Privacy Policy

Introduction

Last Updated: 11 December 2024.

Altura Tax & Advisory ("we," "us," or "our") is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect your information in compliance with applicable privacy laws in Australia.

By engaging with our services or visiting our website, you agree to the terms of this Privacy Policy.

1. Information We Collect We may collect the following types of personal information:

1.1 Personal Details: Name, address, email, phone number, date of birth, and other contact details.

1.2 Financial Information: Tax file numbers, bank account details, financial statements, and other relevant financial data necessary for providing our services.

1.3 Business Information: ABN, business structure, and other details relevant to your accounting and advisory needs.

1.4 Digital Information: Data collected via our website, including cookies, IP addresses, and browsing behaviour.

2. How We Use Your Information We use your personal information to:

• Provide accounting, taxation, and advisory services.

• Process payments and manage your accounts.

• Communicate with you about your queries or our services.

• Ensure compliance with legal and regulatory obligations.

• Improve our services and your user experience.

• Send you relevant updates, newsletters, or marketing communications (where consent is provided).

3. How We Share Your Information We may disclose your personal information to:

3.1 Service Providers: Third-party vendors and service providers who assist us in delivering our services, such as cloud storage providers or software platforms like Xero and Dext.

3.2 Regulatory Authorities: Government agencies or regulatory bodies as required by law, such as the ATO or ASIC.

3.3 Professional Advisors: Accountants, auditors, legal professionals, or consultants where necessary.

3.4 Others: With your consent or as otherwise required or permitted by law.

We do not sell your personal information to third parties.

4. How We Protect Your Information We take reasonable steps to safeguard your personal information from unauthorised access, misuse, or disclosure. Measures include:

• Secure data storage systems.

• Encrypted transmission of sensitive data.

• Access controls and authentication procedures.

• Regular reviews of our data security policies.

5. Your Rights You have the right to:

• Access: Request access to your personal information held by us.

• Correction: Request correction of any inaccurate or outdated information.

• Withdrawal of Consent: Withdraw consent for marketing communications at any time.

• Complaints: Lodge a complaint if you believe we have breached your privacy rights.

To exercise these rights, please contact us using the details below.

6. Cookies and Digital Information Our website may use cookies and similar technologies to enhance your browsing experience. Cookies collect non-identifiable data, such as user preferences and site activity. You can manage your cookie preferences through your browser settings.

7. Third-Party Links Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites, and we encourage you to review their privacy policies.

8. Updates to This Policy We may update this Privacy Policy occasionally to reflect changes in our practices or legal obligations. The most recent version will be published on our website, and we encourage you to review it periodically.

9. Contact Us If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle your information, please contact us:

Altura Tax & Advisory
Level 1, 122 Mollison Street
Bendigo VIC 3550
Email: hello@alturataxadvisory.com.au
Phone: 03 5407 2031

By engaging with Altura Tax & Advisory, you acknowledge that you have read and understood this Privacy Policy and consent to the handling of your information as described herein.