Privacy policy

What we collect

• Enquiries. When you send an enquiry: your name, email address, phone number, the service you are interested in and anything you choose to tell us.
• Clients. When you become a client: the information we need to provide our services. This may include your tax file number, date of birth, address, identification documents, financial records, bank statements, employment, business, property and investment details, and information about related people, companies and trusts.
• Website visits. Standard technical information such as pages viewed, approximate location, and browser and device type, collected through cookies and website analytics. We use this in aggregate to understand how the website is used. It is not used to identify you.

Our online calculators run entirely in your browser. Nothing you enter into a calculator is stored, recorded or sent to us.

We collect personal information directly from you where we can. Sometimes we collect it from others with your authority, for example from the Australian Taxation Office, your previous accountant, your bank or your employer.

Dealing with us anonymously

You can browse the website and use the calculators without telling us who you are. To respond to an enquiry or act for you, we need to know who you are.

How we use it

We use personal information to respond to your enquiry, provide and bill for our services, verify your identity, meet our obligations as a registered tax agent and Chartered Accountant (including record keeping, professional standards and anti-money laundering obligations that apply to us), manage our practice, and keep you informed about matters relevant to your affairs. We handle tax file numbers only as permitted by tax law and the Privacy (Tax File Number) Rule 2015.

Who we share it with

• Government agencies, including the Australian Taxation Office, ASIC and state revenue offices, when we act for you or where the law requires.
• Service providers we use to run the practice, such as cloud accounting, practice management, document storage, e-signature and email providers.
• Our bookkeeping support team located in the Philippines, who work under written confidentiality obligations.
• Other professionals, such as lawyers, auditors, financial advisers, lenders or brokers, only with your consent or when you ask us to.
• Our professional body, insurers and advisers, where needed for quality reviews, insurance or legal matters.

We do not sell or rent your personal information.

Overseas disclosure

Personal information may be accessed by our support team in the Philippines, and some of our cloud service providers may store information in other countries, including the United States. Before disclosing information overseas, we take reasonable steps to make sure the recipient handles it in a way that is consistent with the Australian Privacy Principles.

Marketing

We may send you practice updates or tax news. Every marketing email includes a way to unsubscribe, and you can also ask us to stop at any time.

Cookies and analytics

Our website uses cookies and analytics tools, such as Google Analytics, to measure visits. You can block or delete cookies through your browser settings, and you can opt out of Google Analytics using Google's browser add-on. The website still works if you do.

Storage, security and data breaches

We store information electronically using reputable cloud services with multi-factor authentication and access controls, and we take reasonable steps to protect it from misuse, interference, loss and unauthorised access, modification or disclosure. If a data breach is likely to result in serious harm, we will notify you and the Office of the Australian Information Commissioner as required by the Notifiable Data Breaches scheme. We keep records for as long as the law requires, generally between five and seven years, and then securely destroy or de-identify them.

Access and correction

You can ask to see the personal information we hold about you, or ask us to correct it, by contacting us. We will respond within 30 days. If we refuse, we will tell you why.

Complaints

If you have a concern about how we have handled your personal information, please contact us first so we can try to resolve it. We aim to respond within 30 days. If you are not satisfied with our response, you can contact the Office of the Australian Information Commissioner at oaic.gov.au or on 1300 363 992.

Changes to this policy

We may update this policy from time to time by publishing a new version on this website.

Contact

Privacy Officer, Botanica Accounting Pty Ltd, Heathmont, Victoria. Email wade@botanicaaccounting.com.au.

Last updated 29 October 2026.