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Effective Date: September 18, 2024

At ESD Accountants (referred to as “we,” “our,” or “us”), we are committed to protecting the privacy and confidentiality of the personal information we collect from our clients, website visitors, and other stakeholders. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information in accordance with the Australian Privacy Principles (APPs) set out in the Privacy Act 1988 (Cth).

By engaging our services or visiting our website, you consent to the practices described in this Privacy Policy.

1. What Information We Collect

We may collect and hold the following types of personal information:

• Personal Identification Details: Name, address, contact information (e.g., email address, phone number), and date of birth.
• Financial Information: Tax File Number (TFN), financial records, accounting information, bank account details, and payment information.
• Business Information: ABN, business financials, company documents, and records relating to business advisory services.
• Taxation Information: Relevant information for preparing and lodging tax returns.
• Website Usage Information: IP addresses, cookies, and other data automatically collected from our website to improve user experience.

2. How We Collect Personal Information

We collect personal information in various ways, including:

• Directly from You: When you engage our services, communicate with us via phone, email, or in person, or complete forms related to our accounting, taxation, and business advisory services.
• Through Our Website: When you interact with our website, subscribe to newsletters, or submit inquiries.
• From Third Parties: When authorized by you, we may collect information from other professionals or service providers such as financial institutions, government agencies, and previous accountants.

3. How We Use Your Personal Information

We use the personal information we collect for purposes that are relevant to the services we provide, including:

• Providing accounting, taxation, and business advisory services.
• Preparing and lodging tax returns and related documents.
• Advising on financial and business strategies.
• Complying with legal obligations, including under taxation and financial laws.
• Managing our business operations, such as billing and client communications.
• Improving our services and website.

4. Disclosure of Personal Information

We may disclose your personal information to third parties when necessary to provide our services, including:

• To government bodies such as the Australian Taxation Office (ATO) for tax-related matters.
• To financial institutions, auditors, and legal advisors as part of our services.
• To third-party service providers who assist us with IT, data storage, and other business functions.
• As required by law or in response to a legal request (e.g., court orders or subpoenas).

We do not sell, rent, or trade personal information to third parties.

5. How We Protect Your Information

We take the security of your personal information seriously. We have implemented a range of security measures to safeguard your data, including:

• Secure storage of physical and digital records.
• Encryption of sensitive data.
• Restricted access to personal information by authorized personnel only.
• Regular reviews and updates of our security practices.

Despite our efforts, no system is completely secure, and we cannot guarantee the absolute security of your personal information.

6. Access to and Correction of Personal Information

You have the right to access the personal information we hold about you. If you would like to access or correct any personal information, please contact us using the details below. We will respond to your request within a reasonable time and, where applicable, make the requested corrections.

7. Cookies and Website Tracking

Our website may use cookies to collect information about your browsing activities to enhance your online experience. You can adjust your browser settings to refuse cookies; however, some features of our website may not function properly without them.

8. Changes to This Privacy Policy

We reserve the right to update this Privacy Policy at any time. Any changes will be posted on our website, and the updated version will include the effective date. We encourage you to review this policy periodically.

9. Contact Us

If you have any questions or concerns about this Privacy Policy or the way your personal information is handled, please contact us:

ESD Accountants
43 Arena Circuit, Strathtulloh, VIC 3338, Australia
Phone: 1300 297 502
Email: [email protected]

We are committed to addressing any concerns and resolving any issues regarding the privacy of your personal information.