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