Privacy Policy
At SharpFin Accounting Pty Ltd, protecting your personal information is an essential part of our professional responsibility.
This Privacy Policy explains how we collect, use, store, and disclose personal information in the course of providing accounting, taxation, bookkeeping, and compliance services, in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
We are committed to handling personal information transparently, securely, and only for lawful and necessary purposes.
Information We Collect
We collect personal information that is reasonably necessary to provide our professional services and meet regulatory obligations. This may include:
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Identification and contact details (such as name, address, phone number, email, TFN, ABN)
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Financial, taxation, business, and superannuation information
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Information provided through forms, correspondence, meetings, or digital platforms
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Information required to comply with ATO, ASIC, and Tax Practitioners Board requirements
How We Use Your Information
Personal information is used strictly for legitimate business and compliance purposes, including:
Delivering accounting, taxation, bookkeeping, SMSF, and corporate secretarial services
Meeting obligations with the Australian Taxation Office (ATO), ASIC, and other regulators
Communicating with you regarding services, compliance matters, and updates
Maintaining accurate records and improving service delivery
We do not sell, rent, or trade personal information.
Disclosure of Information
We may disclose personal information only where required or permitted by law, or where necessary to provide services. This may include disclosure to:
Government agencies such as the ATO, ASIC, or other regulators
Software and technology providers (such as Xero, BGL, Microsoft 365) under confidentiality arrangements
Professional advisers or service providers assisting in service delivery
All disclosures are limited to what is reasonably necessary.
Security of Personal Information
We take reasonable steps to protect personal information from misuse, loss, unauthorised access, modification, or disclosure.
Information is stored securely using appropriate technical, physical, and administrative safeguards, including restricted access and secure digital systems.
Access and Correction
You may request access to personal information we hold about you, or request corrections if the information is inaccurate, incomplete, or out of date.
Requests can be made by contacting us directly using the details provided below.
Privacy Complaints
If you have concerns about how your personal information has been handled, you may contact us to raise a privacy complaint.
We will respond to all complaints promptly and in accordance with applicable privacy laws.
Contact Us
For questions regarding this Privacy Policy or the handling of personal information, please contact:
SharpFin Accounting Pty Ltd
Email: info@sharpfinaccounting.com.au
This Privacy Policy may be updated from time to time to reflect changes in legal or regulatory requirements.