Privacy Policy

Disclaimer

The information contained on this website has been provided as general advice only. The contents have been prepared without taking into account your personal objectives, financial situation or needs. Before you make any decision regarding any information, strategies or products mentioned on this website you should consult an advisor to consider whether it is appropriate having regard to your own objectives, financial situation and needs.

Introduction

Taggart & Partners is a Brisbane based accounting, taxation and business advisory firm. Within this Privacy Policy reference to “Taggart & Partners” (us, our, we or the company) encompasses any entity that is owned or controlled by Taggart & Partners. We are committed to delivering high quality professional services while protecting your privacy.

Privacy Policy

Last Updated: 01 July 2025

Taggart & Partners, and its associated entities, recognise and understands the significance of safeguarding and maintaining your personal information and addressing concerns regarding privacy, security, accuracy and confidentiality.

Our Privacy Policy outlines the principles and procedures of how we collect, hold, maintain, use, disclose and store your personal information when you access or use our services. It also informs you of your privacy rights and how applicable laws safeguard your personal data and reflects our compliance with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) and the Privacy Amendment (Enhancing Privacy Protection) Act 2012.

We use your personal information to enhance the delivery of our services. Generally, we only collect personal information where the information is necessary for us to perform one or more of our services. By using our services and providing your personal information (or any other information) to us you consent to the collection, use and disclosure of that information in accordance with this Privacy Policy.

Personal information includes information about an individual who is reasonably identifiable. If you do not agree to this Privacy Policy, please do not provide us any personal information.

Collecting Personal Information

The type of personal information that we collect about you will depend on the nature of our engagement and dealings with you. The extent of the information requested, how we use it, and its disclosure are determined by our obligations, the obligations of entities that provide services to us and product issuers under financial services laws, taxation laws, superannuation laws and the Anti-Money Laundering and Counter-Terrorism Financing Act.

Some laws require us to collect sensitive information and verify your identity before we are able provide services to you. We may be required to request your Tax File Number. You are not required to provide your Tax File Number to us, however there may be consequences for not doing so or some services which we will not be able to provide. If you do not allow us to collect all your personal information that we request, we may not be able to deliver any services to you.

It may be necessary in some circumstances for us to collect sensitive information about you to provide specific services to you. Sensitive information includes information about a person’s race, gender diversity, sexual orientation, disability, ethnic origin, political opinions, heath, religious or philosophical beliefs and criminal history. We will only collect and use sensitive information with your consent, in accordance with applicable laws or in a de-identified aggregated manner.

In some circumstances you might need to provide personal information about other individuals to us (e.g. about your spouse, dependents, or other family members). If so, we rely on you to have informed those individuals that you are giving their personal information to us and to have advised them about this Privacy Policy and how they can obtain a copy of it.

Accounting, Taxation & Business Advisory

To enable us to provide comprehensive accounting, taxation, and business advisory services to you we may collect personal information from you including but not limited to;

  • Documentation for identification and verification purposes
  • Your full name
  • Date of Birth
  • Place of Birth (Town, State & Country)
  • Address (residential and postal)
  • Contact Details (including phone number and email address)
  • Tax File Number (TFN)
  • Australian Business Number (ABN)
  • Unique Director I.D.
  • Employment details and history
  • Bank Account Details
  • Financial details including information about your assets and liabilities, income, expenditure, superannuation, business activities and investments
  • Family circumstances and social security eligibility; and
  • Any other information that we consider necessary

The personal information collected may also include sensitive information such as health information and memberships of professional or trade associations. If we do not collect the information we require, then we may be unable to provide you with the services you have requested.

As a registered tax agent, Taggart & Partners Pty Ltd (Tax Agent Number 79 202 007), is authorised by the Tax Agent Services Act 2009 to request your tax file number (TFN). You do not have to provide us with your TFN. However, quoting your TFN reduces the risk of administrative errors and having extra tax withheld. Failing to quote your TFN may prevent us from providing you with all the services that you have requested. If you provide us with your TFN we will only disclose it to the ATO and we will only do so when necessary to conduct your tax affairs.

Proof of Identity Requirements

The Tax Practitioners Board (TPB) requires Tax Agents to verify the identity of all new client engagements in order to minimise the risk of identity theft and protect both Tax Agent and Client from tax fraud via identity crime.

The TPB Proof of Identity fact sheet can be accessed from the following link for your reference https://www.tpb.gov.au/sites/default/files/2022-10/tpb_factsheet_-_proof_of_identity_checks_for_client_verification.pdf

The fact sheet explains in further detail why this process is mandatory for new client engagements, what information may be requested by a Tax Agent and what types of identity documents will be sufficient for identification purposes.

Other Information

We only collect personal information that is necessary for the provision of our services. We will ensure you are aware when we collect your personal information and the primary purpose of its collection. We will only collect sensitive information if required with your consent or where permitted by the Privacy Act. There may be consequences if you do not provide us with all information sought from you. We will let you know what those consequences are when requesting the information. If you provide us with more information than we have requested, we will destroy it unless it is necessary for the provision of our services. The type of information we collect will depend on the reason we are collecting your information but may include contact details, employment, and educational history (for prospective employees) and financial details (for prospective contractors).

Methods of Collection

Taggart & Partners ensures that personal information is collected lawfully, fairly and in a non-intrusive manner. If it is reasonable and practicable, we will only collect your personal information directly from you. We may need to collect personal information from third parties, such as your accountant or previous accountant or publicly available sources, where it is unreasonable or impractical to collect it from you directly, or where we have your consent. This consent could be implied, for example where we are providing services to a family group and information about the whole family is collected from one individual.

We may also collect information from your interactions with our website or through correspondence with us via post, email or phone.  

Storing Personal Information

We store your personal information in a variety of ways, which include both electronic and paper form. Your personal information may also be held in a secure archiving facility. Correspondence and source documentation is scanned and stored in our computer system, with originals returned to you or destroyed. In some circumstances we will store hard copy originals or return them to you. We will always seek to take reasonable steps to ensure that the personal information that we hold is protected from misuse, loss, unauthorised access, modification, and disclosure. Some of the measures that we have adopted are having facilities for the secure storage of personal information, having secure offices and access controls for our computer systems. We may store your information in the cloud or other types of networked or electronic storage. If your information is kept in this way, disclosures may occur to other countries. Overseas organisations may be required to disclose information we share with them under a foreign law.

We will also take reasonable steps to destroy or permanently de-identify personal information that we no longer require under the Australian Privacy Principles. In general, information is retained for seven years from the date it was last used. Certain information (for example, information which may have a bearing on capital gains tax calculations) may be kept indefinitely. Please be aware that sending personal information by email or through our website may not be secure. If you are concerned about the security of sending information this way you should arrange alternative delivery of information, for example, by registered post. Email correspondence is indexed and stored in our CRM system (Virtual Cabinet) and stored indefinitely.

Collection, Use and Disclosure of Your Personal Information

Taggart & Partners collects, holds, uses and/or discloses your personal information to;

  • Provide professional accounting, taxation and business advisory services
  • Manage lodgement obligations
  • Manage ATO, ASIC and other Government body regulatory compliance
  • Support business transactions
  • Fulfill other business related purposes

Taggart & Partners may share your personal information internally between team members so that we can provide our services to you. This privacy policy applies to each team member of Taggart & Partners.

We will only use and disclose your personal information for the purpose for which it was collected unless you would reasonably expect us to use or disclose your information for a related secondary purpose, with your consent, or as required or allowed by law. We will take reasonable steps to ensure the information that we use is accurate, up-to-date, complete, and relevant, having regard to the reasons why it is being used.

We may use your personal information for the purpose of direct marketing to you, conducting surveys, event invitations, or other business related communications where you would reasonably expect this. We may provide you with information about relevant services offered by Taggart & Partners. If you do not wish to receive direct marketing materials from us, you can opt-out by contacting us. Our contact details are included with all direct marketing materials.

Disclosure of Personal Information

Where necessary for an approved purpose we may disclose your personal information to other financial advisers and organisations involved in providing financial advice that you have requested (which may include ongoing service) such as fund financial planners, finance brokers, insurance providers, superannuation trustees, financial institutions or organisations that assist us in operating our business such as those that provide administrative, financial, accounting, insurance, research, legal, computer or other business services. We may also disclose information to your representatives or service providers such as your accountant; solicitor; tax agent; stockbroker; or bank; government authorities; professional organisations; auditors; insurers, and other organisations where required by law. In addition to this we may also provide or disclose information to organisations that you have consented to your personal information being disclosed to.

If we sell, finance or restructure all or part of our business, we may disclose your personal information to other organisations for that purpose, including as part of due diligence, sale of assets or transfer of customers. We will seek to ensure that your personal information is not used or disclosed for any purpose other than the primary purpose for which it was collected or a related secondary purpose where you have consented to the use or disclosure; or in other circumstances where the Australian Privacy Principles authorise the use or disclosure (for example, where disclosure is required by, or authorised under the law). In order, to provide you with our services, we may share your information with IT service providers and subcontractors outside Australia.

We regularly engage providers and/or software providers who store data in the cloud. This means your personal information may be located overseas. We normally make those disclosures based on a reasonable belief that entities in other countries are subject to a law or binding scheme which protect your personal information in a way that, overall, is substantially similar to the way the Australian Privacy Principles protect your information. We will take reasonable steps to ensure the personal information that we disclose to authorised parties is accurate, up-to-date, complete, and relevant, having regard to the reasons why it is being disclosed. We will only disclose your information to others where we have your consent.

Visiting our Website and Online Automatic Collection of Personal Information

Together with our service providers we use cookies, web beacons and other technologies on our website to automatically collect certain types of information. The collection of this information allows us to customise and personalise your online experience (including tailoring our online presence). It is possible to have your internet browser refuse cookies, but that may reduce some of the functionality.

We also use analytical tools, such as Google Analytics, to gather information about the number of visitors coming to our site. No identifying information is collected during this process.

Our website may include functionality that enables information sharing via third party social media applications, such as the Facebook Like button and LinkedIn. These social media applications may collect and use information regarding your use of our website. Any personal information that you provide via such social media applications may be collected and used by members of that social media application separate to us and are subject to the privacy policies of the relevant companies that provide the applications. We do not have control over, or responsibility for, those companies or their use of your information.

Any personal information that you provide on any Taggart & Partners social media feature may be shared with other users of that social media feature (unless otherwise stated at the point of collection), over whom we may have limited or no control.

It is important to be aware that if you access another party’s website or application using our website, that other party will deal with your personal information in accordance with its own Privacy Policy. You will need to review those websites to view a copy of the relevant Privacy Policy.

Employees and Potential Employees

When recruiting and employing staff, we collect personal information such as your name, address, personal details, telephone numbers, email address and other information specific to recruiting employment activities. This can include, but is not limited, to previous work experience, education, references, tax file number and superannuation details.

Data Retention and Destruction of Personal Information

Any personal information we hold will be maintained to comply with legislative and professional requirements, after which time the information will be securely destroyed. Where the information is paper based, it will be shredded and if held electronically will be deleted from our onsite and offsite storage systems. While we strive to protect your data there are inherent risks in electronic storage and transmission.

Accessing your Personal Information

You can obtain your personal information that we hold by either writing or emailing us by using our details below. We may charge an administration fee for the provision of this information, and you may also need to verify your identity before we provide any personal information to you.

We will try to provide your personal information within 14 days of receipt of your written request or 30 days were responding to a request which is more complicated. If we deny your request for information, we will provide you with the reasons for this decision.

Maintaining Personal Information Accuracy

At Taggart & Partners we take reasonable steps to ensure that the personal information that we collect, use, hold or disclose is accurate, complete, and up to date. If you believe that any of the personal information that we hold is not accurate, complete, or up to date please contact us and provide evidence that the information is not accurate, complete, or up to date. If we agree that the personal information requires correcting, we will take reasonable steps to do so. If we do not correct your personal information, we will provide you with the reasons for not correcting it.

We will try to resolve all requests within 14 days of receipt of your written request or 30 days where the matter is more complicated. We will not charge a fee to correct that information.

Notifiable Data Breaches

From February 2018, the Privacy Act includes a new Notifiable Data Breaches (NDB) scheme which requires us to notify you and the Office of the Australian Information Commissioner (OAIC) of certain data breaches and recommend steps you can take to limit the impacts of a breach (for example, a password change).

The NDB scheme requires that we notify OAIC about any breach that is likely to result in serious harm to affected individuals. There are exceptions where notification is not required. This will be the case where we have already taken appropriate remedial action that removes the risk of serious harm to any individuals.

If we believe there has been a data breach that impacts your personal information and creates a likely risk of serious harm, we will notify you and the OAIC as soon as practicable and contact you about the nature of the breach, the steps we are taking and what you can do to reduce the impacts to your privacy.

If you believe that any personal information, we hold about you has been impacted by a data breach, you can contact us using the contact details below.

Handling Complaints

If you have any privacy concerns or wish to make a complaint about how your personal information is being handled by us please contact us first by using the contact details below. We expect our procedures will deal fairly and promptly with your complaint as we aim to resolve such matters as quickly as possible. We will acknowledge your concerns in writing as soon practicable after receipt of your complaint and we will advise you accordingly if we need any further information from you to resolve your complaint.

Whilst we strive to resolve complaints within ten (10) business days some complaints may take longer to resolve. If your complaint is taking longer we will let you know what is happening and a date by which you can expect a response.

If you are dissatisfied with our handling of your privacy concerns you can make a formal written complaint to the Office of the Australian Information Commissioner at:

Changes to this Privacy Policy

We may update this Privacy Policy periodically to reflect changes in any Taggart & Partners practices and services to ensure it remains current. Updates may be made at any time at our sole discretion and all updates will become effective immediately upon posting to this website. We will revise the “Last Updated” date at the top of this Privacy Policy when any changes are made. If we make any material changes in the way we collect, use, and share personal data, we will notify you. We recommend that you check our website from time to time to keep informed of any changes.

The current version of our Privacy Policy is available on our website at www.taggartandpartners.com.au or you may request a copy by contacting us using the details below.

Contact Taggart & Partners

For any questions regarding this Privacy Policy please contact us at:

Liability limited by a scheme approved under Professional Standards Legislation.

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