Wisdom Accounting ("we", "our", or "us") is committed to protecting your privacy and ensuring your personal information is handled with the highest level of care. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website or use our tax and accounting services.

By accessing this Website or engaging our services, you agree to the terms outlined in this Privacy Policy.

1.1 Personal Information

As a registered tax and accounting practice, we may collect personal information necessary to provide professional services, including:

• Full name, email address, phone number, postal address
• Identification details where required (e.g., date of birth)
• Tax File Number (TFN), financial information, income details, banking information
• Business information for bookkeeping, BAS, payroll, and tax lodgements
• Documents required for tax compliance, including PAYG summaries, invoices, receipts, financial statements, loan documents, and ATO correspondence
• Any other information provided when you complete forms, request consultations, or communicate with us

We only collect information that is relevant and reasonably necessary for our tax and accounting services.

1.2 Non-Personal Information

When you visit our Website, we may automatically collect technical information such as:

• IP address
• Device and browser type
• Pages viewed and time spent on each page
• Referring links or search queries
• General usage patterns

This information helps improve our Website and is not used to personally identify you.

2.1 Personal Information

We use your personal information for the following purposes:

• Preparing and lodging individual and business tax returns
• Performing accounting, bookkeeping, BAS, payroll, and advisory services
• Verifying your identity when required for ATO compliance
• Responding to enquiries and communicating with you
• Managing client records and internal administration
• Sending regulatory reminders, ATO updates, or service-related notices
• Meeting our legal, ethical, and professional obligations
• Improving our services and client experience

We only use your information for the purpose for which it was collected unless otherwise permitted by law.

2.2 Non-Personal Information

Non-personal data helps us:

• Improve our Website functionality
• Analyse traffic and user behaviour
• Enhance security and performance

This data cannot identify you.

We take reasonable steps to protect your personal information from misuse, loss, and unauthorised access. These include:

• Secure digital storage and encrypted systems
• Password-protected databases and access controls
• Confidentiality agreements for staff and contractors
• Regular system monitoring and security updates

Despite our efforts, no digital transmission or storage is completely secure. We cannot guarantee absolute security but take all reasonable precautions in line with Australian Privacy Principles (APPs).

We do not sell or share your personal information for marketing purposes.

We may disclose your information:

• To the Australian Taxation Office (ATO) or other government agencies as required
• To trusted third-party service providers such as:
  • Cloud accounting platforms (e.g., Xero, MYOB, QuickBooks)
  • Secure document storage providers
  • IT and software support providers
  • External accountants or advisors assisting with your engagement
• To legal or regulatory bodies when required by law
• To protect our rights, comply with legal obligations, or prevent fraud

All third-party providers must adhere to confidentiality and privacy requirements.

Our Website may contain links to third-party websites. We are not responsible for the privacy practices, content, or security of external sites. You should review the privacy policies of any linked websites you visit.

Our services are intended for adults. We do not knowingly collect information from individuals under 16 years of age. If such information is discovered, we will remove it from our systems promptly.

Under Australian privacy law, you may request to:

• Access the personal information we hold about you
• Correct or update inaccurate information
• Request deletion of certain data where legally appropriate
• Ask questions about how your information is handled

Requests can be made by contacting us using the details below.

We may update this Privacy Policy periodically. Any changes will be published on this page with a new effective date. Continued use of our Website or services indicates acceptance of the updated policy.

If you have any questions about this Privacy Policy or wish to access or update your personal information, please contact us:

Wisdom Accounting
Email: info@wisdomaccounting.com.au
Phone: +61 484 351 189
Address: 3/27 Kelton St, Cardiff NSW 2285
ABN: 95 135 826 932