Privacy Policy

UBS Accountants

UBS Accountants (“UBS Accountants”, “we”, “us” or “our”) is committed to protecting your privacy and handling your personal information responsibly. This Privacy Policy explains how we collect, hold, use and disclose personal information when you use our website, engage our accounting, taxation, bookkeeping or advisory services, communicate with us, or otherwise interact with our business. We aim to handle personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs), where they apply to us.

1. Personal Information We Collect

The types of personal information we collect depend on your relationship with us and the services you request. This information may include:

Your name, residential or business address, telephone number and email address
Date of birth and other identification details
Tax File Number (TFN), Australian Business Number (ABN) and Australian Company Number (ACN), where relevant
Financial, taxation, accounting and banking information
Income, expenses, assets, liabilities and investment information
Employment and payroll information
Business ownership and corporate information
Information relating to superannuation, GST, BAS and other taxation matters
Copies of identification documents where required
Information about your employees, contractors, directors, shareholders, beneficiaries or other associated persons where relevant to the services we provide
Records of correspondence and communications with us
Information you provide when completing forms on our website
Technical information relating to your use of our website, such as your IP address, browser type, device information and website activity.

We only seek to collect information that is reasonably necessary for our business activities and the professional services we provide.

2. How We Collect Personal Information

We may collect personal information directly from you when you:

Contact us by telephone, email, online form or in person
Request a consultation or quotation
Become a client of UBS Accountants
Provide documents or information for accounting, taxation, bookkeeping or advisory services
Subscribe to communications from us
Use or interact with our website.

Where necessary and permitted by law, we may also collect information from third parties, including:

The Australian Taxation Office (ATO)
Australian Securities and Investments Commission (ASIC)
Financial institutions
Superannuation funds
Employers and payroll providers
Government agencies
Your authorised representatives
Accountants, bookkeepers, lawyers and other professional advisers
Cloud accounting and financial software platforms
Other parties where you have authorised us to obtain information.

3. Why We Collect and Use Personal Information

We may collect, hold and use personal information for purposes including:

Providing accounting, taxation, bookkeeping and business advisory services
Preparing and lodging tax returns, BAS and other regulatory documents
Managing payroll, superannuation and financial records
Communicating with the ATO, ASIC and other authorities on your behalf where authorised
Establishing and managing our relationship with you
Responding to enquiries and consultation requests
Verifying your identity
Meeting our legal, professional and regulatory obligations
Processing payments and managing accounts
Maintaining our business and client records
Improving our services and website
Managing complaints and resolving disputes
Preventing fraud, misuse or unlawful activity
Sending relevant service information, updates or marketing communications where permitted by law.

You may unsubscribe from marketing communications at any time by following the unsubscribe instructions in the communication or contacting us directly.

4. Tax File Numbers and Sensitive Financial Information

As an accounting and taxation services provider, we may receive Tax File Numbers and other highly confidential financial information.

We only collect, use and disclose this information where reasonably necessary to provide our services or where authorised or required by law.

We take reasonable steps to protect this information from misuse, interference, loss, unauthorised access, modification and disclosure.

5. Disclosure of Personal Information

We do not sell or rent your personal information.

We may disclose personal information where reasonably necessary to provide our services or operate our business, including to:

The Australian Taxation Office
Australian Securities and Investments Commission
Other government departments and regulatory authorities
Banks and financial institutions
Superannuation funds
Auditors, lawyers and other professional advisers
Software, cloud storage and technology service providers
Accounting, bookkeeping, payroll and practice management platforms
Payment processing providers
Contractors and service providers assisting us with our business operations
Other parties authorised by you.

We may also disclose personal information where required or authorised by Australian law, a court or tribunal order, or where disclosure is otherwise permitted under applicable privacy legislation.

6. Overseas Disclosure

UBS Accountants does not use offshore accountants or overseas accounting teams to provide accounting, taxation, bookkeeping or advisory services to our clients.

However, some third-party technology, software, cloud storage, communication or data hosting providers we use may store or process information on servers located outside Australia.

Where personal information is handled by an overseas technology provider, we take reasonable steps to ensure that appropriate privacy and security safeguards are in place and that personal information is handled in accordance with applicable Australian privacy requirements.

We do not disclose client information to overseas accounting professionals for the purpose of preparing or delivering our accounting and taxation services.

7. Data Security

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

These measures may include access controls, password protection, secure systems, reputable technology providers, staff procedures and other safeguards appropriate to the nature of the information we hold.

However, no internet transmission or electronic storage system can be guaranteed to be completely secure. You should take appropriate precautions when transmitting sensitive information electronically.

8. Retention of Personal Information

We retain personal information for as long as reasonably necessary to provide our services, maintain appropriate business and professional records, and comply with taxation, accounting, regulatory and other legal requirements.

When personal information is no longer required to be retained, we will take reasonable steps to securely destroy or de-identify it, subject to any applicable legal or professional record-keeping requirements.

9. Website, Cookies and Analytics

Our website may use cookies and similar technologies to improve functionality, understand how visitors use the website and assist with website performance and marketing.

Information collected through these technologies may include your IP address, browser, device type, pages visited, referral source and interactions with the website.

You can configure your browser to reject or restrict cookies. However, disabling certain cookies may affect the functionality of parts of our website.

Third-party services used on our website may also collect information in accordance with their own privacy policies.

10. Third-Party Websites

Our website may contain links to websites operated by third parties.

UBS Accountants is not responsible for the privacy practices, security or content of third-party websites. We recommend reviewing the privacy policy of any external website before providing personal information.

11. Accessing or Correcting Your Personal Information

You may request access to personal information we hold about you or ask us to correct information that is inaccurate, incomplete or out of date.

To make a request, please contact us using the details below.

We may need to verify your identity before providing access or making changes. In some circumstances, access may be restricted or refused where permitted or required by law. If this occurs, we will generally explain the reason for our decision where we are legally permitted to do so.

12. Privacy Complaints

If you believe we have not handled your personal information appropriately or have breached applicable privacy requirements, please contact us using the details below.

Please provide sufficient information for us to understand and investigate your concern. We will review your complaint and aim to respond within a reasonable timeframe.

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

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our business practices, technology, service providers or legal obligations.

The latest version will be published on our website with the date it was last updated.

We encourage you to review this Privacy Policy periodically.

14. Contact Us

If you have questions about this Privacy Policy, wish to request access to or correction of your personal information, or would like to make a privacy complaint, please contact:

UBS Accountants

Sydney Office
Office 45A/11-21 Underwood Rd
Homebush West NSW 2140
Australia

Phone: 1300 461 907
Email: info@ubsaccountants.com.au

South Australia Office
Office 62 Queen St
Glenunga SA 5064
Australia Phone: 1300 461 907