Privacy Policy

Introduction

Tallyvista Consulting Pty Ltd ("we", "us", "our") is committed to protecting your privacy and the confidentiality of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you engage our accounting services, visit our website, or otherwise interact with us.

We are bound by the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs), which set out how we must handle your personal information.

What Personal Information We Collect

The personal information we collect and hold may include, but is not limited to:

• Names, addresses, contact details (email, phone numbers)
• Date of birth and identification documents
• Tax file numbers, ABN/ACN, and business registration details
• Financial information, bank account details
• Payroll and employment details
• Details of your interactions and communications with us
• Any other information necessary for us to provide our services

In some cases, we may also collect sensitive information, such as health or membership details, where required by law or with your consent.

How We Collect Your Information

We may collect your personal information in several ways, including:

• Directly from you (via meetings, phone, email, or our website)
• From your representatives (such as your solicitor, financial advisor, or employer)
• From publicly available sources (ASIC, ABR, etc.)
• Through our website or digital forms
• From third parties where you have consented, or as otherwise authorised by law

Why We Collect, Use, and Hold Personal Information

We collect, use, and hold your personal information to:

• Provide you with accounting, bookkeeping, payroll, and related services
• Meet our legal and regulatory obligations (including ATO and ASIC compliance)
• Communicate with you regarding your business or our services
• Manage and administer our client relationships
• Process payments and manage accounts
• Improve our services, website, and customer experience

If we do not collect your personal information, we may be unable to provide you with our services or respond to your enquiries.

Disclosure of Personal Information

We may disclose your personal information to:

• Government agencies (such as the Australian Taxation Office or ASIC)
• Our professional advisors (lawyers, auditors, IT providers)
• Third-party service providers who assist us in providing our services (e.g., cloud accounting software providers, payroll processors)
• Any person or organisation you authorise us to disclose information to
• Other parties as required or permitted by law

We require all third parties to respect the confidentiality and security of your information and to use it only for the purposes for which we disclose it.

Overseas Disclosure

Your personal information may be stored or processed overseas (e.g., if we use cloud-based services with international servers). We take reasonable steps to ensure that any overseas recipients do not breach the APPs in relation to your personal information.

Data Security

We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access, modification, or disclosure. We maintain security measures such as password protection, encryption, secure premises, and staff training.

Access and Correction

You may request access to your personal information or ask for corrections if you believe it is inaccurate, out of date, or incomplete. To do so, please contact us using the details below. We may require proof of identity before releasing information.

Complaints

If you have a concern or complaint about how we have handled your personal information, please contact us using the details below. We take privacy complaints seriously and will respond promptly. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. The latest version will always be available on our website.

Contact Us

For further information about our Privacy Policy, or to make a request or complaint, please contact: