Privacy Policy

1. Introduction

Bricks Accountants Pty Ltd (ABN 54 667 310 867) ("we", "us", or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you use our website, client portal, and our mobile application ("the App").

We govern our collection, use, and management of personal information in compliance with:

• The Privacy Act 1988 (Cth)
• The Australian Privacy Principles (APPs)
• The Tax Agent Services Act 2009 (TASA)

2. Personal Information We Collect

To provide you with professional accounting, taxation, and company registration services, we collect various types of personal information, including:

• Identity Details: Full name, date of birth, gender, and residential/business address.
• Contact Details: Email address, phone number, and mailing address.
• Financial and Tax Information: Tax File Number (TFN), Australian Business Number (ABN), Australian Company Number (ACN), bank account details, and expense receipts.
• Verification Documents: Government-issued ID documents (such as passports, driver licenses, Medicare cards, and proof of address documents) uploaded through the App or website.
• Signature Data: Hand-drawn digital signatures captured via signature pads on our web forms and mobile screens.
• Employee Records: Names, contact details, tax declarations, and payroll parameters of your employees, where you engage us to provide bookkeeping, payroll, or superannuation management services.

3. How We Use Your Information

We collect and process your personal information for purposes including:

• Verifying your identity in compliance with Anti-Money Laundering and Counter-Terrorism Financing (AML/CTF) regulations.
• Registering your company with the Australian Securities and Investments Commission (ASIC) and acting as your registered ASIC agent.
• Managing and processing your account registrations and password credentials.
• Helping you record, track, and upload business expenses, invoices, and receipts.
• Providing tax return consulting, corporate accounting, bookkeeping, and related financial services.
• Complying with statutory audits, court orders, and requests from governmental authorities (such as the ATO or ASIC).

4. Sharing Your Information

We do not sell or rent your personal information to third parties. We may share your information with:

• Government bodies and statutory registers (specifically ASIC and the ATO) to facilitate registration lodgements.
• Identity verification providers to electronically verify your ID documents for AML compliance.
• Third-party service providers (such as hosting and cloud storage platforms) who assist in running our portal and databases securely.
• Professional advisors, auditors, or legal representatives when necessary.

5. Data Security

We employ industry-standard physical, electronic, and procedural safeguards to protect your personal information from unauthorized access, loss, misuse, modification, or disclosure. These include:

• Encryption of data in transit and at rest.
• Secure server hosting environment.
• Restricting internal access to personal information to authorized employees who require it to perform their jobs.

As electronic transmissions are never 100% secure, we encourage you to protect your login credentials and use our secure client portal rather than email to transfer sensitive information.

6. Data Retention

We retain your personal information, transaction records, and tax documentation for as long as necessary to fulfill the purposes for which it was collected, or as required to comply with our legal and regulatory obligations.

Specifically, under the Tax Agent Services Act 2009 (TASA) and Australian taxation laws, we are legally required to retain certain records-including taxation returns, financial statements, and client identification files-for a minimum of 5 to 7 years from the date of lodgement or completion of the transaction.

7. Accessing and Correcting Your Information

Under the APPs, you have the right to request access to the personal information we hold about you and request that we correct any inaccuracies. You can update some profiles directly through the App or by contacting our administration team.

8. Contact Us

If you have any questions, concerns, or complaints regarding this Privacy Policy or how we handle your personal information, please contact our Privacy Officer: