Our Privacy Policy

Privacy Policy

Effective Date: 01 July 2025

1. Introduction

Withers Advisory (“we”, “our”, “us”) is committed to protecting the privacy and confidentiality of personal information entrusted to us.

As a provider of tax agent and accounting services, we collect, hold, use and disclose personal information in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles (APPs), the Tax Agent Services Act 2009, and our professional obligations regarding client confidentiality.

2. About Withers Advisory

Withers Advisory is a professional accounting firm providing comprehensive taxation, accounting and audit services to individuals and businesses across South Australia, specialising in tax compliance and business advisory services.

Withers Advisory offers a complete range of services, including tax return preparation and lodgment, business activity statement preparation, financial statement preparation, bookkeeping services, tax planning and advisory, business structuring advice, SMSF administration and cloud accounting software implementation and support including Xero and MYOB.

Please contact us for a full list of the companies which comprise Withers Advisory and which are subject to this Privacy Policy.

3. What Personal Information We Collect

We may collect personal information including:

  • Name and contact details
  • Date of birth
  • Tax File Number (TFN)
  • Australian Business Number (ABN)
  • Employment information
  • Bank account details
  • Financial information
  • Superannuation information
  • Identity verification documents
  • Information relevant to taxation and accounting services

We only collect information reasonably necessary to provide our professional services.

4. How We Collect Personal Information

We may collect information:

  • Directly from you
  • Through engagement forms and questionnaires
  • During meetings, phone calls and email correspondence
  • Through our website
  • From your authorised representatives
  • From government agencies where authorised
  • From third parties engaged by you

5. Why We Collect Personal Information

We collect and use personal information to:

  • Provide taxation, BAS, bookkeeping and accounting services
  • Verify identity
  • Prepare and lodge documents with the ATO or other authorities
  • Communicate with clients
  • Meet legal and regulatory obligations
  • Manage our business operations
  • Maintain client records and service documentation

6. Disclosure of Personal Information

We may disclose personal information to:

  • The Australian Taxation Office
  • Tax Practitioners Board
  • ASIC and other government agencies, where authorised, or required by law
  • Professional advisers
  • Cloud software and technology providers
  • Financial institutions
  • Other third parties authorised by you

We do not sell personal information.

7. Security of Information

We take reasonable steps to protect personal information from:

  • Misuse
  • Interference
  • Loss
  • Unauthorised access
  • Modification
  • Disclosure

These measures may include:

  • Secure cloud storage
  • Password protection
  • Multi-factor authentication
  • Staff confidentiality obligations
  • Document retention procedures

We are also required to maintain appropriate systems and controls to protect the security and confidentiality of client records.

8. Tax File Number Information

Tax File Number information is collected, stored, used and disclosed in accordance with applicable taxation and privacy laws.

9. Overseas Disclosure

Some information may be stored using cloud-based service providers whose infrastructure may be located outside Australia.

Where this occurs, we take reasonable steps to ensure information is protected in accordance with Australian privacy requirements.

10. Access and Correction

You may request access to personal information we hold about you and request corrections if information is inaccurate, incomplete or out of date.

Requests should be made using the contact details below.

11. Privacy Complaints

If you believe we have breached your privacy, please contact us in writing.

We will investigate your complaint and respond within a reasonable timeframe.

All complaints should be raised with us at first instance with the view that your concerns can be resolved amicably between us. In the event that your concerns cannot be satisfactorily resolved, you may wish to raise a complaint with the TPB in writing further information is available by visiting https://www.tpb.gov.au/complaints

12. Contact Us

Withers Advisory
Address: 4 Frederick Street Frewville SA 5063
Phone: (08) 8338 4100
Email: adelaide@withersadvisory.com.au