We may collect personal and company-related information, including but not limited to:

• Full name, former names, date and place of birth

• Residential and business addresses

• Contact details (email, phone number)

• Tax File Number (TFN) and ABN details

• Company, trust, or business name information

• Payment details (processed securely through Westpac Banking Corporation)

We collect this information directly from you or an authorised representative, and only for legitimate business or legal purposes.

Your personal information may be shared with trusted third parties for the purpose of service delivery, such as:

• ASIC and government departments for lodgement and compliance

• Cloud hosting and IT service providers

• Payment processors and secure form platforms

• Professional advisers (accountants or solicitors) where necessary

All third-party providers are bound by confidentiality agreements and required to comply with Australian privacy standards.

We may also disclose personal information when required by law or to protect the rights, property, or safety of our clients, staff, or the public.

In the course of our work, we may collect or handle confidential business or personal details to effectively provide our services.
This may include company constitutions, trust deeds, director information, or financial statements.
We treat all such information as highly confidential and ensure it is only accessible to authorised team members or agents.

If you choose not to provide certain information, it may limit our ability to deliver the full scope of services.

We take all reasonable measures to protect your information from misuse, interference, and unauthorised access.

• All data is stored securely in encrypted cloud systems.

• Access is controlled through multi-factor authentication.

• Online transactions are securely processed through Westpac Banking Corporation.

While we maintain high security standards, absolute online security cannot be guaranteed.

We retain your information only for as long as necessary to comply with legal, tax, and service obligations.
After your service is completed or your client relationship ends, records are securely deleted or anonymised within approximately three months, unless required to be retained by law.

You have the right to request access to the personal information we hold about you, and to request corrections where inaccuracies exist.

Requests can be made via email to our support team (details below).

If you have concerns about how your information has been handled, please contact us directly.
We will respond promptly to investigate and resolve your complaint in line with the Australian Privacy Principles (APPs).

We may update this Privacy Policy periodically to reflect legal or operational changes. Updates will be published on our website and take effect immediately.