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Privacy Policy

Elevate Accounting Group Pty Ltd

Effective Date: 01 July 2026

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1. About This Privacy Policy

Elevate Accounting Group Pty Ltd ("we", "us", "our") 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 our obligations under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (AML/CTF Act).

This Privacy Policy explains:

  • What personal information we collect;

  • Why we collect it;

  • How we use and disclose it;

  • How we protect it;

  • How you can access or correct your information; and

  • How you can make a privacy complaint.

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2. Who We Are

Elevate Accounting Group Pty Ltd
ABN: 32 643 669 309

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Office Address: 29 Rosemead Street, North Lakes, QLD 4509
Postal Address: PO Box 889, North Lakes, QLD 4509

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Email: rebecca@elevateaccountinggroup.com
Phone: 0488 024 106

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Privacy Officer: Rebecca Palmer 0488 024 106

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As a public accounting practice, we provide accounting, taxation, bookkeeping, business advisory and related professional services.

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3. The Information We Collect

We collect personal information that is reasonably necessary to provide our services, meet legal obligations, and operate our business.

The information we collect may include:

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Identity Details

  • Full name

  • Date of birth

  • Residential and postal address

  • Email address

  • Telephone number

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Tax and Business Information

  • Tax File Number (where authorised and permitted)

  • Australian Business Number (ABN)

  • GST registration details

  • Income and expense records

  • Payroll information

  • Superannuation details

  • Bank account details

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Identity Verification Information

To comply with our AML/CTF obligations, we may collect and verify identity information including:

  • Driver licence details

  • Passport details

  • Medicare card details

  • Other government-issued identification

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Sensitive Information

We generally do not collect sensitive information unless:

  • It is reasonably necessary for the services we provide;

  • You consent; or

  • We are required or authorised by law.

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4. How We Collect Your Information

We collect personal information directly from you through:

  • Meetings and telephone conversations

  • Email correspondence

  • Client engagement forms

  • Tax questionnaires

  • Identification documents

  • Our website or client portal

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We may also collect information from:

  • The Australian Taxation Office (ATO)

  • Australian Securities and Investments Commission (ASIC)

  • Financial institutions

  • Your solicitor, financial adviser or other professional advisers

  • Identity verification providers

  • Other parties where you have authorised us to do so

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5. Why We Collect Your Information

We collect and use personal information to:

  • Provide accounting and taxation services;

  • Prepare and lodge tax returns and BASs;

  • Provide business advisory services;

  • Verify your identity;

  • Comply with AML/CTF obligations;

  • Meet our legal and regulatory obligations;

  • Manage our client relationship with you;

  • Respond to enquiries and requests;

  • Maintain client records; and

  • Improve our services and business operations.

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If you do not provide requested information, we may be unable to provide some or all of our services.

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6. AML/CTF Obligations

As a reporting entity under the AML/CTF Act, we may be required to collect and verify information about your identity and the services we provide to you.

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We may be required by law to retain certain records and provide information to AUSTRAC or other regulatory authorities where authorised or required by law.

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7. Disclosure of Personal Information

We may disclose personal information to:

  • The Australian Taxation Office;

  • AUSTRAC;

  • ASIC;

  • State and Commonwealth government agencies;

  • Our software providers and cloud-hosting providers;

  • IT support and cybersecurity providers;

  • Professional advisers including lawyers and insurers;

  • External auditors or quality reviewers;

  • Other parties where you have authorised the disclosure; and

  • Any person or authority where required by law.

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We do not sell personal information.

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8. Overseas Disclosure

Some of our software and cloud-based service providers may store data in locations outside Australia.

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These locations may include:

  • Australia

  • New Zealand

  • United States of America

  • Other countries where our service providers maintain data centres

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Where personal information is disclosed overseas, we take reasonable steps to ensure that recipients handle personal information consistently with Australian privacy requirements.

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9. Data Security

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure.

Measures may include:

  • Secure cloud-based systems;

  • Password-protected devices;

  • Multi-factor authentication;

  • Data encryption;

  • Restricted staff access;

  • Secure document storage;

  • Cybersecurity monitoring and software updates.

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As a small practice with one employee, access to client information is restricted to the principal accountant unless authorised contractors require access for support or compliance purposes.

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10. Retention of Information

We retain personal information for as long as required to:

  • Provide our services;

  • Comply with taxation, corporation law and AML/CTF record-keeping requirements;

  • Resolve disputes; and

  • Meet legal obligations.

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When information is no longer required, we take reasonable steps to securely destroy or de-identify it.

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11. Website and Cookies

Our website may collect limited information such as:

  • IP addresses;

  • Browser type;

  • Pages viewed;

  • Time and date of access.

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This information helps us improve website functionality and user experience.

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Cookies may be used to enable website functionality and analytics.

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12. Direct Marketing

We may occasionally send information about services, updates or regulatory changes relevant to your business.

You may opt out of receiving such communications at any time by contacting us.

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13. Accessing and Correcting Your Information

You may request access to personal information we hold about you or request corrections to inaccurate information.

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Requests should be directed to:

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Privacy Officer
Elevate Accounting Group Pty Ltd
Email: rebecca@elevateaccountinggroup.com
Phone: 0488 024 106

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We will respond within a reasonable period and may refuse access where permitted by law.

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14. Privacy Complaints

If you believe we have breached your privacy, please contact our Privacy Officer in writing.

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We will investigate your complaint and provide a response within a reasonable timeframe.

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If you are not satisfied with our response, you may contact the:

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Office of the Australian Information Commissioner (OAIC)
GPO Box 5288
Sydney NSW 2001

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Phone: 1300 363 992

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Website: https://www.oaic.gov.au

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15. CPA Australia Best Practice Program

If your personal information is disclosed to CPA Australia for the purpose of conducting a CPA Australia Best Practice Program assessment of services provided by our firm, your personal information will be handled by CPA Australia in accordance with the CPA Australia Privacy Policy.

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16. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in legislation, regulatory requirements, technology or business practices.

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The current version will always be available on request and on our website (if applicable).

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Privacy Officer Contact Details

Elevate Accounting Group Pty Ltd
PO Box 889, NORTH LAKES, QLD, 4509
Phone: 0488 024 106
Email: rebecca@elevateaccountinggroup.com

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