Privacy Policy

Effective as of 27 June 2025

1. Overview

Santi Accounting Pty Ltd (“we”, “us”, “our”) is committed to protecting your privacy and handling your personal information in a transparent, secure, and responsible manner. This Privacy Policy explains how we collect, use, disclose, and store your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

2. What Information We Collect

We may collect personal and sensitive information including but not limited to:
- Full name, contact details (email, phone, address)
- Date of birth and tax file number (TFN)
- Bank account details
- Employment and income details
- Business financial information
- Superannuation and investment information
- Government identifiers (e.g. ABN, Medicare number)
- Any other information required for us to provide accounting, tax, and advisory services

3. How We Collect Information

We collect personal information through:
- Direct communication (in person, phone, email)
- Completion of forms or questionnaires
- Xero and other integrated accounting platforms
- Government portals (e.g. ATO, ASIC)
- Third parties with your authorisation (e.g. financial advisers or lawyers)

4. Why We Collect Your Information

We collect, hold, and use your personal information for the purpose of:
- Providing accounting, tax, and advisory services
- Preparing and lodging tax returns and BAS
- Communicating with the ATO and other regulatory bodies
- Meeting legal, compliance, and professional obligations
- Managing our client relationship and providing relevant updates

5. Disclosure of Your Information

We may disclose your personal information to:
- The Australian Taxation Office (ATO) or other government authorities
- Regulatory or professional bodies (e.g. TPB, ASIC)
- Third-party service providers (e.g. bookkeeping, software support, IT)
- Your authorised representatives (e.g. legal or financial advisers)

We will never sell or rent your personal information to third parties.

6. Data Security

We take reasonable steps to protect your information from misuse, interference, loss, and unauthorised access, including:
- Secure cloud-based systems (e.g. Xero, BGL)
- Password-protected client files
- Staff confidentiality agreements
- Regular system and software updates

7. Access and Correction

You may request access to, or correction of, your personal information at any time. Requests can be made by contacting us in writing. We will respond within a reasonable timeframe and may need to verify your identity.

8. Complaints

If you believe we have breached your privacy, please contact us in writing. We will acknowledge your complaint and aim to resolve it within 30 days. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

9. Policy Updates

We may update this Privacy Policy from time to time to reflect changes in legal or business requirements. The current version will always be available on our website.

10. Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact our team directly.