Privacy Policy

Website: Bookkeeping Services Australia

At Bookkeeping Services Australia, we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you interact with our website and services.

By using our website and services, you agree to the practices outlined in this Privacy Policy. For additional details, you may also review our [Cookie Policy] and [Terms of Service] (coming soon).

Bookkeeping and Accounting Pty Ltd (ABN: 88 690 390 339)

1. Introduction

Bookkeeping and Accounting Pty Ltd (“we”, “us”, or “our”) is committed to protecting the privacy of personal information we collect, hold, and use. This Privacy Policy is crafted to comply with the Australian Privacy Principles (APPs) as set out in the Privacy Act 1988 (Cth). It outlines how we manage personal information and uphold our privacy obligations.

We understand the sensitive nature of the financial and personal data entrusted to us and are dedicated to ensuring its security and confidentiality. This policy explains what types of information we collect, how we collect it, the purposes for which we use and disclose it, and your rights in relation to your personal information.

2. What is Personal Information?

In this policy, “personal information” has the same meaning as in the Privacy Act 1988 (Cth). It includes any information or an opinion about an identified individual, or an individual who is reasonably identifiable, whether the information or opinion is true or not, and whether it is recorded in a material form or not.

Examples of personal information relevant to our services include, but are not limited to:

Name, address, email address, and phone number.
Financial details, such as bank account numbers and credit card information.
Tax file numbers (TFNs) and Australian Business Numbers (ABNs).
Details of employees, clients, and suppliers (including names, addresses, and payment information).
Details of financial transactions and records.

3. Collection of Personal Information

We collect personal information that is reasonably necessary for us to provide our bookkeeping services and to carry out our business functions.

How We Collect Personal Information: We primarily collect personal information directly from you, through various methods, including:

When you engage us for our services.
Through our website’s contact forms, online portals, or email communications.
During phone calls, video conferences, or face-to-face meetings.
When you provide documents, such as invoices, bank statements, and receipts.
When you interact with us on social media platforms.

In some circumstances, we may collect personal information from third parties, such as:

Your accountant or financial adviser, with your consent.
Publicly available sources.
Third-party software providers, such as Xero, MYOB, or QuickBooks, which we use to provide our services.

Anonymity and Pseudonymity: Where it is lawful and practicable, you have the option of dealing with us anonymously or by using a pseudonym. However, given the nature of our bookkeeping services, this is often not practicable. For us to provide accurate financial services and comply with legal obligations (e.g., tax regulations), we require you to provide your true identity and other necessary personal information.

4. Purposes for which we collect, hold, use, and disclose personal information

We collect, hold, use, and disclose your personal information for the following primary purposes:

To provide our bookkeeping and related financial services to you.
To manage our relationship with you, including billing and account management.
To communicate with you regarding your account, our services, or any changes to our policies.
To comply with our legal and regulatory obligations, including those related to taxation and financial record-keeping.
To manage our business operations, including internal administration and accounting.
For marketing and promotional activities, where you have consented to such communications.

We will not use or disclose your personal information for a purpose other than that for which it was collected, unless you have provided your consent, or the use or disclosure is permitted by the APPs (e.g., where it is required or authorised by law).

Disclosure of Your Personal Information

We may disclose your personal information to third parties in the course of providing our services or in order to meet a legal obligation. This may include disclosure to:

Government and regulatory bodies, such as the Australian Taxation Office (ATO).
Your authorised representatives, such as your accountant or financial adviser.
Third-party service providers and contractors who assist us in providing our services, such as cloud storage providers, IT support, and software providers. These third parties are bound by strict confidentiality and privacy obligations.
Payment processors and financial institutions.

Cross-Border Disclosure In some cases, the third-party service providers we use may be located outside of Australia, and your personal information may be transferred to, or stored in, other countries. We take reasonable steps to ensure that any overseas recipient of your personal information is subject to a comparable privacy law or is bound by a contract that requires them to protect your personal information in accordance with the APPs.

5. Security and Data Quality

We take reasonable steps to protect your personal information from misuse, interference, loss, and from unauthorised access, modification, or disclosure. We employ a combination of administrative, physical, and technological security measures, including:

Secure premises and controlled access to our offices and physical records.
Password-protected systems and encrypted data transmission where appropriate.
Regular security audits and staff training on privacy obligations.
Use of reputable and secure cloud-based software platforms.

We will take reasonable steps to destroy or de-identify personal information that is no longer needed for any purpose for which it may be lawfully used or disclosed.

6. Accessing and Correcting Your Personal Information

You have a right to request access to the personal information we hold about you and to request that we correct that information if it is inaccurate, incomplete, or outdated.

To request access or correction, please contact our Privacy Officer using the details provided below. We will respond to your request within a reasonable time and, where possible, provide you with access to your information in the manner you have requested. We may charge a fee for providing access, but this will not be excessive.

7. Complaints

If you believe that we have breached the APPs or have a complaint about our handling of your personal information, you may lodge a complaint with us by contacting our Privacy Officer in writing.

We will acknowledge your complaint within a reasonable time and aim to resolve it expeditiously. If you are not satisfied with our response, you may refer your complaint to the Office of the Australian Information Commissioner (OAIC).

8. Contact Us

If you have any questions or concerns about this Privacy Policy or our privacy practices, please contact our Privacy Officer:

Bookkeeping and Accounting Pty Ltd Attention:
The Privacy Officer
Email: saad @businessservicesaustralia.com.au
Phone: 0435 844 264

This Privacy Policy was last updated on 15 September 2025.