Privacy Policy

Advantage Accounting & Taxation ("we", "us") respects your privacy. This policy explains how we handle personal information in line with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

What we collect

We collect information needed to provide accounting and tax services, such as your name, contact details, date of birth, tax file number, income and financial records, and information about your business, trust or super fund.

How we collect it

Usually directly from you — in person, by phone or email, through our website booking and contact forms, or from documents you provide. With your authority we may also obtain information from the Australian Taxation Office, ASIC and other government agencies.

How we use it

To prepare and lodge returns and other documents, give advice, communicate with you, meet our legal and professional obligations, and manage our practice. We do not sell your personal information.

Disclosure

We disclose information only as needed to provide our services — for example to the ATO, ASIC, SMSF auditors, or software providers that store data for us — or where required by law.

Security

We take reasonable steps to protect your information from misuse, loss and unauthorised access, and keep records for the periods required by law.

Access and correction

You may ask to access or correct the personal information we hold about you by contacting us.

Contact and complaints

Contact us using the details on our Contact page. If you are not satisfied with our response, you can contact the Office of the Australian Information Commissioner (oaic.gov.au).