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1. Introduction
Milestone Tax Solutions (ABN 63 697 680 265, Tax Agent No. 26362865) ("we", "us", "our") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
By engaging our services or using our website, you consent to the practices described in this policy.
2. What Personal Information We Collect
We may collect the following types of personal information:
- Full name, date of birth, and contact details (phone, email, address)
- Tax File Number (TFN), ABN, and other government-issued identifiers
- Financial information including income, expenses, assets, and liabilities
- Employment details and employer information
- Investment and property details
- Bank account details (for refund purposes)
- Business records, financial statements, and accounting data
- Any other information you provide for the purpose of our services
3. How We Collect Your Information
We collect personal information:
- Directly from you via phone, email, our contact form, or in writing
- From third parties with your consent (e.g. your employer, the ATO, MyGov)
- When you use or browse our website (cookies and analytics — see Section 9)
4. Why We Collect Your Information
We collect and use your personal information to:
- Provide tax agent, accounting, and bookkeeping services
- Prepare and lodge tax returns, BAS, and other documents with the ATO
- Communicate with the ATO and other government bodies on your behalf
- Comply with legal and regulatory obligations
- Send you service-related communications and updates
- Improve our services and respond to enquiries
5. Disclosure of Your Information
We only disclose your personal information where:
- It is necessary to provide our services (e.g. lodging documents with the ATO, ASIC, or other government bodies)
- You have given us consent
- We are required or authorised by law
- We engage trusted third-party service providers (e.g. secure cloud accounting software) under strict confidentiality obligations
We do not sell, rent, or trade your personal information to third parties for marketing purposes.
6. Storage and Security
Your personal information is stored securely using industry-standard encryption and access controls. We use reputable cloud-based accounting and document management platforms that comply with Australian data protection standards.
While we take all reasonable steps to protect your information, no data transmission over the internet is completely secure. If you believe your information has been compromised, please contact us immediately.
7. Tax File Number (TFN) Guidelines
We handle Tax File Numbers strictly in accordance with the Privacy (Tax File Number) Rule 2015. Your TFN is only collected for the specific purpose of preparing and lodging your tax return or related services, and is stored securely. It is never disclosed to unauthorised parties.
8. Access and Correction
You have the right to access and correct the personal information we hold about you. To request access or correction, please contact us using the details below. We will respond within 30 days. We may charge a reasonable fee to cover the cost of providing access.
9. Cookies and Website Analytics
Our website may use cookies and analytics tools (such as Google Analytics) to understand how visitors use our site and improve user experience. This data is aggregated and does not personally identify you. You may disable cookies in your browser settings, though this may affect website functionality.
10. Third-Party Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies independently.
11. Complaints
If you believe we have breached your privacy rights, please contact us first so we can attempt to resolve the matter. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.
12. Changes to This Policy
We may update this Privacy Policy from time to time. The current version will always be published on our website with the date of last update. Continued use of our services after any update constitutes acceptance of the revised policy.
13. Contact Us
For any privacy-related enquiries or requests, please contact us: