1. Purpose
This Privacy Policy outlines how Integrity Tax Solutions Pty Ltd ("we", "our", "us") collects, uses, stores,
discloses, and protects your personal information in accordance with:
- The Privacy Act 1988 (Cth)
- The Australian Privacy Principles (APPs)
- The Tax Agent Services Act 2009 (TASA)
- The Tax Practitioners Board (TPB) Code of Professional Conduct
- Standards of the Institute of Public Accountants (IPA)
We are committed to protecting your privacy and ensuring compliance with our legal and ethical obligations.
2. Scope
This policy applies to all personal information collected, used or disclosed by us, whether via our website,
email, telephone, in-person meetings, or other methods. It applies to clients, prospective clients, suppliers,
contractors, and other individuals who interact with us.
3. What Information We Collect
We may collect the following categories of personal and sensitive information:
- Identity details: full name, date of birth, address, contact numbers, email
- Government identifiers: Tax File Number (TFN), Australian Business Number (ABN)
- Financial details: income, expenses, banking information
- Employment and superannuation details
- Information for compliance with tax or corporate laws
- Any other information you provide for the purpose of tax, accounting, advisory, or related services
We do not collect sensitive information (such as health or biometric data) unless required for a lawful and
specific purpose with your explicit consent.
4. How We Collect Information
We may collect personal information through the following means:
- Directly from you via forms, meetings, calls, emails, or website submissions
- Through your use of our website or client portals
- From third parties where authorised (e.g. ATO, financial institutions, previous accountants)
- From publicly available sources, where legally permissible
5. Why We Collect and Use Your Information
We collect your personal information for the following purposes:
- To provide tax, accounting, and financial advisory services
- To comply with obligations under TASA and the TPB Code of Conduct
- To prepare and lodge tax returns, BAS, and other regulatory documents
- To communicate with you regarding your matters
- To manage our business operations and maintain records
- To meet regulatory and professional obligations (IPA, ATO, ASIC, etc.)
We will not use your personal information for any unrelated purpose without your consent, unless authorised
by law.
6. Disclosure of Personal Information
We may disclose your personal information to:
The Australian Taxation Office (ATO), ASIC, TPB, and other government agencies
Third-party service providers (e.g. cloud-based accounting systems, document storage, IT support)
Legal, financial, or tax professionals as part of your authorised service team
As required or authorised by law or under court order
We do not sell, rent, or trade your personal information under any circumstances.
We do not routinely disclose your personal information to overseas recipients. However, certain software
providers or data hosting services may store data outside Australia (e.g., in the US or EU) with appropriate
data protection measures.
Where this occurs, we ensure compliance with APP 8 and take reasonable steps to protect your privacy.
7. Website Usage, Cookies and Analytics
Our website may use cookies and analytics tools to collect non-identifiable information such as: IP address,
browser type, pages visited, session duration. This data helps us improve our website and services. You can
disable cookies in your browser settings.
8. Data Security
We take all reasonable steps to safeguard your personal information from misuse, interference, loss,
unauthorised access, modification, or disclosure. Measures include:
- Secure storage systems and encrypted cloud storage
- Two-factor authentication for system access
- Regular audits and data protection reviews
- Staff training in confidentiality and privacy standards
We comply with TPB Practice Note TPB(PN) 1/2017 on Confidentiality of Client Information.
9. Access and Correction
Under APP 12 and 13, you have the right to:
- Request access to your personal information
- Request correction of your information if inaccurate, out-of-date, or incomplete
Requests can be made in writing via the contact details below. We will respond within a reasonable period and
may request identity verification.
10. Complaints and Enquiries
If you have a complaint about how we handle your personal information, please contact us in writing. We will
acknowledge your complaint promptly and investigate.
If you're unsatisfied with our response, you may contact:
- Office of the Australian Information Commissioner (OAIC) – www.oaic.gov.au
- Tax Practitioners Board (TPB) – www.tpb.gov.au
11. Updates to This Policy
We reserve the right to update this Privacy Policy at any time. Changes will be published on our website.
Please check periodically for updates.
If you have any questions or requests in relation to this policy, please contact either Partner:
Ruby Tong (ruby@integritytax.com.au) or
Marnie Ryan (marnie@integritytax.com.au)
Effective Date: 1 July 2025
Last Reviewed: 30 June 2025
Entity Name: Integrity Tax Solutions Pty Ltd
Entity ABN: 49 500 982 642
Website: www.integritytax.com.au