Optio Accountants respects your right to privacy protection, with regards to the collection, use, disclosure and handling of your personal information under the Privacy Act 1988 (Cth) with which we are required to comply. The Policies we have adopted are designed to make you, our client have complete confidence in our management of the personal details with which you entrust us.
The Protection of your private is important to us and we are committed to taking all steps necessary to protect it.  Any information provided is used exclusively to facilitate our services to you.
When and How do we collect Personal Information?
Personal information is any information that can be used to identify you and may be collected in the following ways:
  1. when you contact our practice with a query;
  2. when you become a client of our practice;
  3. through our website.
What personal information do we collect?
Only Personal information considered necessary to facilitate our services or activities is collected from our client. This information may include:                 
  • name, e-mail, phone number, date of birth and postal address
  • your tax file number
  • details of annual income, expenditure and employment or business activities
  • details of your assets and liabilities
  • details of any securities or investments yo may have
  • details of your bank accounts
  • details of specific transactions 

Information collected through client contact 

Any personal information provided to us may be entered into a database, recorded in spreadsheets or kept in hard copy format to be used to do one of the following:
  • prepare your tax return
  • complete your activity statements
  • monitor your account with the Australian Tax Office (ATO)
  • maintain various accounts for you
  • process transactions on your behalf
  • enable us to assess any request for taxation or financial advice
  • update your personal files
  • provide you with regular newsletters and relevant information
  • any purpose for which the information is requested and any directly related purpose
(Please note this list is not exhaustive) 

Disclosing your Personal Information 

Heitax may disclose your personal information to the following organisations: 
  • the Australian Tax Office (ATO)
  • to our bank when depositing funds to your account
  • to process transaction or establish accounts on your behalf 
Your personal information is never shared, sold, rented or otherwise disclosed outside Heitax, except as required for any statutory or legal requirements, or unless a signed agreement is received from you.  We will take all reasonable steps to maintain the security and integrity of your personal information including the use of computer access passwords, lockable cabinets, personnel policies and computer firewalls.  

Information collected through our Website 

Unless provided voluntarily and knowingly we do not collect personally-identifiable information from you on our website. However, should you specifically agree to follow-up contacts by us or ask to be placed on our mailing list, we may contact you from time to time. 

Changes to Personal Information 

Should your current personal information change (e.g. address or phone number), or if you no longer wish us to keep your personal details on file, we will endeavour to facilitate the correction, update or removal your details from our records.  A small fee may be charged to cover administrative costs incurred, in providing personal information to you. If for any reason you believe that we are holding inaccurate or incomplete information, you should advise us to correct it. 

What if our Privacy Policy changes? 

All information provided is used in accordance with the Privacy Policy under which it was collected.  Should we decide to change our Privacy Policy, any changes will be posted on our website, so our clients are always cognisant of what information is collected, how it is used and under what circumstances if any we disclose it. 


You may prevent the use or disclosure of your personal information as outlined above by opting-out at any time.  Please inform us via e-mail that you no longer want us to use your information. 

What should you do if you have questions? 

If you have any questions about our Privacy Policy, or any complaint regarding the use or treatment of your privacy or personal information please contact: 
Optio Accountants
PO Box 360
Holland Park QLD 4121 
Tel:  07 3221 2000
Email: admin@optioacc.com.au

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