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Privacy Policy

1. Who we are

Sanath Accounting & Taxation Services (“we”, “us”, “our”) is a registered tax agent providing accounting, taxation and related services, based at Unit 11/8-12 Sorrell Street, Parramatta NSW 2150. ABN 49 980 023 263. This policy explains how we collect, use, store and disclose personal information, in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

2. What personal information we collect

Depending on the services you use, we may collect:

  • Identity information (name, date of birth, address, contact details)
  • Tax file number (TFN), ABN, and other identifiers
  • Financial information (income, expenses, bank details, superannuation and SMSF records, business records)
  • Employment and business information relevant to tax returns, BAS, payroll and advisory services
  • Information you submit through our website contact forms or booking forms (name, phone, email, and the nature of your enquiry)
  • Technical information from your use of our website (IP address, browser type, pages visited), typically collected via cookies or analytics tools

3. Tax file numbers

We collect and handle tax file numbers strictly in accordance with the Privacy (Tax File Number) Rule 2015. Your TFN is used only for authorised taxation purposes, is not disclosed except where legally required or authorised, and is stored securely with access limited to authorised staff.

4. How we collect personal information

We generally collect information directly from you, in person, by phone, by email, or through our website. In some cases we may collect information from third parties with your consent or authority, such as your previous accountant during a transfer, the ATO, or your employer or super fund where relevant to preparing your return.

5. How we use your information

We use your personal information to:

  • Prepare and lodge tax returns, BAS, and other statutory documents on your behalf as your registered tax agent
  • Provide accounting, bookkeeping, payroll, SMSF, and advisory services you’ve engaged us for
  • Communicate with you about your engagement, including deadlines and obligations
  • Respond to enquiries made through our website or by phone
  • Meet our own legal, regulatory and professional obligations
  • Improve our website and services (using aggregated or de-identified data where possible)

We do not use your personal information for direct marketing without your consent, and you can opt out of any marketing communications at any time.

6. Who we share your information with

We may disclose your information to:

  • The Australian Taxation Office (ATO) and other government bodies, as required to provide our services or by law
  • Independent SMSF auditors, where you engage us for SMSF services (auditors must be independent of the accountant preparing the fund’s return)
  • Cloud accounting and practice management software providers we use to deliver services (for example Xero, MYOB, or QuickBooks), under their own privacy and security terms
  • Your previous or new accountant, with your authorisation, when transferring records
  • Professional advisers such as financial planners or solicitors, only with your consent

We do not sell your personal information to third parties.

7. Overseas disclosure

Some of the software providers we use may store or process data on servers located outside Australia. Where this occurs, we take reasonable steps to ensure your information is handled consistently with the Australian Privacy Principles.

8. Data security

We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access, modification or disclosure. This includes secure file storage, restricted staff access, and secure transmission methods for sensitive documents. No method of electronic storage or transmission is completely secure, and we cannot guarantee absolute security.

9. How long we keep your information

We retain client records for the period required by law (generally a minimum of five years for tax records under ATO requirements) and our professional obligations, after which records are securely destroyed or de-identified.

10. Access and correction

You can request access to the personal information we hold about you, and ask us to correct it if it’s inaccurate, out of date, or incomplete. Contact us using the details below. We may need to verify your identity before providing access, and there may be limited circumstances where we can’t provide access, which we’ll explain if they apply.

11. Cookies and website analytics

Our website may use cookies and analytics tools to understand how visitors use the site and to improve its performance. You can disable cookies through your browser settings, though this may affect some website functionality.

12. Complaints

If you have a concern about how we’ve handled your personal information, contact us first using the details below so we can try to resolve it directly.

13. Changes to this policy

We may update this policy from time to time. The current version will always be available on this page, with the last updated date shown above.

14. Contact us

Sanath Accounting & Taxation Services

Unit 11/8-12 Sorrell Street, Parramatta NSW 2150

Email: sanath@sanathaccounting.com

Phone: +61 416 502 209