Wisdom Accounting (“we”, “our”, or “us”) is committed to protecting your privacy and ensuring your personal information is handled in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website, use our online tools, or engage 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 Information Collected via Website Forms

Our Website includes contact forms, enquiry forms, and consultation request forms. When you submit a form, we collect the information you provide, such as your name, email address, phone number, and the details of your enquiry. This information is used to respond to your request and may be stored in our client management systems.

1.3 Information Collected via Calendly

We use Calendly, a third-party scheduling platform, to allow you to book appointments and consultations. When you use Calendly on our Website, you may be asked to provide your name, email address, phone number, and details about the purpose of your appointment. This information is collected by Calendly and shared with us to facilitate your booking. Calendly’s use of your information is governed by their own Privacy Policy.

1.4 Non-Personal and Technical 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
• Interaction data from advertising platforms (e.g., which ad you clicked to reach our site)

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

Our Website uses cookies and similar tracking technologies to improve your experience, analyse website performance, and support our advertising activities.

2.1 What Are Cookies?

Cookies are small text files stored on your device when you visit a website. They help websites remember your preferences and understand how you interact with the site.

2.2 Types of Cookies We Use

• Essential Cookies: Required for the Website to function properly, including session management and security features.
• Analytics Cookies: We use Google Analytics (via Google Tag Manager) to understand how visitors interact with our Website. Google Analytics collects anonymised data about page views, session duration, traffic sources, and user demographics. This data helps us improve our Website content and user experience.
• Advertising Cookies: We use cookies from Google Ads and Meta (Facebook) to measure the effectiveness of our advertising campaigns and to deliver relevant advertisements to you on other platforms. These cookies may track your activity across websites to build a profile of your interests.

2.3 Google Ads

We use Google Ads to promote our services. Google may place cookies on your device to track conversions (e.g., when you submit a form or book a consultation after clicking one of our ads) and to enable remarketing, which allows us to show relevant ads to people who have previously visited our Website. You can opt out of Google’s personalised advertising by visiting Google Ads Settings.

2.4 Meta (Facebook) Advertising

We use the Meta Pixel on our Website to measure the effectiveness of our Facebook and Instagram advertising campaigns. The Meta Pixel collects data about your activity on our Website, which Meta may use to deliver targeted advertisements to you on its platforms. You can manage your Meta advertising preferences at Facebook Ad Preferences.

2.5 Managing Cookies

You can control or delete cookies through your browser settings. Most browsers allow you to refuse cookies, delete existing cookies, or be notified when a new cookie is set. Please note that disabling cookies may affect the functionality of our Website.

You can also opt out of interest-based advertising through:

• Google Ads Settings
• Facebook Ad Preferences
• Your Online Choices (Australia)

3.1 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 submitted via our Website forms or Calendly
• Scheduling and managing appointments booked through Calendly
• 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.

3.2 Advertising and Analytics

We use non-personal and technical information, including data from Google Analytics, Google Ads, and Meta Pixel, to:

• Measure the effectiveness of our advertising campaigns
• Understand how visitors find and use our Website
• Deliver relevant advertisements to people who have visited our Website (remarketing)
• Improve our Website content, functionality, and user experience
• Create audiences for advertising based on website activity (e.g., visitors who viewed specific service pages)

We do not use advertising data to make decisions about the provision of our professional services.

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 your personal information.

We may disclose your information to:

• The Australian Taxation Office (ATO) or other government agencies as required
• Trusted third-party service providers, including:
  • 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
  • Calendly (appointment scheduling)
  • Google (Analytics and Ads services)
  • Meta Platforms (Facebook/Instagram advertising)
• Legal or regulatory bodies when required by law
• To protect our rights, comply with legal obligations, or prevent fraud

All third-party providers are required to handle your information in accordance with applicable privacy laws and their own privacy policies.

Some of the third-party services we use — including Google, Meta, and Calendly — may store or process data on servers located outside Australia, including in the United States.

Where your personal information is transferred overseas, we take reasonable steps to ensure the recipient complies with the Australian Privacy Principles or is subject to a substantially similar privacy regime. By using our Website and services, you consent to the transfer of your information to these overseas recipients as described in this Privacy Policy.

We retain your personal information for as long as necessary to fulfil the purposes for which it was collected, including to meet our legal and professional obligations.

As a general guide:

• Client files and tax records: Retained for a minimum of 7 years from the date of the last service provided, or longer if required by law
• Website form submissions: Retained for the duration of our business relationship and for a reasonable period thereafter
• Calendly booking data: Retained in accordance with Calendly’s data retention policies and our own records management practices
• Analytics and advertising data: Retained in accordance with Google and Meta’s data retention settings, which we configure to align with our business needs

When personal information is no longer required, we will take reasonable steps to securely destroy or de-identify it.

Our Website may contain links to third-party websites, including Calendly, Google, Meta, and other external services. 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 the Privacy Act 1988 (Cth) and the Australian Privacy Principles, you have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate, incomplete, or out-of-date information
• Request deletion of certain data where legally appropriate
• Ask questions about how your information is handled
• Opt out of receiving marketing communications from us
• Opt out of targeted advertising by adjusting your preferences with Google and Meta

Requests can be made by contacting us using the details below. We will respond to access and correction requests within 30 days.

In accordance with the Notifiable Data Breaches (NDB) scheme under the Privacy Act 1988 (Cth), if we become aware of a data breach that is likely to result in serious harm to any individual whose personal information is involved, we will:

• Take immediate steps to contain the breach and mitigate harm
• Assess the breach to determine if it is likely to result in serious harm
• Notify affected individuals and the Office of the Australian Information Commissioner (OAIC) as required

If you believe we have breached the Australian Privacy Principles or mishandled your personal information, you may lodge a complaint with us using the contact details below. We will investigate and respond to your complaint within 30 days.

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC).

We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal requirements. 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, wish to access or update your personal information, or want to make a complaint, please contact us:

Wisdom Accounting
Tax Agent Number: 26101985
Email: info@wisdomaccounting.com.au
Phone: +61 484 351 189
Address: 3/27 Kelton St, Cardiff NSW 2285
ABN: 95 135 826 932