Privacy Policy

1. About This Policy

Keypoint Tax ("we," "us," "our") is committed to protecting the privacy of our clients and website visitors in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This policy explains what personal information we collect, how we use it, and your rights regarding that information.

2. What Information We Collect

We may collect the following personal information:

  • Full name, email address, phone number, and postal address

  • Tax File Number (TFN), ABN, and ACN where required for tax and accounting services

  • Financial information including income details, bank account information, investment records, and business financial statements

  • Superannuation fund details for SMSF clients

  • Employment and payroll information where payroll services are engaged

  • Identity documents required for ATO and ASIC compliance purposes

3. How We Collect Your Information

We collect information directly from you when you:

  • Enquire about or engage our services via our website, phone, or email

  • Complete our contact or booking form

  • Provide documents or financial records for tax return preparation, bookkeeping, or business setup services

  • Communicate with our team during the course of your engagement

4. Why We Collect Your Information

Your personal information is collected and used to:

  • Provide taxation, bookkeeping, payroll, client advising, and business setup services

  • Prepare and lodge tax returns, BAS statements, and other documents with the ATO and ASIC on your behalf

  • Meet our obligations under tax laws, the Corporations Act 2001, and CPA Australia professional standards

  • Communicate with you regarding your account, upcoming lodgement deadlines, and service updates

  • Improve the quality of our services and website experience

5. Disclosure of Your Information

We do not sell, rent, or trade your personal information. We may disclose your information to:

  • The Australian Taxation Office (ATO) as required for lodgement of returns and compliance obligations

  • The Australian Securities and Investments Commission (ASIC) for company and business registration purposes

  • CPA Australia for professional compliance and audit purposes

  • Third-party software providers (e.g. cloud-based accounting platforms) used to deliver our services, all of whom are bound by confidentiality agreements

  • Law enforcement or regulatory bodies where required by law

6. Tax File Number (TFN) Privacy

The collection, storage, and use of your Tax File Number is governed by the Privacy (Tax File Number) Rule 2015. We collect your TFN solely for the purpose of providing taxation services and lodging returns with the ATO on your behalf. Your TFN will never be disclosed to any unauthorised third party.

7. Data Security

We take all reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. Your information is stored securely using encrypted cloud-based systems and is accessible only to authorised Keypoint Tax staff directly involved in your engagement.

8. Retention of Records

We retain client records for a minimum of five (5) years in accordance with ATO record-keeping requirements and our obligations under the Tax Agent Services Act 2009. After this period, records are securely destroyed.

9. Your Rights

You have the right to:

  • Request access to the personal information we hold about you

  • Request correction of any information that is inaccurate, incomplete, or out of date

  • Make a complaint if you believe your privacy has been breached

To exercise any of these rights, please contact us at the details below.

10. Complaints

If you have a privacy concern or complaint, please contact us in writing. We will respond within 30 days. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

11. Contact Us

For any privacy-related enquiries contact us by:

Email: farnoosh@keypointtax.com.au

Phone: 0412 538 376

Address: 148 The Ponds Blvd, The Ponds NSW 2769