NexGen Business & Tax Services Chartered Accountants (referred to as “NexGen,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information in accordance with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth).

1. Collection of Personal Information

1.1 What Information We Collect

We may collect the following types of personal information:

• Contact Information: Name, address, email address, phone number.
• Identification Information: Date of birth, tax file number (TFN), Australian business number (ABN).
• Financial Information: Bank account details, income details, financial statements, tax returns, and other financial documents.
• Employment Information: Employment status, employer details, salary, and employment history.
• Other Information: Any other information you provide to us directly or indirectly through our website, via phone, email, or in-person interactions.

1.2 How We Collect Information

We collect personal information through various methods, including:

• Direct interactions: When you provide information through our website, forms, emails, phone calls, or in-person meetings.
• Third parties: From third parties, such as your employer, banks, or other organizations you have authorized to provide information to us.
• Automated technologies: As you interact with our website, we may collect technical data such as IP address, browser type, and browsing actions.

2. Use of Personal Information

We use your personal information for the following purposes:

• To provide accounting, tax, and business advisory services.
• To manage our relationship with you.
• To communicate with you, including responding to inquiries and sending updates.
• To comply with legal and regulatory requirements.
• To improve our services and website.
• For marketing purposes, with your consent, to inform you about services that may interest you.

3. Disclosure of Personal Information

We may disclose your personal information to:

• Government and regulatory bodies, including the Australian Taxation Office (ATO), as required by law.
• Third-party service providers who assist us in providing services, such as IT support, cloud storage, and professional advisors.
• Financial institutions, when processing transactions.
• Any other party with your consent or as required or permitted by law.

We do not sell your personal information to third parties.

4. Data Security

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorized access, modification, or disclosure. This includes implementing physical, electronic, and procedural safeguards.

5. Access to and Correction of Personal Information

You have the right to access and correct the personal information we hold about you. To do so, please contact us using the details provided below. We will respond to your request within a reasonable time frame.

6. Cookies and Website Analytics

Our website may use cookies and similar technologies to enhance user experience and analyze website traffic. You can control the use of cookies through your browser settings.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on our website with the updated date. We encourage you to review this policy periodically.

8. Contact Us

If you have any questions or concerns about this Privacy Policy or our handling of your personal information, please contact us at:

NexGen Business & Tax Services Chartered Accountants
Suite 11, 31 South Corporate Ave, Rowville, VIC
Email: [email protected]

By using our services, you consent to the collection, use, and disclosure of your personal information as described in this Privacy Policy.

Effective Date: 03/08/2024