Privacy Policy

1. Information We Collect

We collect information that you provide directly to us and information gathered automatically when you interact with our website. This helps us deliver accurate advice and maintain your financial records.

• Information you give us: name, contact details, business details, and financial documents you submit for our services.
• Information collected automatically: browser type, device information, and pages visited, gathered through cookies and analytics tools.
• Information from third parties: details shared by the ATO, your bank feeds, or software integrations such as Xero, where you have authorised access.

2. How We Use Your Information

We use the information we collect to provide, maintain, and improve our services. Specifically, we use your data to:

• Prepare and lodge tax returns, BAS, and other compliance obligations on your behalf.
• Communicate with you about your engagement, deadlines, and financial matters.
• Meet our legal and regulatory obligations as Registered Tax Agents.
• Improve our website and understand how clients use our services.

3. Disclosure to Third Parties

We only disclose your information where necessary to deliver our services or comply with the law. This may include sharing information with the Australian Taxation Office, regulatory bodies, or trusted software providers that support our work. All third parties are required to protect your information to the same standard we do.

4. Data Security & Retention

We take reasonable steps to protect your personal information from misuse, loss, and unauthorised access. Financial records are retained for the period required by Australian law, after which they are securely destroyed or de-identified.

Storage

Your data is stored on secure, access-controlled systems. Cloud-based tools we use apply industry-standard encryption both in transit and at rest.

5. Your Rights

You have the right to access the personal information we hold about you and to request corrections if it is inaccurate. To exercise these rights, or if you have concerns about how your data is handled, please contact us using the details below.

6. Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please get in touch.