Privacy Policy

Last Updated: 28 June 2026

1. Introduction

Canberra Tax Solutions (“we”, “us”, or “our”) is committed to protecting the privacy of your personal information we hold about our clients, prospective clients, employees, contractors, and other individuals we deal with in providing accounting, taxation, and advisory services. We have professional obligations regarding the privacy and Confidentiality of your information. 

This Privacy Policy outlines how we collect, use, disclose, and store your personal information in accordance with the Australian Privacy Principles (APPs) under the Privacy Act 1988 (Privacy Act) and to comply with the 'Customer Due Diligence' requirements in the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (AML/CTF Act) and the Anti-Money Laundering and Counter-Terrorism Financing Rules 2025.

As a professional accounting practice, we also comply with:

• The Tax Practitioners Board (TPB) Code of Professional Conduct;
• Australian Securities and Investments Commission (ASIC) regulatory requirements; and
• Professional standards and ethical obligations applicable to our industry.

A copy of the Australian Privacy Principles may be obtained from the website of the Office of the Australian Information Commissioner at  www.oaic.gov.au  

2. What personal information we collect

We may collect personal and sensitive information necessary to provide our services, including your name, contact details, date of birth, Tax File Number, driver’s licence, passport, Medicare card, ATO and government notices, tertiary student ID cards, citizenship and birth certificates, employment information, financial and banking information, income and asset details, and information relevant to your tax, accounting, or advisory matters.

We may also need to verify your identity and collect information such as certified identity documents, as a reporting entity under the AML/CTF Act, and the Anti-Money Laundering and Counter-Terrorism Financing Rules.

We collect information directly from you, related professionals acting on your behalf (such as your lawyer or financial adviser), identity verification services, and occasionally from publicly available sources.

3. Why we collect, hold and use your information

We use personal information to provide the accounting, taxation, and advisory services you engage us for, and to meet our professional and legal obligations, including under the Income Tax Assessment Act 1936 (Cth) and 1997 (Cth), the Taxation Administration Act 1953 (Cth), the Tax Agent Services Act 2009 (Cth), the Corporations Act 2001 (Cth), superannuation laws, and the AML/CTF Act. This includes preparing and lodging documents with the Australian Taxation Office (ATO), the Australian Securities and Investments Commission (ASIC), and other relevant bodies, as well as managing billing and client communications. 

4. How we disclose your information  

We may disclose personal information to the ATO, ASIC, and other regulators as required or authorised by law; to our professional advisers and insurers; to service providers who support our practice (such as IT and document management providers) under appropriate confidentiality terms; to our professional bodies in relation to quality review program matters, and to other parties with your consent.

As a reporting entity under the AML/CTF Act, we are also required to report certain transactions and matters to the Australian Transaction Reports and Analysis Centre (AUSTRAC), and to retain related records for the periods that the Act requires.

We may also disclose personal information where required by law or with your consent. Where we disclose personal information overseas, we take reasonable steps to ensure that recipients handle the information in a manner consistent with the Australian Privacy Principles and our privacy obligations.

We do not sell your personal information, and we take reasonable steps to ensure any third party handles it appropriately. 

5. Storage and security

We take reasonable steps to protect personal information from misuse, interference, loss, and unauthorised access, modification, or disclosure, including access controls, secure systems, and staff confidentiality obligations.

We store your information in secure physical and electronic systems and take reasonable steps to protect it from misuse, loss, unauthorised access, modification or disclosure by utilising Multi-Factor Authentication (MFA). 

Information is retained only as long as required for the purpose it was collected or as required by law, and our professional obligations, including record-keeping requirements under the Corporations Act 2001 (Cth), taxation law, and the AML/CTF Act.‍ ‍

6. Cookies

Our website and emails may use cookies and similar technologies to improve website functionality, analyse website traffic, and enhance user experience. Cookies are small data files stored on your device when you visit a website. 

We may use third-party analytics and advertising providers to help us understand how visitors use our website and to improve our services and marketing activities. These providers may collect information about your use of our website through cookies and similar technologies.

7. Access and correction 

You can ask us for access to the personal information we hold about you, or ask us to correct it if it is inaccurate or out of date. We will respond within a reasonable time, generally 30 days, and may need to verify your identity first. In limited circumstances permitted by law, we may need to decline a request. If so, we will explain why to the extent we are able. 

8. Anonymity and pseudonymity

You are welcome to deal with us anonymously or under a pseudonym for general enquiries. However, we are not able to provide accounting or advisory services without verifying your identity, as required under the Tax Agent Services Act 2009 (Cth) and, where applicable, the AML/CTF Act.  

9. Privacy Policy Complaints and Enquiries

If you have any questions or concerns about this Privacy Policy or our handling of your personal information, please get in touch with us by email to hello@canberrataxsolutions.com.au or in writing to the Privacy Officer, Canberra Tax Solutions, Level 1, 11-17 Swanson Court, Belconnen ACT 2617.

We will investigate and respond within a reasonable time. If you are not satisfied with our response, you can contact the Office of the Australian Information Commissioner (OAIC), which oversees compliance with the Privacy Act 1988 (Cth) at www.oaic.gov.au

10. Data Breach response

In the unlikely event of a data breach, we will notify affected individuals and the OAIC in accordance with the Notifiable Data Breaches scheme. 

If we need to notify you of an eligible data breach, we will provide:

• A description of the data breach;
• The kinds of personal information involved;
• The steps we have taken to respond to the breach; and
• Recommendations on steps you should take to reduce the risk of harm (such as changing passwords, monitoring accounts, or being alert to identity fraud).

Notification may be provided by:

• Email to your registered email address;
• Telephone call;
• Written letter to your postal address; or
• If we cannot contact everyone affected, we will publish a notification on our website and promote it through appropriate channels.

11. Changes to this policy 

We may update this Policy from time to time to reflect changes in our practices or in applicable law. The current version is always available on request and on our website, showing the date it was last updated above.