What We Collect
We may collect personal information such as:
- Full name, address, and contact details
- Tax File Number (TFN) and other identification numbers
- Financial, employment, and income details
- Business and ABN registration information
- Communication history and records
- Any other information needed to provide our tax services
How We Collect It
We collect your information:
- Directly from you (via forms, phone, email, or in person)
- From the ATO, ASIC, or authorised third parties with your consent
- When you use our website or submit online enquiries
Why We Collect It
We use your information to:
- Lodge your tax returns and BAS statements
- Register or update your business or ABN
- Contact and support you with ATO-related matters
- Provide general or tailored tax advice
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Meet legal obligations under the Tax Agent Services Act
Disclosure of Information
We may share your information:
- With the ATO, ASIC, or other government bodies
- With your authorised representatives (e.g., bookkeeper or accountant)
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With IT providers or software platforms (like Xero, MyGovID, Odoo) for service delivery
We will never sell or rent your personal data.
Data Storage and Security
Your data is stored securely through encrypted systems and trusted software platforms. We take reasonable steps to protect your information from unauthorised access, misuse, or loss.
Access & Corrections
You may request access to your personal information or ask for corrections at any time by contacting us. We will respond promptly, subject to legal exceptions.
Cookies & Website Analytics
We may use cookies and analytics tools to improve your experience on our website. You can disable cookies in your browser settings.
Contact Us
If you have any questions or concerns about your privacy, please contact:
Yeshi’s Tax Agent Services
📍 Rockbank VIC 3335