Privacy Policy

📋 1. What information we collect

We may collect the following personal information when you contact us, enquire about our services or engage us as a client:

• Your name and contact details (email address, phone number)
• Business name and ABN
• Financial information necessary to perform bookkeeping, payroll or related services
• Employee information (where we manage payroll on your behalf)
• Any other information you choose to provide to us

🎯 2. Why we collect your information

We collect personal information only for the purposes of:

• Responding to enquiries submitted through our contact form
• Providing bookkeeping, payroll, EA, financial reporting and operations services
• Communicating with you about your account or our services
• Meeting our legal and regulatory obligations (e.g. ATO, Fair Work)
• Improving our services

We will not use your information for any purpose other than those listed above without your consent.

🔒 3. How we store and protect your information

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification or disclosure. Your information is stored securely using password-protected systems and encrypted platforms.

Financial and business information shared with us for service delivery purposes is handled with strict confidentiality and is never shared with third parties except where required to perform our services (e.g. submitting STP reports to the ATO) or where required by law.

🤝 4. Disclosure of your information

We do not sell, rent or trade your personal information to third parties. We may disclose your information only in the following circumstances:

• To the ATO, ASIC or other regulatory bodies as required by law
• To your accountant or other advisors, with your explicit consent
• To software platforms used to deliver our services (e.g. Xero, MYOB) — these platforms have their own privacy policies
• Where we are legally required to do so

🌐 5. Website & contact form

When you submit an enquiry through our website contact form, the information you provide (name, email, business name, message) is used solely to respond to your enquiry. We do not use tracking cookies, advertising pixels or analytics tools that collect personally identifiable information.

✏️ 6. Accessing and correcting your information

You have the right to request access to the personal information we hold about you, and to request corrections if it is inaccurate, incomplete or out of date. To make a request, please contact us using the details below. We will respond within a reasonable timeframe.

🗑️ 7. Retention and deletion

We retain your personal information for as long as necessary to provide our services and meet our legal obligations. Financial records are retained for a minimum of 5 years in accordance with ATO requirements. When information is no longer required, it is securely deleted or destroyed.

📬 8. Complaints

If you believe we have breached your privacy or have a complaint about how we have handled your personal information, please contact us in the first instance. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

🔄 9. Updates to this policy

We may update this Privacy Policy from time to time. The most current version will always be available on our website. Continued use of our website or services after any update constitutes acceptance of the revised policy.