Privacy Policy

SSR Tax Consultants (ABN 12 897 611 785) are committed to protecting the privacy of your Personal Information in accordance with the Australian National Privacy Principles. These principles regulate how private organisations collect, use, secure, disclose and provide access to your personal information. This Privacy Policy also sets forth our general practices and principles that apply to information we collect through direct meetings, our online and email services and from our website.
This policy applies to personal and business information we collect when we provide tax preparation and other products and services.

Collection of Information

We collect information, including personal information, about you, your spouse, your dependents, your business, and other individuals, such as employees as part of providing business services. This information includes, but is not limited to: Contact Information (e.g., name, phone number, address, and email address); Tax File Numbers, ABN Numbers, and other government identification numbers; Dates of Birth; Financial Information (e.g., income, revenue, assets, credits, deductions, expenses and bank account information); Payment Data (e.g., checking, debit and credit card account numbers, balances and payment history); Website, Mobile Application, and Email Usage Data; and, Account login Information.

We collect the above information directly from you or from other sources, such from the ATO Portal. This information includes information you provide as part of preparing your tax return, electronically filing your tax return, authenticating your identity, or applying for or purchasing a product or service. If you choose not to provide certain information we request, we may be unable to serve you as our products, services, tools or calculators may rely upon this information.
Use of Technology for Collection of Information

We utilize certain web and wireless technologies to collect this information. These technologies include cookies and web beacons. Please see “Types of Web and Wireless Technologies (including Cookies) we use” for an in-depth discussion of these technologies and how to opt-out.
The Australian Taxation Office (ATO) or other government authorities may require we collect certain personal and system information in connection with preparing or electronically filing your tax return. This may include your name, tax file number, mobile number, IP addresses, and unique device identifiers.

We also collect information when you request services or information from us or companies with whom we have a business relationship, enter contests or sweepstakes, or complete surveys or polls.

To improve the security of our services, to protect your identity, and to protect your information, we may verify your personal information by matching the information you provide against other publicly available information that we obtain from identification and verification.
Information used by related parties.

We use your information to provide you the products and services you request. We may also use your information, as permitted by law, to service and report on your account and to offer you relevant information, products, or services. These activities may be performed by us or a service provider acting on our behalf.

Sharing Personal Information

We may disclose your information as permitted by law, we may provide information we collect. We use this information to assist us in providing you with the products or services you have requested, or to provide or market additional products and services to you. We work closely with a variety of business partners. We may offer products jointly with our business partners. You will be able to recognize when a business partner is associated with your transaction. We may share information that is related to such transactions with that business partner unless you have asked us in writing not to do it. Where permitted by applicable law, we may disclose your personal information to service providers who perform business functions on our behalf, services such as data processing and analysis, contest supervision, direct mail or email production, technical support, data storage, courier services, and debt collection.

We may also share your personal information, and a record of any transactions you conduct on our websites or offline with us with a third-party advertising partner and its service providers in order to deliver you advertising tailored to your interests when you visit certain other websites. We also request all our service providers to safeguard your personal information, and prohibit them from making unauthorized or unlawful use of your personal information.

Also where permitted by law, we may provide information we collect to joint marketers with whom we have a marketing arrangement. We require all joint marketers to have an assurance with us that specify appropriate use of your personal information, require them to safeguard your personal information, and prohibit them from making unauthorized or unlawful use of your personal information. If a federal or state law requires us to give you the right to opt-out prior to any disclosure of your personal information for joint marketing, we will not disclose your personal information for such purposes without providing such opt-out or obtaining your consent to such disclosure.

Also communications with the ATO and State Taxation Authorities may require or request we disclose certain personal and system information in order to process or electronically file your tax return. This information may include, but is not limited to, your name, tax file number, IP addresses, unique device identifiers, and bank account numbers. If we sell or transfer any of our business or assets, certain information about our clients may be a part of that sale or transfer. In the event such sale or transfer results in a material change to this Privacy Policy, we will notify you. The notification procedure will be the same as the procedure we use to notify you of a change to this Privacy Policy as described below.

We may disclose your information to affiliated or non-affiliated third-parties when we have a good faith belief that such disclosure is required or permitted by law. This may occur in connection with a court order, legal process, or other judicial, administrative or investigative proceeding that produces a request for information from us. We may disclose your information to proper federal, state, or local officials in order, and to the extent necessary, to inform the official of activities that may constitute, or may have constituted, a violation of any criminal law or to assist the official in investigating or prosecuting a violation of criminal law. As permitted by law, we may disclose your information to the ATO for the prevention of refund fraud and potential cyber security threats.
We may disclose aggregate information compiled using information that does not identify you individually or personally.

We will not use or disclose your personal information for any purpose other than as set out in this policy or otherwise notified to you at the time of collection.
If you do not want us to use your personal information for marketing purposes as set out above, please let us know either when we collect your personal information or by contacting us to opt out of marketing activities.

Cookies & use of Technology

We use cookies and other technologies that help us know your usage patterns, track your preferences, and analyze how you use our services. We may receive reports on an individual or aggregate basis based on these technologies.

You may also adjust your browser settings to accept or deny all cookies, or to request your permission each time a site attempts to set a cookie. Although cookies are not required for some parts of our services, our services may not work properly if you disable cookies entirely.
Protecting Personal Information
The security of your personal information is important to us. We maintain appropriate safeguards to protect your information. If you have any questions about the security of our services, you can contact us as set forth in the “Contact Us”.

If we share your information with our service providers, we require them to appropriately use of your personal information, require them to safeguard your personal information, and prohibit them from making unauthorized or unlawful use of your personal information.
We keep your information for as long as needed or as required by law.
We retain your information for as long as your account is active or as needed to provide you services. We may retain or use your information as necessary to comply with our policies, legal obligations, resolve disputes, and enforce our agreements.

It is our policy that if you start, but do not complete a tax return with us, we will generally keep the tax return information you provided until the end of the tax season following the date you start the tax return, after which it will be deleted from our system.

We have business relationships with third-parties that provide products or services on or through our services. This Privacy Policy does not apply to products and services offered by third-parties. You should carefully read the privacy notices and any terms and conditions applicable to such third-party products or services. When you request products or services from such companies, you give us permission to provide these third-parties with information about you necessary to fulfill or process your request.

Social media and other platforms

This means if you use of social media features may use scripting or may require us to share your IP address and which page you are visiting to enable the feature to function properly. Social media features and widgets are either hosted by a third-party or hosted directly on our site, and your interactions with these features are governed by the privacy notice of the company providing it.
You may choose to limit our use or our ability to share your information in certain circumstances. Our ability to offer you certain products and services and your experience may be affected by your choice. To opt out of electronic or any other communications, please provide written notice to us by using the contact information set forth in the “Contact Us”. You may, however, continue to receive e-mail communications related directly to the services and products you purchase, such as payment receipts and e-file status notifications.

Where permitted by law, we may use your information, subject to your consent, where required, to communicate with you about products and services available through us or third-parties. If at any time you wish to limit your receipt of such communications, you may provide written notice by using the contact information set forth with. At your request and subject to the limitations below, we will make reasonable efforts to limit all such marketing communications to you. You may also be able to unsubscribe from certain marketing from us. We will respond to requests within a reasonable timeframe.

Information not Personally Identifiable

However, you may not opt-out of the sharing of information that does not identify you personally. The above paragraphs only apply to personal information we obtain through your use of our services covered by this Privacy Policy. You may still receive offers from us, or through other sources. In order to opt-out from communications from us, you must contact us.
Our services are hosted on servers located in Australia. We also use service providers located in Australia and overseas to bring you our services. If you access our services from outside Australia, you consent to the transfer of your information, including your personal information, to Australia, a jurisdiction that may not provide the same level of protection to your personal information as your home country.

Contact us

If you believe that the information we have about you is not accurate, complete or up-to-date, please contact us using the contact information of us and we will take reasonable steps to correct the information.

If you have any questions about this Privacy Policy, you can contact us using our official email or by post: 19, Daniels Street, Franklin, ACT 2913.