Privacy Policy

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Last updated: 04 April 2025

This Privacy Policy explains how Property Tax Accountants Pty Ltd (ACN: 684 994 492) ("we", "us", or "our") collects, uses, discloses, and protects your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

By using our website www.propertytaxaccountants.com.au, or engaging with our services, you agree to the terms outlined in this policy.

We may collect the following types of personal information:

• Name, address, email, and phone number
   
• Tax File Number (TFN) and Australian Business Number (ABN) (if applicable)
   
• Financial, taxation, and superannuation details
   
• Business and investment information
   
• Identification documents (e.g., driver licence or passport)
   
• Website usage data and IP address
   
• Other information relevant to the services we provide
   

We will only collect sensitive information (e.g., health or ethnic background) with your explicit consent or as required by law.

We collect personal information through:

• Direct communication (phone, email, in person)
   
• Website contact forms or submissions
   
• When you engage our accounting or advisory services
   
• Third parties, with your consent (e.g., your lawyer, bank, or financial adviser)
   
• Publicly available sources (e.g., ASIC, ATO)
   

We collect your personal information to:

• Provide accounting, tax, and SMSF services
   
• Comply with legal and regulatory obligations
   
• Communicate with you effectively
   
• Maintain accurate records and documentation
   
• Improve our website and service delivery
   
• Verify your identity (where necessary)
   

We will only use your personal information for the purposes for which it was collected or as required/permitted by law.

We may disclose your personal information to:

• The Australian Taxation Office (ATO), ASIC, or other regulatory bodies
   
• Legal, financial, or superannuation professionals you authorise
   
• IT service providers, cloud hosting platforms, or administrative support staff
   
• Our professional advisers (e.g., auditors, insurers)
   
• As otherwise required or authorised by law
   

We do not sell or rent your personal information to third parties.

We take reasonable steps to ensure your personal information is protected against unauthorised access, modification, disclosure, or loss. This includes physical, electronic, and managerial security procedures.

Data may be stored on secure servers in Australia or via reputable cloud-based providers with data centres that comply with Australian privacy standards.

You may request access to, or correction of, your personal information at any time by contacting us. We may require proof of identity before granting access. Requests will be processed in a reasonable timeframe.

If we decline your request, we will provide written reasons as required by law.

We may collect non-personally identifiable data via cookies or similar technologies when you browse our website. This includes browser type, pages visited, and usage patterns. You can control cookie settings through your browser preferences.

We do not routinely disclose personal information overseas. If it becomes necessary, we will inform you and ensure appropriate data protection is in place, consistent with Australian privacy requirements.

If you believe your privacy has been breached, please contact us. We take privacy concerns seriously and will investigate promptly. If you are unsatisfied with our response, you can contact the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

We may update this Privacy Policy from time to time to reflect changes in our practices or the law. The updated version will be published on our website.

For any privacy-related queries or requests, please contact:

Property Tax Accountants Pty Ltd
Email: andrew@propertytaxaccountants.com.au
Phone: 07 5574 0966
Business Address: 97 Bundall Road, Queensland, Australia