R&K Taxation Experts – Taylors Hill
Effective Date: 01/07/2025
At R&K Taxation Experts – Taylors Hill, we are committed to protecting the privacy and confidentiality of our clients’ personal information. This policy outlines how we manage personal data in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
1. Collection of Personal Information
We collect personal information necessary to deliver accounting, taxation, and advisory services. This may include:
– Full name, date of birth, residential and postal address
– Contact details (email, phone number)
– Tax File Number (TFN), Australian Business Number (ABN)
– Employment, income, superannuation, and financial information
– Bank account details for tax refunds or payments
– Records of correspondence, tax returns, BAS, and financial statements
Information is generally collected directly from you. In some instances, we may receive it from third parties (e.g., the ATO, financial institutions, or your authorised representatives) with your consent.
2. Use and Disclosure of Personal Information
Your personal information is used primarily for the following purposes:
– Provision of accounting, taxation, and business advisory services
– Preparation and lodgement of tax returns, BAS, and compliance documents
– Communication regarding your financial affairs
– Meeting obligations under Australian law and professional standards
We may disclose your personal information to:
– The Australian Taxation Office and other government authorities as legally required
– External service providers (e.g. cloud-based accounting platforms) for business operations
– Our professional advisers, auditors, or insurers
– Regulatory bodies and third-party providers bound by confidentiality agreements
We do not sell, rent, or trade your personal information under any circumstances.
3. Data Security
We take reasonable steps to safeguard your personal information from misuse, loss, unauthorised access, modification, or disclosure. Security measures include:
– Secure office premises and data storage systems
– Encrypted digital communications and access-controlled platforms
– Regular system monitoring and staff training on privacy and data protection
Where information is held electronically by third-party service providers (e.g. cloud services), we ensure that adequate security standards and data handling protocols are in place.
4. Access and Correction
You may request access to, or correction of, your personal information held by us. Requests should be submitted in writing to the contact details below. We will respond within a reasonable timeframe, and no fee is charged for access or correction unless the request is complex or requires extensive resources.
5. Data Retention
We retain your personal information for as long as necessary to fulfil our professional obligations and comply with recordkeeping requirements, typically for a minimum of five (5) years following the completion of your services.
6. Website Usage and Cookies
When you visit our website, we may collect non-personally identifiable data such as IP addresses, browser types, and pages visited using cookies and analytics tools. This data helps us improve website functionality and user experience. You can manage your cookie preferences through your browser settings.
7. Complaints and Enquiries
If you have any concerns about our handling of your personal information or wish to lodge a complaint, please contact us using the details below. We take privacy concerns seriously and will respond promptly in accordance with our obligations under the Privacy Act.
Contact Details:
R&K Taxation Experts – Taylors Hill
Contact Person: Hannah Nguyen
Email: hannah.nguyen@rktaxationexperts.com.au
Phone: 0431 168 087