Your Privacy Matters

Your Privacy is Our Priority

Privacy Policy

Effective Date: 1 Jan 2025

At AP Accountax, we are committed to protecting your privacy and ensuring that your personal information is handled securely and responsibly. This Privacy Policy outlines how we collect, use, store, and disclose your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

1. Collection of Personal Information

We collect personal information that is necessary to provide you with accounting, taxation, and business advisory services. The types of personal information we may collect include:

• Full name and contact details (email address, phone number, postal address)

• Tax File Number (TFN), ABN, or ACN

• Financial and accounting records

• Employment and income details

• Superannuation information

• Details about your business or entity

• Any other information required to provide our professional services

We may collect this information through:

• Direct interactions (phone, email, website contact forms, in person)

• Government portals (e.g., ATO, ASIC) with your authorisation

• Third parties (such as your employer, financial institutions, or legal representatives)

2. Use of Personal Information

Your personal information is collected for the primary purpose of delivering services such as:

• Preparing and lodging tax returns

• BAS preparation and submission

• Financial reporting and compliance

• Business and financial advisory

• Communicating with you about our services

We may also use your information to:

• Comply with legal and regulatory obligations

• Improve our services and website experience

• Respond to enquiries, complaints or feedback

We will never use or disclose your personal information for any secondary purpose without your consent, unless required or authorised by law.

3. Disclosure of Information

We may disclose your personal information to:

• The Australian Taxation Office (ATO) and other relevant government agencies

• Business partners, software providers (e.g., Xero, MYOB), or professional advisors

• Legal or regulatory bodies if required under law

• Contractors or third-party service providers who assist us in operating our business

All third parties are required to maintain the confidentiality and security of your information.

4. Storage & Security

We take all reasonable steps to protect your personal information from misuse, loss, unauthorised access, modification, or disclosure. Information is stored in secure physical and digital environments, with password-protected systems and firewalls in place.

When personal information is no longer needed for the purpose for which it was obtained, we will take reasonable steps to destroy or de-identify it.

5. Access & Correction

You have the right to access your personal information held by us and request correction if it is inaccurate, out of date, or incomplete. To make a request, please contact us using the details below.

We will respond to all requests for access or correction within a reasonable timeframe and in accordance with applicable laws.

6. Website & Cookies

When you visit our website, we may collect non-identifiable information such as your IP address, browser type, device, and pages visited. This data helps us improve our website functionality and user experience.

Our site may use cookies for analytics and performance enhancement. You can disable cookies via your browser settings if preferred.

7. Third-Party Links

Our website may contain links to external sites. We are not responsible for the privacy practices or content of these websites and recommend reviewing their privacy policies separately.

8. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Any changes will be published on our website with a revised effective date.

9. Contact Us

If you have any questions about this Privacy Policy or wish to access, correct, or lodge a complaint about the handling of your personal information, please contact:

AP Accountax Services

Contact Us

We prioritize your privacy and ensure secure handling of your personal information. Reach out to us.