Privacy Policy

Ali Accounting & Tax (“we”, “us”, “our”) is committed to protecting your privacy and handling your personal information responsibly in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

This Privacy Policy explains how we collect, use, hold, disclose and protect your personal information when you interact with us, including via our website (aliaccounting.com.au), email, phone, in person, or through our accounting, tax, BAS, business registration, or related services.

By using our services or providing us with your personal information, you consent to the practices described in this policy.

1. What personal information do we collect?

We may collect the following types of personal information:

• Identity and contact details: full name, business/trading name, address, email address, phone number, ABN/ACN (if applicable).
• Financial and tax-related information: income details, tax file number (TFN), PAYG summaries, bank account/BSB details (for refunds/direct debits), expense records, invoices, receipts, superannuation information, investment details, salary/wage records, business financial statements, BAS/IAS data.
• Employment/business details: employer details, job title, business structure (sole trader, company, trust, partnership), employee records (if providing payroll services).
• Sensitive information (where relevant and with your consent): health information (e.g., for private health insurance rebate claims), criminal record information (if relevant to certain services), or membership of professional associations.
• Other: date of birth, government identifiers (where required by law), IP address, browser/device information (collected automatically via our website), and any information you voluntarily provide in communications or forms.

We only collect sensitive information if it is reasonably necessary for our functions or activities and you have consented (or collection is required/authorized by law).

2. How do we collect your personal information?

We collect personal information:

• Directly from you (e.g., via enquiry forms, client intake forms, email, phone calls, meetings, tax return questionnaires, or uploaded documents).
• From third parties (e.g., your employer for payroll/tax services, the Australian Taxation Office (ATO), banks/financial institutions, previous accountants, or other service providers — only with your authority or as permitted by law).
• Automatically (e.g., cookies, website analytics tools like Google Analytics for usage patterns — see our Cookies section below).

3. Why do we collect, use and hold your personal information?

We collect, use and hold your personal information primarily to:

• Provide accounting, taxation, BAS preparation/lodgement, business advisory, bookkeeping, payroll, financial planning support, or other professional services.
• Communicate with you about your matter, appointments, updates, or reminders.
• Comply with legal and regulatory obligations (e.g., ATO reporting requirements, anti-money laundering laws, professional standards for registered tax agents/BAS agents).
• Manage our client relationship, billing, and payments.
• Improve our services, website functionality, and client experience.
• Detect/prevent fraud, error, or misuse of our services.
• For internal administrative purposes (e.g., file management, quality assurance, staff training).

We will only use or disclose your information for the primary purpose for which it was collected unless you consent to a secondary purpose, or the use/disclosure is required or authorized by law.

4. Who do we disclose your personal information to?

We may disclose your personal information to:

• The Australian Taxation Office (ATO), other government agencies (e.g., ASIC, Centrelink), or courts/tribunals as required by law.
• Our professional advisers (e.g., lawyers, auditors) where necessary.
• Third-party service providers who assist us (e.g., cloud accounting software providers like Xero/MYOB, IT/hosting providers, email/marketing tools) — under strict confidentiality obligations.
• Your nominated representatives (e.g., power of attorney, joint business partners) with your authority.
• Successors in the event of a business sale/transfer (with equivalent privacy protections).

We do not sell your personal information to third parties for marketing purposes.

5. Storage and security of personal information

Your information is stored securely in Australia (or in systems with appropriate safeguards if overseas). We use reasonable technical, physical and administrative measures to protect it from misuse, interference, loss, unauthorized access, modification or disclosure.

We retain personal information only for as long as necessary to fulfill the purposes outlined above, or as required by law (e.g., ATO record-keeping rules typically require 5–7 years for tax records).

6. Overseas disclosure

Some of our service providers (e.g., cloud storage, software platforms) may store or process data overseas (including in the United States, New Zealand, or the EU). Where this occurs, we take reasonable steps to ensure those overseas recipients comply with Australian privacy laws or are subject to equivalent protections (e.g., via standard contractual clauses).

7. Cookies and website analytics

Our website uses cookies and similar technologies to improve functionality and analyze usage. You can manage cookie preferences via your browser settings. For more details, see our website footer or contact us.

8. Your rights

You have the right to:

• Access the personal information we hold about you.
• Request correction of inaccurate, incomplete or outdated information.
• Complain about a breach of your privacy.

To exercise these rights, contact us using the details below. We may require identity verification and may charge a reasonable fee for access requests in some cases.

9. How to contact us / make a complaint

If you have any questions, wish to access/correct your information, or wish to make a privacy complaint:

Email: info@aliaccounting.com.au  Address: Ali Accounting & Tax, Parramatta NSW 2150, Australia

We will respond to complaints within a reasonable time (usually 30 days) and aim to resolve them fairly. If unsatisfied, you may contact the Office of the Australian Information Commissioner (OAIC): www.oaic.gov.au.

10. Changes to this policy

We may update this Privacy Policy from time to time. The current version is available on our website (aliaccounting.com.au). Continued use of our services after changes constitutes acceptance.

Thank you for trusting Ali Accounting & Tax with your personal and financial information. We are committed to protecting it.