Privacy Policy
Last updated: September 2026
Accolution Tax Pty Ltd (ABN 35 689 611 292) provides this policy to explain how we handle personal information under the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). It applies to our tax, accounting, business advisory and Virtual CFO clients, and to visitors to www.accolutiontax.com.au.
Engaging our services, or using our website, means you accept the terms of this policy.
1. Information We Hold
Depending on the services you engage us for, we may hold:
- Contact details — name, address, phone, email
- Identifying and tax information — date of birth, Tax File Number
- Financial data — bank details, income, expenses, assets, liabilities, investments
- Business records — ABN/ACN, structure, financial and accounting records, payroll data
- Correspondence and notes from meetings, calls and engagements
- Basic website analytics — IP address, browser, pages viewed
We only use your Tax File Number for purposes authorised under taxation law, and we won’t use or disclose it for any other purpose without your consent.
We don’t seek out sensitive information (health, memberships, etc.) unless it’s genuinely needed for an engagement, and we’ll ask for your consent first.
2. How Information Reaches Us
Most of what we hold comes straight from you — engagement forms, meetings, phone calls, email, or our website enquiry forms.
Occasionally we’ll receive information from elsewhere: the ATO or another government body, a bank or financial institution, another adviser you’ve authorised to speak with us, or public registers such as ASIC. Where that happens, we take reasonable steps to make sure you know it’s occurred.
3. What We Use It For
Personal information is used to:
- Deliver the tax, accounting, advisory or CFO services you’ve engaged us for
- Meet our obligations under tax law and the Tax Agent Services Act 2009 (Cth)
- Send invoices, reports and other engagement-related correspondence
- Manage our ongoing relationship with you
- Satisfy our professional obligations as CA ANZ members and TPB-registered tax agents
We won’t repurpose your information beyond this, or a closely related use you’d reasonably expect, without your consent.
4. Who We Share It With
We disclose personal information only where necessary:
- The ATO and relevant government or regulatory bodies (including the TPB and CA ANZ), as required by law or our professional obligations
- Software and platform providers that underpin our services — practice management, document and accounting systems
- Accolution Pty Ltd, our related bookkeeping and payroll firm, where a client engages both firms and coordination between the two is needed
- Contractors who work directly within our practice systems to help deliver your engagement, including staff based overseas (see Section 5)
- Other advisers you’ve asked us to liaise with (lawyers, brokers, financial planners)
- Our professional indemnity insurer, if a claim requires it]
We don’t sell or trade personal information, and we don’t disclose it for anyone else’s marketing purposes.
5. International Transfers
Some of the platforms we use to run the practice — accounting, document management, and practice management software — may store data on servers outside Australia. We take reasonable steps to confirm those providers offer an equivalent standard of privacy protection, and we’ll tell you which countries are involved if you ask.
Separately, we engage individual contractors based in the Philippines who support the delivery of client engagements. They work directly within our practice systems using credentials we provide, and depending on the engagement, may access full client files — the same information our Australia-based team would use to carry out that work.
This is an overseas disclosure of personal information under the Privacy Act. Before engaging any offshore contractor, we require a signed agreement covering confidentiality, data security and use restrictions. Contractors may only access what’s needed for their assigned work, must not store client data on personal devices or unmanaged cloud storage, must use secure, approved systems only, and must return or destroy all client data on completion of the engagement or termination of their contract.
If you’d prefer your file isn’t accessed by an offshore contractor, let us know and we’ll flag it on your record.
6. Keeping It Secure
We protect the information we hold through a combination of access controls, encryption, multi-factor authentication and restricting access to staff and contractors who need it for their assigned work. Access to client systems is removed once a person is no longer working on that engagement. Physical records are kept in secure storage.
Once information is no longer needed — and any legally required retention period has passed — we take reasonable steps to destroy or de-identify it.
7. If a Data Breach Occurs
We’re subject to the Notifiable Data Breaches (NDB) scheme under the Privacy Act. If a breach occurs that’s likely to result in serious harm to affected individuals, we will:
- Contain the breach and assess the risk as quickly as practicable
- Notify affected clients directly, as soon as reasonably possible
- Notify the Office of the Australian Information Commissioner (OAIC) within the required timeframe
- Advise affected individuals on steps they should consider taking in response
If you suspect a breach involving your information, contact us immediately using the details in Section 13.
8. How Long We Keep Records
Tax and professional obligations generally require us to retain client records for at least five years after an engagement concludes. In some cases we’ll hold records longer where the law requires it, or where it’s necessary to protect our own legitimate interests.
9. Our Website
Visiting our site generates some standard technical data: IP address, browser type, pages viewed, referring links. We may also use analytics tools like Google Analytics to understand site usage; those tools operate under their own privacy terms.
You can restrict or disable cookies through your browser, though parts of the site may not work as intended if you do.
10. Accessing or Correcting Your Information
You’re entitled to ask what personal information we hold about you and to request corrections. Send a request to the contact details in Section 13; we’ll respond within a reasonable time. A reasonable fee may apply for access requests, which we’ll confirm with you upfront. If we can’t action a request, we’ll explain why.
11. Links to Other Sites
Our website may link out to third-party sites. Once you leave our site, their privacy practices apply, not ours — we’d suggest checking their policy before providing any information.
12. If You Have a Complaint
Complaints about how we’ve handled your information should go to the contact details in Section 13. We aim to acknowledge and resolve complaints within 30 days.
If you’re not satisfied with our response, you can escalate to the Office of the Australian Information Commissioner (OAIC), www.oaic.gov.au.
13. Get in Touch
Accolution Tax Pty Ltd
Email: admin@accolutiontax.com.au
Address: 33 Warwick Street, Walkerville SA 5081
Web: www.accolutiontax.com.au
14. Updates to This Policy
We may update this policy as our practices or legal obligations change. The current version is always available on our website, and we’ll take reasonable steps to flag any significant changes.