We collect personal, financial and business information necessary to provide our accounting, taxation and advisory services. This may include names, addresses, contact details, tax file numbers, financial records, corporate documents and other information relevant to the engagement. Information may be collected directly from you, from your authorised representatives, or from third parties where permitted by law.
We use the information collected solely for the purposes of delivering professional services, managing our client relationship, and complying with legal and regulatory obligations. Our advice and reports are provided only for your use, are general in nature, and do not constitute financial product advice, investment advice or legal advice. All decisions you make having regard to our advice or information remain your sole responsibility, and we accept no liability for outcomes arising from such decisions. Draft or oral advice may not be relied upon unless confirmed in writing.
We may disclose information:
to regulators (such as the ATO and ASIC) where required or authorised by law;
to our professional advisers, contractors and service providers (including IT and cloud providers) who are bound by confidentiality; and
to other parties with your express consent.
We do not sell or rent personal information to third parties. We are not responsible for actions, storage, security or disclosures by third-party service providers beyond our control.
We take reasonable steps to protect information from misuse, interference, loss, unauthorised access, modification or disclosure. Information may be stored in physical files, electronic systems, or cloud-based platforms. While we use reputable providers and apply multiple safeguards, we cannot guarantee absolute security of data transmitted over the internet or stored with third-party service providers. Use of such systems is at your own risk.
We are under no obligation to update or revise any advice, reports, deliverables or this Privacy Policy to reflect changes in law, regulations, technology, or your circumstances.
Some third-party service providers we use may store or process data overseas. While we seek to use providers who store data in Australia, we cannot control the location or practices of all providers. By engaging our services, you consent to such potential overseas disclosure. If you object, please notify us and we will use local storage where reasonably practicable.
You may request access to, or correction of, personal information we hold about you. We will take reasonable steps to respond within thirty days, subject to our legal obligations and professional duties.
To the extent permitted by law, we are not liable for any loss, breach, disclosure or unauthorised access of information arising from or in connection with third-party providers, contractors, cloud services, system failures, human error, delays, or any other circumstances beyond our reasonable control.
Nothing in this Privacy Policy excludes, restricts or modifies any rights you may have under the Australian Consumer Law or other legislation which cannot be excluded by agreement.
We may modify or update this Privacy Policy from time to time. Any changes will be posted on this page and will take effect immediately upon publication, unless otherwise indicated.