Last Updated: 11th February 2025

1. Introduction

Umbrella Property Accountants (“we”, “our”, or “us”) is committed to protecting your privacy and ensuring that your personal information is handled safely and responsibly. This Website and Fulfillment Privacy Policy (“Policy”) explains how we collect, use, store, and disclose your personal and business information when you visit our website and engage our tax agent services (“Services”). By using our website and placing orders for our Services, you agree to the collection and use of your information by this Policy.

2. Information We Collect

We may collect and process various types of information in connection with your use of our website and the fulfilment of our Services, including:

2.1 Personal Identification Information

• Examples: Full name, contact details (email, phone, mailing address), date of birth, and identification numbers.
• Purpose: To verify your identity, provide Services, and communicate with you about your orders and account.

2.2 Financial and Tax-Related Information

• Examples: Financial records, tax file numbers, income details, and other information required for tax preparation and advice.
• Purpose: To accurately provide tax services, comply with legal and regulatory obligations, and assist you with record-keeping and tax lodgement.

2.3 Website Usage and Technical Data

• Examples: IP address, browser type, operating system, device information, pages visited, and website navigation patterns.
• Purpose: To improve our website’s performance, analyse trends, administer the website, and enhance your user experience.

2.4 Fulfillment-Specific Information

• Examples: Order details, service instructions, and communication logs.
• Purpose: To process, manage, and deliver the Services you request via our website promptly and efficiently.

3. How We Use Your Information

We use the information we collect for various purposes, including:

• Providing and Managing Services: Processing orders, verifying identity, preparing and lodging tax returns, and delivering personalised tax advice.
• Communication: Sending confirmation emails, updates regarding your orders, notifications, and responding to inquiries.
• Improvement of Services and Website: Analyzing website usage and Service delivery trends to enhance our offerings and customer experience.
• Compliance and Legal Obligations: Meeting regulatory requirements, preventing fraud, and ensuring the security and integrity of our systems.
• Marketing (Where Applicable): With your explicit consent, we may use your contact information to send information about new services, updates, and promotions. You can opt out at any time.

4. Disclosure of Your Information

We may disclose your personal information to:

• Service Providers: Third parties who assist in the operation of our website or the delivery of our Services (e.g., secure payment processors, hosting providers, or IT support) under strict confidentiality obligations.
• Regulatory and Government Authorities: When required by law, regulation, or legal process, or when necessary to protect our rights or comply with a legal obligation.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the business transaction, subject to similar confidentiality and privacy obligations.

5. Data Security

We implement reasonable physical, electronic, and managerial procedures to safeguard and secure your personal information against unauthorised access, disclosure, alteration, or destruction. Our systems are designed to provide a secure environment for processing your information; however, please note that no system can be 100% safe.

6. Data Retention

We will retain your personal information only for as long as is necessary to fulfil the purposes for which it was collected, comply with our legal obligations, resolve disputes, and enforce our agreements. Specific retention periods may vary based on the nature of the information and legal or regulatory requirements.

7. Cookies and Tracking Technologies

7.1 Cookies

Our website may use cookies and similar tracking technologies to enhance the browsing experience. Cookies are small data files stored on your device that help us:

• Recognise you on subsequent visits.
• Analyse website traffic and usage patterns.
• Personalize content and ads.

7.2 Managing Cookies

Most web browsers allow you to manage or reject cookies through their settings. However, please note that disabling cookies may affect the functionality of our website.

8. Your Rights and Choices

You have certain rights regarding your personal information, including:

• Access and Correction: You can request access to and correction of the personal information we hold about you.
• Withdrawal of Consent: Where you have provided consent for using your information, you may withdraw your consent at any time (subject to legal or contractual restrictions).
• Complaints: If you believe that your privacy rights have been breached, you may contact us using the details below or complain to the Office of the Australian Information Commissioner (OAIC).

To exercise your rights, please contact us using the information provided in Section 11.

9. Third-Party Websites and Links

Our website may contain links to third-party websites. This Policy does not apply to the practices of those websites. We encourage you to review the privacy policies of any third-party sites you visit.

10. Changes to This Privacy Policy

We reserve the right to modify or update this Privacy Policy anytime. The current version will always be posted on our website. Your continued use of our website and Services after any changes indicates your acceptance of the updated Policy.

11. Contact Information

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us using the details below:

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