Privacy Statement & Information for Clients

85 Accounting is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

We collect personal information that is reasonably necessary to provide accounting, taxation and related professional services. This information may include your name, contact details, date of birth, Tax File Number, financial information and other information relevant to the services we provide.

We collect personal information directly from you wherever practicable, including through correspondence, telephone conversations, email, our website and information or documents you provide to us. In some circumstances, and with your authority where required, we may obtain information from third parties including the Australian Taxation Office, ASIC, financial institutions and your other professional advisers.

Your personal information is used for the purposes of:

We may disclose your personal information where necessary to provide our services or where required by law. This may include disclosure to government agencies, professional advisers acting on your behalf, and cloud-based software providers used in the operation of our practice.

We take reasonable steps to protect the personal information we hold from misuse, loss, unauthorised access, modification or disclosure. Personal information may be stored electronically or in physical form.

You may request access to, or correction of, the personal information we hold about you by contacting us using the details below. If you have concerns about how your personal information has been handled, please contact us so that we can attempt to resolve the matter. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner.

The TPB maintains a public register of registered Tax Agents and BAS Agents. You can access and search the register at:

https://www.tpb.gov.au/public-register

If you have a complaint regarding the tax agent services we have provided, we encourage you to contact us in the first instance so that we can work with you to resolve the matter.

Complaints can be submitted in writing to:

We will acknowledge receipt of your complaint and endeavour to resolve it promptly and fairly.

If you are not satisfied with the outcome, you may lodge a complaint with the Tax Practitioners Board. Information regarding the TPB complaints process is available at:

https://www.tpb.gov.au/complaints

The Tax Agent Services (Code of Professional Conduct) Determination 2024 requires registered tax practitioners to disclose certain matters that could significantly influence a client's decision to engage their services.

As at the date of this statement, 85 Accounting confirms that there are no prescribed events or conditions affecting our registration that are required to be disclosed under these requirements.