Privacy Policy

Platinum Tax & Advisory Pty Ltd (ABN 69 694 727 458) is committed to protecting your privacy and handling your personal information in a responsible and secure manner.

Our details

Unit 5, 1645 Ipswich Road, Rocklea QLD 4106
Phone: 07 3162 7328
Email: info@platinumtaxadvice.com.au

Personal information we collect

We collect personal information that is reasonably necessary to provide our taxation, accounting and advisory services. This may include your name, contact details, date of birth, tax and financial information, business records, bank details, and government-related information such as your Tax File Number (TFN), where required by law.

We only collect information that is relevant to the services we provide to you.

How we collect information

In most cases, we collect personal information directly from you. This may occur when you engage us as your adviser, provide documents or information, contact us by phone or email, or use our website.

With your authority, we may also collect information from the Australian Taxation Office (ATO) or other third parties relevant to your engagement.

How we use your information

We use your personal information to provide taxation, accounting and advisory services, prepare and lodge returns and statements, communicate with you and the ATO on your behalf, comply with our legal and professional obligations, and manage our practice, including billing and record-keeping.

We do not sell, rent or trade your personal information.

Disclosure of personal information

Your personal information may be disclosed where required or authorised by law, including to the ATO and other government agencies. We may also disclose information to trusted service providers who support our practice, such as IT or software providers, under strict confidentiality arrangements.

We will only disclose your information to other advisers or third parties with your consent.

As registered tax practitioners, we are bound by strict confidentiality obligations under Australian law.

Security of information

We take reasonable steps to protect your personal information from misuse, loss and unauthorised access. This includes secure systems, restricted access and careful handling of sensitive information such as TFNs.

Data breaches

If a data breach occurs that is likely to result in serious harm, we will notify affected individuals and the Office of the Australian Information Commissioner as required by Australian law.

Access and correction

You may request access to the personal information we hold about you and request corrections if the information is inaccurate, out of date or incomplete. Requests can be made using the contact details below.

Privacy concerns or complaints

If you have a privacy concern or complaint, please contact us and we will work with you to resolve the issue within a reasonable timeframe. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).

Contact us

Platinum Tax & Advisory Pty Ltd
Email: info@platinumtaxadvice.com.au
Phone: 07 3162 7328
Address: Unit 5, 1645 Ipswich Road, Rocklea QLD 4106