Privacy Policy

Bribie Accounting Services Pty Ltd

About this Document

Bribie Accounting Services Pty Ltd ("Bribie Accounting Services", "we", "our", or "us") is committed to protecting your privacy and handling your personal information in a transparent, secure and responsible manner.

This Privacy Policy explains how we collect, hold, use, disclose and protect your personal information in accordance with the Privacy Act 1988 (Cth), including the Australian Privacy Principles (APPs).

By using our website, engaging our services or providing information to us, you consent to the collection, use and disclosure of your personal information as described in this Privacy Policy.

What Information We Collect

Depending on the services we provide, we may collect:

Personal Information

  • Full name
  • Residential and postal address
  • Email address
  • Telephone numbers
  • Date of birth
  • Occupation
  • Identification documents
  • Driver licence details
  • Passport details
  • Tax File Number (TFN) where authorised by law
  • Australian Business Number (ABN)
  • Superannuation information

Financial Information

  • Bank account details
  • Income and employment information
  • Taxation records
  • Investment information
  • Business financial records
  • Asset and liability information
  • Trust, company and SMSF information

Sensitive Information

Where required to provide our services or meet legal obligations, we may collect sensitive information with your consent or where permitted by law.

How We Collect Information

We collect information directly from you when you:

  • Contact us by phone, email or through our website
  • Complete client onboarding forms
  • Provide documentation for tax or accounting services
  • Attend meetings with us
  • Subscribe to newsletters or updates
  • Complete online forms

We may also collect information from third parties authorised by you, including:

  • Australian Taxation Office (ATO)
  • Australian Securities and Investments Commission (ASIC)
  • Financial institutions
  • Superannuation funds
  • Financial advisers
  • Solicitors
  • Employers
  • Government agencies

Why We Collect Information

We collect personal information to:

  • Provide taxation and accounting services
  • Prepare and lodge tax returns, BAS and other statutory documents
  • Establish and administer SMSFs
  • Provide business advisory services
  • Meet legal and regulatory obligations
  • Verify your identity
  • Communicate with you regarding our services
  • Maintain client records
  • Improve our services and website functionality
  • Manage our business operations

If you do not provide requested information, we may be unable to provide some or all of our services.

Tax File Numbers

We collect, use and store Tax File Numbers in accordance with the Privacy Act and Tax File Number Guidelines.

TFNs are collected only where required to provide our professional services and meet legal obligations.

We take additional precautions to protect TFN information from unauthorised access and disclosure.

AML/CTF Requirements

As a professional services provider, we may be required to collect and verify identification information from clients under applicable Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) legislation.

This may include collecting:

  • Identification documents
  • Beneficial ownership information
  • Company and trust ownership structures
  • Source of funds information

Information collected for AML/CTF purposes may be retained as required by law.

Website Information

When you visit our website, certain information may be collected automatically, including:

  • IP address
  • Browser type
  • Device information
  • Pages visited
  • Date and time of access
  • Referring website addresses

This information assists us to maintain and improve our website and services.

Cookies

Our website may use cookies and similar technologies.

Cookies help us:

  • Improve website functionality
  • Understand website traffic
  • Analyse visitor behaviour
  • Enhance user experience

Most browsers allow you to disable cookies; however, some website functionality may be affected.

Analytics and Website Tracking

We may use website analytics services such as:

  • Google Analytics
  • Google Search Console
  • Meta Pixel
  • Other website performance tools

These services may collect information about how visitors use our website.

This information is generally aggregated and does not personally identify individual users.

Marketing Communications

We may occasionally send:

  • Tax updates
  • Legislative changes
  • Business newsletters
  • Service announcements
  • Promotional communications

You may unsubscribe from marketing communications at any time by using the unsubscribe link or contacting us directly.

Disclosure of Personal Information

We may disclose personal information to:

  • Australian Taxation Office
  • ASIC
  • Government agencies
  • Superannuation funds
  • Financial institutions
  • SMSF auditors
  • Legal advisers
  • Financial advisers
  • Cloud software providers
  • IT support providers
  • Professional consultants
  • Other parties authorised by you

We will not sell your personal information to third parties.

Cloud-Based Systems and Service Providers

We utilise various cloud-based software systems to deliver our services efficiently.

These may include accounting, tax, document management, email, cloud storage and practice management platforms.

These providers may store information on servers located both within and outside Australia.

We take reasonable steps to ensure providers maintain appropriate privacy and security standards.

Overseas Disclosure

Some service providers used by Bribie Accounting Services may store or process data overseas.

Where this occurs, we take reasonable steps to ensure personal information receives appropriate protection consistent with Australian privacy requirements.

Data Security

We take reasonable measures to protect personal information from:

  • Misuse
  • Interference
  • Loss
  • Unauthorised access
  • Unauthorised disclosure
  • Modification

Security measures include:

  • Secure cloud platforms
  • Password protection
  • Multi-factor authentication
  • Secure backups
  • Staff confidentiality obligations
  • Restricted access controls
  • Cybersecurity monitoring

Despite these measures, no electronic transmission or storage system can be guaranteed completely secure.

Data Retention

We retain personal information only for as long as necessary to:

  • Provide our services
  • Meet legal obligations
  • Comply with professional standards
  • Resolve disputes
  • Enforce agreements

Taxation and accounting records may be retained for periods required under Australian taxation and corporate legislation.

Third-Party Websites

Our website may contain links to third-party websites.

We are not responsible for the privacy practices, content or security of external websites.

We encourage users to review the privacy policies of any third-party websites they visit.

Social Media

Bribie Accounting Services may maintain social media accounts.

Any information you choose to provide through social media platforms is subject to the privacy policies of those platforms.

We recommend reviewing the privacy policies of those providers before interacting with our social media pages.

Access and Correction

You may request access to personal information we hold about you.

You may also request correction of inaccurate, incomplete or outdated information.

Requests should be made in writing using the contact details below.

We may require proof of identity before providing access.

Complaints

If you believe we have breached your privacy rights, please contact us using the details below.

We will investigate your complaint and respond within a reasonable period.

If you are not satisfied with our response, you may contact:

Office of the Australian Information Commissioner (OAIC)

Website: https://www.oaic.gov.au

Phone: 1300 363 992

Notifiable Data Breaches

If we become aware of a data breach that is likely to result in serious harm, we will respond in accordance with the Notifiable Data Breaches Scheme under the Privacy Act.

This may include:

  • Containing the breach
  • Assessing the risk
  • Notifying affected individuals
  • Reporting to the OAIC where required

Children's Privacy

Our services are generally not directed towards children.

Where information relating to minors is collected, it will generally be provided by a parent, guardian or authorised representative.

Changes to This Privacy Policy

We may amend this Privacy Policy from time to time.

Any updated version will be published on our website and will take effect immediately upon publication.

We encourage users to review this policy periodically.

Contact Us

Bribie Accounting Services Pty Ltd

39 Eimeo Place
Sandstone Point QLD 4511

Phone: 0438 719 619

Email: info@bribieaccounting.com.au

If you have any questions regarding this Privacy Policy or our privacy practices, please contact us.