Privacy Policy

Our Commitment

Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust recognises the importance of privacy in respect to personal information. Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust is committed to handling personal information in accordance with the Australian Privacy Principals (APPs) detailed in the Privacy Act 1988 (Cth) and the Privacy and Data Protection Act 2014 (Vic) (Privacy Law).

These policies describe for clients, employees of client and potential clients how Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust manages personal information. It relates to Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust collection and handling of personal information covered by the Privacy Act. It is not intended to cover categories of personal information not covered by the Privacy Act.

The services that Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust provide are governed by legislation, this includes:

  • Taxation Administration Act 1953 (Cth)
  • Corporations Act 2001
  • Tax Agent Services Act 2009
  • Tax Agent Services Regulations 2009
  • Tax Practitioners Board Code of Professional Conduct
  • Bi-laws of Institute of Chartered Accountants Australia and New Zealand (CAANZ)
  • Bi-laws of CPA Australia
  • Bi-laws of IPA Australia

 

The type of personal information we may collect

Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust collects a range of personal information to ensure that we provide high quality, professional advice. This information will be collected for the primary purpose of conducting professional advice. This may include:

  • Clients, including potential clients and past clients including
  • Personal identification details including your name, date of birth and gender
  • Bank account and other payment details
  • Documentation used for identification and verification purposes (e.g. driver’s licence, birth certificate or passport details)
  • Employment details and employment history
  • Academic or professional qualifications
  • Details of your current or past financial circumstances, source of funds and source of wealth, including your assets and liabilities (past, actual and potential), income, expenditure, investments, insurance cover and Superannuation
  • Company / trust names
  • Prospective, current past employees contactors including Your Employees personal details / information
  • Your Employees personal details / information
  • Personal information about your spouse and/or dependants
  • Contact details include postal and residential addresses, telephone and email
  • Tax File Numbers and other government-issued identifiers
  • Employment details and related history
  • Details of investments, bank accounts and shareholdings
  • Details of superannuation and insurance
  • Sensitive information which is defined under the Privacy Law to include things such as race, sexual orientation, political opinions, trade association or union membership, criminal record or health information
  • Some personal information that is publicly available
  • Employee record information
  • Bank account and credit or debit card details
  • Professional advisors
  • Other third parties with whom we come into contact

 

It may also be necessary under certain circumstances for Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust to collect sensitive information to provide specific advice. This may include information such as health information, professional qualifications or memberships.

You can elect not to provide this information. However, should you elect not to provide this information it may limit the extent or range of services that Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust can provide. Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust usually needs to use your personal information to provide specific advice therefore it is generally not practical to remain anonymous or to use a pseudonym when dealing with Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust.

 

Data collection process and how we hold personal information

In most cases Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust will collect your personal information directly from you and/or from The Hrkac Group Accountants. This may be face to face, via written correspondence (including email), over the phone or when you complete a form, survey, contact us on our website or subscribe to a Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust publication or via The Hrkac Group entities.

In some cases, Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust may collect personal information from an authorised third party such as your employer where they are the client or from your personal representative.

Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust takes measures to protect the security and confidentiality of the personal information we hold – both hard copy information and electronic (soft) form.

We may also collect information from your appointed professional advisors, such as accountants, lawyers, lenders/mortgage, financial advisors.

This includes physical measures such as alarmed and monitored offices with access passes for staff only, secure storage of physical files and technology security measures such as passwords, restriction of accesses, firewalls, encryption and digital certificates to protect electronic information.

 

Why do we collect, hold, use & information on disclosure of personal information

Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust collects, holds and uses personal information to enable us to conduct professional services. More specifically this may include:

  • To maintain contact with our clients and associates
  • To inform clients and associates of Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust services and industry developments
  • To respond to queries or requests
  • To conduct surveys and/or seek feedback
  • For compliance with regulatory requirements
  • For general management and reporting or business-related purposes
  • Engaging service providers, contractors or suppliers

Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust does not routinely disclose personal information to other organisations unless:

  • Required by law
  • Use or disclosure is permitted by this policy
  • It is necessary to provide professional advice which you have requested
  • You give your consent
  • Unless you give express advice to the contrary – you provide consent to provide/share information with other The Hrkac Group relevant entities.

We may also use the personal information you provide for the purpose of providing you with marketing material such as newsletters or articles that we believe may be of interest to you. However, you may request not to receive such information by contacting our Privacy Officer.

We may share non-personal, de-identified and aggregated information for research or promotional purposes. We do not however, disclose personal information to third parties for the purpose of allowing them to send marketing material to you.

We may also utilise the services of other third-party providers, such as our I.T. Providers, for its business and to deliver services to you. It may be necessary for us to disclose non-sensitive personal information to these providers from time to time. Such disclosure will be in accordance with this Privacy Policy and the APPs.

The types of third parties to who we may disclose personal information to include:

  • Our service providers
  • The Hrkac Group entities in particular the Accounting division
  • Our professional advisers
  • As part of providing agreed services
  • Government or regulatory bodies or agencies (for example the Australian Taxation Office)
  • Australian Securities and Investments Commission (“ASIC”)
  • Third parties or external contractors carrying out functions and duties for and on behalf of Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust or its related entities
  • State Revenue Office (different bodies for each State or Territory)
  • WorkSafe Bodies (different bodies for each State or Territory)
  • CoInvest Trading as LeavePlus
  • Portable Long Service Leave
  • Software providers including but not limited too Fusesign, FYI, Xero, MYOB, QuickBooks, Reckon, Hubdocs, CanYou, GetTimely, Light Year docs, Fathom, MyProsperity, Ignition, SentinelOne, Microsoft 365, BGL, N-Able Solutions, External Debtor Collection Services, Universal Computer Solutions, Relevant Insurance providers

By giving Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust your personal information, you consent to Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust transferring and disclosing your personal information (including sensitive information) in accordance with the terms of this Privacy Policy. Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust will take reasonable steps to notify you of the information collected, used and disclosed at all times (unless not allowed under relevant Law/Legislation).

 

Access to personal information

You may, at any time, request access to personal information that Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust holds about them. We will provide you with access to this information on request, except in the limited circumstances it is permitted for us to withhold this information; for example, where granting access would infringe on another person’s privacy.

You will be required to provide some form of identification so we can verify that you are the person the information pertains to. For example, this may be your driver’s licence if making the request face to face or if over the phone or email, you may be asked to provide your full name, date of birth and address. Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust may charge reasonable costs for providing such information.

 

Maintenance of current personal information up to date / Maintaining the Quality of your Personal Information

Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust will take reasonable steps to ensure that the personal information, we hold about you is accurate, up to date and complete. This may include asking you to confirm details such as an entity name, your role/title, your business or residential address, your email address and other personal details required to provide professional services to you.

If you believe that we hold information about you that is incorrect or is out of date, please contact us as soon as possible to update or correct that information. It is essential that you advise us of any changes to your personal details.

Whilst we take caution to protect your personal information and data, no data transmission over the internet or electronically can be completely secure. Many of the service providers or third parties you may deal with through your relationship with Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust will also have privacy policies concerning the manner in which they collect, hold, use or disclose personal information which can be viewed on the relevant provider’s web site.

You may also assist us to keep your personal information secure by ensuring appropriate back-ups, security and virus check procedures are in place for any data or information provided to or received from Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust electronically. Please use your discretion and exercise caution when providing your personal information.

 

Disclosure of personal information to overseas recipients

Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust may store, process or back-up some of your personal information on servers that are located overseas including through third party service providers. These servers are commonly located in the United States, Canada, Singapore, Malaysia, India, the Philippines, and New Zealand.

If we are required to transact with or send information on your behalf to an overseas organisation for any other reason we will seek your consent.

 

Privacy for our website

Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust approaches our communications on the Internet with respect for, and commitment to, individual privacy rights.

This site uses analytical and third-party cookies, to tell us about your navigation habits to improve the quality of our services and enhance your browsing experience. This data is used by search engines and marketing software to better serve our site visitors.

We collect personally identifiable information from our visitors, such as names and email addresses, obtained when visitors fill out forms, contact us via email or otherwise voluntarily provide this information to us. We may use or disclose personal information if we reasonably believe that the use or disclosure is necessary to prevent improper conduct or a breach of law or if its use or disclosure is required or authorised by law. In all other circumstances, we will use personally identifiable information only for the purpose for which it is provided.

Under no circumstances will we sell, rent or otherwise disclose personal information to any third party.

Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust support active self-regulation of this environment to ensure that responsible marketers can maintain the right to use all communication media to interact with its consumers. You agree that if you disclose your personal information to us, we may create a database record of information about you and use the information for marketing purposes. If in the future you receive marketing material from us, you will be provided with the opportunity to opt-out or un-subscribe at any time. You may contact us in writing or via email if you want to know what personal information, we hold about you.

 

Disclaimer

Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust endeavour to keep all information contained in our Website up-to-date. However, prices, listings, articles and other information are subject to change and are for information purposes only. We assume no responsibility for errors or omissions noted on this Website. Please verify all information via email or by telephone.

 

Direct marketing

SIBS Bookkeeping may use or disclose the Personal Information we hold about you for the purpose of direct marketing communications and information about our services, articles, opportunities, or events that we consider may be of interest to you. These communications may be sent in various forms, including mail, SMS, and email, in accordance with applicable marketing laws, such as the Spam Act, if there is a reasonable expectation that your Personal Information will be used for this purpose and you have not opted out of receiving direct marketing communications from us, or where you have provided your consent.

SIBS Bookkeeping will not directly market to you using Personal Information that is considered Sensitive Information unless you have provided consent.

We may use technology (on certain emails) to determine whether the recipient has read, clicked on, or forwarded the email. This information is used to assess whether the content was relevant to the recipient. Where this technology is used, you will have the option to unsubscribe from the distribution list if you do not wish for this to occur.

 

Trademarks

Publications, products, content or services referenced herein or on the website are the exclusive trademarks of Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust and the website’s Web Designer, including the “look” and “feel” of the website, our colour combinations, layout, and all other graphical elements. Any use of Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust trademarks are strictly prohibited without the express permission from us and the website’s Web Designer. Other product and company names mentioned in this website may be the trademarks of their respective owners.

 

Links to 3rd Party Websites

This Website may contain hyperlinks to Websites operated by parties other than Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust. We do not control such Websites and is not responsible for their contents. Our inclusion of hyperlinks to such Websites does not imply any endorsement of the material on such Websites or any association with their operators.

 

Unacceptable Client Behaviour

We may cancel, suspend, or restrict a service if we reasonably believe you or your authorised representative have:

  • communicated or behaved in an inappropriate, aggressive or unacceptable manner towards our staff, partners, contractors, or their staff and premises. 
  • behaved in a manner that places excessive or unreasonable demand on our employees, partners or contractors.

We will take into consideration a client’s circumstances before taking any action in these scenarios. 

 

Limitation of Liability

Neither Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust nor any of its directors, employees or other representatives will be liable for damages arising out of or in connection with the use of this website. This is a comprehensive limitation of liability that applies to all damages of any kind, including (without limitation) compensatory, direct, indirect or consequential damages, loss of data, income or profit, loss of or damage to property and claims of third parties.

You agree not to bring any claim against any or our Principals/Partners/Directors/Shareholders/Investors/Employees (as applicable) in their personal capacity.

To the maximum extent permitted by law, we are not liable to you for:

Indirect, special or consequential losses or damages of any kind; or

Liability arising due to the acts or omissions of any other person or circumstances outside of our reasonable control, or your breach of these terms.

 

Liability limited by a scheme approved under Professional Standards Legislation

 

Our liability may be limited by a scheme approved under Professional Standards Legislation. Further information on schemes is available from the Professional Standards Councils’ website: http://www.psc.gov.au

 

No Financial Product Services Provided

Our services to you will not include the provision of any financial product advice under the Corporations Act 2001 (Cth). Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust is not licensed to provide any financial product advice nor make any recommendations in respect of any financial product. If you require such advice, you will need to consult a financial adviser who is licensed to provide financial product advice before you make a decision on a financial product. HG Financial Services maybe able to assist you – please let us know if you would like a referral to that separate business.

None of the material is, or should be regarded as advice. Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust accepts no responsibility to any person who acts or relies in any way on any of the material without first obtaining specific advice with a qualified professional. 

 

No Legal Services and/or H.R. advice Provided

We do not provide legal services (including no H.R. advice) and you should consult a registered legal practitioner, such as a solicitor or lawyer, should you require legal and/or H.R. services.

None of the material is or should be regarded as advice. Simply Innovative Bookkeeping Solutions Pty Ltd As Trustee For SIBS Advisory Trust accepts no responsibility to any person who acts or relies in any way on any of the material without first obtaining specific advice with a qualified professional. 

 

Tax Practitioners Board – Public Register and Complaints

The Tax Practitioners Board (TPB) maintains a register with details of registered, suspended and deregistered tax and BAS agents.  This register is available to the public to search at

 https://www.tpb.gov.au/public-register

You can search the Tax Agent and BAS Agents listing by clicking on the ‘Search the register’ button and following the steps.

You can also contact them by phone or email should you need to talk to them direct or can be found at:

https://www.tpb.gov.au/help-using-tpb-register

For details of other information which we consider may be relevant to your decision to engage us to provide relevant services, please visit

https://sibsbookkeeping.com.au/

We also advise that you can make a complaint about a tax agent service you have been provided directly to the Tax Practitioners Board.

If you have any concerns about our costs or services, please speak to the person responsible for this engagement, who is identified in our engagement letter.  To resolve your concerns, we have policies and procedures in place to deal appropriately with complaints and will use best endeavours to resolve a complaint or dispute to the mutual satisfaction of the parties involved. We may require you to detail your complaint in writing to allow us to fully investigate any concerns that you raise.

For further information on how to make a complaint to the TPB and/or the TPB complaints process – please see their website:

https://www.tpb.gov.au/complaints

General information about

  • the registered tax practitioner’s rights, responsibilities and obligations as a registered tax practitioner, including to their client, under the taxation laws (including the TASA and Code)
  • what obligations their clients have to their registered tax practitioner

Can be found in the documentation within this Client Relationship Letter.

In Regard to paragraphs 45(1)(d) and 45(1)(e) of the Tax Agent Services (Code of Professional Conduct) Determination 2024 – we do not have any prescribed events within the last 5 years to disclose.

 

Cookies Notice

The Website uses Cookies to track how users navigate within the site and to recognise returning visitors. This is done using small text files called cookies. Cookies do not contain Personal Information in of themselves but can be used to identify a person when combined with other information. The information is used to improve the site’s performance and provide users with more relevant content. Most websites you visit will use cookies.

By using this website, you agree to our use of cookies and similar technologies as described in this Cookie Notice. You may withdraw or modify your consent to our use of Cookies at any time by disabling the use of Cookies on your web browser. Please note, that if you set your browser to refuse Cookies, this may impact your experience of our site and its functionality.  We have given further information below on how to block cookies including on how you can manage your cookie preferences.

Types of Cookies we use

Essential/Strictly necessary Cookies – are Cookies are strictly necessary to operate core functions and features on our Website. Without these Cookies our site may not work as you would expect and you may not be able to do such things as logging in or registering with us. 

Personalisation / Functional Cookies – these provide enhanced functionality and personalisation; they assist us to understand how you use our site and consume our information, so we can provide a more personalised experience. This information is usually anonymised.

Analytics Cookies – We or our service providers also use Analytic services (Google and other Analytics Cookies) to help us understanding how effective our content is, what interests our users have, and to improve how this website works and improve the quality of experience we provide to our site users generally. 

How to manage your Browser Controls – Block Cookies: Most web browsers give you the option to either allow or block Cookies for selected sites or to delete the Cookies that have already been recorded from particular or all websites. Refer to the ‘Help’ section of your browser for instructions on how to do this. Please note, however, some site functionality may be affected if certain Cookies are disabled.

 

Contact Details

The Privacy Officer

201 Melbourne Road,

Rippleside, Victoria, 3215

0488 614 668

admin@sibsbookkeeping.com.au

If you require a copy of our Privacy Policy in another form, please contact us.

We reserve the right to update this policy at any time without notice. Any changes will be published on our Website and therefore you should always refer to that as the current version.