Privacy Policy

1. What personal information we collect

We may collect the following personal information:

• Full name, date of birth, and contact details
• Tax file numbers (TFNs), ABNs, and other identifiers
• Financial and accounting information
• Employment and income details
• Business, trust, company, and SMSF information
• Other information relevant to our services

2. How we collect your information

We collect personal information through:

• Direct communication (e.g. phone, email, meetings)
• Our website or online forms
• Third parties (e.g. previous accountants, ATO)
• Publicly available sources, where permitted

3. Why we collect your information

Your personal information is used to:

• Deliver accounting, tax, and advisory services
• Comply with legal and regulatory obligations
• Communicate and manage your affairs
• Enhance our services and client experience

4. How we protect your information

We use a combination of administrative, technical, and physical safeguards to protect your information, including:

• Secure digital storage and access controls
• Confidentiality agreements with staff and providers
• Routine backups and cybersecurity protocols

5. Disclosure of personal information

We may disclose your personal information to:

• The Australian Taxation Office and regulatory bodies
• External service providers (e.g. legal or IT)
• Your authorised representatives
• Other parties with your consent

We do not disclose your information overseas without your express permission unless required by law.

6. Access and correction

You have the right to access and correct your personal information. Please contact us if you wish to do so. Verification of identity may be required before we proceed.

7. Website and cookies

Our website may use cookies to monitor and enhance user experience. You can disable cookies via your browser settings.

8. Contact us

If you have any questions, requests or concerns about this Privacy Policy or how we handle your data, please contact us:

Emerald Axis
Suite 331, 11 Wilson Street
South Yarra VIC 3141
Email: contact@emeraldaxis.com.au
Phone: (03) 9498 3137

We aim to respond promptly and resolve any concerns in accordance with the Privacy Act 1988.