At ADL Accounting, your privacy is important to us. We are committed to handling your personal information with the utmost care and in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information.
We may collect a range of personal information from you, including but not limited to:
- Full name, date of birth, and contact details (address, email, phone number)
- Tax File Number (TFN)
- Australian Business Number (ABN)
- Financial information including income, expenses, bank account details, superannuation, and investment information
- Employment and business details
- Records of communication and transactions with us
We only collect information that is necessary to provide our accounting, taxation, and bookkeeping services or as required by law.
We collect personal information through various methods, including:
- Direct communication (phone, email, website, in person)
- Documents provided to us (e.g., tax returns, financial statements)
- Third parties with your consent (e.g., the ATO, financial institutions, legal representatives)
We use your personal information to:
- Provide accounting, tax, bookkeeping, and advisory services
- Prepare and lodge tax returns and other statutory documents
- Comply with our legal and regulatory obligations
- Communicate with you about our services
- Improve our services and client experience
We will not disclose your personal information to any third party without your consent, except where required or authorised by law. This may include:
- The Australian Taxation Office (ATO)
- Other government agencies
- External auditors or legal advisers (if necessary)
- Software providers we use to deliver our services (e.g., Xero, MYOB), who are bound by confidentiality agreements
We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification or disclosure. This includes secure servers, encrypted systems, firewalls, password protection, and internal access controls.
Where information is stored electronically (including in the cloud), we ensure our service providers comply with Australian privacy standards, even if servers are located overseas.
You have the right to access and request correction of the personal information we hold about you. If you believe any of your details are incorrect, incomplete, or out of date, please contact us.
If you have any questions or concerns about our Privacy Policy or how we handle your personal information, please contact:
ADL Accounting
Email: alison@adlaccounting.com.au
Phone: 02 8313 0530
Address: Suite 4, Level 1 68 Oxford Rd, Inlgeburn NSW 2565
We may update this Privacy Policy from time to time to reflect changes in legislation or our business practices. The most recent version will always be available on our website.