The information contained on this website is for general information purposes for clients, contacts, and staff of Tax Effective Accountants. Further professional advice should be sought before taking any action in relation to the matters contained on this site. Please contact us for further assistance.
By using this site, you agree to hold Tax Effective Accountants harmless from any loss or liability arising from the use of this website.
In NSW - Liability limited by the Accountants Scheme approved under the Professional Standards Act 1994 (NSW)
1. We Respect Your Privacy
1.1. Tax Effective Accountants respects your right to privacy and is committed to safeguarding the privacy of our customers and website visitors. We adhere to the National Privacy Principles established by the Privacy Act 1988 (Cth). This policy sets out how we collect and treat your personal information.
1.2. “Personal information” is information we hold which is identifiable as being about you.
2. Collection of Personal Information
2.1. Tax Effective Accountants will, from time to time, receive and store personal information that you enter onto our website, provide to us directly, or give to us in other forms.
2.2. You may provide basic information such as your name, phone number, address, and email address to enable us to send information, provide updates, and process your product or service order. We may collect additional information at other times, including but not limited to, when you provide feedback, information about your personal or business affairs, change your content or email preferences, respond to surveys and/or promotions, provide financial or credit card information, or communicate with our customer support.
2.3. Additionally, we may also collect any other information you provide while interacting with us.
3. How We Collect Personal Information
3.1. Tax Effective Accountants collects personal information from you in a variety of ways, including when you interact with us electronically or in person, when you access our website, and when we provide our services to you. We may also receive personal information from third parties. If we do, we will protect it as set out in this Privacy Policy.
4. Use of Your Personal Information
4.1. Tax Effective Accountants may use personal information collected from you to provide you with information, updates, and our services. We may also make you aware of new and additional products, services, and opportunities available to you. We may use your personal information to improve our products and services and better understand your needs.
4.2. Tax Effective Accountants may contact you via telephone, email, SMS, or mail, as required.
5. Disclosure of your Personal Information?
5.1. We may disclose your personal information to any of our employees, insurers, professional advisers, agents, or subcontractors insofar as reasonably necessary for the purposes set out in this Policy. Personal information is only supplied to a third party when it is required for the delivery of our services.
5.2. We may need to disclose personal information to comply with a legal requirement, such as a law, regulation, court order, subpoena, warrant, in the course of a legal proceeding, or in response to a law enforcement agency request.
5.3. We may also use your personal information to protect the copyright, trademarks, legal rights, property, or safety of Tax Effective Accountants, www.taxeffective.com.au its customers, or third parties.
5.4. Information we collect may be stored, processed, or transferred between parties located in countries outside of Australia.
5.5. If there is a change of control in our business or a sale or transfer of business assets, we reserve the right to transfer our user databases, together with any personal and non-personal information contained in those databases. This information may be disclosed to a potential purchaser under an agreement to maintain confidentiality.
5.6. By providing us with personal information, you consent to the terms of this Privacy Policy and the types of disclosure covered by this Policy. Where we disclose your personal information to third parties, we will request that the third party follows this Policy regarding the handling of your personal information.
6. Security of Your Personal Information
6.1. Tax Effective Accountants is committed to ensuring that the information you provide to us is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic, and managerial procedures to safeguard and secure information and protect it from misuse, interference, loss, unauthorised access, modification, and disclosure.
6.2. The transmission and exchange of information is carried out at your own risk. While we take measures to safeguard against unauthorised disclosures, we cannot guarantee the security of personal information transmitted to us.
7. Access to Your Personal Information
7.1. You may request details of the personal information we hold about you under the Privacy Act 1988 (Cth). A small administrative fee may apply. If you believe any information we hold is inaccurate, out of date, incomplete, irrelevant, or misleading, please email us at coach@taxeffective.com.au.
7.2. We reserve the right to refuse to provide you with information that we hold about you, in certain circumstances as set out in the Privacy Act.
8. Complaints About Privacy
8.1. If you have any complaints about our privacy practices, please send details of your complaint to PO Box R545, ROYAL EXCHANGE, SYDNEY, NSW 1225. We take complaints seriously and will respond shortly after receiving written notice of your complaint.
9. Changes to Privacy Policy
9.1. We may change this Privacy Policy in the future. Modifications will be effective immediately upon posting on our website. Please check back from time to time to review our Privacy Policy.
10. Website
10.1. When you visit our website (www.taxeffective.com.au), we may collect information such as browser type, operating system, and the website you visited before arriving at our site. This information is used in an aggregated manner to analyse how people use our site.
10.2. Cookies may be used to enhance your experience. Most browsers accept cookies by default, but you can choose to reject them. Please note that rejecting cookies may affect your ability to use certain features of our site.
10.3. Third-party websites linked to our site are not covered by our Privacy Policy, and we recommend reviewing their privacy practices.
Read client success stories
See for yourself how we've helped clients from all different walks of life achieve outstanding financial results.
Read Client StoriesTake your finances to new heights
A multidisciplinary team of experts working together to develop a unified tax, financial and investment plan, uniquely suited to you. You'll be amazed at the Private Client difference.
Find out moreInterested in learning more?
Contact a Tax Effective specialist to discuss your personal financial and business goals, and how we can help you reach them.
Monday to Friday, 8.30am to 5.30pm AEST
At a time that's convenient
To meet with a specialist