Privacy Policy

Zaki Accounting and Tax Professionals
ABN: 87 685 185 485
Website: www.zatp.com.au
Email: Admin@zatp.com.au
Phone: 03 8904 9111
Mobile: 0469 035 411
Address: 294–300 Thomas Street, Dandenong VIC 3175

Privacy Policy

Zaki Accounting and Tax Professionals (“we”, “our”, “us”) is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles (APPs), and applicable taxation and professional obligations.

This Privacy Policy explains how we collect, use, disclose, store, and protect your personal information when you interact with our business, website, and services.

By using our website or engaging our services, you agree to the terms of this Privacy Policy.

1. Collection of Personal Information

We may collect personal information that is reasonably necessary to provide accounting, taxation, bookkeeping, payroll, advisory, and related professional services.

The types of personal information we may collect include:

Personal Identification Information

• Full name

• Date of birth

• Residential or business address

• Email address

• Telephone numbers

• Tax File Number (TFN)

• Australian Business Number (ABN)

• Identification documents

Financial & Taxation Information

• Income details

• Employment information

• Bank account information

• Business financial records

• Tax returns and BAS records

• Superannuation details

• Investment information

• Payroll records

Business Information

• Company or trust details

• ASIC information

• Shareholder and director details

• Financial statements

• Accounting software records

Website & Technical Information

When you visit our website, we may collect:

• IP address

• Browser type

• Device information

• Website usage data

• Cookies and analytics information

2. How We Collect Personal Information

We may collect personal information through:

• Direct communication with you

• Engagement forms and questionnaires

• Emails and telephone calls

• Meetings and consultations

• Our website contact forms

• Accounting software integrations

• Government agencies

• Financial institutions

• Third-party service providers authorised by you

Where practical, we will collect information directly from you.

3. Purpose of Collecting Personal Information

We collect and use personal information for purposes including:

• Providing accounting and taxation services

• Preparing tax returns and BAS lodgements

• Providing bookkeeping and payroll services

• Business advisory and financial reporting

• Identity verification and compliance

• Communicating with clients

• Managing client relationships

• Responding to enquiries

• Complying with legal and regulatory obligations

• Improving our services and website

• Internal administration and record keeping

We only collect information that is reasonably necessary for our professional services and legal obligations.

4. Tax File Numbers (TFNs)

We may collect and use your Tax File Number in accordance with Australian taxation laws and the Privacy Act.

TFNs will only be used for lawful taxation-related purposes and will be stored securely.

5. Disclosure of Personal Information

We may disclose your personal information where reasonably necessary, including to:

• Australian Taxation Office (ATO)

• ASIC and government authorities

• Superannuation funds

• Financial institutions

• Bookkeeping or payroll platforms

• Cloud accounting software providers

• External contractors or consultants

• Legal or professional advisers

• IT and technology service providers

We may also disclose information where:

• Required by law

• Authorised by you

• Necessary to protect our legal rights

We do not sell or rent personal information to third parties.

6. Overseas Disclosure

Some third-party software providers or cloud-based platforms may store data on servers located outside Australia.

Where practical, we take reasonable steps to ensure overseas recipients handle personal information in accordance with Australian privacy laws.

7. Data Security

We take reasonable steps to protect personal information from:

• Misuse

• Interference

• Loss

• Unauthorised access

• Modification

• Disclosure

Security measures may include:

• Secure cloud storage

• Password protection

• Encryption

• Access controls

• Secure software systems

• Staff confidentiality obligations

Despite our efforts, no electronic transmission or storage system can be guaranteed as completely secure.

8. Website Cookies & Analytics

Our website may use cookies and analytics tools to improve user experience and monitor website performance.

Cookies may collect:

• Browsing behaviour

• Website preferences

• Device information

You may disable cookies through your browser settings, although some website functionality may be affected.

9. Direct Marketing

We may occasionally send:

• Tax updates

• Business insights

• Service information

• Newsletters

You may opt out of marketing communications at any time by contacting us or using the unsubscribe option provided.

10. Access to Personal Information

You may request access to personal information we hold about you, subject to legal exceptions.

To request access, please contact us in writing using the contact details below.

We may require verification of identity before providing access.

11. Correction of Personal Information

We take reasonable steps to ensure personal information is accurate, current, and complete.

If you believe information we hold is incorrect, please contact us so we can update our records.

12. Retention of Information

We may retain personal information for as long as necessary to:

• Provide services

• Meet legal obligations

• Resolve disputes

• Maintain professional records

Certain records may be retained in accordance with taxation and professional record-keeping requirements.

13. Third-Party Websites

Our website may contain links to third-party websites.

We are not responsible for the privacy practices or content of external websites.

Users should review the privacy policies of third-party websites separately.

14. Complaints

If you believe we have breached your privacy rights, please contact us in writing.

We will investigate complaints and respond within a reasonable timeframe.

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC):

Office of the Australian Information Commissioner

Website: https://www.oaic.gov.au
Phone: 1300 363 992

15. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in legal requirements, business practices, or services.

The updated version will be published on our website.

16. Contact Us

Zaki Accounting and Tax Professionals

📍 294–300 Thomas Street, Dandenong VIC 3175
📞 03 8904 9111
📱 0469 035 411
✉ Admin@zatp.com.au
🌐 www.zatp.com.au