Important Information

Privacy Policy

Crescita Tax & Advisory Pty Ltd, trading as Crescita Tax & Advisory ("Crescita", "we", "us" or "our"), is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose and safeguard your personal information when you visit our website or engage our services. We handle personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

Information we collect

We collect personal information that is reasonably necessary to provide our accounting, tax and advisory services. This may include:

  • Personal and contact details - your name, email address, phone number, postal address and similar information you provide when you contact us, enquire about our services or become a client.

  • Business and entity information - details about your business, company, trust or other structures, including ABNs, TFNs, ACNs and the details of associated individuals such as directors, trustees and beneficiaries.

  • Financial and tax information - the financial, accounting and taxation information we require to prepare your returns, financial statements and advice, and to meet our obligations to the Australian Taxation Office (ATO) and other authorities.

  • Identity verification information - information we collect to verify your identity and meet our professional and legal obligations, including Tax Practitioners Board (TPB) proof-of-identity requirements.

  • Website usage data - information about how you access and use our website, such as your IP address, browser type and the pages you visit, collected through cookies and similar technologies.

How we use your information

We use the personal information we collect to:

  • Provide, deliver and manage our accounting, tax and advisory services

  • Communicate with you about your engagement and respond to your enquiries

  • Meet our legal, regulatory and professional obligations, including those under the Tax Agent Services Act 2009 (Cth)

  • Verify your identity and maintain accurate client records

  • Improve our website and the services we provide

  • Send you updates and marketing communications where you have consented to receive them

Disclosure of your information

We treat your information as confidential and only disclose it where necessary to provide our services or where required by law. We may disclose your personal information to:

  • The ATO, ASIC and other government bodies and regulatory authorities, as required to provide our services or comply with the law

  • Third-party service providers who assist us in delivering our services, such as cloud accounting and document management platforms, where they are bound by confidentiality obligations

  • Other professional advisers, such as lawyers, finance professionals or specialist advisers, where you have asked us to or consented for us to do so

  • Any other party with your consent

We do not sell your personal information.

Storage and data security

We store personal information using secure, reputable cloud-based systems, including Microsoft 365 and associated services. Some of these providers may store data on servers located outside Australia. Where information is disclosed to or stored by an overseas recipient, we take reasonable steps to ensure it is handled consistently with the APPs.

We implement appropriate technical and organisational measures to protect your personal information from misuse, interference, loss and unauthorised access, modification or disclosure. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

We retain personal information for as long as necessary to provide our services and to meet our professional and legal record-keeping obligations, which in some cases require records to be kept for a minimum of five years.

Cookies

Our website may use cookies and similar technologies to improve your browsing experience and understand how the site is used. You can set your browser to refuse some or all cookies, but parts of the website may not function properly as a result.

Your rights

Under the Australian Privacy Principles, you have the right to:

  • Request access to the personal information we hold about you

  • Request correction of information that is inaccurate, out of date or incomplete

  • Request deletion of your information, subject to our legal and professional record-keeping obligations

  • Opt out of marketing communications at any time

To make a request, please contact us using the details below. We may need to verify your identity before actioning your request.

Complaints

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

Changes to this policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this page periodically.

Contact us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us:

Crescita Tax & Advisory Pty Ltd
Suite 9, 15 Tedder Avenue, Main Beach QLD 4227
contact@crescitatax.com