PRIVACY POLICY

1. About Us

Invigor8 Accountants & Advisors Pty Ltd ("we", "us", "our") is an Australian public practice accounting firm operated by a sole director.

We are committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles (APPs), and applicable taxation and professional obligations.

2. What Personal Information We Collect

We collect personal information that is reasonably necessary to provide our accounting, taxation and advisory services.

This may include:

  • Name, address, email and phone number
  • Date of birth
  • Tax File Number (TFN) and Australian Business Number (ABN)
  • Financial and taxation information (income, expenses, assets, liabilities)
  • Bank account and superannuation details
  • Business records and transaction data
  • Identification documents (e.g. driver’s licence or passport)

If you are a job applicant or contractor, we may also collect employment and qualification information.

3. How We Collect Personal Information

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

  • Directly from you (via meetings, phone, email or online forms)
  • Through our website (including contact forms and cookies)
  • From third parties with your consent (e.g. ATO, financial institutions, advisers)
  • From publicly available sources where appropriate

4. Why We Collect Your Information

We collect, use and hold your personal information to:

  • Provide accounting, taxation, audit and advisory services
  • Prepare and lodge documents with the Australian Taxation Office (ATO) and other regulators
  • Verify your identity and comply with legal obligations
  • Communicate with you regarding your affairs
  • Manage our business operations and client relationships

5. Disclosure of Personal Information

We may disclose your personal information to:

  • Government agencies such as the Australian Taxation Office (ATO)
  • Regulatory bodies (e.g. ASIC, AUSTRAC where required)
  • Professional advisers (e.g. lawyers, auditors, financial planners)
  • IT service providers and contractors who assist in delivering our services

We take reasonable steps to ensure that any third parties handling your information comply with privacy obligations.

6. Use of Cloud Software and Service Providers

We use a range of trusted third-party software providers to deliver our services efficiently. These may include:

  • FYI Docs (document management system)
  • FeeSynergy (payment processing and debtor management)
  • Seamless / Seamlss (workflow and integrations)
  • Xero (cloud accounting platform)
  • Active Workpapers (workpaper and compliance software)
  • ATOMate (automation and data processing tools)
  • Class (SMSF administration software)
  • CAS 360 (corporate compliance and company secretarial software)

These providers may store or process personal information on our behalf, including in cloud environments located in Australia or overseas.

We take reasonable steps to ensure these providers maintain appropriate data security standards and comply with applicable privacy laws.

7. Overseas Disclosure

Some of our software providers may store or process data overseas.

Where this occurs, we take reasonable steps to ensure your personal information is handled in accordance with the Australian Privacy Principles, including APP 8 (cross-border disclosure).

Further information about overseas disclosures can be provided upon request.

8. Tax File Numbers (TFNs)

We collect, use, store and disclose Tax File Numbers (TFNs) in accordance with the Privacy (Tax File Number) Rule 2015 and applicable taxation laws.

TFNs will only be used for lawful purposes, including:

  • Taxation reporting and compliance
  • Dealing with the Australian Taxation Office

We take strict measures to protect TFNs from misuse, loss, unauthorised access or disclosure. TFNs are not used as identifiers and are only disclosed where permitted by law.

9. Website Use and Cookies

When you visit our website, we may collect information such as:

  • Your IP address
  • Browser type and device information
  • Pages visited and usage patterns

We may use cookies and analytics tools to improve website performance and user experience. You can disable cookies through your browser settings.

10. Data Security

We take reasonable steps to protect your personal information from misuse, loss, unauthorised access or disclosure.

These measures include:

  • Secure cloud-based systems
  • Password protection and access controls
  • Encryption where appropriate
  • Confidentiality obligations for any contractors

11. Data Retention

We retain personal information in accordance with our Document Storage, Retention and Destruction Policy, and applicable legal and professional requirements.

Generally:

  • Client records are retained for a minimum of 7 years to comply with taxation, corporations and professional obligations
  • Some records may be retained longer where required by law or where necessary for legitimate business purposes
  • When personal information is no longer required, we take reasonable steps to securely destroy or de-identify it

12. Data Breaches

If we experience a data breach that is likely to result in serious harm, we will comply with the Notifiable Data Breaches (NDB) Scheme, including notifying affected individuals and the Office of the Australian Information Commissioner (OAIC).

13. Direct Marketing

We may occasionally send you updates or information relevant to our services.

You can opt out at any time by:

  • Clicking the unsubscribe link in emails, or
  • Contacting us directly

We comply with the Spam Act 2003 (Cth).

14. Access and Correction

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

To do so, please contact us using the details below.

15. Complaints

If you have a concern about how we handle your personal information, please contact us.

We will investigate your complaint and respond within a reasonable timeframe.

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

16. Anonymity

Where lawful and practicable, you may interact with us anonymously or using a pseudonym. However, in most cases we will require your identity to provide professional services.

17. Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be published on our website.

18. Contact Us

Privacy Officer
Invigor8 Accountants & Advisors Pty Ltd
Corporate House, Lobby 1 Level 2
76 Skyring Terrace
NEWSTEAD QLD 4006
Email: hello@invigor8.com.au
Phone: 1300 844 678

Last updated: 23 March 2026