Privacy Policy

This Privacy Policy explains how R Dhillon & Co (ABN 47 970 103 945), a chartered accounting firm in Castle Hill, New South Wales, collects, uses, discloses and protects your personal information. We are bound by the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs), and we take the privacy of your information seriously.

1. The information we collect

In the course of providing accounting, tax and compliance services, we collect personal information that is reasonably necessary for those services. Depending on the work, this may include your name and contact details, date of birth, tax file number (TFN), Australian Business Number, bank and financial account details, income and expense records, identification documents, and information about your business, trust or self-managed super fund.

2. How we collect it

We usually collect personal information directly from you: through our website enquiry form, by phone, by email or in person. With your authority, we may also collect information from third parties such as the Australian Taxation Office, your previous accountant, your financial adviser, your bank or your employer, where this is necessary to provide our services.

3. Why we collect and use it

We collect and use your personal information to prepare and lodge your returns and financial statements, to provide accounting, tax and advisory services, to meet our own legal and professional obligations, and to communicate with you and manage our relationship. We only use your information for the purpose it was collected, for a directly related purpose you would reasonably expect, or where you have consented.

4. Who we disclose it to

We may disclose your personal information to the Australian Taxation Office and other government agencies, to an independent auditor where your fund requires one, to the accounting and lodgement software providers we use to deliver our services (such as Xero and MYOB), and to your other advisers where you have asked us to. We do not sell your personal information, and we do not disclose it for marketing by third parties.

5. Keeping your information secure

We hold your information in secure electronic systems and, where relevant, in secure physical files. We take reasonable steps to protect it from misuse, loss, and unauthorised access, modification or disclosure. We keep records for as long as the law requires and then dispose of them securely.

6. Accessing and correcting your information

You may ask us for access to the personal information we hold about you, and ask us to correct it if it is inaccurate, out of date or incomplete. To make a request, contact us using the details below. We will respond within a reasonable time. There are limited circumstances in which the law allows us to decline a request, and if that happens we will explain why.

7. Our website

When you visit our website or use our enquiry form, we may collect limited information such as the details you submit and standard analytics data (for example, pages viewed and general location) to help us improve the site. You can control cookies through your browser settings.

8. Making a complaint

If you have a concern about how we have handled your personal information, please contact us first so we can try to put it right. If you are not satisfied with our response, you can contact the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.

9. Changes to this policy

We may update this Privacy Policy from time to time. The current version will always be available on this page, with the date it was last updated shown above.

10. Contact us

For any privacy question or request, contact us at:

R Dhillon & Co
Suite 21, 3–9 Terminus St, Castle Hill NSW 2154
info@dhillonco.com.au
02 9899 3344