Privacy Policy

1. We Respect Your Privacy

1.1 Commitment to Privacy

Perth Tax People (“we”, “us”, “our”) recognises and respects your right to privacy and is committed to protecting the confidentiality and security of personal information provided to us by clients, website visitors, and business contacts. We comply with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) and any other applicable privacy legislation and regulatory guidance.

This Privacy Policy outlines how we collect, hold, use, disclose, and safeguard your personal information, and explains your rights in relation to that information.

1.2 Definition of Personal Information

“Personal information” means information or an opinion about an identified individual, or an individual who is reasonably identifiable, whether the information is true or not, and whether recorded in material form or not.

2. Collection of Personal Information

2.1 Information You Provide to Us

We may collect and store personal information that you voluntarily provide when you:

  • Complete the enquiry or contact forms on our website
  • Engage us to provide taxation, accounting, or advisory services
  • Subscribe to newsletters or updates
  • Correspond with us via phone, email, SMS, or post
  • Attend meetings, consultations, or events

2.2 Types of Information Collected

The personal information we collect may include, but is not limited to:

  • Full name
  • Residential or business address
  • Email address
  • Telephone and mobile numbers
  • Date of birth
  • Tax file number (where required for authorised services)
  • Financial information
  • Business details, including ABN or company information
  • Identification documentation
  • Payment or billing information
  • Information about your personal, financial, or business affairs

We may also collect additional information where necessary to deliver our professional services effectively and in compliance with regulatory obligations.

2.3 Additional Information

We may collect further information if you:

  • Provide feedback 
  • Participate in surveys, marketing initiatives,s or promotions
  • Update your communication preferences
  • Interact with our customer support
  • Upload or transmit documents through secure portals

3. How We Collect Personal Information

We collect personal information in a number of ways, including:

  • Directly from you (electronically, verbally, or in writing)
  • Through our website (perthtaxpeople.com.au)
  • Through secure client portals
  • From third parties such as financial institutions, government bodies, professional advisers, or referral partners (with your consent or where authorised by law)
  • From publicly available registers where permitted

If we receive personal information about you from a third party, we will protect it in accordance with this Privacy Policy.

4. Purpose of Collection and Use

We collect and use personal information for purposes including:

  • Providing taxation, accounting, and advisory services
  • Verifying your identity
  • Communicating with you
  • Managing client relationships
  • Processing payments
  • Meeting regulatory and professional obligations
  • Improving our services and client experience
  • Internal record keeping
  • Marketing our services (where permitted or with consent)

We may contact you via telephone, email, SMS, pos,t or other lawful communication channels.

You may opt out of marketing communications at any time.

5. Disclosure of Personal Information

5.1 Disclosure for Service Delivery

We may disclose personal information to:

  • Employees and authorised representatives
  • Professional advisers (lawyers, auditors, consultants)
  • IT and cloud service providers
  • Payment processors
  • Regulatory authorities
  • Subcontractors or agents assisting in service delivery

Disclosure is limited to what is reasonably necessary for the provision of services.

5.2 Legal and Regulatory Disclosure

We may disclose personal information where required or authorised by law, including in response to:

  • Court orders
  • Subpoenas
  • Statutory notices
  • Regulatory investigations
  • Requests from law enforcement agencies

5.3 Business Transfers

If our business undergoes restructuring, sale, or transfer of assets, personal information may be transferred as part of that transaction, subject to confidentiality protections.

5.4 Overseas Disclosure

Some third-party service providers may store or process information outside Australia. Where this occurs, we take reasonable steps to ensure that overseas recipients comply with privacy standards consistent with Australian law.

5.5 Consent

By providing personal information to us, you consent to its collection, us,e and disclosure in accordance with this Privacy Policy.

6. Security of Personal Information

We implement reasonable administrative, physical, and technical safeguards to protect personal information from misuse, interference, loss, unauthorised access, modification, or disclosure.

Security measures may include:

  • Secure servers and encryption
  • Restricted access controls
  • Staff confidentiality obligations
  • Secure document storage systems
  • Cybersecurity monitoring

However, transmission of information over the internet is not completely secure. You acknowledge that you provide information at your own risk.

7. Access and Correction

You may request access to personal information we hold about you in accordance with the Privacy Act 1988 (Cth). We may charge a reasonable administrative fee for providing access where permitted by law.

If you believe any information we hold is inaccurate, incomplete, or outdated, you may request correction.

Requests should be made in writing to:

Perth Tax People

info@perthtaxpeople.com.au

2/195 Adelaide Terrace, East Perth WA 6004

We may refuse access in limited circumstances permitted under the Privacy Act.

8. Complaints

If you have concerns about our handling of your personal information, please contact us in writing. We will acknowledge and investigate your complaint and respond within a reasonable timeframe.

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

9. Changes to This Policy

We may amend this Privacy Policy at any time. Changes take effect immediately upon publication on our website. We encourage you to review this Policy periodically.

10. Website Information

10.1 Website Analytics

When you visit perthtaxpeople.com.au, we may collect technical information such as:

  • IP address
  • Browser type
  • Device type
  • Pages accessed
  • Time spent on pages
  • Referring website

This information is collected in aggregate form and used for analytics and website improvement.

10.2 Cookies

Our website may use cookies to enhance functionality and user experience. Cookies help us:

  • Recognise returning visitors
  • Analyse traffic patterns
  • Improve website performance
  • Deliver relevant advertisements through services such as Google Ads

You may disable cookies through your browser settings, although doing so may limit website functionality.

10.3 Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies.

 
WEBSITE TERMS AND CONDITIONS OF USE

1. About the Website

1.1 Welcome to Perthtaxpeople.com.au (“Website”). The Website provides general accounting, taxation, compliance, and business advisory information only. The content is intended to provide general guidance and does not constitute personalised professional advice.

1.2 The Website is owned and operated by Perth Tax People (“we”, “us”, “our”). Access to and use of the Website, including any associated content, resources, downloadable materials, portals, communication tools, products, or services (collectively referred to as “Services”), is provided subject to these Terms and Conditions (“Terms”).

By accessing, browsing, reading, downloading from, or otherwise using the Website, you acknowledge that you have read, understood, and agree to be bound by these Terms. If you do not agree with these Terms, you must immediately cease using the Website and any related Services.

1.3 We reserve the right to review, modify, or update these Terms at our sole discretion at any time. Where reasonably practicable, we will publish notice of material changes on the Website. Amendments take effect immediately upon publication. Your continued use of the Website following any changes constitutes acceptance of the updated Terms. We recommend that you retain a copy of these Terms for your records.

2. Acceptance of the Terms

You accept these Terms by remaining on and continuing to use the Website. Where functionality permits, you may also accept the Terms by clicking an “I Agree” or similar acknowledgement. If you are using the Website on behalf of a business or entity, you warrant that you have authority to bind that entity to these Terms.

3. Eligibility and Lawful Use

3.1 You agree to use the Website only for lawful purposes and in accordance with these Terms.

3.2 You must not:

  • Use the Website in breach of any applicable law or regulation
  • Engage in fraudulent, misleading, or deceptive conduct
  • Attempt to gain unauthorised access to any part of the Website
  • Interfere with Website functionality or security
  • Upload malicious code, viruses, or harmful material
  • Use automated systems to extract data without consent
  • Misrepresent your identity or affiliation

We reserve the right to suspend or restrict access where misuse is suspected.

4. Copyright and Intellectual Property

4.1 Ownership

All content on the Website, including but not limited to text, graphics, logos, images, documents, blog posts, articles, downloads, software code, layout design, and branding elements (“Content”), is protected by Australian copyright laws and international treaties. Unless otherwise stated, all intellectual property rights are owned or licensed by Perth Tax People.

4.2 Limited Licence

We grant you a limited, non-exclusive, non-transferable, revocable licence to:

  • Access and use the Website in accordance with these Terms
  • Store temporary copies in your device cache
  • Print pages for personal, non-commercial use

No other rights are granted.

4.3 Restrictions

You must not reproduce, republish, broadcast, modify, distribute, sell, license, or exploit any Content without prior written consent. Nothing in these Terms transfers ownership of intellectual property to you.

5. Privacy

Your use of the Website is subject to our Privacy Policy, available on the Website. By using the Website, you consent to the collection and handling of personal information in accordance with that policy.

6. General Disclaimer

6.1 Professional Information

All information provided on the Website is general in nature and does not constitute accounting, taxation, financial, or legal advice. You should obtain tailored professional advice before making financial or business decisions.

6.2 Australian Consumer Law

Nothing in these Terms excludes, restricts, or modifies any consumer guarantees, rights, or remedies under the Australian Consumer Law or other applicable legislation that cannot lawfully be excluded.

6.3 No Warranties

To the maximum extent permitted by law:

  • All implied warranties not expressly stated are excluded.
  • The Website and Content are provided “as is” and “as available.”
  • We do not warrant uninterrupted or error-free access.

We do not guarantee accuracy, completeness, or currency of information.

7. Limitation of Liability

7.1 To the maximum extent permitted by law, Perth Tax People is not liable for any indirect, incidental, consequential, special, or exemplary damages, including but not limited to:

  • Loss of profits
  • Loss of revenue
  • Loss of data
  • Loss of goodwill
  • Business interruption

7.2 Our total aggregate liability arising out of or in connection with the Website or these Terms, whether in contract, tort (including negligence), statute or otherwise, is limited to:

  • The re-supply of the relevant services; or
  • The cost of re-supplying the services, where applicable.

7.3 Use of the Website is entirely at your own risk.

8. Third-Party Links

The Website may contain links to third-party websites. These links are provided for convenience only. We do not endorse or assume responsibility for the content, security, accuracy, or privacy practices of third-party websites.

9. Termination

9.1 You may discontinue use of the Website at any time.

9.2 We may suspend, restrict,t or terminate your access immediately and without notice if:

  • You breach these Terms
  • We are required to do so by law
  • Your conduct affects our reputation
  • Continued access becomes commercially unviable

9.3 Termination does not affect accrued rights or liabilities. Provisions relating to liability, indemnity, and intellectual property survive termination.

10. Indemnity

You agree to indemnify and hold harmless Perth Tax People, its directors, employees, contractors, and agents from and against any claims, losses, damages, liabilities, costs, and expenses (including legal costs on a full indemnity basis) arising out of:

  • Your misuse of the Website
  • Your breach of these Terms
  • Your violation of any law or third-party rights

11. Dispute Resolution

11.1 Compulsory Process

If a dispute arises out of or relates to these Terms, the parties must first attempt resolution in accordance with this clause before commencing court proceedings (except where urgent relief is required).

11.2 Notice

The party claiming a dispute must provide written notice outlining:

  • The nature of the dispute
  • The outcome sought
  • The proposed resolution

11.3 Negotiation and Mediation

Within 14 days of notice:

  • The parties must attempt to resolve the dispute in good faith.
  • If unresolved, the parties must agree to mediation in Perth, Western Australia.
  • Costs of mediation are shared equally.
  • Each party bears its own legal costs.

11.4 Confidentiality

All negotiations and mediation discussions are confidential and without prejudice.

11.5 Termination of Mediation

If the dispute remains unresolved 14 days after mediation commences, either party may terminate mediation and pursue legal remedies.

12. Force Majeure

We are not liable for failure to perform obligations due to circumstances beyond our reasonable control, including but not limited to natural disasters, cyber incidents, telecommunications failures, government actions, or other events of force majeure.

13. Electronic Communications

By using the Website, you consent to receiving communications electronically. Electronic communications satisfy any legal requirement for written communication.

14. Venue and Jurisdiction

The Website is intended for Australian residents. Any dispute arising out of or in connection with the Website shall be subject to the exclusive jurisdiction of the courts of Western Australia, Australia.

15. Governing Law

These Terms are governed by the laws of Western Australia, Australia. All disputes shall be interpreted and enforced in accordance with those laws.

16. Independent Legal Advice

You acknowledge that you have had the opportunity to obtain independent legal advice in relation to these Terms and agree that the provisions are fair and reasonable.

17. Severability

If any provision of these Terms is found to be invalid or unenforceable, that provision shall be severed, and the remainder shall remain in full force and effect.