MPA Online (“we”, “our”, “us”) is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles (APPs), and all relevant taxation and corporate compliance requirements.
This Privacy Policy explains how we collect, use, store, and protect your personal information when you engage our accounting, tax, SMSF, and compliance services.
1. Information We Collect
We collect personal and financial information necessary to provide professional accounting and compliance services, including:
Personal Information
- Name
- Address
- Email address
- Phone number
- Date of birth
- Tax File Number (TFN)
- Identification documents (where required)
Business Information
- ABN and ACN
- Company, trust, or SMSF details
- ASIC records
- Payroll and employee information
- Business financial records
Financial Information
- Bank statements
- Accounting system data (Xero, MYOB, QuickBooks, spreadsheets)
- Investment records
- SMSF member balances
- Contribution and pension information
- Tax documents and ATO correspondence
Website Information
When you visit our website, we may collect:
- IP address
- Browser type
- Pages visited
- Basic analytics data
- Contact form submissions
We do not collect unnecessary personal information.
2. How We Collect Information
We collect information through:
- Direct communication (email, phone, meetings)
- Documents you provide
- Accounting software access
- ATO and ASIC portals (with your authorisation)
- Website forms
- SMSF auditor communication
- Third‑party financial institutions (with your consent)
3. Why We Collect Your Information
We collect personal and financial information to:
- Prepare and lodge tax returns
- Prepare and lodge BAS and GST
- Provide bookkeeping and payroll services
- Prepare SMSF Annual Returns (SAR)
- Manage SMSF compliance
- Coordinate SMSF audits
- Prepare financial statements
- Manage ASIC compliance
- Communicate with the ATO, ASIC, SMSF auditors, and other authorised parties
- Provide professional advice and services
- Maintain accurate business records
- Meet legal and regulatory obligations
We only use your information for the purpose for which it was provided.
4. Disclosure of Information
We may disclose your information to:
- The Australian Taxation Office (ATO)
- The Australian Securities and Investments Commission (ASIC)
- SMSF auditors
- External accountants or advisers (with your consent)
- Financial institutions (with your consent)
- Software providers (Xero, MYOB, QuickBooks)
- Legal advisers (if required)
- Government agencies where legally required
We do not sell, rent, or trade your personal information.
5. Storage and Security
We take reasonable steps to protect your information from:
- Unauthorised access
- Misuse
- Loss
- Modification
- Disclosure
Your information may be stored in:
- Secure cloud accounting systems
- Encrypted email systems
- Password‑protected devices
- Secure document storage platforms
We maintain strict confidentiality and follow professional accounting standards.
6. Access to Your Information
You may request access to the personal information we hold about you. You may also request corrections if your information is inaccurate or incomplete.
Requests can be made through our contact page.
7. Cookies and Website Tracking
Our website may use cookies and analytics tools to improve user experience and website performance.
Cookies do not store personal or financial information.
8. Third‑Party Services
Our website and services may link to third‑party platforms such as:
- Accounting software
- Payment systems
- Government portals
- External websites
We are not responsible for the privacy practices of third‑party providers.
9. Professional Obligations
As a CPA accountant and Registered Tax Agent, we are required to:
- Maintain confidentiality
- Protect client information
- Comply with ATO and ASIC requirements
- Retain records for legally required periods
We follow all professional and ethical standards.
10. Changes to This Policy
We may update this Privacy Policy from time to time. The latest version will always be available on our website.
11. Contact Us
If you have any questions about this Privacy Policy or how your information is handled, please contact us.
MPA Online — Burwood NSW CPA Accountant & Registered Tax Agent Small Business & SMSF Specialists