Privacy Policy | Jannar Dang & Associates Pty Ltd

About this policy

This policy is written for an Australian accounting and taxation practice. It explains how we collect, use, store, access and disclose personal information in connection with our professional services and website. We handle personal information in accordance with the Privacy Act 1988 (Cth), including the Australian Privacy Principles (APPs), where they apply to our practice.

Your Consent

By using our website, contacting us, or engaging our services, you consent to Jannar Dang & Associates Pty Ltd collecting, using, storing and disclosing your personal information in accordance with this Privacy Policy, or as otherwise required or permitted by law.

Where we collect sensitive information, or intend to use or disclose your information for a purpose other than the purpose for which it was collected, we will seek your consent unless the law permits or requires otherwise.

You are not required to provide your tax file number (TFN), and declining to do so is not an offence. However, we may not be able to provide certain taxation services without it. We collect, use and store TFNs only as permitted by the Privacy (Tax File Number) Rule 2015.

You may withdraw your consent at any time by contacting us. Withdrawing consent may affect our ability to provide some or all of our services.

1. Personal Information We Collect

Depending on the services we provide, we may collect your name and contact details, date of birth and identification information, employment and business information, tax file number and other tax information, financial and accounting information, bank and investment information, superannuation information, and information relating to properties, companies, trusts and other entities.

We may also collect information contained in documents provided to us, information required to prepare and lodge tax returns, BAS, financial statements and other regulatory documents, information provided through our website, contact forms or consultation requests, and information required to administer our client relationship.

We generally collect personal information directly from you, your authorised representatives or from government and other relevant sources where permitted by law.

2. How We Use Personal Information

We may use personal information to provide accounting, taxation, SMSF and business advisory services; prepare and lodge tax returns, BAS, financial statements and other documents; communicate with you regarding your engagement and our services; maintain and manage client records; meet legal, professional and regulatory obligations; verify information and perform necessary compliance procedures; manage our practice and internal administration; protect our systems and information; and improve our services and website.

We generally use and disclose personal information for the purpose for which it was collected or for purposes permitted or required by law.

3. Client Information and Cloud-Based Systems

We use third-party cloud-based software and technology platforms to provide our services and manage client information. These platforms may include LodgeiT for taxation, lodgement and related tax compliance processes; QuickBooks Online for accounting and financial information; Karbon for practice management, client communication, workflow and document management; and other cloud, email, document management, cybersecurity and technology providers used by our practice from time to time.

These service providers may store, process or transmit information on our behalf. We take reasonable steps to select and use service providers that provide appropriate security and privacy safeguards.

4. Use of Artificial Intelligence (AI) Tools

We use artificial intelligence (AI) tools to help us work more efficiently and accurately. These tools may help us with tasks such as preparing working papers, reviewing and summarising documents, categorising transactions, drafting correspondence and carrying out research.

When we use AI tools:

Human review: AI tools support our qualified staff but do not replace them. All work prepared with the help of AI is reviewed by our professionals before it is finalised, lodged or provided to you.
No automated decisions: We do not use AI to make decisions that significantly affect your rights or interests without meaningful human involvement.
Approved tools only: We use only business-grade AI services that we have assessed for appropriate security and privacy safeguards. Under our agreements with these providers, your information is not used to train their AI models.
Minimising information: Where practicable, we limit the personal information entered into AI tools to what is reasonably necessary for the task. Where appropriate, we remove identifying details first.
Overseas processing: Some AI service providers may process or store information outside Australia, including in the United States. We take reasonable steps to ensure that these providers handle your information in line with our privacy obligations.
Professional obligations: Our use of AI does not change our confidentiality obligations under the Tax Agent Services Act 2009 and the Tax Practitioners Board’s Code of Professional Conduct.

If you would prefer that we do not use AI tools to process your information, please let us know. We will discuss what alternatives are available.

When we use AI tools:

Human review: AI tools support our qualified staff but do not replace them. All work prepared with the help of AI is reviewed by our professionals before it is finalised, lodged or provided to you.
No automated decisions: We do not use AI to make decisions that significantly affect your rights or interests without meaningful human involvement.
Approved tools only: We use only business-grade AI services that we have assessed for appropriate security and privacy safeguards. Under our agreements with these providers, your information is not used to train their AI models.
Minimising information: Where practicable, we limit the personal information entered into AI tools to what is reasonably necessary for the task. Where appropriate, we remove identifying details first.
Overseas processing: Some AI service providers may process or store information outside Australia, including in the United States. We take reasonable steps to ensure that these providers handle your information in line with our privacy obligations.
Professional obligations: Our use of AI does not change our confidentiality obligations under the Tax Agent Services Act 2009 and the Tax Practitioners Board’s Code of Professional Conduct.

If you would prefer that we do not use AI tools to process your information, please let us know. We will discuss what alternatives are available.

5. Disclosure of Personal Information to Third Parties

We may disclose or provide authorised access to personal information where reasonably necessary to provide our services, operate our business or comply with legal and regulatory obligations. Third parties may include the Australian Taxation Office (ATO), ASIC, ACNC and other government or regulatory authorities, superannuation funds and financial institutions, external accountants, auditors, lawyers and other professional advisers, cloud accounting, taxation and practice management providers, IT and cybersecurity providers, payment and other business service providers, contractors, overseas contractors and support personnel engaged by Jannar Dang & Associates, and other organisations where disclosure is required or authorised by law.

We may disclose or provide authorised access to personal information where reasonably necessary to provide our services, operate our business or comply with legal and regulatory obligations. Third parties may include the Australian Taxation Office (ATO), ASIC, ACNC and other government or regulatory authorities, superannuation funds and financial institutions, external accountants, auditors, lawyers and other professional advisers, cloud accounting, taxation and practice management providers, IT and cybersecurity providers, payment and other business service providers, contractors and support personnel engaged by Jannar Dang & Associates, and other organisations where disclosure is required or authorised by law.

Some of our employees and contractors are located outside Australia, including in Vietnam. Where client information is accessed from overseas, access is limited to what is reasonably necessary for their assigned duties. Our employees and contractors are required to keep client information confidential and to comply with our privacy, information security and data access requirements. We take reasonable steps to ensure that information accessed from outside Australia is handled securely and in accordance with our privacy obligations.

We do not sell or rent personal information to third parties. Where reasonably practicable, access to personal information is limited to information necessary for the relevant service or business function.

6. Security of Personal Information

We take reasonable steps to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure. Our practice uses security controls such as user access controls, passwords, authentication mechanisms and secure cloud-based systems where appropriate.

However, no electronic transmission or storage system can be guaranteed to be completely secure.

7. Website, Cookies and Analytics

Our website may use cookies, analytics tools and similar technologies to operate and maintain the website, understand website traffic and usage, improve website functionality and user experience, and monitor website performance and security. These technologies may collect information such as IP address, browser type, device information and pages visited. You can control cookies through your browser settings.

8. Access and Correction

You may request access to personal information we hold about you and request that inaccurate, incomplete or outdated information be corrected. We may need to verify your identity before responding to a request.

9. Retention of Information

We retain personal information for as long as reasonably necessary for the purposes for which it was collected, including to provide our services, maintain appropriate business records and comply with legal, professional and regulatory obligations. Some taxation and accounting records may be required to be retained for a specified period under Australian law.

10. Privacy Complaints

If you have a question, concern or complaint about how we handle your personal information, please contact us using the contact details provided on our website. We will take reasonable steps to investigate and respond to your complaint. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our business, technology, services or legal obligations. The latest version will be published on this page with the relevant “Last Updated” date.

12. Contact Us

For privacy enquiries, requests for access or correction, or privacy complaints, please contact Jannar Dang & Associates Pty Ltd using the contact details displayed on our website.