Privacy Policy

Privacy Policy

Tax Accounting Adelaide

Last updated: April 2026

1. Our Commitment to Privacy

Tax Accounting Adelaide is committed to protecting your privacy and handling your personal information in an open and transparent way, in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This Privacy Policy explains how we collect, use, store, and disclose personal information when you visit our website or engage our services.

2. Personal Information We Collect

We may collect personal information including, but not limited to:

  • Name
  • Email address
  • Phone number
  • Postal address
  • Tax File Number and financial information (where required for services)
  • Information submitted via online forms, booking requests, or email correspondence
  • Technical information such as IP address, browser type, and website usage data

We only collect personal information that is reasonably necessary for the operation of our practice and the delivery of our services.

3. How We Collect Personal Information

Personal information may be collected when you:

  • Visit our website
  • Submit an enquiry or contact form
  • Book an appointment or request a quote
  • Communicate with us by phone, email, or online meeting
  • Engage us to provide accounting, taxation, or advisory services

Some information is collected automatically through cookies and analytics tools (see Section 8).

4. How We Use Personal Information

We use personal information to:

  • Provide accounting, taxation, and advisory services
  • Respond to enquiries and appointment requests
  • Communicate with clients regarding services and obligations
  • Meet legal and regulatory requirements
  • Improve our website and services
  • Administer our business operations

We do not sell personal information to third parties.

5. Disclosure of Personal Information

We may disclose personal information to:

  • The Australian Taxation Office and other regulatory bodies, where authorised or required
  • Professional advisers or service providers engaged to support our operations (e.g. IT, cloud software providers)
  • Third parties where required by law

Where disclosure occurs, we take reasonable steps to ensure information is handled securely and confidentially.

6. Overseas Disclosure

Some third‑party service providers we use (such as cloud hosting, email, or analytics platforms) may store or process data outside Australia.

Where this occurs, we take reasonable steps to ensure that overseas recipients handle personal information in a manner consistent with Australian privacy obligations.

Use of Technology, Software and AI Tools

We use a range of professional software and technology platforms to operate our accounting and tax practice efficiently and securely.

These may include, but are not limited to:

  • Microsoft cloud services (including Microsoft 365, email, document storage, and collaboration tools)
  • Accounting, taxation and practice management software
  • Secure document storage and client portals
  • Email and communication systems
  • Analytics and website management tools

Some information may be stored or processed on secure servers operated by these providers, including servers located in Australia or overseas.

Use of Artificial Intelligence (AI) Tools

We may use AI‑enabled tools (including Microsoft Copilot and similar technologies) within secure, enterprise environments to assist with tasks such as drafting, analysis, summarisation, and workflow efficiency.

  • AI tools are used as support tools only
  • We do not rely on AI to replace professional judgement
  • Client data is handled in accordance with confidentiality and privacy obligations
  • We do not use open or public AI tools to process sensitive client information unless appropriate safeguards are in place

Third‑Party Service Providers

We take reasonable steps to ensure that third‑party service providers we use:

  • Handle information securely
  • Comply with applicable privacy and confidentiality requirements
  • Only use information for authorised purposes

7. Data Security

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

Security measures include physical, electronic, and managerial safeguards appropriate to the sensitivity of the information.

8. Cookies and Analytics

Our website uses cookies and similar technologies to:

  • Analyse website traffic and usage
  • Improve website performance and user experience

Cookies do not give us access to your computer or personal information beyond what you choose to share.

You can choose to accept or decline cookies by adjusting your browser settings. Declining cookies may limit some website functionality.

We may also use analytics and remarketing tools (such as Google services) to understand website usage and improve our online presence.

9. Accessing and Correcting Personal Information

You may request access to personal information we hold about you, or request corrections if you believe the information is inaccurate, incomplete, or out of date.

Requests can be made by contacting us using the details below. We may require verification of identity before responding.

10. Privacy Complaints

If you have a concern or complaint about how we handle personal information, please contact us first so we can attempt to resolve the matter promptly.

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC).

11. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be published on our website.

12. Contact Us

For privacy enquiries, access requests, or complaints, contact:

Tax Accounting Adelaide
202 Gorge Road
Newton SA 5074
Phone: 08 8337 4460