Privacy Policy

RG Partners & Associates is committed to protecting your privacy and ensuring the confidentiality and security of your personal and financial information.

This Privacy Policy outlines how we collect, use, store, and disclose your personal data in accordance with the Australian Privacy Principles (APPs).

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1. What Information We Collect

We may collect personal information including but not limited to:

Full name, address, phone number, and email

Date of birth and tax file number (TFN)

Financial and employment details

Business and company information

Banking and payment information

Government-issued identification

Information from third parties such as the ATO or financial institutions

 

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2. How We Collect Your Information

We collect personal information when you:

Contact us via phone, email, website, or in person

Engage our services or complete forms

Provide us with documents or access to financial systems

Use our website or client portal

Are referred to us by a third party with your consent

 

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3. Why We Collect Your Information

We collect and use your information to:

Provide tax, accounting, and advisory services

Lodge returns with the ATO or ASIC

Verify your identity

Communicate with you

Process payments and issue invoices

Comply with legal and regulatory obligations

 

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4. Disclosure of Information

We may share your information with:

The Australian Taxation Office (ATO)

Australian Securities and Investments Commission (ASIC)

Our professional advisors (e.g., auditors, legal consultants)

Software providers (e.g., Xero, MYOB)

Any third parties authorised by you

We do not sell or rent your personal information to any third parties.

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5. Data Security

We take reasonable steps to:

Store your data securely (electronically and physically)

Use encryption, password protection, and secure servers

Limit access to authorised personnel only

 

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6. Access & Correction

You may request access to the personal information we hold about you and ask us to correct any inaccuracies. Contact us at the details below.

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7. Cookies & Website Tracking

Our website may use cookies and similar technologies to enhance your user experience. You can control cookie settings through your browser.

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8. Overseas Disclosure

In limited cases, your information may be stored or processed in overseas data centres via cloud-based software. We ensure all providers meet Australian privacy standards.

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9. Complaints

If you believe your privacy has been breached, please contact us directly. We will investigate and respond within a reasonable timeframe. If you are not satisfied, you can lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

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10. Contact Us

RG Partners & Associates
1300 400 TAX
admin@rgpartners.com.au
PO BOX 4444, Strathfield South NSW 2136

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11. Updates to This Policy

This policy may be updated from time to time. The latest version will always be available on our website.