Sydney CBD Pty Ltd (ABN 21 092 988 399), trading as Sydney CBD ation Services, is committed to protecting your privacy. This policy explains how we comply with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
1. Information we collect
We collect personal information necessary to provide our ation, accounting and finance services. This may include:
- Identity information: full name, date of birth, address, File Number (TFN), and Australian Business Number (ABN)
- Contact details: phone numbers, email addresses, postal address
- Financial information: bank account details, income statements, deductions, business transactions, and supporting documentation
- Information about your dependants and family for -offset purposes
- Records of communications and engagement history with our practice
2. How we collect your information
We collect information directly from you when you engage our services, complete forms, attend appointments, communicate by phone or email, or interact with this website. We may also collect information from third parties with your authorisation — for example, the ATO, banks, employers, or other professionals acting on your behalf.
3. How we use your information
Personal information is used solely for the purposes for which it was collected, including:
- Preparing and lodging returns and Business Activity Statements with the ATO
- Providing accounting, advisory and finance services
- Communicating with you about your engagement
- Meeting our legal, regulatory and professional obligations
- Improving and administering our services
SMS Marketing
By providing your phone number on our website, you agree to receive SMS messages from us, including:
promotional offers
marketing campaigns
order updates
notifications and customer support messages
Message frequency may vary.
Standard message and data rates may apply depending on your mobile carrier.
You can opt out of receiving SMS marketing messages at any time by replying:
STOP
After opting out, you will no longer receive marketing SMS messages from us unless you subscribe again.
We do not sell or share your phone number with third parties for their independent marketing purposes.
Your phone number and personal information are stored securely and used only in accordance with this Privacy Policy.
4. Disclosure to third parties
We do not sell, rent or trade your personal information. We may disclose information where necessary to:
- The Australian ation Office and other government agencies as required by law
- Banks and financial institutions, with your consent, for finance applications
- Professional advisers (lawyers, financial planners) where you have authorised the disclosure
- Service providers and contractors who help us deliver our services, subject to confidentiality obligations
5. File Numbers
Your TFN is collected and used strictly in accordance with the Privacy ( File Number) Rule 2015. We do not use or disclose your TFN for any purpose other than ation-related matters.
6. Security and storage
We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification or disclosure. Physical records are stored securely on premises with restricted access; electronic records are protected by encryption, access controls and regular backups.
7. Retention
We retain client records for the minimum period required by law — generally five years from the date of lodgement of the relevant return — and for as long as necessary to fulfil the purposes outlined in this policy.
8. Your rights
You have the right to:
- Request access to the personal information we hold about you
- Request correction of any information that is inaccurate, out of date or incomplete
- Withdraw consent to certain uses of your information (subject to any legal requirements we must continue to meet)
- Lodge a complaint about how we have handled your personal information
9. Website & cookies
This website may use cookies and similar technologies to improve user experience and to gather aggregated, anonymous usage statistics. You can configure your browser to refuse cookies, though some site features may not function as intended.
10. Agent Services Act
As registered agents, our handling of client information is also governed by the Agent Services Act 2009 and the Code of Professional Conduct administered by the Practitioners Board. We are bound by strict confidentiality obligations beyond those imposed by the Privacy Act.
11. Contact & complaints
If you have a question, concern or complaint about how we handle your personal information, please contact us:
If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner at oaic.gov.au.