At Numerix Accounting, we are committed to safeguarding your personal information and ensuring transparency in how it is collected, used, and shared. This policy outlines our practices in compliance with the Australian Privacy Principles (APPs) under the Privacy Act 1988 (Cth).

Collection of Information

We may collect personal and sensitive information necessary to provide our accounting, bookkeeping, and financial advisory services. This includes:

• Identification details (e.g., name, contact information, date of birth, and tax file number).
• Financial and employment information (e.g., income, liabilities, assets, and superannuation details).
• Business and legal data for compliance and reporting obligations.

Where lawful and practical, you can interact with us anonymously or using a pseudonym. However, providing complete and accurate information enables us to deliver the most suitable services.

Use and Disclosure of Information

Your information will be used solely for purposes such as:

• Preparing and delivering professional accounting, taxation, and financial services.
• Meeting legal and regulatory obligations, including reporting to AUSTRAC.
• Providing tailored advice based on your financial needs and objectives.

We may share your information with trusted third parties, including:

• Service providers (e.g., IT support, auditors, and financial institutions).
• Government and regulatory agencies (e.g., ATO, ASIC) where required.
• Other professionals (e.g., lawyers or brokers) with your explicit consent.

We will ensure all third parties adhere to strict confidentiality and data protection standards.

Data Security and Retention

We store your information securely using both physical and digital safeguards. Your data will be retained for at least seven years in compliance with legal obligations, after which it will be securely deleted or de-identified.

Access and Correction

You may request access to or correction of your personal information at any time. If access is denied, we will provide a detailed explanation. We also accommodate requests to limit the use of your information for direct marketing.