This website is owned and operated by SMART Business Solutions
Privacy Policy
Smart Business Solutions
Group
Our Commitment
Smart Business Solutions Group is
committed to protecting the privacy of your personal and financial information. We comply with the
Privacy Act 1988 (Cth) and, as a registered tax agent and
Chartered Accountants Australia and New Zealand (CA ANZ) member firm, we are bound by strict confidentiality obligations under the CA ANZ
Code of Ethics. We handle your information with care, discretion and professionalism at all times.
Information We Collect
To provide our accounting,
taxation, business advisory, financial planning and lending services, we may collect:
- Contact details — name, address, email address and phone numbers
-
Financial information — bank details, tax file numbers (TFN), income, payroll, superannuation, assets and liabilities
- Identification documents — driver's licence or passport details
- Business information — corporate and trust structures, financial statements and operational history
How We Use Your Information
We collect and use your personal
information solely to:
- Verify your identity
- Prepare and lodge tax returns, financial statements and other regulatory documents
- Provide accounting, taxation, business advisory, financial planning and lending advice
- Manage our internal billing and administrative operations
Who We Share Your Information With
We only disclose your personal
information where necessary to deliver our services or as required by law. This may include:
- The Australian Taxation Office (ATO), ASIC, and other regulatory bodies
- Third-party cloud software providers such as Xero and secure cloud storage platforms
- External specialists or referral partners, strictly with your consent
We do not sell or disclose your
personal information to any third party for marketing or commercial purposes.
Data Security
We take the security of your
information seriously. We utilise secure cloud-based technologies, IT firewalls, password protection and encrypted storage systems to
safeguard your personal and financial information. While no system can guarantee absolute security, we are committed to maintaining robust
safeguards and continually improving our practices. We do not routinely disclose your personal information to overseas recipients. Where
we utilise global cloud platforms or engage external service providers, we take reasonable steps to ensure those parties handle your
information in accordance with applicable privacy obligations.
Accessing and Correcting Your Information
You have the right to request
access to the personal information we hold about you, or to ask us to correct any inaccuracies. Requests should be made in writing to our
Privacy Officer using the contact details below. We will respond to all requests within a reasonable timeframe.
Complaints
If you believe your privacy has
been breached, or have a concern about how we have handled your personal information, please contact our Privacy Officer directly. We will
investigate the matter promptly and respond to you in writing. If you are not satisfied with our response, you may lodge a complaint with
the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au
Contact Us
For any privacy-related queries
or complaints, please contact Brielle
Harris.
Phone: 03 5911 7000
Email: operations@smartbusinesssolutions.com.au
Website: www.smartbusinesssolutions.com.au
This policy is reviewed
periodically and updated as required to reflect changes in legislation or our business practices.
