Privacy policy.

Who we are

Tax Visory is a Chartered Accountants ANZ firm and registered tax agent (No. 26294149) with offices in Woolloongabba, Queensland and Moorebank, New South Wales. This policy explains how we collect, hold, use and disclose personal information, and how we comply with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

What we collect

We collect the information we need to provide accounting, taxation and advisory services and to meet our professional and legal obligations. That typically includes your name and contact details, tax file number and ABN, income and expense records, bank and financial account details, identification documents required for verification, and details of your business structure and related entities.

Where you enquire through this website we collect only the information you provide in the form, together with basic technical information such as your browser type and the pages you viewed.

How we collect it

Usually directly from you, in meetings, by email or through the client portal. We also collect information from the Australian Taxation Office, from your previous accountant when you transfer to us, from your bank or accounting software where you have authorised access, and from public registers such as ASIC.

Why we collect it

To prepare and lodge returns and statements, to provide advice, to verify your identity as required by the Tax Practitioners Board and anti-money-laundering obligations, to administer our engagement and invoice you, and to comply with our record-keeping obligations.

We do not sell personal information, and we do not use it for marketing beyond communicating with you about our own services.

Who we disclose it to

The Australian Taxation Office and other regulators where required or authorised by law. Third parties you have asked us to deal with, such as your bank, solicitor, financial adviser or an SMSF auditor. Our software and hosting providers, who are bound by confidentiality obligations. And our professional advisers and insurers where necessary.

Some of our software providers store data on servers located outside Australia. We take reasonable steps to ensure any overseas recipient handles your information consistently with the Australian Privacy Principles.

How we hold it

In access-controlled cloud systems with encryption in transit and at rest, and in locked storage for any physical records. Access is limited to team members who need it for their work. We retain records for at least five years after the relevant matter concludes, or longer where the law or our professional standards require.

Access and correction

You can ask us for a copy of the personal information we hold about you, and ask us to correct anything that is inaccurate, at any time. Write to us at the email address below. We will respond within 30 days. If we decline a request we will tell you why in writing.

Complaints

If you believe we have breached the Australian Privacy Principles, contact us first and we will investigate and respond within 30 days. If you are not satisfied with our response you can complain to the Office of the Australian Information Commissioner at oaic.gov.au.

Changes to this policy

We may update this policy from time to time. The current version is always published on this page with the date it took effect.