Privacy Policy

Your Privacy is important to us

Sandhu Accounting & Taxation Services Pty. Ltd. is committed to providing you with the highest levels of service. This includes protecting your privacy.

From the 13 Dec 2022, Sandhu Accounting & Taxation Services Pty. Ltd. has been bound by amendments to the Commonwealth Privacy Act 1988, which set out a number of principles concerning the protection of your personal information. This is outlined in our Privacy Policy below.

Sandhu Accounting & Taxation Services Pty. Ltd. Privacy Policy sets out important information about privacy protections which we extend to your personal information. It relates to personal information that you provide to us.

Sandhu Accounting & Taxation Services Pty. Ltd. will update this Privacy Statement as required. For example, as we update and improve our services, modifications may be required. Any changes will be published so that you are always aware of the sort of information we collect, how the information may be used, and under what circumstances it may be disclosed by Sandhu Accounting & Taxation Services Pty. Ltd.

Please note that if at any time Sandhu Accounting & Taxation Services Pty. Ltd. is required by law to release information about you or your organisation, Sandhu Accounting & Taxation Services Pty. Ltd. must cooperate fully. This Privacy Policy does not apply to acts or practices of Sandhu Accounting & Taxation Services Pty. Ltd. that are directly related to employee records of current or former employees.

For more detail on Sandhu Accounting & Taxation Services Pty. Ltd. approach to privacy generally, please contact (contact person nominated).

What Personal Information does Sandhu Accounting & Taxation Services Pty. Ltd. collect?

1. Personal Information is any information or opinion from which an individual’s identity may be ascertained. Sandhu Accounting & Taxation Services Pty. Ltd. only collects information that is necessary to assist us in providing our services.  We do not collect personal information unless we first ask you for it, you provide it to us, or the information is publicly available.

Examples of the types of information we collect include:

a) Your individual or your entity’s identity and contact details;
b) financial information;
c) share portfolio information;
d) creditor information; and
e) information as required by taxation law. 

How does Sandhu Accounting & Taxation Services Pty. Ltd. collect information?

2. Sandhu Accounting & Taxation Services Pty. Ltd. collects information about you (individuals and entities) in a number of different ways including:

(a) Sandhu Accounting & Taxation Services Pty. Ltd. collects information from you when you engage our firm so that we may provide you with financial planning / tax consulting / training / business services / audit / corporate secretarial services.

(b) Sandhu Accounting & Taxation Services Pty. Ltd. collects information from external sources with prior consent from you. Our external sources include: Australian Security and Investments Commission (ASIC), Fund Managers, Australian Taxation Office (ATO). Sandhu Accounting & Taxation Services Pty. Ltd. ensures that external sources are permitted under the National Privacy Principles to disclose the information to Sandhu Accounting & Taxation Services Pty. Ltd., or has received the prior consent from the individual to release the information to Sandhu Accounting & Taxation Services Pty. Ltd..
Consent is obtained from you when we are appointed by you as your:

◦  tax agent;
◦  financial planner;
◦  registered office for a company;
◦  company liquidator; or
◦  Agent for other purposes (for example power of attorney).

Our appointment is confirmed in writing with you.

(c) Sandhu Accounting & Taxation Services Pty. Ltd. collects information when you make contact with us to enquire about our services.

(d) When you e-mail us:

◦  we will use your e-mail address for the purpose for which you provided it and to raise awareness about recent developments that may be of relevance or interest;

◦  your e-mail address will not be added to a commercially available mailing list; and

◦  we will not disclose it without your consent.

(e) Other personal information collected by us:

◦  will be collected by lawful and fair means;
◦  will be used for a lawful purpose;
◦  will be collected with your consent; and
◦  the purpose for collection should be clear and explicit; and
◦  we ensure that any information collected is collected in accordance with the National Privacy Principles.

What may happen if you do not provide Sandhu Accounting & Taxation Services Pty. Ltd. with information

3. If you do not provide us with the information we request, our ability to provide our high standard of service may be compromised.

• Sandhu Accounting & Taxation Services Pty. Ltd. advice may be inaccurate or incomplete;

• Sandhu Accounting & Taxation Services Pty. Ltd. may be unable to provide certain services to the individual concerned;

• The provision of (some of) Sandhu Accounting & Taxation Services Pty. Ltd. services to the individual may be delayed; and/or

• In certain circumstances, failure to provide some information may result in documents being submitted to the ATO, ASIC or other statutory bodies late and possibly incurring penalties.

Why does Sandhu Accounting & Taxation Services Pty. Ltd. collect the information and how is your information used by Sandhu Accounting & Taxation Services Pty. Ltd.?

4. Sandhu Accounting & Taxation Services Pty. Ltd. collects information to provide you with a specific service. We may use the information you provide to us for a number of purposes such as:

•  ATO reporting requirements;
•  managing your financial portfolio;
•  ASIC requirements;
•  provide other services you require;
•  administer and manage those services, including charging, billing and collecting debts;
•  inform you of ways the services provided to you could be improved;
•  advising clients of events, business opportunities and service provision available to them;  Providing you with news and information relevant to you
•  research and develop our services; and
•  maintain and develop our business systems and infrastructure.

Your personal information is also collected to promote and market other services which we consider may be of interest to you. You may notify us at any time that you do not wish to receive marketing or promotional material by contacting our privacy manager.

5. Sandhu Accounting & Taxation Services Pty. Ltd. does not collect sensitive information such as an individual’s religion; race; political opinion; membership of a political association; religious beliefs or affiliations; sexual preferences or practices; criminal records; or health information. There may be exemptions to this rule, such as where collection is required by law.

Disclosure of Personal Information

6. Sandhu Accounting & Taxation Services Pty. Ltd. will not sell, exchange, trade or otherwise supply to third parties any personal information obtained from you without your prior consent.

7. Sandhu Accounting & Taxation Services Pty. Ltd., with prior consent, discloses information about you to various organisations and/or parties in order to fulfil our client services. These organisations include for example:

•  Australian Taxation Office (ATO)
•  Australian Securities and Investment Commission (ASIC)
•  Institute of Chartered Accountants in Australia (ICAA) Quality Control
•  CPA Australia Quality Control
•  Banking and financial institutions
•  Superannuation authorities
•  Fund Managers
•  Government and statutory bodies
•  Auditors

When your personal information is no longer used by Sandhu Accounting & Taxation Services Pty. Ltd. as set out above, we will destroy or permanently de-identify personal information. Our ability to destroy information is limited by legislative requirement to retain records for a period of time.

How will Sandhu Accounting & Taxation Services Pty. Ltd. keep your personal information secure?

8. Sandhu Accounting & Taxation Services Pty. Ltd. intends to protect the quality and integrity of personal information kept about you. Sandhu Accounting & Taxation Services Pty. Ltd. has implemented appropriate industry standard techniques, technological and organisational measures to protect against loss, misuse and/or alteration of the information under our control.
These measures include:

•  Computer password authentication
•  Confidentiality clauses in employment agreements
•  Bound by the Rules of Ethical Conduct of the ICAA and CPA

Sandhu Accounting & Taxation Services Pty. Ltd. will review security arrangements from time to time as we deem appropriate.

9. We take reasonable steps to ensure that any personal information transmitted via our website is stored securely. Transmissions sent to or from our website are routinely monitored for quality control and systems administration. Unfortunately, no data transmission over the Internet can be guaranteed to be 100% secure.

While we strive to protect your personal information from misuse, loss and unauthorised access, we cannot guarantee the security of any information you transmit to us or receive from our online products or services. Once we receive your transmission, we make our best effort to ensure its security.

10. Other web sites that may be accessed through our site may collect personally identifiable information about you. The information practices of those third-party web sites linked to Sandhu Accounting & Taxation Services Pty. Ltd. are not covered by this privacy statement.

11. Cookies are pieces of information that a web site can transfer to an individual’s computer hard drive for record keeping. Cookies can make web sites easier to use by storing information about your preferences on a particular web site. The information remains on your computer after the Internet session finishes.  Parts of the Sandhu Accounting & Taxation Services Pty. Ltd. web site may use cookies to store basic statistical data. The information collected may be used by Sandhu Accounting & Taxation Services Pty. Ltd. to help us improve the service by understanding how it is used. There is no attempt made to identify individual users in any way. 

On each use, a session cookie may be temporarily placed on your computer, which is used to maintain navigation information during your site visit. These session cookies are automatically deleted from your computer at the end of each Internet session. Most Internet browsers are pre-set to accept cookies. If you prefer not to receive cookies, you can adjust your Internet browser to refuse cookies or to warn you when cookies are being used.

Advice about the Internet and personal information can be found on the Privacy Commissioner’s web site, www.privacy.gov.au

Help us to ensure we hold accurate information

12. Sandhu Accounting & Taxation Services Pty. Ltd. takes all reasonable precautions to ensure that the personal information we collect, use and disclose is accurate, complete and up-to-date. However, the accuracy of the information we hold depends to a large extent on the information you provide.

You have a right to access your personal information (subject to the Act), subject to some exceptions allowed by law. If you would like to do so, please let us know by contacting your advisor or our Privacy Manager. You may be required to put your request in writing for security reasons. We will not charge you for responding to such a request, unless we incur costs in providing the information.

How to contact us?

For any complaints regarding a possible breach of privacy, or if you have any questions or feedback in relation to privacy, contact us.
Contact Details:

Phone:   +61431677256
Email:  info@Sandhuats.com.au
Office hours: 9.00 am and 5.00 pm EST, Monday to Friday.