Privacy Policy

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Updated: 18 June 2026

1. Introduction

Alliance Accounting (“we”, “us”, “our”) is committed to protecting the privacy of personal information we hold about our clients, prospective clients, employees, contractors, and other individuals we deal with in providing accounting, taxation, and advisory services. This Policy explains how we collect, hold, use, and disclose personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

2. What personal information we collect

We may collect information necessary to provide our services, including your name, contact details, date of birth, Tax File Number, driver’s licence, passport, Medicare card, ATO/government notices, tertiary student ID cards, citizenship/birth certificates, employment information, financial and banking information, income and asset details, and information relevant to your tax, accounting, or advisory matters.

Where you engage us for company or trust formation, business purchase and sale transactions, restructuring, registered office services and company secretarial services we may also need to verify your identity and collect information such as certified identity documents, whether you or any of your associates or family members hold a current or former prominent public position, and in some cases, information about the source of funds involved in a transaction or your source of wealth. This reflects our obligations as a reporting entity under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth) (AML/CTF Act) and the Anti-Money Laundering and Counter-Terrorism Financing Rules 2025.

We collect information directly from you, and occasionally from publicly available sources, related professionals acting on your behalf (such as your lawyer or financial adviser), or identity verification services.

3. Why we collect, hold, and use your information

We use personal information to provide the accounting, taxation, and advisory services you engage us for, and to meet our professional and legal obligations, including under the. This includes preparing and lodging documents with the Australian Taxation Office, ASIC, and other relevant bodies, and managing billing and client communications. We do not use your information for marketing without your consent.

We may collect and handle Tax File Numbers (TFNs) where reasonably necessary to provide taxation, payroll, superannuation or related services. TFN information is collected, used, disclosed, stored and destroyed only as permitted by law and in accordance with the Privacy (Tax File Number) Rule 2015.

4. How we disclose your information

We may disclose personal information to the ATO, ASIC and other regulators as required or authorised by law; to our professional advisers and insurers; to service providers who support our practice (such as IT and document management providers) under appropriate confidentiality terms; and to other parties with your consent.

As a reporting entity under the AML/CTF Act, we are also required to report certain transactions and matters to the Australian Transaction Reports and Analysis Centre (AUSTRAC), and to retain related records for the periods that Act requires.

We do not disclose personal information overseas except where necessary to provide services you’ve requested, where required by law, or with your consent, and we take reasonable steps to ensure any overseas recipient handles your information consistently with the APPs, as required by APP 8.

5. Storage and security

In accordance with APP 11, we take reasonable steps to protect personal information from misuse, interference, loss, and unauthorised access, modification, or disclosure, including access controls, secure systems, and staff confidentiality obligations. Information is retained
only as long as required for the purpose it was collected or as required by law, including record-keeping requirements under the Corporations Act 2001 (Cth), taxation law, and the AML/CTF Act.

6. Cookies

Our website may use cookies and similar technologies to improve website functionality, analyse website traffic and enhance user experience. Cookies are small data files stored on your device when you visit a website. We may use third-party analytics and advertising providers to help us understand how visitors use our website and to improve our services and marketing activities. These providers may collect information about your use of our website through cookies and similar technologies.

7. Access and correction

In accordance with APP 12 and APP 13, you can ask us for access to the personal information we hold about you, or ask us to correct it if it’s inaccurate or out of date. We’ll respond within a reasonable time, generally 30 days, and may need to verify your identity first. In limited circumstances permitted by law, we may need to decline a request. If so, we’ll explain why to the extent we’re able.

8. Anonymity and pseudonymity

In accordance with APP 2, you’re welcome to deal with us anonymously or under a pseudonym for general enquiries. However, we’re not able to provide accounting or advisory services without verifying your identity, as required under the Tax Agent Services Act 2009 (Cth) and, where applicable, the AML/CTF Act.

9. Complaints

If you have a concern about how we’ve handled your personal information, contact our Privacy Officer on 1300 135 918. We’ll investigate and respond within a reasonable time. If you’re not satisfied with our response, you can contact the Office of the Australian Information Commissioner (OAIC), which oversees compliance with the Privacy Act 1988 (Cth): www.oaic.gov.au | 1300 363 992.

10. Changes to this Policy

We may update this Policy from time to time to reflect changes in our practices or in applicable law. The current version is always available on request and on our website.