Privacy Policy

4You Accounting & Taxation (including its Related Entities and Related Bodies Corporate as defined under the Corporations Act 2001 (Cth)) is committed to protecting your privacy. We are bound by the Privacy Act 1988 (Cth), including the Australian Privacy Principles (APPs).

This policy explains:

• How and when we collect your personal information
• How we use and disclose your personal information
• How we keep it secure, accurate and up to date
• How you can access or correct your personal information
• How we handle privacy complaints

We collect personal information necessary to provide our accounting, taxation and business advisory services. This may include:

• Name, date of birth and contact details (address, email, phone)
• Tax file number (TFN), used only to conduct your tax affairs
• Employment details, income and financial records
• Bank account and payment details
• Business information including company name and ABN
• Family and relationship information where relevant to your tax situation
• Qualifications, memberships and professional accreditations
• CV or employment application information (for job applicants)

We also collect non-personal technical information when you visit our website, including your IP address, browser type, pages visited and cookie data. This is used to improve our website and diagnose technical issues, not to identify you personally.

We collect most information directly from you, through appointments, phone calls, emails, web forms or documents you provide. We may also collect information from:

• Associates of our clients (e.g. a spouse or business partner) where it is impractical to collect directly from them
• Third parties such as the ATO, ASIC, financial institutions or public records
• Referees you have provided
• Publicly available sources including social media and court records
• Our website via cookies and usage logs

Where we collect your information from a third party, we will notify you as soon as reasonably practicable, unless doing so is impractical or legally restricted.

Unsolicited information: If we receive personal information we didn't request and don't need, we will securely destroy it or de-identify it promptly.

We use your personal information to:

• Provide accounting, taxation and business advisory services
• Communicate with you about your affairs and our services
• Process payments and manage your account
• Comply with our legal and regulatory obligations
• Improve our services and manage our internal business processes
• Send you relevant information about our products and services (see Direct Marketing below)

We only share your personal information where necessary to deliver our services or meet legal obligations. This may include:

• The Australian Taxation Office, for lodgement and compliance purposes
• ASIC and other regulators, as required by law
• Superannuation funds, for superannuation-related work
• IT and software providers, who help us deliver our services (subject to confidentiality agreements)
• Our contractors and agents, who act on our behalf
• Related entities of 4You Accounting & Taxation
• Courts and legal bodies, where required by court order or law
• Prospective buyers, in the event of a sale of part or all of our business

We will never sell your personal information to third parties for their own marketing purposes.

Overseas disclosures: Some of our IT systems and service providers may store or process data outside Australia, potentially in countries including New Zealand, Singapore, the United Kingdom and the United States. By engaging our services, you consent to this where necessary. We take reasonable steps to ensure overseas recipients protect your information to Australian standards.

We may use your contact details to send you information about our services, tax reminders, and relevant updates by email, SMS or post. We only do this where you would reasonably expect to receive such communications from us, or where you have provided express or implied consent.

Opting out is easy. If you no longer wish to receive marketing communications, simply click "unsubscribe" in any email we send, or contact us directly and we will remove you immediately.

We take the security of your personal information seriously. Our safeguards include:

• Secure physical and electronic storage systems
• Access restricted to authorised staff only
• Staff trained in confidentiality and privacy obligations
• Regular review of our security practices
• Secure destruction of information when it is no longer needed

We retain your records for as long as required by law or our professional obligations. Tax records are generally kept for a minimum of 5 years. When records are no longer needed, they are securely destroyed or de-identified.

We preference storing electronic records within Australia wherever commercially feasible. Where specialist software requires overseas storage, we ensure those providers meet equivalent security standards.

Under the Australian Privacy Principles, you have the right to:

• Access the personal information we hold about you
• Correct information that is inaccurate, incomplete or out of date
• Request deletion of information we no longer need to hold

To make an access or correction request, contact our Privacy Officer (see Section 9). We will respond within a reasonable timeframe. In limited circumstances, we may refuse access, if we do, we will explain why in writing.

Please help us keep your records accurate by letting us know if your contact details or personal circumstances change.

If you believe we have mishandled your personal information or breached the Australian Privacy Principles, please contact our Privacy Officer. We take all complaints seriously and aim to resolve them promptly and fairly.

When you make a complaint, we will:

• Acknowledge your complaint promptly
• Work with you to understand the nature of your concern
• Keep you informed of our progress and likely timeframes
• Provide a written explanation of our decision
• Maintain a confidential record of your complaint

If you are not satisfied with our response, you may escalate your complaint to the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au or on 1300 363 992.

We may update this policy from time to time to reflect changes in our business or the law. When we make significant changes, we will notify you by email or by posting a notice on our website. The updated policy will always be available at this page.

By continuing to use our services after any update, you acknowledge the updated policy. If you do not agree to any changes, please contact us to discuss your options.

This policy was last updated in May 2026. It is reviewed annually and updated as required.