Privacy Policy
CONTENTS
Note: While the DMCA is United States legislation, this policy also reflects our obligations under the Copyright Act 1968 (Cth) (Australian law).
Submit a DMCA notice or counter-
notification to our Copyright Agent.
Introduction
This Privacy Policy explains how Tax NextGen Pty Ltd (ABN: 62619603011) (“we”, “us”, “our”, or “Tax
NextGen”) collects, uses, stores, and protects your personal information when you:
- Visit our website at www.taxnextgen.com.au
- Use our taxation services
- Contact us via email, phone, or online forms
- Subscribe to our newsletter or blog
- Engage with our social media channels
We are committed to protecting your privacy in accordance with the Privacy Act 1988 (Cth) and
the Australian Privacy Principles (APPs). By using our Website or Services, you consent to the
collection and use of your personal information as described in this Privacy Policy.
Definitions
Personal Information
Information or an opinion about an identified individual, or an individual who is reasonably
identifiable, whether the information or opinion is true or not, and whether recorded in
material form or not.
Sensitive Information
A subset of Personal Information including racial or ethnic origin, political opinions, religious
beliefs, membership of professional associations, sexual orientation, criminal record, health
or genetic information, and biometric information.
We do not generally collect Sensitive Information unless it is necessary for our functions or activities and you have consented, or we are required or authorised by law.
What Personal Information Do We Collect?
The type and amount of Personal Information we collect depends on how you interact with us. We
may collect the following categories:
3.1 Contact Information
- Full name (first name, surname)
- Email address
- Phone number (mobile and landline)
- Mailing address and business address
3.2 Business Information
- Business name and trading name
- Australian Business Number (ABN)
- Industry or sector
- Business revenue or turnover
- Business structure (sole trader, partnership, company, trust)
3.3 Financial Information (For Service Delivery)
- Tax File Number (TFN) Bank account details
- Financial statements and tax returns
- Accounting records and transaction data
- Payroll and superannuation details
3.4 Technical & Website Usage Information
- IP address and device identifiers
- Browser type and version
- Pages visited and time spent
- Referral source
- Cookies and tracking data (see Section 9)
3.5 Communications & Marketing Preferences
- Newsletter subscription preferences
- Communication history with our team
- Survey responses and feedback
- Event registrations
How Do We Collect Your Personal Information?
4.1 Directly From You
- When you complete online contact forms or consultation requests
- When you subscribe to our newsletter or blog
- When you email, call, or message us
- When you engage our Services and provide financial documentation
- When you attend events, webinars, or training sessions
4.2 Automatically Through Website Use
- Through cookies, pixels, and similar tracking technologies
- Via server logs when you visit our Website
- Through analytics tools like Google Analytics
4.3 From Third Parties (Where Authorised)
- From your previous accountant (with your consent during transition)
- From referral partners or business advisors
- From publicly available sources (e.g., ASIC public register)
- From government agencies (e.g., ATO) when required for compliance
Why Do We Collect and Use Your Personal Information?
5.1 Service Delivery
- To provide accounting, bookkeeping, tax, payroll, and business advisory services
- To prepare and lodge tax returns, BAS, financial statements, and statutory reports
- To communicate with you about your account and Services
5.2 Legal & Compliance Obligations
- To comply with Australian tax laws and regulations (ATO obligations)
- To comply with Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) obligations
- To fulfil record-keeping requirements under tax and accounting standards
5.3 Business Operations & Improvement
- To improve our Website, Services, and customer experience
- To conduct internal research, analytics, and quality assurance
- To manage invoicing, billing, and payment processing
5.4 Marketing & Communications (With Consent)
- To send you newsletters, tax updates, and business insights
- To notify you about relevant services, events, and special offers
- To provide you with educational content and resources
You can opt out of marketing communications at any time by clicking “Unsubscribe” in our
emails or contacting us directly.
Who Do We Share Your Personal Information With?
6.1 Service Providers & Contractors
- Cloud hosting providers
- Accounting software providers (Xero, MYOB, and related applications)
- IT support and cybersecurity providers
- Payment processors and banking institutions
- Email marketing platforms
- Website analytics providers
6.2 Professional Advisors & Partners
- External tax specialists and consultants
- Legal advisors and auditors
- Business brokers and financial advisors (with your consent)
6.3 Regulatory Authorities & Government Bodies
- Australian Taxation Office (ATO)
- Australian Securities and Investments Commission (ASIC)
- Fair Work Ombudsman
Other regulatory bodies as required by law
6.4 Business Transfers
In the event of a merger, acquisition, sale of assets, or business restructure, your Personal Information may be transferred to the acquiring entity, subject to the same privacy protections outlined in this policy.
Overseas Disclosure of Personal Information
Your Personal Information may be disclosed to recipients located outside Australia, specifically in:
- India — where our offshore team provides bookkeeping, BAS preparation, and support services
- United States — where cloud service providers (e.g., Xero, Google, AWS) host data
- Other jurisdictions — where service providers operate globally
By using our Services, you consent to the disclosure of your Personal Information to these
overseas recipients. You acknowledge that Australian privacy laws may not apply to the handling of your information overseas, and that you may not be able to seek redress under the Privacy Act.
Where possible, we will enter into agreements with overseas recipients requiring them to handle
your Personal Information in compliance with applicable privacy laws.
Data Security & Retention
8.1 How We Protect Your Information
We implement reasonable physical, technical, and administrative safeguards including:
- Encrypted data transmission (SSL/TLS certificates)
- Secure cloud storage with access controls
- Multi-factor authentication for team members
- Regular security audits and vulnerability assessments
- Staff training on data protection and privacy
- Confidentiality agreements with all employees and contractors
8.1 How We Protect Your Information
| Category | Retention Period |
|---|---|
| Client records | Minimum 7 years (as required under Australian tax law) |
| Financial records | 7 years from completion of transactions |
| Marketing data | Until you unsubscribe or withdraw consent |
| Website logs | Up to 24 months |
Cookies & Tracking Technologies
We use cookies and similar tracking technologies to enhance your experience on our Website.
Cookies are small text files stored on your device that help us:
- Remember your preferences and settings
- Understand how you use our Website
- Improve Website functionality and user experience
- Deliver personalised content and marketing
Types of Cookies We Use
- Essential cookies — Required for Website functionality
- Analytics cookies — Track Website usage and performance (e.g., Google Analytics)
- Marketing cookies — Deliver targeted advertising based on browsing behaviour
You can manage or disable cookies through your browser settings. However, disabling cookies may affect your ability to use certain features of our Website.
Your Rights & Choices
Under the Australian Privacy Principles, you have the following rights:
10.1 Right to Access (APP 12)
You have the right to request access to the Personal Information we hold about you. We will
provide access unless an exception applies under the Privacy Act.
10.2 Right to Correction (APP 13)
If you believe the Personal Information we hold is inaccurate, incomplete, or out-of-date, you
can request that we correct it. We will take reasonable steps to correct the information
unless we disagree that correction is required.
10.3 Right to Opt-Out of Marketing
You can unsubscribe from our marketing communications at any time by:
- Clicking “Unsubscribe” in any marketing email
- Emailing us at info@taxnextgen.com.au
- Calling us on 1300 698 436
To request access to or correction of your Personal Information, please contact us in writing using
the details in Section 13. We will respond to your request within 30 days.
Complaints & Disputes
If you believe we have breached the Australian Privacy Principles or this Privacy Policy, you have
the right to lodge a complaint.
Step 1 — Contact Us
Submit your complaint in writing to our Privacy Officer at info@taxnextgen.com.au or by
post to Level 2, 415 Bourke Street, Melbourne VIC 3000, Australia.
Step 2 — Investigation
We will acknowledge your complaint within 7 business days and investigate the matter. We
may request further information from you to clarify your concerns.
Step 3 — Resolution
We will provide a written response within 30 days outlining our findings and any corrective
actions. If you are not satisfied with our response, you may escalate the matter to:
Office of the Australian Information Commissioner (OAIC)
Website: www.oaic.gov.au
Phone: 1300 363 992
Email: enquiries@oaic.gov.au
For questions about Australian copyright enforcement, please consult with an Australian
intellectual property lawyer.
Limitations & Disclaimers
We may update this Privacy Policy from time to time to reflect changes in our practices,
technology, legal requirements, or other factors. Any changes will be posted on this page with an
updated “Last Updated” date at the top of the document.
We encourage you to review this Privacy Policy periodically. If we make material changes that
significantly affect how we handle your Personal Information, we will notify you by email or through
a prominent notice on our Website.
If you have any questions, concerns, or requests regarding this Privacy Policy or how we handle
your personal information, please contact our Privacy Officer:
Tax NextGen Pty Ltd — Privacy Officer
1300 NXT GEN (1300 698 436)
Level 2, 415 Bourke Street, Melbourne VIC 3000
