Liberty Tax Consultants Pty Ltd – ACN 677 227 146

Privacy Policy

1. Background

Thank you for visiting our Privacy Policy ("Policy"). We are Liberty Tax Consultants Pty Ltd ("Liberty Tax Consultants," "we," "our," "us," and other similar terms), located at 15 Clyde Road, Mernda, VIC 3754, with contact phone number 0402 601 595 and email address support@libtax.com.au. We are committed to providing quality services to you, and this Policy outlines our ongoing obligations in respect of how we manage your Personal Information. It applies to your use of our Website, our engagement letters, and other interactions involving the collection and use of Personal Information.

When we talk about Personal Information, we mean information or an opinion about an identifiable individual (not a company), whether or not that information or opinion is true or in a material form ("Personal Information").

2. Disclaimer

While your privacy is important to us, nothing in this Privacy Policy constitutes a voluntary opt-in to any privacy laws, anywhere in the world, which we are not statutorily bound to comply with.

3. Collection of Personal Information

3.1 How Liberty Tax Consultants collects Personal Information

We collect Personal Information in the ordinary course of our business, which is the provision of tax lodgement and accounting services. Personal Information is collected when you:

• Contact or correspond with us via email, telephone, or our website;
• Request tax lodgement or other accounting services;
• Register or create an account with us;
• Upload your tax-related information via our secure online portal;
• Subscribe to our newsletters or complete surveys and online forms; or
• Make customer service-related inquiries.

Information will only be collected directly from you unless you authorise another person to provide the information.

3.2 What Personal Information is collected?

The types of Personal Information we collect include your name, address, telephone number, email address, tax file number (TFN), and any additional information you provide to us, including via our secure online portal.

Where you contact us on behalf of your employer, the information you provide may include information about your employment, position, and employer’s contact details. In those circumstances, certain employment information is collected.

4. How Liberty Tax Consultants uses Personal Information

4.1 Why we collect Personal Information

We collect your Personal Information for the primary purpose of providing you with tax lodgement and accounting services. We may also use your Personal Information for secondary purposes closely related to the primary purpose, in circumstances where you would reasonably expect such use or disclosure.

Examples of when we may use your Personal Information include:

• Informing you about services;
• Providing you with the services you have requested;
• Administration needs in relation to providing you with services, including the administration of your account;
• Dealing with requests, inquiries, or complaints and other customer care-related activities; and
• Carrying out any activity in connection with a legal, governmental, or regulatory requirement imposed on us or in connection with legal proceedings, crime, or fraud prevention, detection, or prosecution.

4.2 Direct marketing

Where you provide us with consent to do so (e.g., if you have subscribed to our email lists or indicated that you are interested in receiving offers or information from us), we may send you marketing communications by email about services that we feel may be of interest to you.

You can opt out of such communications if you prefer not to receive them in the future by using the “unsubscribe” facility provided in the communication itself.

5. Cookies and Browser Analytics

5.1 What are cookies

Cookies are small text files placed on your computer by the websites you visit. They are processed and stored by your web browser. When you visit a website or engage with a business through social media, certain information is collected by cookies. This is generally anonymous information and does not reveal your identity. Cookies are widely used to make websites work more efficiently and improve user experiences.

5.2 Why we use cookies

By storing and using information about your use of our website, including preferences and habits, we are able to make your visit to our website more productive. For example, some cookies remember your language or preferences so that you do not have to repeatedly make these choices.

5.3 Types of cookies we use:

• Required cookies: Essential for the operation of our website.
• Analytical cookies: Help us understand how visitors use our website (e.g., via Google Analytics). The information is anonymous.
• Marketing cookies: Recognise you when you return to our website, enabling us to personalise content and remember your preferences.

5.4 How to manage cookies

You can manage and control the use of cookies through your browser settings, including removing cookies by clearing your browser history (cache). However, rejecting cookies may affect website functionality.

6. Data Retention and Security

6.1 Security mechanisms we employ

We store your Personal Information using secure servers protected from unauthorised access, modification, and disclosure. This includes:

• Data encryption (e.g., SSL);
• Multi-factor authentication; and
• Secure access controls.

In our dealings with third-party service providers, we ensure they maintain an acceptable standard of data security compliance.

6.2 How long we keep your Personal Information

We retain your Personal Information as long as necessary to provide services, comply with legal obligations, or meet business needs. Under Australian law, financial records must be retained for seven years after the associated transactions are completed.

If you no longer want us to use your Personal Information, you can request its erasure or account closure. However, we may retain certain information to comply with legal obligations, resolve disputes, or enforce agreements.

7. Disclosure of Your Personal Information

7.1 Who we share your Personal Information with

Your Personal Information may be disclosed to:

• The Australian Taxation Office (ATO) for tax lodgement services;
• Our employees, related companies, and professional advisers;
• Regulators and government authorities for compliance and legal obligations;
• Third-party contractors and service providers, including:
• Administration service providers;
• Marketing service providers; and
• Information technology providers (e.g., cloud services).

We do not disclose your Personal Information without your consent unless required by law.

7.2 Offshore transfers

We may disclose your Personal Information to third-party providers located overseas, including in Sri Lanka and the Philippines, where required for cloud-based services. We engage reputable organisations to ensure compliance with security standards.

8. Anonymity and Use of Pseudonyms

For general inquiries, we may interact with you anonymously or using pseudonyms. However, accurate information is required for service requests or transactions.

9. Access to Personal Information and Corrections

You have the right to access and correct the Personal Information we hold about you. To make a request, contact us using the details below. For security, we may require identification before processing such requests.

10. Communications and Privacy Concerns

Your privacy is important to us. If you have complaints or concerns about how we handle your Personal Information, please contact our Privacy Officer:

• Email: support@libtax.com.au
• Phone: 0402 601 595
• Post: 15 Clyde Road, Mernda, VIC 3754

If unresolved, you may contact the Office of the Australian Information Commissioner:

• Email: enquiries@oaic.gov.au
• Phone: 1300 363 992
• Post: GPO Box 5218, Sydney NSW 2001

11. Variations to this Policy

We may update this Policy periodically to reflect legal requirements or changes in our practices. The latest version will always be available on our Website.