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Tax Doctorz — Tax & Business Advisory

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Privacy policy

How Tax Doctorz Pty Ltd handles personal information.

Last updated: 3 November 2026

1. Who we are

Tax Doctorz Pty Ltd (“Tax Doctorz”, “we”, “us”) is a tax, accounting and business advisory practice based in QLD, and a registered tax agent with the Tax Practitioners Board (registration 26343636). We handle personal information in line with the Australian Privacy Principles (APPs). For company and trust set-up work, the Privacy Act 1988 (Cth) applies to us directly. We are also bound by the confidentiality obligations of the Tax Agent Services Act 2009 and the Code of Professional Conduct.

2. What we collect

Through this website we collect only what you give us in our forms. The contact form asks for your name, email address, phone number (optional), the type of enquiry, the service you are interested in, your preferred contact method, how you found us (and, if you tell us, what you searched for or who referred you) and your message. The new-client form also asks where you are based, who needs the help (for example you personally, a business, a trust or a self-managed super fund), the business or entity name and ABN if there is one, when you need the work done, whether you have an accountant now and which accounting software you use. The tax return questionnaire also asks for your occupation, the income year, your residency for tax, the kinds of income you received, the deductions you would like to discuss, whether you have rental properties and what changed during the year. With each form we also send the name of the website that referred your visit, if your browser shares it, and the first page you viewed, so we know which of our pages and listings are working. Please do not include tax file numbers, bank details or passwords in any form; we collect those securely once you become a client.

When you engage us we collect the personal and financial information needed to provide tax, accounting and advisory services, including identity details, tax file numbers, income and expense records, and information about your entities, property and superannuation. We collect it from you, and with your authority from the Australian Taxation Office, Inland Revenue (New Zealand), your financial institutions, your accounting software providers and other advisers.

Our website does not use cookies for advertising or tracking. We use a privacy-friendly analytics service to count visits: it sets no cookies and does not identify you. A visit is counted using a code derived from your request that is discarded after 24 hours, and your IP address is not stored. It records the page viewed, the referring site, your approximate location (country or region), and your browser, operating system and device type. Our hosting provider also records standard server logs (IP address, browser, pages requested) for security and performance.

3. Why we collect it and how we use it

We do not sell personal information, and we do not use enquiry details for marketing without your consent.

4. Who we share it with

We disclose personal information only as needed to provide our services and as the law requires: to the ATO, Inland Revenue and other government bodies; to your financial institutions and other advisers with your authority; to the software and cloud service providers we use to deliver our services (accounting, email and document storage, electronic signing, invoicing and website hosting); and to our professional advisers and insurers. The email and documents we keep are stored in Australia. Some of our service providers store or process data outside Australia, mainly in the United States, and also in New Zealand and Japan. Where that happens we take reasonable steps to ensure the information is handled in accordance with the APPs.

5. How we keep it secure

We store information in access-controlled systems with multi-factor authentication, encrypt data in transit, and limit access to the people who need it. Website enquiries are sent to us over an encrypted connection and are not stored on the web server. We retain client records for the periods required by tax law and professional standards (generally at least five years after the relevant lodgement) and then destroy or de-identify them.

6. Your rights

You may ask to access or correct the personal information we hold about you. Email privacy@taxdoctorz.com.au or use the contact form on this website. You do not have to use the form. We will respond within 30 days. If you are not satisfied with our response you may complain to the Office of the Australian Information Commissioner (oaic.gov.au).

7. Notifiable data breaches

If a data breach is likely to result in serious harm to you, we will notify you and the Office of the Australian Information Commissioner as required by the Notifiable Data Breaches scheme.

8. Changes

We may update this policy from time to time. The current version is always published on this page with the date it was last updated.

Tax Doctorz Pty Ltd · ABN 87 694 249 191 · QLD, AU