Privacy Policy
About this policy
Platinum Accounting Australia (ABN 48 148 097 152, registered tax agent 24683431) is committed to protecting your personal information. We are bound by the Privacy Act 1988 (Cth) and the Australian Privacy Principles, and as a registered tax agent we also follow the confidentiality obligations in the Tax Agent Services Act 2009 (Cth).
This policy explains how we collect, use, disclose and protect personal information through this website, our enquiry and booking forms, and the tax and accounting services we provide to clients and licensees.
What we collect
- Contact details, such as your name, email address, phone number and location.
- Information you give us when you enquire about the Licensee Pathway or book a discovery call, such as your qualifications, experience and goals.
- For tax and accounting clients, the information needed to provide our services, which may include your tax file number, identity documents, and financial, income and business records.
- Records of our communications with you.
- Website usage information collected through cookies and similar tools, such as pages visited, device and browser type, and how you arrived at our site.
How we collect it
We collect personal information directly from you, through our website forms and booking tools, through the licensee practices that provide services under our tax agent registration, from government agencies such as the ATO with your authority, and automatically through cookies when you use our website.
Why we collect and use it
- To respond to your enquiry and arrange your discovery call.
- To assess whether the Licensee Pathway suits you and to onboard and support licensees.
- To provide tax and accounting services, and to review, supervise and lodge work prepared by licensees.
- To meet our obligations under tax laws, the Tax Practitioners Board and other regulators.
- To improve our website and services.
- To send you information about our services, which you can opt out of at any time.
Tax file numbers
We collect tax file numbers only where the law allows, for lawful tax purposes, and we handle them in line with the Privacy (Tax File Number) Rule 2015.
Technology and AI tools
We use secure software, including AI tools, to help prepare and research work for clients. A qualified person reviews AI assisted work before it is relied on or lodged. We choose providers that protect information securely and we do not allow client information to be used to train public AI models where we can control this.
Who we disclose it to
We may disclose personal information to:
- the licensee practice that looks after you;
- the ATO and other government agencies, where required for your services or by law;
- service providers who support our business, such as CRM, cloud storage, practice management, accounting software, IT, marketing and booking providers;
- our professional advisers and insurers; and
- anyone else you authorise, or where the law requires or allows it.
We do not sell your personal information.
Overseas disclosure
Some of our service providers store or process information outside Australia, including software providers in the United States and members of our offshore team. Where we disclose information overseas, we take reasonable steps to make sure it is handled in line with the Australian Privacy Principles.
Cookies and analytics
Our website uses cookies and tools such as Google Analytics, Google Tag Manager and advertising platforms to understand how the site is used and to measure our marketing. You can block or delete cookies in your browser settings, although some parts of the site may not work as intended.
Security and retention
We take reasonable steps to protect personal information from misuse, loss and unauthorised access, including access controls and secure systems. We keep records for as long as we need them for our services and as required by law, which for tax records is generally at least five years. We then destroy or de-identify them.
Accessing and correcting your information
You can ask to access or correct the personal information we hold about you by contacting us. We will respond within a reasonable time, usually 30 days. If we refuse a request, we will tell you why.
Complaints
If you have a concern about how we have handled your personal information, please contact us first and we will try to resolve it within 30 days. If you are not satisfied, you can contact the Office of the Australian Information Commissioner at oaic.gov.au.
Contact us
Privacy Officer, Platinum Accounting Australia
335/410 Elizabeth St, Surry Hills NSW 2010
Phone 1300 127 499
Email [email protected]
Last updated October 2026. We may update this policy from time to time and will post the current version on this page.