Your privacy matters to us.

Who we are

Anthony Suters & Assoc Pty Limited ("we", "us", "our") is a firm of chartered accountants and business advisers located at Suite 9, MacMillan Court, 13 Avalon Parade, Avalon NSW 2107. We are bound by the Australian Privacy Principles contained in the Privacy Act 1988 (Cth) and, where applicable, the Tax Agent Services Act 2009 (Cth), which requires us to have a privacy policy and procedures in place.

Information we collect

Depending on the nature of your engagement with us, we may collect:

• your name, contact details, date of birth and identification documents;
• tax file numbers and other government identifiers, where authorised;
• financial information, including income, assets, liabilities, bank account and superannuation details;
• business information relating to companies, trusts and partnerships you are associated with;
• enquiry details you provide through our website, by phone, email or in person.

We collect this information directly from you or, with your authority, from other parties such as your previous accountant, your bank, or government agencies.

How we use your information

We use personal information to:

• provide accounting, taxation, audit and advisory services;
• comply with our obligations under taxation, auditing and corporation laws;
• manage our business, including engagement letters, billing and record-keeping;
• respond to your enquiries and communicate with you about your affairs;
• meet professional obligations, including our Tax Agent Services obligations.

Disclosure

We do not sell or trade personal information. We may disclose it where necessary to other advisers acting on your behalf (such as lawyers, brokers or financial planners, with your authority), to the Australian Taxation Office and other government bodies as required by law, to our professional bodies and auditors, and to service providers who support our practice (such as cloud software and IT providers), under confidentiality obligations.

Confidentiality

As chartered accountants we owe a strict duty of confidentiality to our clients. Your affairs stay your affairs: information relating to your engagement is shared only within our firm on a need-to-know basis and with parties you have authorised.

Security and retention

We take reasonable steps to protect personal information from misuse, interference and unauthorised access, using secure office practices, restricted file access and reputable cloud systems. Records are retained for the periods required by taxation and professional rules, after which they are securely destroyed.

Access and correction

You may request access to the personal information we hold about you and ask us to correct it. To do so, please contact our office. We will respond within a reasonable time and may need to verify your identity first.

Overseas disclosure

Some of our software providers may store data on servers located outside Australia. We take reasonable steps to ensure any overseas recipient handles your information in a manner consistent with this policy and the Australian Privacy Principles.

Contact us

If you have a question about this policy, or a complaint about how we have handled your personal information, please contact us at Suite 9, MacMillan Court, 13 Avalon Parade, Avalon NSW 2107 or by phone on 02 9918 9900. We take complaints seriously and will respond promptly. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner at www.oaic.gov.au or on 1300 363 992.