Terms & Privacy
Privacy Policy
Inspire Accountants Pty Ltd ATF Inspire Accountants Trust
ABN: 81 829 766 108
Our Commitment to Your Privacy
Inspire Accountants is committed to protecting your privacy and handling your personal information in accordance with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth), the Privacy (Tax File Number) Rule 2015, and our professional obligations under the Tax Agent Services Act 2009 (TASA) and the Code of Professional Conduct.
This policy explains how we collect, hold, use, and disclose your personal information, and how you can access and correct that information or make a complaint.
Information We Collect
We collect personal information that is reasonably necessary to provide our accounting, taxation, and business advisory services. This includes:
Identity and Contact Information
Name, address, email address, telephone numbers, date of birth, occupation, marital status, and identification documents (for verification purposes).
Financial and Taxation Information
Income and expense details, bank account and financial institution details, investment and asset information, business financial records and transactions, and superannuation details.
Tax File Numbers and Government Identifiers
Tax File Numbers (TFNs), Australian Business Numbers (ABNs), Director Identification Numbers, and other government-issued identifiers required for taxation purposes.
Business Information
Business structure and ownership details, employee and contractor information (where you are an employer client), and business transactions and financial performance data.
How We Collect Information
We collect personal information directly from you when you engage our services, complete forms, or communicate with us. We also collect information from your authorised representatives (such as lawyers, financial planners, or family members), from government bodies such as the Australian Taxation Office (ATO), ASIC, or Services Australia, from financial institutions, employers, and other third parties where authorised by you, from publicly available sources, and through our website when you submit enquiries or subscribe to communications.
How We Use Your Information
We use your personal information to provide accounting, taxation, and advisory services, prepare and lodge tax returns, business activity statements, and other regulatory filings, communicate with government bodies on your behalf, comply with our legal and professional obligations, provide you with relevant information about our services, events, and publications (you may opt out at any time), and improve our services and client experience.
Tax File Number Handling
As a registered tax agent, Inspire Accountants is a lawful recipient of Tax File Numbers under the Privacy (Tax File Number) Rule 2015.
We collect, use, store, and disclose TFNs only for purposes authorised under taxation, superannuation, or personal assistance law. This includes lodging income tax returns and other tax documents with the ATO, communicating with the ATO on your behalf, and preparing and lodging superannuation-related documents.
We do not use TFNs as our own identifier for you, and we do not disclose TFNs except as required or authorised by law.
TFN information is stored securely and access is restricted to authorised personnel who require it to perform their duties. We destroy or de-identify TFN information when it is no longer required to be retained by law or necessary for a purpose under taxation law.
Disclosure to Third Parties
We may disclose your personal information to the Australian Taxation Office and other government agencies as required to provide our services, other professional advisers (such as lawyers, financial planners, or auditors) with your consent, software providers and cloud service providers who assist us in delivering our services, our professional indemnity insurers (where required for claims management), and regulatory bodies (where we have a legal obligation to do so).
We will not sell or trade your personal information to third parties for marketing purposes.
Overseas Disclosure
Inspire Accountants engages team members located in the Philippines who assist with accounting preparation and administrative tasks under the supervision of our Australian-based team.
Before disclosing personal information to our overseas team, we take reasonable steps to ensure they comply with the Australian Privacy Principles and handle your information in accordance with this policy. Our overseas team members are bound by confidentiality agreements, receive training on Australian privacy requirements, access information only through secure systems with appropriate access controls, and do not have authority to independently disclose your information to third parties.
We also use cloud-based software and services that may store data on servers located outside Australia. We take reasonable steps to ensure these providers have appropriate data protection measures in place.
By engaging our services, you consent to the disclosure of your personal information to our overseas team members and service providers as described above.
Data Security
We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. Our security measures include secure cloud-based practice management and document storage systems, access controls and user authentication, encryption of sensitive data in transit and at rest, regular security training for all team members, physical security measures at our premises, and regular review of our security practices.
Your Rights: Access and Correction
You have the right to access the personal information we hold about you. We will provide access within a reasonable timeframe, subject to any exceptions under the Privacy Act (such as where access would unreasonably impact the privacy of others).
If you believe the personal information we hold about you is inaccurate, incomplete, or out of date, please contact us and we will take reasonable steps to correct it.
To request access to or correction of your information, please contact us using the details below.
Retention of Information
We retain your personal information for as long as necessary to provide our services, comply with our legal and professional obligations, and as required by taxation law (generally seven years from when the records were prepared or the relevant transactions completed).
When personal information is no longer required, we will take reasonable steps to securely destroy or de-identify it.
Cookies and Website Analytics
Our website uses cookies to analyse website traffic and improve your browsing experience. Cookies are small files placed on your device that collect information about your browsing behaviour.
We may use third-party analytics services (such as Google Analytics) to understand how visitors use our website. You can control cookie settings through your browser preferences.
We do not use cookies to collect sensitive personal information such as TFNs or financial data.
Complaints
If you believe we have breached the Australian Privacy Principles or mishandled your personal information, you may lodge a complaint with us.
To make a complaint:
Contact us using the details below with a description of your concern. We will acknowledge your complaint within 7 days and will investigate and respond within 30 days.
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, by phone on 1300 363 992, or by post to GPO Box 5218, Sydney NSW 2001.
For complaints specifically about our tax agent services, you may also contact the Tax Practitioners Board (TPB) at www.tpb.gov.au or by phone on 1300 362 829.
Changes to This Policy
We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. The current version will always be available on our website. We encourage you to review this policy periodically.
Contact Us
If you have any questions about this privacy policy, wish to access or correct your information, or have a privacy concern, please contact us:
Inspire Accountants89 McLachlan Street Fortitude Valley QLD 4006Phone: 07 2112 4880Email: hello@inspire.accountants
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