Privacy Policy

We collect personal information that is necessary to provide our accounting, tax, and advisory services. This may include:

• **Identity information**: Full name, date of birth, Tax File Number (TFN), and Australian Business Number (ABN). • **Contact information**: Postal address, email address, and phone number. • **Financial information**: Income details, bank account information, investment records, and tax-related documents. • **Business information**: Company details, financial statements, payroll records, and BAS information.

We collect this information directly from you when you engage our services, complete our online forms, or communicate with us by phone, email, or in person.

We use your personal information to:

• Provide accounting, taxation, bookkeeping, payroll, and advisory services. • Prepare and lodge tax returns, BAS, and other documents with the ATO and ASIC. • Communicate with you about your account, appointments, and services. • Send service-related updates and relevant financial information (you may opt out at any time). • Meet our legal and regulatory obligations as a registered tax agent. • Improve our services and internal processes.

We will not use your personal information for any purpose not described in this policy without your consent.

We may share your personal information with:

• **Government authorities**: The Australian Taxation Office (ATO), Australian Securities and Investments Commission (ASIC), and other relevant regulators as required by law. • **Service providers**: Third-party software providers (e.g., Xero, MYOB) who assist in delivering our services, under strict confidentiality agreements. • **Professional advisers**: Lawyers and auditors who assist us in delivering services to you. • **SMSF auditors**: Independent auditors engaged to audit your Self-Managed Super Fund as required by law.

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

We collect and hold Tax File Numbers strictly in accordance with the Tax File Number Guidelines issued under the Privacy Act 1988. Your TFN is used only for:

• Preparing and lodging your income tax returns. • Applying for an ABN on your behalf. • Corresponding with the ATO on your behalf.

Your TFN is stored securely and will not be disclosed to any third party except as permitted under the Tax File Number Guidelines.

We take the security of your personal information seriously. We implement a range of security measures including:

• Encrypted storage of all digital client files. • Secure, password-protected cloud software (Xero, MYOB, QuickBooks). • Restricted access — only authorised staff can access client information. • Secure disposal of physical documents containing personal information. • Regular security reviews and staff training.

While we take all reasonable precautions, no method of electronic transmission or storage is 100% secure. If you have concerns about data security, please contact us.

Under the Australian Privacy Act 1988, you have the right to:

• **Access**: Request access to the personal information we hold about you. • **Correction**: Request correction of inaccurate, out-of-date, or incomplete information. • **Complaints**: Lodge a complaint if you believe we have breached the Australian Privacy Principles.

To exercise these rights, contact us at admin@infinityaccountants.au. We will respond within 30 days.

Our website uses cookies and similar technologies to improve your browsing experience. We collect:

• **Usage data**: Pages visited, time spent on site, and general navigation patterns (via anonymised analytics). • **Session cookies**: Temporary cookies that expire when you close your browser, used to maintain form state.

You can disable cookies in your browser settings, though some features of our website may not function correctly as a result. We do not use cookies to collect personal identification information.

We retain your personal information for as long as necessary to fulfil the purposes outlined in this policy, and in accordance with our legal obligations. As a registered tax agent, we are required to retain certain client records for a minimum of five (5) years. After this period, records are securely destroyed.

We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. We will notify you of significant changes by posting the updated policy on our website with a revised effective date. Your continued use of our services after any changes indicates your acceptance of the updated policy.

If you have any questions about this Privacy Policy or how we handle your personal information, please contact our Privacy Officer:

**Email**: admin@infinityaccountants.au **Phone**: 1300 INFINITY **Mail**: Privacy Officer, Infinity Accountants, 702/7 Maitland Place, Norwest NSW 2153

If you are not satisfied with our response, you may lodge a complaint with the **Office of the Australian Information Commissioner (OAIC)** at www.oaic.gov.au or by calling 1300 363 992.