Privacy Policy
Last updated: 12 May 2026
Tax Way Group Pty Ltd (trading as Tax Way Accountants, ABN 50 161 752 503) is committed to protecting your privacy. This policy explains how we collect, use, disclose, store and protect your personal information in accordance with the Australian Privacy Act 1988 and the Australian Privacy Principles (APPs).
What information we collect
We collect personal information that you provide to us directly or that we need to deliver our services:
- Identity and contact details (name, email, phone, address)
- Tax File Number, Australian Business Number, and other tax / business identifiers
- Financial information necessary to prepare tax returns, BAS, payroll or business advisory work
- Information about your business operations, employees, assets and transactions
- Records of our correspondence and meetings with you
- Technical information from your visits to this website (IP address, browser type, pages visited, referring URL)
How we collect information
We collect information directly from you when you book an appointment, send us an email, complete a form on this website, sign an engagement letter, or provide records for tax preparation or compliance work. We may also collect information from third parties such as the Australian Taxation Office, ASIC, government agencies, banks or your previous accountant, with your authority.
How we use your information
We use your personal information to:
- Provide accounting, taxation, advisory and compliance services
- Lodge returns and forms with the ATO, ASIC and other regulators on your behalf
- Communicate with you about your engagement and respond to your enquiries
- Meet our legal and professional obligations, including under the Tax Agent Services Act 2009
- Improve our services and this website
Disclosure of your information
We may disclose your personal information to:
- The ATO, ASIC and other regulators where required to lodge returns or provide information
- Our software providers (cloud accounting, tax lodgement, document management) under written confidentiality terms
- Other professional advisers (lawyers, financial planners) only with your consent
- Law enforcement or courts if compelled by valid legal process
We do not sell your personal information. We do not disclose it overseas except to cloud service providers in countries with comparable privacy protections.
How we store and protect your information
Your information is stored in secure cloud systems and on access-controlled office computers. We apply password protection, access controls, encryption in transit, and staff training on privacy obligations. We retain tax-related records for at least five years to meet ATO requirements, or longer if necessary.
Your rights
You may request access to the personal information we hold about you, request correction of inaccurate information, or withdraw consent for future use of your information (subject to our regulatory obligations). To make a request, contact us using the details below. We aim to respond within 30 days.
Cookies and website analytics
This website uses cookies and similar technologies to remember your preferences and understand site usage. See our Cookie Policy for full details.
Complaints
If you believe we have breached your privacy, please contact us first so we can investigate. If you are not satisfied with our response, you may complain to the Office of the Australian Information Commissioner at oaic.gov.au or by phone on 1300 363 992.
Updates to this policy
We may update this policy from time to time. The current version will always be available at this URL with the “Last updated” date shown above.
Contact us
Tax Way Accountants
Level 19 180 Lonsdale Street Melbourne VIC 3000
Phone: (03) 9005 62666
Email: simon@taxway.com.au
