Privacy policy

Tax Insights (ABN 40 225 970 467) is committed to handling personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

What we collect

Through this website we collect only what you choose to give us in the enquiry form: your name, contact details and the general nature of your enquiry. Once you engage us as clients, we collect the taxation and financial information needed to provide our services, including tax file numbers, which are handled under the additional protections that apply to TFN information.

How we use it

Enquiry details are used solely to respond to you. Client information is used to prepare and lodge returns and statements, provide the services in your engagement letter, and meet our legal and professional obligations. We do not sell personal information and we do not use it for third party marketing.

Disclosure

We disclose information to the Australian Taxation Office as required to lodge your returns, and otherwise only with your consent or where the law requires it.

When you submit the enquiry form, your name, contact details and message are transmitted to Web3Forms, a third party service we use to deliver form submissions to us and to help filter spam. Web3Forms operates from India and uses hosting and infrastructure providers including Amazon Web Services, Cloudflare and Hetzner, so your information may be processed outside Australia. As part of their spam prevention process, the submitter's IP address and email address may also be shared with CleanTalk and Akismet, two third party spam-filtering services. See Web3Forms' privacy policy for how they collect, use and retain this information.

The enquiry form also uses hCaptcha to help confirm you are not a bot. hCaptcha processes technical information such as your IP address and browser and device details for this purpose, and this information may be transferred to and processed in the United States. See hCaptcha's privacy policy for full detail.

Storage and security

Records are stored electronically with access controls and retained for at least five years to meet professional obligations, after which they are securely destroyed or de-identified. The enquiry form transmits over an encrypted connection and this website stores no client tax records. The optional Work Location and WFH Hours Tracker tool stores entries only in your own browser; we cannot see or access that data.

Access, correction and complaints

You may request access to or correction of your personal information, or raise a privacy concern, by contacting us through the details on the contact page. If you are not satisfied with our response, you may complain to the Office of the Australian Information Commissioner at oaic.gov.au.