Privacy Policy
Last updated: January 2025
1. Introduction
Your Tax & Mortgage Services Pty Ltd (ABN 63 659 424 316) (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and manage your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
2. Information We Collect
We may collect the following types of personal information:
- Identity information: name, date of birth, tax file number (TFN), ABN
- Contact information: address, phone number, email address
- Financial information: income, expenses, bank account details, mortgage details
- NDIS information: NDIS participant number, plan details, support needs
- Employment information: employer details, payroll information
- Website usage data: IP address, browser type, pages visited
3. How We Collect Information
We collect personal information directly from you when you engage our services, complete forms on our website, or contact us by phone or email. We may also collect information from third parties such as the Australian Taxation Office, NDIA, financial institutions, and employers where you have authorised us to do so.
4. How We Use Your Information
We use your personal information to:
- Provide tax accounting, mortgage broking, and NDIS plan management services
- Communicate with you about your account and services
- Comply with legal and regulatory obligations
- Improve our services and website
- Send you information about our services (with your consent)
5. Disclosure of Information
We may disclose your personal information to government agencies (ATO, NDIA, ASIC), financial institutions (for mortgage applications), credit reporting bodies, and service providers who assist us in delivering our services. We do not sell your personal information to third parties.
6. Security
We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access. Our systems use SSL encryption, access controls, and secure data storage. Staff are trained in privacy obligations and sign confidentiality agreements.
7. Access and Correction
You have the right to access and correct the personal information we hold about you. To request access or correction, contact our Privacy Officer at admin@yourtaxservices.com.au. We will respond within 30 days.
8. Complaints
If you have a complaint about our handling of your personal information, please contact us at admin@yourtaxservices.com.au. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.
9. Contact Us
For privacy enquiries: admin@yourtaxservices.com.au
Your Tax & Mortgage Services Pty Ltd
13/785 Pascoe Vale Road, Glenroy VIC 3046