Privacy Policy

1. What information we collect

Ibex Tax Consultants collects personal information that is necessary to provide our services. The type of information we collect depends on the service you are requesting and may include:

• Your name, contact details and date of birth
• Tax File Number (TFN) and Australian Business Number (ABN) where required
• Income information, including employment income, investment income and business income
• Financial records, bank statements and receipts provided for tax or BAS purposes
• Superannuation fund details where relevant
• Information provided through our secure document submission portal
• Enquiry and appointment request details submitted through our website contact forms

2. How we use your information

We use the information we collect to:

• Prepare and lodge tax returns, BAS statements and other ATO documents on your behalf
• Provide bookkeeping, payroll, SMSF accounting and business support services
• Communicate with you about your account, appointments and service progress
• Meet our obligations as a registered tax agent, including requirements imposed by the Tax Practitioners Board
• Respond to your enquiries and requests
• Comply with legal and regulatory obligations

3. How we protect your information

Ibex Tax Consultants takes the security of your personal and financial information seriously. We take reasonable steps to protect the information we hold from misuse, interference, loss, and unauthorised access, modification or disclosure. These steps include:

• Secure document submission through our encrypted document portal
• Restricting access to client information to staff who need it to provide the relevant service
• Not transmitting sensitive client information via unsecured email
• Using reputable, secure practice management software
• Training staff on privacy obligations and data handling procedures

4. Who we share information with

We do not sell, trade or rent your personal information to third parties. We do not share your personal information without your consent, except in the following circumstances:

• With the Australian Taxation Office, as required for lodgement of tax returns, BAS and other documents on your behalf
• With approved SMSF auditors, where you engage us for SMSF accounting services and audit coordination
• With other service providers where necessary to deliver our services (for example, accounting software platforms) — these providers are required to handle your data securely
• Where required or permitted by law

5. Your rights

You have the right to:

• Request access to the personal information we hold about you
• Request that we correct any inaccurate or outdated information
• Request that we delete information we hold about you, subject to our legal obligations as a registered tax agent to retain certain records
• Withdraw consent for us to use your information, noting this may affect our ability to provide services to you
• Lodge a complaint with the Office of the Australian Information Commissioner (OAIC) if you believe your privacy has been breached

6. Contact us

If you have a question about this privacy policy, would like to access or correct your personal information, or would like to make a privacy-related complaint, please contact us:

We will respond to privacy enquiries and complaints within a reasonable timeframe and in accordance with our obligations under the Privacy Act 1988 (Cth).