Privacy Policy
How we handle the personal and financial information you trust us with, in line with the Australian Privacy Principles.
What we collect
We collect the personal and financial information needed to provide accounting, taxation, audit and advisory services — including your name, contact details, tax file number, income and expense records, and information about your business entities. We collect it directly from you, and from third parties such as the ATO, ASIC and your financial institutions where you have authorised us to do so.
How we use it
Your information is used to prepare and lodge returns and financial statements, conduct audits, provide advice, meet our own legal and professional obligations, and communicate with you about your affairs. We do not sell your information or use it for marketing by third parties.
Who we disclose it to
We disclose information to the Australian Taxation Office, ASIC and other regulators as required, and to third parties you have authorised — for example your bank, broker, financial planner or legal adviser. Where we use software providers to store or process records, we take reasonable steps to ensure they meet Australian privacy requirements.
How we protect it
Records are held in secure electronic systems with access limited to those who need it, and physical records are kept securely at our office. We retain records for the periods required by taxation law and professional standards, and dispose of them securely afterwards.
Website and cookies
This website collects only the information you choose to submit through our contact form. Standard server logs may record technical information such as your browser type and IP address. If we introduce analytics or embedded third-party content, those providers may set cookies in your browser.
Accessing or correcting your information
You can request access to the personal information we hold about you, and ask us to correct anything inaccurate, at any time. Contact us using the details below and we will respond promptly.
Complaints
If you believe your privacy has been breached, contact us first so we can investigate. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner at oaic.gov.au.
Contact us about privacy
Advance Accounting and Advisory Services
50 Saywell Road, Macquarie Fields NSW 2564
Phone: 02 8021 6313 · Email: info@advanceaccountancy.com.au
This policy is a general template and should be reviewed by your adviser before publication to confirm it reflects your practice's actual procedures.