Effective Date: 20 May 2026
1. Our Commitment to Privacy
Mr Taxman (“we,” “us,” or “our”) is committed to protecting your personal information. We are bound by the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This policy outlines how we collect, use, store, and disclose your personal and sensitive information in the course of providing accounting, tax, and business advisory services.
2. Types of Personal Information We Collect
We collect personal information necessary to provide our services and meet our legal and tax obligations. This may include:
- Identification details: Name, date of birth, address, email, and phone number.
- Government-issued identifiers: Tax File Numbers (TFN), Australian Business Numbers (ABN), and Director Identification Numbers (DIN).
- Financial information: Bank details, income, expenditure, assets, liabilities, and investment records.
- Employment and business details: Superannuation, payroll details, and employment history.
- Identification documentation: Driver’s licence, passport, or Medicare cards.
3. How We Collect Personal Information
We generally collect personal information directly from you, but we may also collect it from third parties. Collection methods include:
- Face-to-face meetings, phone calls, and video conferences.
- Forms, questionnaires, and client portals.
- Publicly available sources.
- Third parties such as the Australian Taxation Office (ATO), your bank, or your employer.
4. How We Use Your Information
We use your personal information solely for the purposes for which it was collected and related business purposes, including:
- Preparing and lodging tax returns and financial statements.
- Providing accounting, bookkeeping, and business advisory services.
- Fulfilling our obligations under Australian taxation and financial laws.
- Responding to inquiries and managing our client database.
- Processing employment applications.
5. Disclosure of Personal Information
We will only disclose your personal information to third parties in accordance with this policy and the APPs. We may disclose your information to:
- The Australian Taxation Office (ATO) and other government regulatory bodies.
- Third-party service providers (e.g., cloud software providers, IT support, and outsourced payroll processors).
- Professional advisers (e.g., auditors, lawyers, or financial planners).
6. Data Security and Storage
We take all reasonable steps to protect your personal information from misuse, interference, loss, unauthorized access, modification, or disclosure. Our security measures include:
- Secure cloud storage and server encryption.
- Password-protected systems and computer firewalls.
- Secure physical document shredding and office security.
- Restricting access to authorized personnel only.
7. Accessing and Correcting Your Information
You have the right to request access to the personal information we hold about you and request corrections if it is inaccurate or out of date. To make a request, please contact us using the details below. We may require you to verify your identity before granting access.
8. Complaints
If you believe we have breached the Australian Privacy Principles or have a complaint about how we have handled your information, please contact our Privacy Officer. We will investigate your complaint and respond within a reasonable timeframe.
9. How to Contact Us
For any questions regarding our Privacy Policy or to lodge a privacy complaint, please contact us at:
- Firm Name: Mr Taxman
- Email: enquiries@mrtaxman.com.au
- Phone: 1800 TAXMAN (1800 829 626)
- Address: PO Box 3309, Mornington VIC 3931