1. Introduction
PROFICIENT Accounting & Taxation Services ("we", "us", "our") is committed to protecting your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
This policy explains how we collect, use, disclose, and store your personal information when you use our website or engage our services.
2. Information We Collect
We may collect the following types of personal information:
- Contact details - name, email address, phone number, postal address
- Financial information - tax file numbers, income details, business records, bank statements (provided for the purpose of taxation and accounting services)
- Identity documents - ABN, ACN, proof of identity as required by law
- Website usage data - pages visited, time on site, device information (collected via analytics if enabled)
- Contact form submissions - name, email, phone number, and message content
3. How We Use Your Information
We use your personal information to:
- Provide accounting, taxation, and business advisory services
- Prepare and lodge tax returns and BAS statements
- Respond to enquiries submitted via our contact form
- Comply with our obligations under taxation and corporate law
- Improve our website and services
4. How We Store and Protect Your Information
We take reasonable steps to protect your personal information from misuse, loss, unauthorised access, modification, or disclosure. Financial and tax records are stored securely and access is restricted to authorised personnel only.
Tax file numbers are collected only as required by law and are handled in accordance with the Tax Agent Services Act 2009 and the Taxation Administration Act 1953.
Our website uses HTTPS encryption to protect data transmitted between your browser and our site.
5. Third-Party Disclosure
We may disclose your personal information to:
- The Australian Taxation Office (ATO) - as required for tax lodgements
- The Australian Securities & Investments Commission (ASIC) - for company registrations
- Other government agencies as required by law
- Third-party software providers used for accounting and tax preparation (e.g., MYOB, Xero, Handisoft)
We do not sell, rent, or trade your personal information to third parties for marketing purposes.
6. Cookies
Our website may use cookies for analytics purposes. You can manage cookie preferences through your browser settings. We do not use cookies for advertising or tracking across other websites.
7. Your Rights
Under the Australian Privacy Principles, you have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your personal information (subject to legal retention requirements)
- Lodge a complaint with the Office of the Australian Information Commissioner (OAIC) if you believe your privacy has been breached
8. Data Retention
We retain financial and tax records for a minimum of 5 years as required by the ATO and relevant legislation. Other personal information is retained only for as long as necessary to fulfil the purposes outlined in this policy.
9. Contact Us
If you have questions about this privacy policy or wish to access, correct, or delete your personal information, contact us:
PROFICIENT Accounting & Taxation Services
Shop 4, 108-120 Station Street, Wentworthville NSW 2145
Phone: 0425 330 826
Email: admin@profaccounting.com
10. Changes to This Policy
We may update this privacy policy from time to time. The latest version will always be available at this page.
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