Effective Date: 01/07/2025

Last Updated: 01/07/2025

Introduction

Accounting Advisory Company Pty Ltd (“we”, “us”, “our”) is committed to protecting the privacy of personal information in accordance with the Privacy Act 1988 (Cth), including the Australian Privacy Principles (APPs), the Tax Agent Services Act 2009 (TASA), and the professional standards set by CPA Australia.

This policy outlines how we collect, use, disclose, and protect personal information in the course of providing accounting and tax agent services.

What Information We Collect

We may collect the following types of personal information:
– Full name, date of birth, contact details
– Employment and financial details
– Tax file numbers (TFNs), ABNs
– Identity verification documents
– Sensitive information (e.g. health, ethnicity) only with explicit consent
– Website usage data (e.g. IP address, browser type)

How We Collect Information

We collect personal information:
– Directly from clients via forms, emails, phone calls, and meetings
– Through our website and client portal
– From third parties (e.g. ATO, ASIC) with client consent
– Via cookies and analytics tools for website performance and security

Why We Collect Information

We collect personal information to:
– Provide accounting, tax, and advisory services
– Comply with legal and regulatory obligations (e.g. TASA, AML/CTF)
– Verify identity and manage client relationships
– Improve service delivery and website functionality
– Fulfill breach reporting and record-keeping obligations under TASA

Disclosure of Information

We may disclose personal information to:
– The Australian Taxation Office (ATO), Tax Practitioners Board (TPB), ASIC
– CPA Australia and other professional bodies
– IT and cloud service providers under strict confidentiality agreements
– Legal or regulatory authorities as required by law

We do not disclose personal information overseas,

Data Security and Retention

We implement robust security measures to protect personal information:
– Secure servers, encrypted communications, and access controls
– Staff training and internal quality assurance processes
– Records retained for at least 5 years in accordance with TASA

Access and Correction

Clients may request access to or correction of their personal information by contacting us. We will respond within 30 days and provide reasons if access is denied.

Complaints

If you believe your privacy has been breached, please contact our Privacy Officer at:
Email: admin@accadco.com.au
Mail: PO BOX 275, BLI BLI QLD 4560
We will investigate and respond in accordance with the Office of the Australian Information Commissioner (OAIC) guidelines.

Updates to This Policy

We may update this policy from time to time to reflect changes in legislation or our practices. The latest version will always be available on our website.