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1. Introduction

At AKD Accounting Pty Ltd we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data in accordance with the Australian Privacy Act 1988 (Cth) and other applicable laws.

2. Information We Collect

To provide high-quality accounting, taxation, and advisory services, we need to collect a variety of personal and business information. This information enables us to understand your financial position, meet regulatory requirements, and deliver tailored advice and support. We only collect information that is necessary for the services we offer, and we do so in a lawful and transparent manner.

The Privacy Act does provide individuals with the option of not identifying themselves, or of using a pseudonym, when dealing with us if it is lawful and practicable to do so. However, to provide our financial services, it is not possible to deal with individuals anonymously or with a pseudonym, as legislation requires that we confirm the identity of an individual prior to providing a financial service. We are bound by the laws governing our various activities to collect personal information in order to provide you with our services.

The types of information we collect may vary depending on the nature of your engagement with us, whether you are an individual, a business owner, or a corporate client. 

Personal Information

• Full name, date of birth, gender, and contact details (address, phone number, email)
• Tax File Number (TFN), Director Identification Number (DIN), Australian Business Number (ABN), and other government-issued identifiers
• Bank account details and financial transaction history
• Employment details, income statements, and payslips
• Superannuation information
• Investment details and asset holdings
• Personal identification documents (e.g., driver’s license, passport)
• Health information (only if relevant to financial or taxation matters)
• Digital identifiers such as IP address, device information, and login credentials      (if using our online services)

Business Information

• Business registration details and structure
• Financial statements, profit and loss reports, and balance sheets
• BAS statements and GST records
• Payroll records and employee information
• Supplier and customer details
• Business bank account and transaction records
• Loan and finance agreements
• Contracts and legal documents relevant to financial reporting

Sensitive Information

We may collect sensitive information (such as health or disability details) only when necessary for specific services (e.g., tax deductions or government benefits) and with your explicit consent.

Information from Third Parties

We may also collect personal and financial information from:

• Government agencies (e.g., ATO, ASIC)
• Financial institutions
• Your legal or financial representatives
• Publicly available sources
• Accounting software platforms and cloud services 

3. How We Collect Information

We collect personal information through:

• Direct  communication (in person, phone, email)
• Online forms and submissions
• Documents provided by you or your representatives
• Third parties with your consent (e.g., banks, government agencies)

4. Use of Information

We use the personal and business information we collect to deliver professional services and meet our legal obligations. The ways in which we use your information include, but are not limited to:

Service Delivery

• Preparing and lodging tax returns, BAS statements, and other financial reports
• Providing accounting, bookkeeping, and payroll services
• Offering financial and business advisory services tailored to your needs
• Assisting with audits, compliance checks, and financial planning

Client Communication

• Responding to your inquiries and requests
• Sending updates, reminders, and important notices related to your financial affairs
• Providing access to secure client portals or accounting software platforms

Legal and Regulatory Compliance

• Meeting obligations under the Tax Agent Services Act 2009 and the Australian      Privacy Principles (APPs)
• Complying with requests from government agencies such as the Australian Taxation Office (ATO), ASIC, and other regulators
• Managing and reporting notifiable data breaches in accordance with the Notifiable Data Breaches (NDB) scheme

Operational and Administrative Purposes

• Managing internal records and client files
• Conducting quality assurance, risk management, and staff training
• Improving our services and systems through data analysis and feedback

Third-Party Services

• Integrating with accounting software platforms (e.g.,BGL, Xero, MYOB, QuickBooks) to streamline service delivery
• Engaging external consultants or service providers (e.g., IT support, legal      advisors) under strict confidentiality agreements

We are committed to using your information responsibly and transparently. We do not use your data for marketing purposes unless you have provided your consent, and we never sell or rent your personal information to third parties.

5. Disclosure of Information

We may disclose your information to:

• Government agencies (e.g., ATO) as required by law
• Third-party service providers (e.g., software platforms) under strict confidentiality
• Legal or professional advisors

6. Data Security

We take reasonable steps to protect your personal information from misuse, loss, unauthorized access, modification, or disclosure. This includes secure storage systems, password protection, and staff training.

7. Access and Correction

You have the right to access and correct your personal information. To do so, please contact us at info@akdaccounting.com.au.

8. Complaints

If you believe your privacy has been breached, please contact us immediately. We will investigate and respond promptly.

9. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website.

10. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact:

AKD Accounting Pty Ltd

PO BOX 200

STRATHFIELDSAYE VIC 3551
03 5406 0117
INFO@AKDACCOUNTING.COM.AU

WWW.AKDACCOUNTING.COM.AU