Privacy Policy

1. Privacy Statement

Able Accounting & Taxation Services Pty Ltd trading as Advanced Accounting Taxation & Business Services ("AATBS", "we", "our" or "us") is committed to protecting the privacy and confidentiality of your personal information.

This Privacy Policy explains how we collect, use, disclose, store and protect your personal information when you engage our services, communicate with us or use our website.

We manage personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

2. Information We Collect

The information we collect depends on the services you require and may include:

• your name and contact details;
• date of birth;
• Tax File Number (where authorised by law);
• financial and taxation information;
• bank account details;
• business information;
• identification documents;
• electronic signatures;
• documents you provide to us; and
• correspondence between you and our office.

Where required, we may also collect information from government agencies, your authorised representatives or other organisations involved in providing our services.

3. How We Collect Information

We generally collect personal information directly from you when you:

• engage us to provide professional services;
• complete our Client Information Form;
• sign an Engagement Letter;
• complete our Identity Verification process;
• contact us by telephone, email or through our website;
• subscribe to our newsletter; or
• provide documents or other information relevant to your engagement.

Where permitted by law, we may also collect information from third parties where necessary to provide our services.

4. How We Use Your Information

We collect and use your personal information to:

• provide taxation, accounting, bookkeeping, SMSF, home loan and business advisory services;
• prepare and lodge documents with government authorities;
• verify your identity where required;
• communicate with you regarding your affairs;
• maintain accurate client records;
• respond to enquiries;
• comply with legal and professional obligations; and
• improve our services.

If you do not provide the information we reasonably require, we may be unable to provide some or all of our services.

5. Online Forms and Electronic Signatures

Our website includes online services such as:

• Client Information Forms;
• Engagement Letters;
• Identity Verification;
• Contact Forms; and
• Newsletter subscriptions.

When you complete these forms, we collect the information and documents you choose to provide.

This may include:

• contact details;
• taxation information;
• identity documents;
• supporting documentation; and
• electronic signatures.

Electronic signatures submitted through our website may be retained as part of your client records.

Information collected through our online forms is used solely to provide our professional services, verify your identity where required by law, communicate with you and maintain accurate client records.

6. Disclosure of Information

We will only disclose your personal information where necessary to provide our services, where you have authorised us to do so, or where we are required or permitted to do so by law.

Depending on the services we provide, your information may be shared with organisations such as:

• the Australian Taxation Office (ATO);
• the Australian Securities and Investments Commission (ASIC);
• financial institutions;
• your authorised representatives; and
• government authorities where required by law.

We do not sell your personal information.

7. Storage and Security

We take reasonable steps to protect your personal information from misuse, loss, unauthorised access, modification and disclosure.

Personal information may be stored electronically or in physical files. Access is restricted to authorised personnel who require the information to perform their duties.

We retain personal information only for as long as necessary to provide our services and comply with our legal and professional obligations. When information is no longer required, it is securely destroyed or de-identified where appropriate.

8. Marketing Communications

From time to time, we may send newsletters, taxation updates and information about services that may be of interest to you.

You may unsubscribe from these communications at any time by following the unsubscribe instructions in our emails or by contacting our office.

We will continue to contact you regarding matters directly relating to your existing engagements or legal obligations where necessary.

9. Access and Correction

You may request access to the personal information we hold about you or ask us to correct information that you believe is inaccurate, incomplete or out of date.

To protect your privacy, we may ask you to verify your identity before providing access to your information.

10. Privacy Complaints

If you believe your privacy has been affected or you have concerns about how we have handled your personal information, please contact us.

We will investigate your complaint and respond within a reasonable timeframe.

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC) for further assistance.

11. Contact Us

If you have any questions about this Privacy Policy or wish to access or correct your personal information, please contact us.

Able Accounting & Taxation Services Pty Ltd
ABN 77 119 247 997
T/A Advanced Accounting Taxation & Business Services

Parramatta Office
Level 14, 3 Parramatta Square
153 Macquarie Street
Parramatta NSW 2150
Liverpool Office
83 Scott Street
Liverpool NSW 2170

Phone: (02) 9734 0777
Email: accountants@advancedtax.com.au
Website: www.advancedtax.com.au