Privacy Policy

1. Who We Are

This Privacy Policy applies to Optium Accountants (operated by Roundit Pty Ltd incorporating Redchecker Consulting Pty Ltd), located at 226 Alexandra Parade East, Clifton Hill VIC 3068. We are committed to protecting your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

If you have questions about this policy, contact us at [email protected] or (03) 9070 6218.

2. Information We Collect

We may collect the following types of personal information:

• Contact details — name, email address, phone number, and postal address.
• Financial information — tax file numbers, income details, financial statements, and related documents provided to us in the course of delivering accounting services.
• Business information — ABN, company structure, and operational details relevant to tax and compliance work.
• Website enquiry data — information you submit through our contact form, including your name, email, and message.
• Usage data — general, non-identifying information about how visitors use our website (e.g. pages visited), which may be collected via standard web analytics tools.

We do not collect sensitive information (such as health or biometric data) unless it is strictly necessary and you have consented.

3. How We Collect Information

We collect personal information:

• Directly from you when you complete our website contact form, email us, call us, or attend an appointment.
• From third parties such as the Australian Taxation Office (ATO), accounting software platforms (e.g. Xero, QuickBooks), or other advisers, where you have authorised this.

4. Why We Collect and Use Your Information

We use your personal information to:

• Provide taxation, accounting, SMSF, and business advisory services.
• Communicate with you about your account, appointments, and compliance obligations.
• Lodge returns and correspond with the ATO and other regulatory bodies on your behalf.
• Respond to enquiries submitted through our website.
• Improve our services and website.
• Comply with our legal and professional obligations.

We will not use your information for purposes beyond those stated above without your consent.

5. Disclosure of Your Information

We may disclose your personal information to:

• The Australian Taxation Office and other government bodies, as required for lodgement and compliance.
• Professional partners such as financial planners, legal advisers, or other accountants, where you have authorised this.
• Cloud-based software providers (e.g. Xero, QuickBooks, Xero Tax) for the purpose of delivering our services. These providers are required to handle your data securely.
• Our professional membership bodies (CPA Australia, IPA, IFPA) where required for regulatory purposes.

We do not sell, rent, or trade your personal information to any third party for marketing purposes.

6. Storage and Security

We store personal information securely, including using password-protected systems, encrypted cloud storage, and access controls limited to authorised staff. We take reasonable steps to protect your information from misuse, interference, loss, and unauthorised access.

While we take all reasonable precautions, no data transmission over the internet is completely secure. If you believe your information has been compromised, please contact us immediately.

7. Retention

We retain personal information for as long as necessary to provide our services and meet our legal obligations. Tax and financial records are generally retained for a minimum of five years in accordance with ATO requirements. When information is no longer needed, it is securely deleted or de-identified.

8. Your Rights

Under the Australian Privacy Principles, you have the right to:

• Access the personal information we hold about you.
• Correct any inaccurate or outdated information.
• Request deletion of your information (subject to our legal obligations to retain certain records).
• Complain if you believe we have breached your privacy.

To exercise any of these rights, contact us at [email protected]. We will respond within 30 days.

If you are unsatisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

9. Cookies and Website Analytics

Our website may use cookies or similar technologies to improve your browsing experience. These do not identify you personally. You can disable cookies through your browser settings, though this may affect some website functionality.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The current version will always be available on this page with the date it was last updated. Continued use of our website or services following any update constitutes acceptance of the revised policy.