Privacy Policy
A legal disclaimer
The information provided on this website is of a general nature and is for informational purposes only.
It is not intended to be personal financial, accounting, or taxation advice and should not be relied upon as such.
Tax & Tea makes every effort to ensure the accuracy of the information at the time of publication, but does not accept liability for any errors or omissions. You should seek professional advice tailored to your personal circumstances before making any financial or business decisions. Use of this website does not establish a client relationship with Tax & Tea unless formally agreed in writing. Any links to external websites are for convenience only and do not constitute endorsement.
Privacy Policy
1. Introduction
This Privacy Policy describes how Tax & Tea Accounting Services complies with the Privacy Act 1988 (Cth), including the Australian Privacy Principles (APPs). We are committed to protecting the privacy of your personal information and handling it responsibly and in accordance with Australian law.
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2. What Personal Information We Collect:
We may collect personal information such as:
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Name, contact details (email, phone, address)
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Date of birth
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Tax File Number (TFN) and other identification
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Financial and banking information
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Business details (ABN, company structure, etc.)
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Employment and income information
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Superannuation and investment details
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3. How We Collect Your Information:
We collect personal information directly from you when you:
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Engage us to provide tax, BAS, or bookkeeping services
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Complete forms on our website or through onboarding
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Communicate with us by phone, email, or online
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Provide documents via secure upload platforms
We may also collect information from third parties, such as:
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The Australian Taxation Office (ATO)
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ASIC
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Your employer or accountant (with consent)
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Public records or registers
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4. Why We Collect, Use & Disclose Personal Information
We collect and use your information to:
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Provide accounting and tax services
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Lodge documents with the ATO or ASIC
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Communicate with you about your account
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Meet our legal obligations as a registered tax agent
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Improve our services and website
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5. Disclosure to Third Parties
We may disclose your personal information to:
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The ATO, ASIC, and other regulatory bodies
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External contractors and software providers (e.g., Xero, Dropbox, Stripe) where necessary for service delivery
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Legal, accounting, or IT service providers (bound by confidentiality)
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Others with your consent or as required by law
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6. Overseas Disclosure
Some third-party platforms we use (e.g., cloud storage, Stripe, email systems) may store data overseas, such as in the USA. We take reasonable steps to ensure these providers comply with privacy standards.
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7. Security
We store personal information securely using modern encryption tools and secure cloud platforms. We retain personal information only as long as needed and take steps to securely destroy or de-identify data when no longer required.
8. Access & Corrections
You may request access to or correction of your personal information by contacting us at [your email]. We will respond within a reasonable timeframe.
9. Marketing Communications
If you have consented, we may send you newsletters or updates. You may opt-out of these communications at any time by clicking “unsubscribe” or contacting us directly.
10. Complaints
If you believe we have breached your privacy rights, please contact us at amanda@taxandtea.com.au. We will review your complaint and respond within 30 days. If unresolved, you may contact the Office of the Australian Information Commissioner (OAIC).
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11. Changes to This Policy
We may update this Privacy Policy from time to time. The latest version will always be available on our website.
12.Contact
If you have any questions about this policy or how we handle your personal information, contact us at:
Email: amanda@taxandtea.com.au