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Privacy Policy

Effective Date: 03 July 2026

At Plan Your Taxes (“we”, “our”, or “us”), we are committed to protecting the privacy and confidentiality of your personal information. We are bound by the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth). This Privacy Policy outlines how we collect, hold, use, and disclose your personal information when you use our website and engage our services .

By providing your personal information to us, you consent to us collecting, holding, using, and disclosing your personal information in accordance with this Privacy Policy.

What Personal Information We Collect

The types of personal information we collect depend on the nature of your interaction with us. This may include :

  • Identity Information: Your full name, date of birth, Tax File Number (TFN), Australian Business Number (ABN), and other government-issued identifiers.

  • Contact Information: Your postal address, email address, and phone number(s).

  • Financial Information: Bank account details, income statements, expense records, investment details, superannuation information, and other tax-related documents necessary for preparing tax returns, BAS, and providing financial advice .

  • Employment Information: Occupation, employer details, PAYG summaries, and payroll information.

  • Website Usage Data: IP address, browser type, pages visited, and the date and time of your visit when you interact with our website (planyourtaxs.com).

We do not usually collect sensitive information (such as health information) unless it is relevant to your taxation matters and you have provided your explicit consent.

How We Collect Your Personal Information

We collect your personal information through various means, including :

  • Directly from you: During consultations (in-person, via phone, or video conference), through our website contact forms, via email, or when you provide documents for our services.

  • From third parties: With your consent, we may collect information from your employer, financial institutions, superannuation funds, or previous tax agents.

  • From government agencies: We may receive information from the Australian Taxation Office (ATO) or other regulatory bodies as permitted by law.

  • From your use of our website: Through cookies and similar tracking technologies to improve your user experience (see the “Cookies” section below).

How We Use Your Personal Information

We collect, hold, and use your personal information for the primary purpose of providing you with the professional services you have requested. This includes :

  • Preparing, reviewing, and lodging individual and business tax returns.

  • Preparing and lodging Business Activity Statements (BAS) and Goods and Services Tax (GST) reports.

  • Providing strategic tax planning, financial advice, and superannuation consulting.

  • Offering bookkeeping, accounting, and payroll services.

  • Managing company registration and setup with the ASIC.

  • Communicating with you about your account, our services, and important updates.

  • Administering our business, including invoicing, record-keeping, and internal staff training.

  • Meeting our legal and regulatory obligations under the Tax Agent Services Act 2009 and other applicable laws .

  • We do not use your personal information for marketing or promotional purposes unless you have provided your explicit opt-in consent .

How We Disclose Your Personal Information

We may disclose your personal information to third parties in the following circumstances :

  • Government and Regulatory Bodies: We are legally required to disclose information to the ATO, the Australian Securities and Investments Commission (ASIC), and the Tax Practitioners Board (TPB) for the purpose of lodgements, registrations, and compliance monitoring .

  • Our Service Providers: We engage trusted third-party service providers to help us deliver our services, such as cloud storage providers, accounting software platforms (e.g., Xero, MYOB), and IT support. These providers are contractually obligated to protect your personal information and comply with the APPs.

  • With Your Consent: We will disclose your information to other parties, such as a financial institution or another advisor, when you have provided your express consent for us to do so.

We do not sell, rent, or trade your personal information to any third parties for marketing purposes.

Storage and Security of Your Personal Information

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

  • Secure Data Storage: Your information is stored securely on encrypted servers, with access restricted to authorised personnel only.

  • Staff Training: All our employees are bound by confidentiality agreements and receive training on our privacy and data security policies.

  • Data Retention: We retain your personal information for as long as necessary to fulfil the purposes outlined in this policy, or as required by law (e.g., for a minimum of five years from the date of your last tax return lodgement, as required by the Income Tax Assessment Act 1936) . When your information is no longer required, we will destroy or de-identify it securely.

  • Data Breaches: We have procedures in place to respond to any data breaches. In the event of a notifiable data breach, we will notify affected individuals and the Office of the Australian Information Commissioner (OAIC) as required by law.

Cross-Border Disclosure of Personal Information

We generally store your personal information on servers located in Australia. However, some of our trusted third-party service providers (such as cloud software providers) may have servers located overseas. When we disclose your personal information to an overseas recipient, we take reasonable steps to ensure that the recipient complies with the APPs or is subject to similar privacy laws. If you have any concerns about this, please contact us.

Tax File Number (TFN) Information

Your Tax File Number (TFN) is sensitive information. We collect, use, and disclose your TFN in accordance with the Privacy (Tax File Number) Rule 2015. We only collect your TFN when it is lawful and necessary for tax administration purposes, such as preparing and lodging your tax return. We store your TFN with strict security measures and disclose it only to the ATO or as required by law .

Accessing and Correcting Your Personal Information

You have the right to request access to the personal information we hold about you and to ask for corrections if it is inaccurate, incomplete, or out-of-date. To do so, please contact our Privacy Officer using the details in Section 12.

We will respond to your request within a reasonable timeframe and may require you to verify your identity. In some limited circumstances, we may not be able to provide you with access to your information (e.g., if doing so would breach a legal duty). If we refuse your request, we will provide you with a written explanation.

Cookies and Website Analytics

When you visit our website, we may use cookies and similar technologies to enhance your browsing experience. Cookies are small data files that are stored on your device to help us understand how you use our site. We use this data for analytical purposes to improve our website’s functionality and performance. You can control or disable cookies through your browser settings.

Making a Complaint

If you have a complaint about how we have handled your personal information, please contact our Privacy Officer in writing. We will investigate your complaint and respond to you within a reasonable period.

If you are unsatisfied with our response, you have the right to lodge a complaint with the Office of the Australian Information Commissioner (OAIC):