Privacy Policy

Our Commitment to Privacy

We recognise the importance of safeguarding your personal information and take our privacy obligations seriously. This policy explains how we manage personal information to ensure it remains protected, confidential, and handled lawfully.

What Is Personal Information?

Personal information means information or an opinion about an identified individual, or an individual who is reasonably identifiable. This includes but is not limited to your name, contact details, tax file number, and financial information.

What Types of Personal Information Do We Collect?

We may collect the following types of personal information:
– Full name, date of birth, and occupation;
– Contact details including address, email, and phone number;
– Tax file number (TFN), ABN, and other government-issued identifiers;
– Financial and accounting information including bank details, income, deductions, and superannuation details;
– Details of your insurance policies, assets, and liabilities;
– Any information required to perform our accounting, tax, BAS, and bookkeeping services.

In some circumstances, we may also collect sensitive information (e.g. health or biometric data) where it is necessary and you have provided consent, or where we are authorised or required by law to do so.

How Do We Collect Personal Information?

We collect personal information in several ways:
– Directly from you via forms, emails, phone calls, meetings, or our website;
– From authorised representatives such as your financial adviser or legal representative;
– From third parties where you have given consent (e.g. the ATO, super funds, financial institutions);
– From publicly available sources or government agencies where permitted by law.

Why Do We Collect and Use Your Personal Information?

We collect and use your personal information for purposes including:
– Providing accounting, taxation, BAS, and bookkeeping services;
– Communicating with you and responding to your enquiries;
– Meeting regulatory and compliance obligations (e.g. with the ATO and TPB);
– Assessing and managing your service needs;
– Sending you marketing and promotional communications (you may opt-out at any time);
– Improving our services and business operations.

If you choose not to provide certain information, we may be unable to provide the services you have requested.

Disclosure of Your Personal Information

We may disclose your personal information to:
– The Australian Taxation Office (ATO) or other government agencies, where required by law;
– Our employees, contractors, and authorised third-party service providers who assist in providing services (e.g. offshore administrative support, IT support, software providers);
– Legal, financial, or compliance advisers acting on our behalf;
– Any other third party with your consent or as otherwise permitted by law.

All third-party disclosures are made on a confidential basis, and we take reasonable steps to ensure those parties comply with the same privacy standards.

Offshore Disclosure

We may utilise offshore personnel engaged through third-party providers to assist in administrative functions. These providers are contractually bound to maintain confidentiality and data protection standards equivalent to those under the Australian Privacy Principles.

Data Security

We take reasonable steps to protect the personal information we hold from misuse, interference, loss, unauthorised access, modification or disclosure. These include:
– Secure data storage (both digital and physical);
– Use of password protection and encryption;
– Access restrictions and staff training.

If your data is no longer needed for any authorised purpose, we will securely destroy or de-identify it.

Access and Correction

You may request access to or correction of your personal information at any time. To do so, please contact our Chief Executive Officer using the details provided below. We will respond within a reasonable timeframe and may ask you to verify your identity for security reasons.

Privacy Complaints

If you have a concern or complaint about our handling of your personal information, please contact us first so we can address it promptly. You can reach us at:

Chief Executive Officer
Phone: 1300 65 35 83
Email: yvette@shoeboxbooks.com.au

We will investigate your complaint and respond in accordance with the Privacy Act. 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.

Updates to This Policy

We may update this Privacy Policy from time to time. The most current version will always be available on our website or upon request.

Version Date: 15 June 2025
Reviewed By: Shoebox Books & Tax Compliance Team