Last Updated:11th February 2025

1. Introduction

Welcome to the Umbrella Property Accountants website. As a registered Australian Tax Agent, we deliver our clients professional, timely, and confidential tax services. This Website Fulfillment Policy (“Policy”) outlines the procedures and terms related to the processing and delivery of the services (“Services”) you request via our website. By using our website and placing an order for our Services, you agree to be bound by the terms of this Policy.

2. Scope of Services

Umbrella Property Accountants provides a range of tax-related services, including but not limited to:

• Preparation and lodgement of tax returns
• Tax advice and consultations
• Assistance with record keeping and compliance

This Policy applies to all Services ordered through our website. Any additional services provided outside the scope of this Policy will be subject to separate terms and conditions.

3. Order and Service Fulfillment Process

3.1 Placing an Order

• Acknowledgment: Once you order our Services online, you will receive an acknowledgment email confirming that we have received your request.
• Order Details: Please ensure that all information provided is accurate and complete. Inaccurate or incomplete details may result in delays or the need for additional follow-up.

3.2 Information Collection and Processing

• Data Collection: We will collect all necessary information to fulfil your order. This may include personal and financial details, which will be handled following our Privacy Policy.
• Processing Time: Our team will process your order within [X] business days of receiving your complete information. If additional details are required, we will contact you promptly.

3.3 Service Delivery

• Method of Delivery: Completed Services will be delivered through your chosen method, such as via email, a secure client portal, or in-person consultation, as applicable.
• Instructions: Detailed instructions for accessing or reviewing your completed Service documentation will be provided upon completion.

3.4 Modifications and Cancellations

• Changes to Orders: If you need to modify your order, please contact us immediately at admin@umbrellaaccountants.com.au or call 07 304 00 304. Any modifications are subject to our approval and may affect the delivery timeline.
• Cancellations: Cancellations must be made in writing and are subject to a cancellation fee if processing of the Services has already commenced.

4. Client Responsibilities

When engaging our Services, you agree to:

• Provide Accurate Information: Supply complete and accurate details necessary to provide the Services.
• Timely Communication: Respond promptly to any requests for additional information or clarification.
• Maintain Confidentiality: Keep any login credentials or access details secure. You are responsible for any activity that occurs under your account.

5. Payment Terms and Refunds

5.1 Payment

• Fees: Payment for all Services must be made in full at the time of order placement unless alternate arrangements have been agreed upon in writing.
• Secure Payment Processing: We use secure payment processing methods in compliance with industry standards.

5.2 Refund Policy

• Refunds: Refunds will be considered only if Services have not yet been initiated or if there is a demonstrable failure on our part to provide the agreed-upon Services.
• Further Details: For more information, please refer to our Refund Policy.

6. Privacy and Confidentiality

• Data Protection: We are committed to protecting your personal and financial information under the Privacy Act 1988 (Cth) and our Privacy Policy.
• Usage of Information: All data collected through our website is used solely to deliver the Services you have requested.
• Confidentiality: Your information will only be shared with third parties where required by law or with your explicit consent.

7. Disclaimers and Limitations of Liability

• General Advice: The Services provided through our website are intended to offer general tax guidance and should not be construed as personalised legal or tax advice. For complex matters, please consult with a qualified professional.
• No Guarantee of Outcomes: While we strive to provide accurate and timely Services, Umbrella Property Accountants does not guarantee any specific outcome. Tax matters are subject to legislative changes and individual circumstances.
• Limitation of Liability: To the fullest extent permitted by law, Umbrella Property Accountants will not be liable for any indirect, incidental, or consequential damages arising from the use of our website or the provision of our Services.
• Third-Party Links: Our website may include links to third-party sites. These links are provided for your convenience only, and we do not endorse the content or practices of these third parties.

8. Amendments and Updates

We reserve the right to modify or update this Policy at any time without prior notice. The current version of this Policy will always be posted on our website. Following any changes, your continued use of our website and Services constitutes acceptance of the updated Policy.

9. Contact Information

If you have any questions or concerns regarding this Website Fulfillment Policy or any of our Services, please contact us at:

Umbrella Property Accountants
16 Hall Road, Narangba, Qld, 4504
Email: admin@umbrellaaccountants.com.au
Phone: 07 304 00 304

10. Governing Law

This Policy is governed by and construed per the laws of the Commonwealth of Australia. Any disputes arising under or in connection with this Policy shall be subject to the exclusive jurisdiction of the courts of Australia.