Bryanbo & Co Pty Ltd provides accounting, tax agent, business advisory and company registration related services in Australia. In this policy, “we”, “us” and “our” refer to Bryanbo & Co Pty Ltd.
We are committed to handling personal information in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles where applicable, and our professional obligations as accountants and registered tax practitioners.
The information we collect depends on the service you request. It may include:
- identity details, such as name, date of birth, address, phone number and email address;
- tax and financial information, such as TFN, ABN, income details, deductions, bank interest, investment income, superannuation and tax residency information;
- business information, such as company name, director and shareholder details, business activity, GST status, payroll and bookkeeping records;
- documents you provide, such as ATO correspondence, identity documents, invoices, bank statements, receipts, rental property statements, ASIC documents and signed declarations;
- communication records, such as emails, messages, online form submissions and appointment notes;
- website and technical information, such as IP address, browser type, device information and pages visited.
中文说明：我们只会根据服务需要收集相关信息，例如报税、BAS、公司注册、ASIC/ATO 申请、簿记或商业咨询所需资料。
We usually collect personal information directly from you, including when you:
- complete a website form, intake form, checklist or engagement form;
- email, call, message or meet with us;
- upload documents through Dropbox, GHL, Formspree, email or another secure workflow we provide;
- authorise us to access information through ATO, ASIC, ABR or other government portals;
- provide information through your bookkeeper, spouse, business partner, employer, bank, software provider or another authorised representative.
Where information is provided by someone else, we take reasonable steps to confirm they are authorised to provide it.
We collect and use personal information to:
- provide tax, accounting, bookkeeping, BAS, payroll, company registration and business advisory services;
- verify identity and meet tax agent, anti-fraud and professional compliance requirements;
- prepare and lodge tax returns, BAS, ASIC/ATO/ABR registrations and related documents;
- communicate with you about your matter, deadlines, missing information, invoices and service updates;
- maintain client records and comply with legal, regulatory and professional obligations;
- improve our website, workflow, client onboarding and service quality;
- send service-related reminders or relevant business updates, where permitted.
We may disclose personal information where reasonably necessary for our services or where required by law. This may include disclosure to:
- the Australian Taxation Office, Australian Securities & Investments Commission, Australian Business Register and other government agencies;
- our staff, contractors, accountants, bookkeepers, consultants and professional advisers;
- software and service providers we use for accounting, workflow, cloud storage, forms, email, CRM, e-signature, payment and document management;
- banks, lenders, insurers or lawyers, where you ask us to assist with a matter involving them;
- another person or entity you authorise us to deal with;
- regulators, courts, tribunals or law enforcement where required or permitted by law.
We only disclose information on a need-to-know basis and expect our service providers to protect information appropriately.
We may use cloud-based software and service providers that store or process data in Australia or overseas. These may include accounting software, email, CRM, file upload, automation, form submission, e-signature and document storage platforms.
Where personal information may be stored or processed overseas, we take reasonable steps to use reputable providers and appropriate security settings. However, the location of servers may change from time to time depending on the provider.
如果您通过 Dropbox、Formspree、GHL、email 或其他在线工具提交资料，这些平台可能会在澳洲以外处理或保存数据。
Tax file numbers, identity documents, visa information, health insurance information and financial records can be sensitive. We collect this information only where it is necessary for the services you request or where the law requires or permits us to do so.
We use TFNs and government identifiers only for lawful tax, superannuation, identity verification or government reporting purposes. Please do not send unnecessary identity documents or sensitive information unless we request them for your matter.
We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure. These steps may include restricted access, password protection, multi-factor authentication, secure cloud storage, professional software systems and staff procedures.
We retain client records for as long as reasonably required for service delivery, tax, accounting, professional, legal and regulatory purposes. When information is no longer required, we may securely delete, de-identify or archive it in accordance with our obligations.
Our website may collect basic technical information through cookies, analytics, forms, embedded tools or similar technologies. This helps us understand website performance, improve user experience and respond to enquiries.
When you submit an online form, the information you enter may be processed by the form provider and then sent to us. Please only submit information that is accurate and relevant to your request.
You may request access to personal information we hold about you. You may also ask us to correct information that is inaccurate, outdated, incomplete or misleading.
We may need to verify your identity before responding. In some cases, access may be limited where permitted by law, such as where disclosure would affect another person’s privacy, legal privilege, regulatory obligations or the integrity of our working files.
If you have a privacy concern, please contact us first so we can review and respond. We aim to handle privacy complaints fairly and within a reasonable time.
If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).
We may update this Privacy Policy from time to time to reflect changes in our services, technology, legal obligations or internal procedures. The updated version will be published on our website with a revised “Last updated” date.
For privacy enquiries, access requests or correction requests, please contact us:
