Privacy Policy

Empowered Accounting Pty Ltd and Empowered Financial Planning Pty Ltd (“we”, “us”, “our”) are committed to protecting your privacy and handling your personal information in a responsible and transparent manner. 

This Privacy Policy explains how we collect, use, store and disclose personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). 

1. Personal Information We Collect

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

  • Name, address, date of birth and contact details 
  • Tax file numbers and identification documents 
  • Financial information, banking details and income data 
  • Business and employment information 
  • Superannuation and investment details 
  • Information required to provide accounting, taxation and financial planning services 

We only collect information that is reasonably necessary to provide our professional services and meet legal obligations. 

2. How We Collect Personal Information

We collect personal information in a number of ways, including when you: 

  • Engage us as your accountant or financial adviser 
  • Complete forms on our website 
  • Communicate with us by email, phone or in person 
  • Provide documents or information for professional services 
  • Use our website and online services 

Where possible, we collect information directly from you. 

3. Why We Collect and Use Your Information

We collect, hold and use personal information to: 

  • Provide accounting, taxation and financial planning services 
  • Manage client relationships and communicate with you 
  • Meet legal, regulatory and professional obligations 
  • Improve our services and internal processes 
  • Send relevant service-related information 

We do not use your personal information for purposes unrelated to our professional services without your consent. 

4. Disclosure of Personal Information

We may disclose personal information to trusted third parties where necessary to deliver our services, including: 

  • The Australian Taxation Office (ATO) and other regulators 
  • Superannuation funds, lenders and financial institutions 
  • Professional advisers and service providers 
  • Software and technology providers 

We only disclose information where required by law or where it is necessary to perform our services. 

5. Overseas Disclosure

Some of our service providers store data using cloud-based systems located outside Australia, including platforms such as Xero and Microsoft. 

We take reasonable steps to ensure overseas recipients handle personal information in a manner consistent with Australian privacy laws. 

6. Data Security and Storage

We take reasonable steps to protect personal information from misuse, loss, unauthorised access or disclosure. This includes secure electronic systems, controlled access to information, and professional confidentiality standards. 

Personal information is retained only for as long as necessary to meet legal and professional obligations. 

7. Access and Correction

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

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

8. Privacy Complaints

If you believe we have mishandled your personal information, you may lodge a complaint with us. 

We will investigate and respond promptly. 

Email: [email protected] 

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC). 

9. Direct Marketing

We may send service-related communications. You may opt out of receiving marketing communications at any time by contacting us or using unsubscribe options provided. 

10. Website Data and Cookies

Our website may collect standard internet information including IP addresses, browser types and pages visited for analytics and site improvement purposes. 

Cookies may be used to enhance user experience. You can disable cookies through your browser settings if preferred. 

11. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website. 

12. Contact Us

For privacy enquiries, access requests or complaints, please contact: 

Empowered Accounting & Empowered Financial Planning 
Email: [email protected]