Our Privacy Policy

Privacy Policy for HA Accounting Pty Ltd

Effective Date: 1^st July, 2025.

1. Overview

HA Accounting ("we", "us", "our") is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This Privacy Policy explains how we collect, use, disclose, and store your personal information.

2. What Information We Collect

We may collect the following types of personal and sensitive information:

• Full name, address, and contact details (e.g. phone number, email)
• Tax File Numbers (TFNs), Australian Business Numbers (ABNs)
• Bank account and financial details
• Employment and income details
• Superannuation and investment information
• Identification documents (e.g. driver's license, passport)
• Any other information required to perform our accounting services

3. How We Collect Your Information

We may collect your information:

• Directly from you (e.g. via phone, email, forms, in-person)
• Through our website or client portal
• From third parties (e.g. ATO, financial institutions, your employer, or legal representatives)
• From publicly available sources

We only collect information that is necessary for the services we provide or as required by law.

4. Why We Collect Your Information

We collect and use your personal information to:

• Provide accounting, bookkeeping, tax, audit, and advisory services
• Fulfill our legal obligations (e.g. under the Corporations Act and Taxation legislation)
• Communicate with you and respond to your inquiries
• Manage billing and payments
• Improve our services and comply with regulatory requirements

5. Disclosure of Personal Information

We may disclose your personal information to:

• The Australian Taxation Office (ATO) and other government agencies
• Your authorised representatives or legal advisers
• Financial institutions, auditors, or third-party service providers
• IT and cloud service providers located in Australia or overseas
• Other third parties as required or permitted by law

We ensure third parties handle your information in accordance with this Privacy Policy and applicable privacy laws.

6. Overseas Disclosure

Some of your personal information may be stored or processed overseas (e.g. via cloud storage providers). Where this occurs, we take reasonable steps to ensure these providers comply with Australian privacy standards.

7. Data Security

We take all reasonable steps to protect your personal information from misuse, loss, unauthorised access, modification, or disclosure. This includes physical, electronic, and managerial security measures.

If your personal information is no longer needed, we will securely delete or de-identify it.

8. Access and Correction

You have the right to request access to the personal information we hold about you and to request corrections if it is inaccurate or outdated.

To make a request, please contact us using the details below. We may require you to verify your identity.

9. Complaints

If you believe we have breached your privacy or mishandled your personal information, you can contact us using the details below. We will respond to your complaint within a reasonable timeframe.

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC):

• Website: www.oaic.gov.au
• Phone: 1300 363 992

10. Contact Us

If you have any questions or concerns about this Privacy Policy or the way we handle your personal information, please contact:

HA Accounting
9 Deniliquin Road, Tocumwal NSW 2714
admin@ha-accounting.com.au
03 5849 1661
www.ha-accounting.com.au

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in legal or regulatory requirements, our services, or data handling practices. The most current version will always be available on our website.