Disclaimer

Disclaimer

“Every effort has been made to offer the most current, correct and clearly expressed information possible within this site. Nonetheless, inadvertent errors can occur and applicable laws, rules and regulations may change.



The information contained in this site is general and is not intended to serve as advice. No warranty is given in relation to the accuracy or reliability of any information. Users should not act or fail to act on the basis of information contained herein. Users are encouraged to contact Wright Partners professional advisers for advice concerning specific matters before making any decision”

Disclosure

TASA s45 Disclosure Requirements

Information we as Tax Agents are required to Disclose to You


As a Tax Agent , our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:


  1. Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:


  • None Applicable


  2. The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register


  3. If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Mitchell Clark, Principal, by email. Your complaint will be investigated by Mitchell Clark. We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.


PRIVACY POLICY

1. Scope of this Policy


This Privacy Policy explains how Wright Partners manages personal information in connection with our accounting, taxation, and advisory services.

 

Although Wright Partners is exempt from the Privacy Act 1988 (Cth) under the small business exemption (annual turnover of $3 million or less), we voluntarily align our practices with the Australian Privacy Principles (APPs) to ensure transparency, accountability, and the protection of our clients’ information.

 

This policy applies to all personal information we collect and hold, whether electronically, on paper, or verbally.

 

2. The Kinds of Personal Information We Collect and Hold

We collect and hold information necessary for our professional activities, which may include:

  • Contact details (e.g., name, address, email, phone number)
  • Date of birth and identity documents
  • Tax File Number (TFN) and Australian Business Number (ABN)
  • Financial records, income, expenses, superannuation details
  • Employment or business information

 

We also hold records of communications with you and any preferences or consents you have provided.

 

3. How We Collect Personal Information

We generally collect personal information directly from you, via:

  • Meetings, phone calls, or email correspondence
  • Forms and documents you provide to us
  • Online portals, websites, or apps operated by us

 

We may collect publicly available information where it is relevant to our services.

 

We do not purchase personal information from list brokers or collect it through unrelated competitions or marketing campaigns.

 

4. How We Hold and Secure Personal Information

We take reasonable precautions to protect personal information from misuse, loss, and unauthorised access. This includes:

  • Cybersecurity to protect against unauthorised access and potential breaches to online data
  • Secure office premises and restricted staff access
  • Password-protected electronic systems
  • Encryption of sensitive data
  • Staff training and monitoring of access logs

We store information using third-party Cloud Computing provided by Amazon Web services (AWS) which is based in the USA and Cloud Computing provided by Account-Kit which based in Australia.

 

We retain personal information for as long as necessary to meet our business, legal, and regulatory obligations.

 

5. Why We Collect, Hold, Use, and Disclose Personal Information

We collect, hold, use, and disclose personal information for purposes including:

  • Providing accounting, taxation, and advisory services
  • Managing client relationships and communications
  • Meeting legal and regulatory obligations (e.g., under tax laws)
  • Internal administration and risk management

We do not sell personal information.

 

We disclose personal information only:

  • Where required by law (e.g., to the ATO, ASIC, courts)
  • To service providers engaged to support our operations (e.g., IT support, auditors), under strict confidentiality
  • With your consent, or as reasonably expected for the delivery of our services

 

We do not currently disclose personal information overseas.

 

6. Accessing and Correcting Your Personal Information

You have the right to request access to the personal information we hold about you and to request corrections if it is inaccurate or outdated.

 

Please contact us using the details available at Section 12, “Contact Us”. We may need to verify your identity before granting access or making corrections.

 

We aim to respond to such requests within 14 business days.

 

7. Making a Privacy Complaint

If you believe we have breached your privacy or mishandled your personal information, you may make a complaint to us in writing.

 

We will investigate your complaint and respond as soon as reasonably practicable. If you are not satisfied with our response, you may escalate your complaint to the Office of the Australian Information Commissioner (OAIC), www.oaic.gov.au.

 

8. Anonymity and Pseudonymity

You may interact with us anonymously or using a pseudonym when making general enquiries. However, for most of our services we are required by law to collect identifiable information to properly advise you and meet our obligations.

 

9. Quality of Personal Information

We take reasonable steps to ensure the personal information we collect, use, and disclose is accurate, up-to-date, and complete. Please inform us promptly if your details change.

 

10. Availability of This Policy

This policy is available free of charge on our website: https://www.wrightpartners.com.au/.

 

11. Contact Us

For further information about this policy, to access or correct your personal information, or to make a complaint:

 

Contact Person: Administration

Phone: (02)6882 1022

 Email: office@wrightpartners.com.au

Post: PO Box 1212, DUBBO, NSW, 2830

 

12. Review of Policy

This policy is reviewed annually to ensure it remains current with our practices and obligations. Updates will be published on our website.