AsOne Accountants Pty Ltd (“AsOne”, “we”, “us”, “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
1. Information We Collect
We may collect the following types of personal information:
- →Identity information: Full name, date of birth, tax file number (TFN), ABN/ACN.
- →Contact information: Email address, phone number, postal and business address.
- →Financial information: Bank account details, income, expenses, assets, liabilities, and other financial records necessary to provide accounting and advisory services.
- →Business information: Business structure, ownership details, operational information relevant to our services.
- →Website usage data: IP address, browser type, pages visited, and other analytics data collected via cookies.
2. How We Collect Your Information
We collect personal information in the following ways:
- →Directly from you — when you contact us, complete our enquiry form, engage our services, or provide documents.
- →From third parties — including the Australian Taxation Office (ATO), ASIC, financial institutions, and other professional advisors where authorised.
- →Automatically — through our website via cookies and analytics tools.
3. How We Use Your Information
We use personal information to:
- →Provide accounting, tax, advisory, and business transformation services.
- →Comply with our legal and regulatory obligations, including those imposed by the ATO, ASIC, and the Tax Practitioners Board (TPB).
- →Communicate with you about our services, including responding to enquiries and providing updates.
- →Improve the quality and relevance of our services.
- →Send you relevant insights, newsletters, or updates (with your consent, and with the ability to unsubscribe at any time).
4. Disclosure of Your Information
We do not sell, rent, or trade your personal information. We may disclose your information to:
- →Government bodies such as the ATO and ASIC, where required to provide our services or comply with law.
- →Cloud software providers (e.g. Xero, MYOB, Microsoft 365) used in the delivery of our services, under appropriate data processing agreements.
- →Other professional advisors (e.g. solicitors, financial planners) where you have authorised us to do so.
- →Successors in the event of a sale or transfer of our business.
5. Data Security
We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access, modification, or disclosure. These measures include secure file storage systems, encrypted communications, and access controls limited to authorised personnel.
While we take all reasonable precautions, no method of electronic transmission or storage is 100% secure. If you have concerns about data security, please contact us.
6. Your Rights
Under the Privacy Act, you have the right to:
- →Access the personal information we hold about you.
- →Request correction of inaccurate, incomplete, or out-of-date information.
- →Withdraw consent for direct marketing communications at any time.
- →Lodge a complaint with the Office of the Australian Information Commissioner (OAIC) if you believe your privacy rights have been breached.
7. Cookies & Website Analytics
Our website uses cookies and analytics tools (such as Google Analytics) to understand how visitors use our site. This data is collected in aggregate and is not used to identify individuals. You can disable cookies through your browser settings, though this may affect some website functionality.
8. Retention of Information
We retain personal information for as long as necessary to provide our services and comply with our legal obligations. Tax and financial records are generally retained for a minimum of seven years in accordance with ATO requirements.
9. Contact Us
For privacy-related enquiries, requests to access or correct your information, or to lodge a complaint, please contact us:
AsOne Accountants Pty Ltd
Email: hello@asoneaccountants.com.au
