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Privacy Policy

Business Name: Winnie Accounting
Website: www.winnieaccounting.com.au


1. Introduction

Winnie Accounting (“we”, “us”, “our”) is committed to protecting your personal information.
This Privacy Policy explains how we collect, use, store and disclose your information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

By using our website or engaging our services, you agree to the terms in this Privacy Policy.

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2. Personal Information We Collect

We may collect the following categories of personal information:

Identity Information
   •    Name
   •    Date of birth
   •    Contact details (email, phone, address)

Financial & Tax Information
   •    Tax File Number (TFN)*
   •    ABN / ACN
   •    Income, expenses, payroll records
   •    Bank account details
   •    BAS, GST, PAYG information
   •    Supporting documents for tax returns or accounting services
*Only collected when legally required and stored securely.

Website & Technical Data
   •    IP address
   •    Browser information
   •    Cookies
   •    Pages viewed
   •    Time spent on the website

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3. How We Collect Your Information

We collect information through:
   •    Online forms on our website
   •    Email or phone communications
   •    Client onboarding documents
   •    Uploaded files and documents
   •    Meetings or consultations
   •    Cookies and web analytics tools (e.g., Google Analytics)

You may choose not to provide certain information, but this may limit our ability to provide services.

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4. How We Use Your Information

We collect and use personal information for purposes including:
   •    Preparing tax returns, BAS, payroll and bookkeeping
   •    Providing accounting and advisory services
   •    Verifying your identity
   •    Managing billing and payments
   •    Communicating with you regarding services
   •    Meeting legal and regulatory obligations
   •    Improving website performance and user experience
   •    Internal business operations

We do not sell or trade your personal information.

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5. Disclosure of Personal Information

We may disclose your information to:
   •    The Australian Taxation Office (ATO)
   •    ASIC and other government bodies
   •    Financial institutions, banks and superannuation funds
   •    Accountancy software providers (such as Xero, MYOB, QuickBooks)
   •    External auditors and legal or financial advisers
   •    IT service providers (hosting, email systems, data storage)
   •    Law enforcement if required by law

All third parties are required to maintain confidentiality.

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6. Data Storage and Security

We take reasonable steps to protect your personal information, including:
   •    Secure cloud storage
   •    Encryption
   •    Password-protected systems
   •    Limited employee access
   •    Firewall and anti-virus protection
   •    Secure document-sharing platforms

Despite these steps, no internet-based service can guarantee absolute security.

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7. Cookies and Website Analytics

Our website uses cookies to improve functionality and analyse user behaviour.

Cookies may track:
   •    Session information
   •    Page visits
   •    Website usage patterns

You may disable cookies in your browser settings, though some website functions may be limited.

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8. Access and Correction

You may request to:
   •    Access personal information we hold about you
   •    Correct or update incomplete or inaccurate information

To make a request, contact us using the details in Section 12.

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9. Retention of Information

We retain personal information for 5–7 years, as required by Australian taxation and corporate law.
After this period, records are securely destroyed or anonymised.

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10. Third-Party Links

Our website may contain links to external sites.
We are not responsible for the content or privacy practices of third-party websites.

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11. Changes to This Policy

We may modify this Privacy Policy from time to time.
The most current version will always be posted on our website.

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12. Contact Us

If you have any questions or wish to update your information, please contact:

Winnie Accounting
Website: www.winnieaccounting.com.au

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