Client Information Protection & Privacy Policy

PROTECTING THE INFORMATION YOU ENTRUST TO US

Effective Date 01 August 2026

Telephone: 02 9529 0755 or 02 4285 3888 Email: admin@lifestyleaccounting.com.au

Shop 1, 4-8 Allen Street, South Hurstville NSW 2221

Shop 2, 39 Princes Highway, Fairy Meadow NSW 2519

Table of Contents

Our Commitment to Privacy
Information We Collect
How We Collect Personal Information
Why We Collect, Use and Disclose Personal Information
Who we May Disclose Your Information To
Identity Verification and Anti-Money Laundering Obligations
Technology, Artificial Intelligence and Electronic Communications
Storage and Security of Personal Information
Accessing and Correcting Your Personal Information
Website, Electronic Communications and Cookies
Changes to this Privacy Policy
Contact Us and Privacy Complaints

1. Our Commitment to Privacy

Lifestyle Accounting is committed to protecting the privacy, confidentiality and security of the personal information entrusted to us.

We recognise that our clients place significant trust in us when providing personal, financial and business information. Protecting that information is fundamental to the professional services we provide and the long-term relationships we seek to build.

This Privacy Policy explains how Lifestyle Accounting collects, holds, uses, discloses and safeguards personal information in the course of providing our professional services and operating our business.

We manage personal information in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles, the Tax Agent Services Act 2009 (Cth), applicable Anti-Money Laundering and Counter-Terrorism Financing legislation, and other applicable legal and professional obligations.

By engaging Lifestyle Accounting, using our website, communicating with us or otherwise providing personal information, you acknowledge that your information will be managed in accordance with this Privacy Policy.

2. Information We Collect

To provide our professional services, comply with our legal and regulatory obligations, and manage our business operations, Lifestyle Accounting may collect personal information about you and, where relevant, your family members, representatives, employees, directors, shareholders, beneficiaries, trustees or other associated persons.

The personal information we collect will depend on the services you engage us to provide but may include:

Personal identification details, including your name, date of birth and contact details.
Government-issued identifiers, such as your Tax File Number (where authorised), Australian Business Number, Australian Company Number and Australian Company Officeholder identifiers.
Identity verification information, including copies of identification documents and information obtained as part of our client verification procedures.
Financial and taxation information, including income, assets, liabilities, bank account details, taxation records, accounting records and business information.
Superannuation, investment, lending and insurance information where relevant to the services we provide.
Information relating to trusts, companies, partnerships, self-managed superannuation funds and other entities connected with your affairs.
Records of correspondence and communications with you, including emails, letters, telephone conversations, online meetings and other interactions with our office.
Information relating to our engagement, including instructions you provide, documents you supply, and records created while delivering our professional
Technical information collected when you use our website or online services, including IP address, browser type, device information and website usage data.

Where required by law, including under Anti-Money Laundering and Counter-Terrorism Financing legislation, we may also collect additional information to verify your identity, understand the nature of your affairs, assess the purpose of a transaction, or otherwise comply with our legal obligations.

We generally collect personal information directly from you. However, with your authority or where otherwise permitted or required by law, we may also collect information from government agencies, financial institutions, professional advisers, employers, software providers, credit providers, publicly available sources and other third parties relevant to the services we provide.

3. How We Collect Personal Information

Lifestyle Accounting generally collects personal information directly from you throughout the course of our professional relationship.

Information may be collected when you:

Engage us to provide professional
Complete forms, questionnaires or engagement
Contact us by telephone, email, post or through our
Meet with us in person or participate in online
Provide documents, records or information required to perform our
Use our client portals or other online
Subscribe to our publications or request information about our

Where appropriate and authorised, we may also collect personal information from third parties, including:

Your authorised
The Australian Taxation Office and other government
Banks, lenders, financial institutions and superannuation
Employers, payroll providers and software
Solicitors, financial advisers, mortgage brokers and other professional
Public registers and other publicly available
Any other person or organisation that you authorise us to deal with on your

Where it is lawful and practicable to do so, we will collect personal information directly from you. If we receive personal information from another source, we will take reasonable steps to ensure it is appropriate for us to collect, use and disclose that information in accordance with this Privacy Policy.

Where required by law, we may also collect information to verify your identity, satisfy our legal and regulatory obligations, prevent fraud, or protect the integrity of the professional services we provide.

4. Why We Collect, Use and Disclose Personal Information

Lifestyle Accounting collects, uses and discloses personal information for purposes reasonably necessary to conduct our business, provide our professional services, comply with our legal and regulatory obligations, and maintain our relationship with you.

Depending on the services you engage us to provide, your personal information may be used to:

Provide taxation, accounting, bookkeeping, business advisory, self-managed superannuation fund, mortgage broking and other professional services.
Verify your identity and undertake client due diligence required by
Prepare and lodge taxation returns, activity statements and other documents with government agencies.
Communicate with you regarding your affairs, our services and matters relevant to your engagement.
Respond to enquiries, requests and instructions received from you or your authorised
Manage and administer our client relationship, including engagement acceptance, billing, debt recovery and record management.
Improve the quality, efficiency and security of our services, systems and business
Meet our legal, professional and regulatory obligations, including those imposed by taxation, corporations, anti-money laundering, privacy and other applicable laws.
Protect our legal rights, manage risk and prevent fraud or other unlawful
Any other purpose authorised by you or permitted or required by

Where you engage us to provide finance or mortgage broking services, we may also collect, use and disclose your personal information for purposes associated with assessing, arranging, managing and supporting those services, including dealing with lenders, aggregators, credit reporting bodies, insurers and other organisations involved in the credit assessment or approval process.

We will only use or disclose your personal information for the purpose for which it was collected, for a related purpose that you would reasonably expect, with your consent, or where otherwise permitted or required by law.

5. Who we May Disclose Your Information To

Lifestyle Accounting will only disclose your personal information where it is reasonably necessary to provide our professional services, where you have authorised us to do so, or where disclosure is permitted or required by law.

Depending on the services we provide, your personal information may be disclosed to:

The Australian Taxation Office and other Commonwealth, State and Territory government agencies.
Banks, financial institutions, lenders, mortgage aggregators, insurers and credit reporting bodies, where relevant to the services you have engaged us to provide.
Your solicitor, financial adviser, auditor, employer or other professional advisers, where authorised by you or otherwise permitted by law.
Superannuation funds, investment managers and other financial service
Software providers, cloud-based technology providers and document management providers that support the delivery of our services.
External service providers engaged to assist with the administration, delivery or support of our professional services.
Regulatory authorities, law enforcement agencies, courts or tribunals where disclosure is required or authorised by law.
Any other person or organisation where you have instructed us to do so, provided your consent, or where otherwise permitted or required by law.

Where we engage third-party providers to support our business operations, we take reasonable steps to ensure they are subject to appropriate obligations relating to privacy, confidentiality and the security of personal information.

Lifestyle Accounting does not sell, rent or trade personal information to third parties for marketing purposes.

6. Identity Verification and Anti-Money Laundering Obligations

Lifestyle Accounting is subject to legal and professional obligations requiring us to identify our clients, verify certain information and maintain appropriate records.

Depending on the services we provide, we may be required to collect and verify information to:

Confirm your identity and the identity of persons acting on your
Verify the existence and ownership of companies, trusts, partnerships and other
Identify beneficial owners, officeholders, trustees, appointors, beneficiaries or other controlling persons.
Understand the nature and purpose of our professional relationship with
Assess the source of funds, source of wealth or other information where required by
Comply with applicable anti-money laundering, counter-terrorism financing, taxation and other regulatory obligations.

To satisfy these obligations, we may request identification documents or obtain information from reliable and independent sources, including electronic verification services, government records, public registers and other authorised sources.

Where we are unable to obtain sufficient information to satisfy our legal or professional obligations, we may be unable to commence or continue providing services, or may be required to delay, decline or cease acting.

We will retain identity verification records and associated information for the period required by applicable legislation and professional obligations.

7. Technology, Artificial Intelligence and Electronic Communications

Lifestyle Accounting uses modern technology to support the efficient, accurate and secure delivery of our professional services.

This may include practice management systems, accounting and taxation software, document management systems, workflow management tools, communication platforms, electronic signature solutions and other technologies that support the operation of our business.

We may also use artificial intelligence (AI) and other automated technologies to assist with administrative functions and improve the efficiency of our internal processes. This may include assisting with document processing, information analysis, drafting documents and correspondence, summarising information, file management, workflow automation and research.

AI technologies are used solely as tools to assist our team and do not replace the knowledge, experience or professional judgement of our directors and staff. Lifestyle Accounting remains responsible for all professional advice, taxation services and other services provided to our clients.

Where AI or other technology is used, appropriate human review and professional oversight is applied before information is relied upon or provided to clients. We take reasonable steps to ensure the confidentiality and security of information processed using these technologies.

Where you communicate with us electronically, including by email, telephone, online meetings, client portals, our website or other electronic means, we may retain records of those communications as part of our client records.

Telephone calls and online meetings may be recorded for purposes including:

Maintaining accurate records of instructions and
Quality assurance and staff
Meeting our legal and professional
Resolving disputes or verifying
Protecting the interests of our clients and Lifestyle

Where required by law, appropriate notification will be provided before a recording is made.

While Lifestyle Accounting takes reasonable steps to protect electronic communications and the information transmitted through them, no method of electronic communication or storage is completely secure. If you become aware of any suspected unauthorised access to your information or receive a communication that appears to originate from Lifestyle Accounting but seems suspicious, please contact us immediately.

8. Storage and Security of Personal Information

Lifestyle Accounting takes reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification and disclosure.

We maintain administrative, physical and technical safeguards appropriate to the nature of the information we hold, including secure systems, user access controls, encryption where appropriate, staff training, and policies governing the handling of confidential information.

Lifestyle Accounting is committed to using technology solutions that support the secure storage and management of client information within Australia wherever reasonably practicable and consistent with our legal, professional and regulatory obligations.

Our business relies on a number of trusted third-party software and technology providers to support the delivery of our professional services. While we make reasonable enquiries regarding the security and data management practices of these providers before engaging them, we do not control their infrastructure or data hosting arrangements and cannot guarantee where all information may be stored, processed, backed up or replicated by those providers from time to time.

We regularly review our systems and technology providers to help ensure they continue to meet appropriate standards of privacy, confidentiality and information security.

9. Accessing and Correcting Your Personal Information

Lifestyle Accounting takes reasonable steps to ensure that the personal information we hold is accurate, complete, up to date and relevant to the services we provide.

You may request access to the personal information we hold about you or request that inaccurate, incomplete or outdated information be corrected.

Where appropriate, we may ask you to verify your identity before providing access to or amending personal information.

We will respond to requests for access or correction within a reasonable period and, where required by law, provide reasons if we are unable to comply with your request.

There may be circumstances where we are permitted or required by law to refuse access to certain information, including where doing so would:

Unreasonably affect the privacy of another
Prejudice legal proceedings or law enforcement
Be inconsistent with our legal or professional
Otherwise be permitted or required under applicable

If you believe any personal information we hold is inaccurate or incomplete, we encourage you to contact us promptly so that our records can be updated.

10. Website, Electronic Communications and Cookies

Lifestyle Accounting may collect limited information when you visit our website or interact with our online services. This information helps us maintain the security, functionality and performance of our website and improve the services we provide.

Information collected may include your IP address, browser type, operating system, referring website, pages visited, the date and time of your visit, and other technical information relating to your use of our website.

Our website may use cookies and similar technologies to:

Maintain the functionality and security of our
Improve your browsing
Analyse website traffic and usage
Assist in the ongoing improvement of our website and online

Most web browsers allow you to control or disable cookies through your browser settings. Disabling cookies may affect the functionality of some areas of our website.

Where you communicate with us electronically, including by email, online forms, client portals or other electronic means, you acknowledge that electronic communications carry inherent security risks. While Lifestyle Accounting takes reasonable steps to protect information transmitted electronically, we cannot guarantee the security of information transmitted over the internet.

If you receive a communication that appears to originate from Lifestyle Accounting and you have concerns about its authenticity, please contact our office before responding or providing personal or financial information.

11. Changes to this Privacy Policy

Lifestyle Accounting may update this Privacy Policy from time to time to reflect changes in our business practices, technology, professional standards, legal or regulatory requirements, or the services we provide.

The most current version of this Privacy Policy will be made available on our website and will apply from the date it is published.

Where a change is material, we may notify clients by email, through our website, or by other appropriate means.

Your continued engagement with Lifestyle Accounting, or continued use of our services after an updated Privacy Policy becomes effective, constitutes your acceptance of the revised Privacy Policy.

12. Contact Us and Privacy Complaints

If you have any questions about this Privacy Policy, wish to access or correct your personal information, or believe your privacy has been affected, please contact Lifestyle Accounting.

We take privacy concerns seriously and are committed to resolving complaints fairly, promptly and in accordance with our legal and professional obligations.

Please provide sufficient information to enable us to investigate your concern, including your name, contact details and a description of the matter.

We will acknowledge receipt of your complaint as soon as reasonably practicable and will investigate the matter with the aim of providing a written response within 30 days, or otherwise advise you if additional time is required.

If you are not satisfied with our response, you may refer your complaint to the Office of the Australian Information Commissioner (OAIC) or any other regulator or dispute resolution body with jurisdiction over the matter.

Contact Details – Lifestyle Accounting Postal Address:

PO BOX 49, South Hurstville, NSW 2221

Office Address:

Shop 1, 4–8 Allen Street, South Hurstville NSW 2221

Shop 2, 37 Princes Highway, Fairy Meadow NSW 2519

Shop 3, 471-473 Marrickville Road, Dulwich Hill NSW 2203

Telephone:

02 9529 0755, 02 4285 3888 or 02 9568 5555

Email:

privacy@lifestyleaccounting.com.au

Privacy Policy