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Privacy Policy

Home / Privacy Policy

Last updated: April 2026

Introduction

Tax Solutions SA ("we", "our", or "us") 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).

This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you use our services or visit our website.

Information We Collect

We may collect the following types of personal information:

  • Contact details (name, address, phone number, email address)
  • Date of birth and Tax File Number (for tax services)
  • Financial information (income, expenses, assets, liabilities)
  • Employment information
  • Business registration details
  • Bank account and payment details
  • Superannuation fund details (for SMSF clients)
  • Any other information you provide to us

How We Collect Information

We collect personal information:

  • Directly from you when you engage our services, contact us, or fill in forms
  • From third parties such as the Australian Taxation Office, financial institutions, or other professionals acting on your behalf
  • Through our website when you submit enquiries or subscribe to our newsletter

How We Use Your Information

We use your personal information to:

  • Provide accounting, tax, and advisory services to you
  • Communicate with you about our services
  • Lodge tax returns and other documents with the ATO on your behalf
  • Comply with legal and regulatory obligations
  • Send you newsletters and marketing communications (with your consent)
  • Improve our services and website

Disclosure of Information

We may disclose your personal information to:

  • The Australian Taxation Office and other government agencies as required
  • Financial institutions and superannuation funds
  • Other professionals (lawyers, financial advisers) with your consent
  • Our professional advisers and insurers
  • Third-party service providers who assist with our operations

We will not sell your personal information to third parties.

Data Security

We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access, modification, or disclosure. Security measures include:

  • Secure storage of physical documents
  • Password protection and encryption for electronic data
  • Restricted access to personal information on a need-to-know basis
  • Regular security updates and monitoring
  • Secure disposal of information no longer required

Data Retention

We retain your personal information for as long as necessary to fulfil the purposes for which it was collected, or as required by law. For tax-related documents, we generally retain records for 7 years as required by the ATO.

Your Rights

Under Australian privacy law, you have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your information (subject to legal retention requirements)
  • Withdraw consent for marketing communications
  • Lodge a complaint if you believe your privacy has been breached

Newsletter and Marketing

If you subscribe to our newsletter, we will send you tax tips, deadline reminders, and information about our services. You can unsubscribe at any time by clicking the unsubscribe link in any email or contacting us directly. In accordance with the Spam Act 2003, we will process unsubscribe requests within 5 business days.

Cookies and Website Analytics

Our website may use cookies and similar technologies to improve your browsing experience and analyse website traffic. You can manage cookie preferences through your browser settings.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these websites and encourage you to read their privacy policies.

Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be posted on our website with the revised date. We encourage you to review this policy periodically.

Contact Us

If you have any questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

Tax Solutions SA
31 Hissar Avenue, Salisbury North SA 5018
Phone: 0480 276 220
Email: info@taxsolutionssa.com.au

Complaints

If you are not satisfied with how we have handled your personal information, you can lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

Tax Solutions SA

A structured advisory practice in South Australia providing tax, accounting, bookkeeping, SMSF, and business advisory services across multiple industries.

IPA Member Tax Solutions Australia

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