access and correction

You may request access to personal information we hold about you, or request correction if you believe it is inaccurate, out of date, incomplete, or misleading. Requests should be made in writing using the contact details below. We will respond within a reasonable time and may require verification of identity.

10. Cookies and website analytics

Our website may use cookies or similar technologies to improve functionality and user experience. These technologies do not typically identify individuals personally but may collect usage and technical information. You can manage cookies through your browser settings.

11. Complaints

If you believe we have breached your privacy or mishandled personal information, please contact us using the details below. We will investigate complaints promptly and fairly. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC).

12. Contact details

For privacy enquiries, access requests, or complaints, please contact:

13. Changes to this policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. The current version will be available on our website.