Privacy Policy

1. Information We Collect

To provide professional accounting, taxation, bookkeeping, and business advisory services, we may collect and hold personal and financial information about you and your business entities, including:

• Full legal names, contact numbers, residential/business addresses, and email addresses.
• Tax File Numbers (TFN), Australian Business Numbers (ABN), and Australian Company Numbers (ACN).
• Financial records, including profit and loss statements, balance sheets, bank feeds, invoices, payroll information, and superannuation details.
• Identification documents required for client verification under the Tax Agent Services Act and Anti-Money Laundering legislation.

2. How We Collect Your Information

We collect information directly from you through phone consultations, face-to-face meetings, email exchanges, document upload links, and our website contact form. With your explicit written authorization, we may also collect records directly from the Australian Taxation Office (ATO), the Australian Securities and Investments Commission (ASIC), your banking institutions, or cloud accounting software platforms (e.g., Xero, MYOB, QuickBooks Online).

3. Purpose of Collection and Use

We collect and handle your personal and financial information strictly for the purposes of:

• Preparing and lodging tax returns, Business Activity Statements (BAS), and statutory reports.
• Providing business advisory, 12-week cashflow projections, and structural consulting.
• Communicating with you regarding lodgement deadlines, tax estimates, and practice updates.
• Fulfilling legal and regulatory obligations under Australian tax and corporate law.

4. Disclosure to Third Parties

Safe Books Accounting does not sell, rent, or trade your personal or financial information to third parties. We only disclose information to third parties where:

• Authorized by you to act on your behalf with government agencies (such as the ATO, ASIC, or State Revenue Offices).
• Required or permitted by Australian law or professional regulatory bodies (including the Tax Practitioners Board).
• Necessary for certified cloud software partners (e.g., encrypted cloud accounting platforms) directly supporting our service delivery to you.

5. Data Security and Confidentiality

As a registered tax agent practice and member of professional accounting bodies, we operate under strict confidentiality requirements. We take reasonable physical, electronic, and managerial safeguards to protect your personal information from unauthorized access, loss, misuse, or alteration. These measures include encrypted cloud storage, multi-factor authentication (MFA), and secure file transfer protocols.

6. Access and Correction

You have the right to request access to the personal information we hold about you and to request corrections if you believe the details are inaccurate, incomplete, or out of date. To make an inquiry or update your records, please contact us using the details below.