Privacy Policy

1. Our Commitment to Your Privacy

First Choice Accounting is committed to providing quality accounting, taxation, and business advisory services to you, and this policy outlines our ongoing obligations in respect of how we manage your Personal Information in accordance with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth).

2. What Personal Information We Collect

The types of personal and financial information we collect depend on the nature of the accounting, taxation, or advisory services you request from us, and may include:

• Your full name, date of birth, residential and business addresses, email address, and telephone numbers;
• Tax File Numbers (TFNs), Australian Business Numbers (ABNs), and Australian Company Numbers (ACNs) in strict compliance with taxation legislation;
• Financial statements, income tax records, Business Activity Statements (BAS), superannuation (SMSF) details, bank account details, and entity structure documentation;
• Correspondence and enquiries submitted via our website, email, telephone, or during consultations at our Unley office.

3. How We Use Your Information

We collect and hold your Personal Information for the primary purpose of providing accounting, taxation, compliance, and business advisory services to you and your associated entities, including lodging returns and statements with the Australian Taxation Office (ATO), ASIC, and other regulatory bodies where authorised by you.

4. Disclosure & Confidentiality

As members of Chartered Accountants Australia & New Zealand (CAANZ) and registered tax agents, we are bound by strict professional confidentiality and ethical obligations. Your personal information will only be disclosed to third parties where you have consented (such as your legal advisor, licensed financial planner, or financier), where necessary to fulfil our engagement, or where required or authorised by Australian law.

5. Security & Access to Your Information

Your Personal Information is stored in a manner that reasonably protects it from misuse, loss, and unauthorised access, modification, or disclosure. You may access the Personal Information we hold about you and update or correct it at any time by contacting our office.

6. Contacting Us About Privacy

If you have any queries or concerns about our Privacy Policy, please contact us at:

First Choice Accounting
2/102 Greenhill Road, Unley SA 5061
Phone: (08) 7221 3333
Email: reception@firstchoiceaccounting.com.au