Privacy Policy

Ivy Accounting & Advisory Pty Ltd Sunshine Coast, Queensland, Australia

Last updated: February 2026

1. Introduction

Ivy Accounting & Advisory Pty Ltd ("we", "us", "our") is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles (APPs), and applicable taxation laws.

This Privacy Policy explains how we collect, use, disclose and safeguard your personal information.

2. What Personal Information We Collect

We may collect personal information including, but not limited to:

  • Full name

  • Residential and postal address

  • Date of birth

  • Email address and phone number

  • Tax File Number (TFN)

  • Australian Business Number (ABN)

  • Australian Company Number (ACN)

  • Bank account details

  • Employment and income information

  • Financial records and taxation information

  • Identification documents

  • Business ownership details

  • Superannuation information

  • Any other information necessary to provide accounting, taxation and advisory services

We may also collect sensitive information where required to provide professional services in accordance with taxation laws.

3. How We Collect Personal Information

We collect personal information through:

  • Client onboarding forms

  • Email correspondence

  • Meetings and phone calls

  • Engagement documentation

  • Our website

  • Third parties where authorised (e.g. ATO, ASIC, financial institutions)

We only collect information that is reasonably necessary to provide our services.

4. Why We Collect Personal Information

We collect and use personal information to:

  • Provide accounting, taxation and advisory services

  • Prepare and lodge documents with the Australian Taxation Office (ATO) and other regulatory bodies

  • Verify identity

  • Meet our legal and regulatory obligations

  • Communicate with clients

  • Maintain client records

  • Improve our services

  • Without this information, we may not be able to provide our services.

5. Tax File Numbers

We collect Tax File Numbers (TFNs) only where authorised and required for lawful taxation purposes.

TFNs are handled in accordance with the Privacy Act 1988 (Cth) and the Tax File Number Rule 2015.

TFNs are:

  • Used only for taxation and superannuation purposes as permitted by law

  • Stored securely

  • Not disclosed except as permitted by taxation law

6. Storage and Security of Personal Information

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure.

Information may be stored electronically using secure cloud-based systems, including:

  • Microsoft 365 secure cloud environment

  • Xero practice management systems

  • Secure Australian-based or internationally hosted professional software platforms

  • Security measures include:

  • Encryption in transit and at rest

  • Multi-factor authentication (MFA)

  • Access restrictions to authorised personnel only

  • Secure password management

While we take reasonable precautions, no data transmission over the internet can be guaranteed to be completely secure.

7. Disclosure of Personal Information

We may disclose personal information to:

  • Australian Taxation Office (ATO)

  • Australian Securities and Investments Commission (ASIC)

  • Financial institutions and lenders (with your authority)

  • Superannuation funds

  • Professional advisers

  • Software service providers necessary to deliver our services

  • Regulatory or government bodies as required by law

We do not sell personal information.

8. Overseas Disclosure

Some of our software providers may store data on servers located outside Australia. Where this occurs, we take reasonable steps to ensure that those providers comply with Australian privacy standards.

9. Access and Correction

You may request access to the personal information we hold about you and request corrections if it is inaccurate, incomplete or outdated.

Requests can be made by contacting us using the details below.

10. Complaints

If you believe we have breached the Australian Privacy Principles, you may contact us in writing.

We will investigate your complaint and respond within a reasonable time.

If you are not satisfied with our response, you may contact:

Office of the Australian Information Commissioner (OAIC) www.oaic.gov.au

11. Website and Cookies

Our website may use cookies and basic analytics tools to improve user experience and website functionality. These tools may collect anonymous usage data.

12. Contact Us

Ivy Accounting & Advisory Pty Ltd Sunshine Coast, Queensland - refer to contact us form.