Privacy Policy

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About This Privacy Policy

Y&S Accounting Brisbane ("we", "us", "our") is committed to protecting your privacy and handling your personal information responsibly. This Privacy Policy explains how we collect, use, store, and disclose personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

By engaging our services or using our website at taxbne.com.au, you consent to the collection and use of your personal information as described in this policy.

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Information We Collect

We may collect the following types of personal information:

Identity information: name, date of birth, Tax File Number (TFN), ABN, and government-issued identification.

Contact information: address, email address, phone number.

Financial information: income details, bank account information, assets, liabilities, and tax records.

Employment information: employer details, salary, and payroll records.

Website data: IP address, browser type, pages visited, and usage data collected via cookies.

We only collect sensitive information (such as TFNs) where it is reasonably necessary to provide our services and with your consent.

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How We Collect Your Information

We collect personal information directly from you when you engage our services, book a consultation, complete intake forms, or contact us by phone, email, or in person.

We may also collect information from third parties including the Australian Taxation Office (ATO), employers, financial institutions, government agencies, and referral partners — where you have authorised us to do so.

When you visit our website, we may automatically collect usage data through cookies and analytics tools. See Section 10 for details.

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How We Use Your Information

We use your personal information to provide accounting, tax, and advisory services, including preparation and lodgement of tax returns, BAS statements, and other regulatory documents.

Specifically, we use your information to verify your identity, comply with our obligations as a registered tax agent, communicate with you about your engagement, issue invoices and process payments, improve our services and website, and send relevant updates or information with your consent.

We will not use your personal information for any purpose that is unrelated to providing our services without your explicit consent.

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Disclosure of Your Information

We do not sell, rent, or trade your personal information. We may disclose your information to third parties only in the following circumstances:

The Australian Taxation Office (ATO) and other government agencies, as required to fulfil our tax agent obligations.

Service providers who assist us in operating our business (e.g. accounting software platforms, cloud storage, IT support) under strict confidentiality obligations.

Professional advisors such as lawyers or specialist accountants, with your knowledge.

Where required by law, court order, or regulatory authority.

We may use overseas service providers (such as cloud platforms headquartered outside Australia). Where this occurs, we take reasonable steps to ensure your information is handled in accordance with the APPs.

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Data Security

We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access. Our security measures include encrypted file storage, secure email communications, password-protected systems, and restricted access to client records.

While we strive to protect your information, no method of transmission over the internet is completely secure. If you suspect a data breach, please contact us immediately at brisbane@ysaccounting.com.au.

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Data Retention

We retain your personal information for as long as necessary to provide our services and comply with our legal obligations. Under Australian taxation law, we are required to retain tax records for a minimum of five years. After this period, we securely destroy or de-identify information that is no longer needed.

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Your Rights

Under the Privacy Act 1988 and the APPs, you have the right to access the personal information we hold about you and request corrections if it is inaccurate, incomplete, or out of date.

To make an access or correction request, contact us at brisbane@ysaccounting.com.au. We will respond within 30 days. In some circumstances we may decline a request, in which case we will explain why in writing.

You may also opt out of receiving marketing communications from us at any time by contacting us directly or clicking the unsubscribe link in any email we send.

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Third-Party Services

We use third-party platforms to operate our business, including Xero (accounting), Calendly (appointment booking), and Google Workspace (email and storage). These providers have their own privacy policies and we encourage you to review them.

Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and recommend you review their policies before providing any personal information.

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Cookies and Website Data

Our website uses cookies and similar technologies to improve your browsing experience and analyse site traffic. Cookies are small text files stored on your device. You can control cookie settings through your browser, however disabling cookies may affect website functionality.

We use Google Analytics to understand how visitors use our site. This data is aggregated and does not personally identify you. For more information, see Google's Privacy Policy at policies.google.com/privacy.

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Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. The current version is always available at taxbne.com.au/privacy-policy. We will notify existing clients of material changes by email.

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Contact Us and Complaints

If you have a question, concern, or complaint about how we handle your personal information, please contact our Privacy Officer:

Y&S Accounting Brisbane

Level 38, 71 Eagle Street, Brisbane QLD 4000

Email: brisbane@ysaccounting.com.au

We will acknowledge your complaint within 5 business days and aim to resolve it within 30 days. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au or by calling 1300 363 992.