Nanak Accountants & Associates Pty Ltd
ABN: 47 648 226 804
Website: www.nanakaccountants.com.au
Email: [email protected]
Phone: 1300 626 258
Last Updated: 19.02.26
- Our Commitment to Privacy
Nanak Accountants & Associates (“Nanak,” “we,” “us,” or “our”) is committed to protecting your privacy and handling your personal information in a transparent and secure manner.
We comply with:
- The Privacy Act 1988 (Cth)
- The Australian Privacy Principles (APPs)
- The Tax Agent Services Act 2009 (TASA)
- Applicable state and territory privacy laws
As a Registered Tax Agent and professional accounting firm, we are bound by strict confidentiality and professional conduct obligations.
- What Information We Collect
We collect personal and business information necessary to provide our services. This may include:
- Personal Information
- Full name
- Date of birth
- Tax File Number (TFN)
- Address
- Email address
- Phone number
- Bank account details
- Identification documents (e.g., driver licence, passport
- Business Information
- Australian Business Number (ABN)
- Australian Company Number (ACN)
- Business structure details
- Financial statements
- Payroll data
- Superannuation details
- Employee records
- Trust deeds and company constitutions
- Financial & Transaction Information
- Payment details
- Invoice history
- Transaction records
- Tax return data
- Superannuation contributions
- Investment and capital gains information
- Digital & Technical Information
When you use our website or online tools, we may collect:
- IP address
- Device information
- Browser type
- Website interaction data
- Cookies and usage analytics
- How We Collect Your Information
We collect information:
- Directly from you (via meetings, emails, forms, phone calls)
- Through our website and calculators
- Through cloud accounting software (e.g., Xero, QuickBooks, MYOB)
- From government bodies such as the ATO or ASIC
- From third parties with your authority (banks, brokers, financial advisers, migration agents)
If you do not provide required information, we may be unable to provide certain services.
- Why We Collect Your Information
We collect, use, and disclose your information to:
- Provide Accounting & Tax Services
Including:
- Income tax return preparation and lodgement
- BAS/GST lodgement
- Payroll & superannuation compliance
- SMSF administration
- Business advisory & structuring
- Company and trust registrations
- Meet Legal & Regulatory Obligations
Including compliance with:
- Australian Taxation Office (ATO)
- ASIC
- Tax Practitioners Board (TPB)
- Superannuation regulators
- Anti-Money Laundering requirements
- Maintain Professional Relationship
To:
- Communicate updates
- Provide tax alerts and newsletters
- Offer service updates
- Send appointment reminders
You may opt out of marketing communications at any time.
- Improve Our Services
We may use aggregated, de-identified data for:
- Business analytics
- Quality control
- Service improvements
- Internal training
- Disclosure of Information
We do not sell your personal information.
We may disclose your information to:
- The Australian Taxation Office (ATO)
- ASIC
- Superannuation funds
- Banks or financial institutions (with your authority)
- Our professional advisers (lawyers, auditors)
- Cloud software providers
- IT and data hosting providers
- Overseas service providers assisting with back-office support
Where we use overseas support staff (for administrative or accounting processing), we ensure appropriate confidentiality and data security safeguards are in place.
- Overseas Disclosure
Some of your information may be accessed by our authorised overseas staff or cloud-based service providers located outside Australia.
We take reasonable steps to ensure that any overseas recipient complies with privacy obligations consistent with Australian law.
- Storage and Security
We take reasonable steps to protect your information from:
- Misuse
- Interference
- Loss
- Unauthorised access
- Modification
- Disclosure
Security measures include:
- Secure cloud storage
- Encrypted systems
- Secure client portals
- Password-protected databases
- Restricted staff access
- Ongoing IT monitoring
Despite best efforts, no data transmission over the internet can be guaranteed 100% secure.
- Tax Agent Confidentiality Obligations
As Registered Tax Agents under the Tax Agent Services Act 2009, we are bound by the Code of Professional Conduct.
Unless legally required, we cannot disclose your confidential information to a third party without your authority.
- Quality Reviews & Professional Monitoring
From time to time, your file may be subject to internal or external quality assurance reviews to ensure professional standards are maintained.
All reviewers are bound by confidentiality obligations.
- Direct Marketing
We may use your contact details to send:
- Tax updates
- Business insights
- Webinar invitations
- Service announcements
You may unsubscribe at any time by:
- Cookies & Website Tracking
Our website may use cookies to:
- Improve user experience
- Track website traffic
- Analyse visitor behaviour
- Enhance service functionality
You may disable cookies in your browser settings.
- Access and Correction of Information
You may request access to your personal information by contacting us.
If any information is incorrect or outdated, we will take reasonable steps to correct it promptly.
- How Long We Keep Your Information
We retain your information:
- As long as required by law
- As required under taxation record-keeping obligations
- As necessary to provide ongoing services
- To resolve disputes or enforce agreements
Generally, tax-related records are retained for a minimum of 5–7 years.
- Data Breach Notification
In the event of an eligible data breach under the Notifiable Data Breaches Scheme, we will:
- Notify affected individuals
- Notify the Office of the Australian Information Commissioner (OAIC)
- Take immediate steps to mitigate harm
- Complaints
If you believe your privacy has been breached, you may contact us:
Privacy Officer
Nanak Accountants & Associates
Email: [email protected]
Phone: 1300 626 258
If you are not satisfied with our response, you may contact:
Office of the Australian Information Commissioner (OAIC)
Website: www.oaic.gov.au
- Changes to This Policy
We may update this Privacy Policy from time to time.
The latest version will always be available on our website.
