Privacy Policy

Carolyn Taylor & Co
ABN 34 125 312 950

Effective Date: 19 June 2026
Last Reviewed: 19 June 2026

Carolyn Taylor & Co is committed to protecting your privacy and handling your personal information responsibly. As a professional accounting practice, we recognise the importance of maintaining the confidentiality and security of the information entrusted to us.

This Privacy Policy explains how we collect, hold, use, disclose and protect your personal information in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles (APPs) and, where applicable, the Privacy (Tax File Number) Rule 2015.

A copy of the Australian Privacy Principles is available from the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

1. What Personal Information We Collect

Personal information is information or an opinion that identifies, or could reasonably identify, an individual.

Depending on the services we provide, we may collect information including:

  • Name
  • Residential and postal address
  • Telephone number
  • Email address
  • Date of birth
  • Occupation and employment details
  • Tax File Number (TFN)
  • Australian Business Number (ABN)
  • Financial and banking information
  • Superannuation information
  • Trust, company and business information
  • Identification documents required to verify your identity
  • Other information reasonably necessary for providing our professional services

Where required, we may also collect sensitive information, but only where permitted or required by law or with your consent.

2. Why We Collect Your Information

We collect, hold, use and disclose personal information where it is reasonably necessary to:

  • provide accounting, taxation and business advisory services;
  • prepare and lodge taxation returns and other statutory documents;
  • communicate with you regarding your affairs;
  • verify your identity;
  • comply with our legal and professional obligations;
  • manage our client relationship with you;
  • respond to enquiries;
  • improve our services; and
  • provide information about services that may be relevant to you.

You may opt out of receiving marketing communications at any time by contacting us.

3. How We Collect Personal Information

We generally collect personal information directly from you, including when you:

  • engage us to provide professional services;
  • complete forms;
  • correspond with us by email;
  • speak with us by telephone;
  • attend meetings;
  • provide information through our website; or
  • upload documents electronically.

Where appropriate, we may also collect information from authorised third parties including:

  • the Australian Taxation Office;
  • ASIC;
  • financial institutions;
  • financial advisers;
  • legal advisers;
  • employers;
  • authorised representatives; and
  • other professionals acting on your behalf.

4. Website Collection

When you visit our website, certain information may be collected automatically through cookies or website analytics.

This information may include:

  • browser type;
  • operating system;
  • pages viewed;
  • visit duration;
  • referring websites; and
  • general website usage statistics.

This information does not generally identify you personally and is used to improve the performance and usability of our website.

You may disable cookies through your browser settings, although some website functions may not operate correctly.

5. Tax File Numbers

Where we collect your Tax File Number, we do so only where authorised or required under taxation or superannuation legislation.

Tax File Numbers are handled in accordance with Australian privacy legislation and are not used as identifiers except where permitted by law.

6. Disclosure of Personal Information

We may disclose your personal information where necessary to provide our professional services or where required by law.

This may include disclosure to:

  • the Australian Taxation Office;
  • ASIC;
  • financial institutions;
  • superannuation funds;
  • software providers used in our practice;
  • professional advisers;
  • legal advisers;
  • IT service providers;
  • cloud storage providers;
  • regulatory bodies;
  • law enforcement agencies where legally required; or
  • other parties authorised by you.

We do not sell personal information.

7. Overseas Disclosure

We use reputable cloud-based business systems to assist in delivering our services, including Google Workspace, Dropbox and professional accounting software.

These providers may store or back up information in data centres located outside Australia. Where this occurs, we take reasonable steps to confirm that service providers maintain appropriate privacy and security standards consistent with Australian privacy laws.

8. Security of Personal Information

We take reasonable steps to protect personal information against misuse, interference, loss, unauthorised access, modification and disclosure.

Security measures include:

  • password-protected computer systems;
  • multi-factor authentication where available;
  • secure accounting software;
  • encrypted cloud storage;
  • secure email systems;
  • restricted access to client information;
  • locked filing cabinets;
  • locked office premises; and
  • secure disposal of confidential documents.

Although every reasonable effort is made to protect personal information, no method of electronic transmission or storage can be guaranteed to be completely secure.

9. Data Breaches

If we become aware of an eligible data breach involving your personal information, we will investigate the matter promptly and comply with our obligations under the Notifiable Data Breaches Scheme, including notifying affected individuals and the Office of the Australian Information Commissioner where required.

10. Access and Correction

You may request access to the personal information we hold about you, or request correction of inaccurate or incomplete information.

We will respond to requests within a reasonable time, usually within 30 days. We may ask you to verify your identity before providing access.

In limited circumstances permitted by law, access may be refused. If this occurs, we will explain the reasons.

11. Retention of Information

We retain client records for the period required by taxation law, professional standards and other legal obligations. Generally, client records are retained for a minimum of seven years following completion of the relevant engagement.

Where information is no longer required, it is securely destroyed or permanently de-identified.

12. Direct Marketing

From time to time, we may send information regarding taxation changes, important legislative updates or services offered by Carolyn Taylor & Co.

You may opt out of receiving these communications at any time.

13. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites and encourage users to review their respective privacy policies.

14. Changes to this Privacy Policy

This Privacy Policy may be updated from time to time to reflect changes in legislation, technology or our business practices. The current version will always be available on our website.

15. Contact Us

If you have any questions about this Privacy Policy, wish to access or correct your personal information, or would like to make a privacy complaint, please contact:

Carolyn Taylor & Co
ABN 34 125 312 950
PO Box 3185, Mentone East VIC 3194
Email: carolyn@carolyntaylorandco.com.au
Phone: 0409 199 910

We aim to acknowledge complaints promptly and resolve them within 30 days.

If you are not satisfied with our response, you may contact the:

Office of the Australian Information Commissioner
Website: www.oaic.gov.au
Telephone: 1300 363 992
Mail: GPO Box 5218, Sydney NSW 2001