Privacy Policy

Effective Date: 1 July 2025
Last Updated: 18 May 2026

Privacy Policy

This Privacy Policy explains how ActOn Tax Advisory (“we”, “us”, “our”) collects, holds, uses and discloses personal information in accordance with the:

• Privacy Act 1988 (Cth)
• Australian Privacy Principles (“APPs”)
• Tax Agent Services Act 2009 (Cth)

This Policy applies to our clients, prospective clients, contractors, suppliers, website users and other individuals whose personal information we may collect in the course of providing our professional services.

1. Who We Are

ActOn Tax Advisory (Head Office)
Suite 14, 20 Commercial Road MELBOURNE VIC 3004
1300 022 866
tax@actonwealth.com.au

CGSL Accounting (Geelong Branch)
111 Yarra Street, GEELONG VIC 3220
(03) 5244 2025
tax@actonwealth.com.au

If you have any questions regarding this Privacy Policy or how we manage personal information, please contact us using the details above.

2. What Personal Information We Collect

The personal information we collect depends on the nature of our engagement and may include:

Identification Information

• Full name
• Date of birth
• Residential and postal address
• Email address
• Telephone number
• Driver licence or passport details
• Tax File Number (“TFN”)
• ABN or company details

Financial and Taxation Information

• Bank account details
• Payroll information
• Superannuation information
• Taxation records
• Financial statements
• Income and expense information
• Investment and asset information

Business Information

• Company and trust records
• ASIC information
• Shareholder and director information
• Employment details

Website and Technical Information

• IP address
• Browser information
• Device information
• Website usage analytics
• Cookies and tracking information

As a provider of taxation and advisory services, we are required under various laws and professional obligations to collect and retain certain information.

3. How We Collect Personal Information

We may collect personal information directly from you when you:

• Engage us for services
• Contact us by phone, email or online
• Complete forms or questionnaires
• Attend meetings with us
• Subscribe to updates or newsletters
• Use our website or client portals

We may also collect information from third parties including:

• Australian Taxation Office (“ATO”)
• ASIC
• Financial institutions
• Payroll providers
• Bookkeeping software providers
• Referrers or professional advisers
• Publicly available records

4. Why We Collect Personal Information

We collect, hold, use and disclose personal information for purposes including:

• Providing accounting, taxation and advisory services
• Preparing and lodging tax returns and BAS statements
• Managing client relationships
• Verifying identity
• Complying with legal and regulatory obligations
• Communicating with you
• Processing payments and invoicing
• Managing recruitment and contractors
• Improving our services and website functionality
• Managing cybersecurity and fraud prevention
• Conducting internal administration and risk management

We may also use personal information for related secondary purposes where permitted by law.

5. Tax File Numbers

We may collect Tax File Numbers (“TFNs”) where authorised or required by law.

TFNs are handled in accordance with:

• Privacy Act 1988 (Cth)
• Taxation Administration Act 1953 (Cth)
• Applicable taxation laws and regulations

We will not use or disclose TFNs except as permitted by law.

6. Sensitive Information

We generally do not collect sensitive information unless:

• You consent;
• It is reasonably necessary for our services; or
• We are required or authorised by law.

Sensitive information may include:

• Health information
• Biometric information
• Criminal history information

Where collected, we handle such information with additional safeguards.

7. Disclosure of Personal Information

We may disclose personal information to:

• The Australian Taxation Office
• ASIC and government agencies
• Superannuation funds
• Banks and financial institutions
• Legal and professional advisers
• Cloud software providers
• IT service providers
• Insurers
• Debt recovery providers
• Contractors and consultants
• External auditors and regulators

We only disclose information where:

• It is necessary for the services provided;
• You have authorised us;
• It is required by law; or
• Permitted under the Privacy Act.

8. Overseas Disclosure

We may use cloud-based software and technology providers that store data outside Australia.

This may include providers located in:

• United States
• New Zealand
• Singapore
• European Union countries
• Other jurisdictions used by our software providers

Where practical, we take reasonable steps to ensure overseas recipients handle information consistently with Australian privacy laws.

9. Data Security

We take reasonable steps to protect personal information from:

• Misuse
• Interference
• Loss
• Unauthorised access
• Modification
• Disclosure

Our security measures may include:

• Multi-factor authentication
• Encryption
• Access controls
• Secure client portals
• Cybersecurity monitoring
• Staff training and confidentiality obligations

However, no electronic transmission or storage system is completely secure, and we cannot guarantee absolute security.

10. Website Cookies and Analytics

Our website may use:

• Cookies
• Analytics tools
• Tracking technologies

These technologies help us:

• Improve website performance
• Understand visitor behaviour
• Enhance user experience
• Deliver relevant content

You may disable cookies through your browser settings, although this may affect website functionality.

11. Direct Marketing

We may send:

• Newsletters
• Tax updates
• Service announcements
• Marketing communications

You may opt out of marketing communications at any time using the unsubscribe link or by contacting us directly.

We will not sell your personal information to third parties.

12. Access to Personal Information

You may request access to personal information we hold about you.

We may refuse access where permitted by law, including where:

• The request is unreasonable;
• Access would impact the privacy of others;
• Legal privilege applies; or
• We are legally prohibited from providing access.

Requests should be made in writing to our Privacy Officer.

13. Correction of Personal Information

We take reasonable steps to ensure personal information is accurate, current and complete.

If you believe information we hold is inaccurate or outdated, please contact us so we can correct it.

14. Retention of Information

We retain personal information only for as long as:

• Necessary for our services;
• Required by law;
• Required by professional obligations; or
• Necessary for legitimate business purposes.

When no longer required, information is securely destroyed or de-identified.

15. Complaints

If you have concerns about how we handle your personal information, please contact:

Privacy Officer
ActOn Tax Advisory
tax@actonwealth.com.au

We will endeavour to respond within a reasonable timeframe.

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (“OAIC”):

https://www.oaic.gov.au/privacy/privacy-complaints

16. Changes to This Policy

We may update this Privacy Policy from time to time.

Updated versions will be published on our website with the revised effective date.

Your continued use of our services constitutes acceptance of the updated Privacy Policy.

17. Contact Us

ActOn Tax Advisory
Suite 14, 20 Commercial Road MELBOURNE VIC 3004
1300 022 866
tax@actonwealth.com.au

For privacy-related enquiries, please contact our Privacy Officer.