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Privacy Policy

Last updated: 1 January 2025

Introduction

All Your Accounting Needs (“the Firm”, “we”, “us”, “our”) is committed to protecting the privacy of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

Collection of Personal Information

We collect personal information that is reasonably necessary for the provision of our accounting, taxation, and advisory services. The types of information we may collect include:

  • Full name, date of birth, and contact details (address, email, phone number)
  • Tax File Number (TFN) and Australian Business Number (ABN)
  • Financial records, bank account details, and transaction histories
  • Employment and income information
  • Information provided through our website contact form or newsletter subscription

We collect personal information directly from you wherever practicable. In some cases, we may collect information from third parties such as the Australian Taxation Office, financial institutions, or other professional advisers acting on your behalf.

Use and Disclosure

We use your personal information for the purposes for which it was collected, including:

  • Preparing and lodging tax returns, business activity statements, and other statutory documents
  • Providing accounting, bookkeeping, and advisory services
  • Communicating with you about your engagements and account
  • Complying with our legal and regulatory obligations
  • Sending you relevant updates, insights, or newsletters where you have consented to receive them

We will not disclose your personal information to third parties unless required or authorised by law, necessary for the provision of our services (e.g. lodgement with the ATO), or with your consent.

Data Security

We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access, modification, or disclosure. Our security measures include:

  • Secure, encrypted storage of electronic records
  • Restricted access to personal information on a need-to-know basis
  • Regular review of our information security practices
  • Secure disposal of personal information no longer required

Access and Correction

You have the right to request access to the personal information we hold about you. You may also request that we correct any information that is inaccurate, out of date, incomplete, irrelevant, or misleading.

To make an access or correction request, please contact us using the details provided below. We will respond to your request within a reasonable timeframe and in accordance with the APPs.

Cookies and Analytics

Our website may use cookies and similar technologies to enhance your browsing experience and collect anonymised usage data. This may include information about your browser type, device, referring URL, and pages visited.

We may use third-party analytics services (such as Google Analytics) to understand how visitors use our site. These services may collect information sent by your browser as part of a web page request. You can manage your cookie preferences through your browser settings.

Third-Party Services

In the course of providing our services, we may share your information with trusted third-party service providers, including:

  • Cloud accounting and practice management platforms
  • Secure document exchange services
  • The Australian Taxation Office and other regulatory bodies
  • Professional indemnity insurers (where required)

We take reasonable steps to ensure that these third parties comply with the APPs or equivalent privacy standards. Your personal information is not disclosed to overseas recipients unless we have informed you and obtained your consent, or an exception under the APPs applies.

Contact for Privacy Concerns

If you have any questions about this Privacy Policy or wish to make a complaint about how we have handled your personal information, please contact us:

All Your Accounting Needs

PO Box 261, Plumpton NSW 2761

Email: partner@allyouraccountingneeds.com

If you are unsatisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.