Privacy Policy

MLE Advisory Pty Ltd is committed to protecting the privacy and confidentiality of personal information.

This Privacy Policy explains how we collect, hold, use and disclose personal information when you visit our website, submit an enquiry, book a consultation or engage us to provide accounting and taxation services.

MLE Advisory Pty Ltd operates under ABN 66 672 108 913 and is a registered tax agent with registration number 26280677.

In this policy, “MLE Advisory”, “we”, “us” and “our” refer to MLE Advisory Pty Ltd.

We handle personal information in accordance with applicable Australian privacy laws, including the Privacy Act 1988 (Cth), the Australian Privacy Principles where applicable, and the rules governing tax file number information.

The information we collect depends on your interaction with us and the services you request.

Website enquiries and bookings

When you submit an enquiry or book a consultation, we may collect:

• Your full name.
• Mobile telephone number.
• Email address.
• Town or location.
• Your enquiry and the services you are interested in.
• Your communication preferences and consent to be contacted.

Taxation and accounting services

If you engage us, we may collect information reasonably required to provide the agreed services, including:

• Date of birth and contact details.
• Tax file number and other relevant identification information.
• Employment income, payment summaries and other income records.
• Bank account details where required for tax or payment purposes.
• Deduction records, receipts and expense information.
• Rental property income and expenses.
• Sole trader and business income, expenses and financial records.
• Spouse, dependent or other relevant details where required for taxation purposes.
• Previous tax returns, notices of assessment and ATO correspondence.
• Information needed to verify your identity or authority to act on your behalf.

We only seek information that is reasonably necessary for the relevant purpose or that we are otherwise authorised or required to collect.

You may choose not to provide requested information. This may limit our ability to provide the requested service.

We may collect personal information directly from you when you:

• Complete a website form.
• Book or attend a consultation.
• Telephone, email or otherwise contact us.
• Provide tax records, financial documents or other supporting information.
• Engage us to provide professional services.

Where authorised or necessary for our services, we may also obtain information from the ATO, your employer, financial institutions, other professional advisers or other relevant sources.

Where we collect personal information from another source, we will handle it in accordance with applicable privacy requirements.

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

• Responding to enquiries and arranging consultations.
• Assessing your taxation and accounting requirements.
• Providing agreed accounting, bookkeeping and tax agent services.
• Preparing and lodging tax returns and other authorised documents.
• Communicating with the ATO on your behalf where authorised.
• Verifying your identity and authority.
• Confirming fees, processing payments and maintaining accounts.
• Managing client records and meeting professional obligations.
• Responding to questions, complaints and requests for assistance.
• Meeting applicable legal, regulatory, insurance and record keeping requirements.
• Improving our website, services and administration.
• Sending relevant service communications and, where permitted, promotional communications.

We will not use your tax file number or other restricted information for unrelated marketing purposes.

When you submit a form, we use the information provided to respond to your enquiry and arrange the requested consultation or service.

If you select the option agreeing to be contacted by MLE Advisory about your enquiry, we may contact you using the details you provide.

This may include telephone calls, emails or text messages relating to your enquiry.

Consent to receive promotional communications is separate from any consent required to provide a requested service. Where applicable, you can withdraw your consent to marketing communications at any time.

We will handle electronic marketing in accordance with applicable laws, including the Spam Act 2003 (Cth).

We may disclose personal information where reasonably necessary to provide our services, with your authority, or where permitted or required by law.

Depending on your circumstances, recipients may include:

• The Australian Taxation Office.
• Other Australian government agencies where authorised or legally required.
• Professional advisers or service providers assisting with our work.
• Providers of secure document management, accounting, booking, communications, website hosting and information technology services.
• Payment service providers where payments are processed.
• Insurers, regulators, courts or law enforcement agencies where legally authorised or required.

We do not sell your personal information.

As a registered tax agent, we have professional confidentiality obligations. Information relating to your affairs will not be disclosed to a third party unless we have your permission or are legally required or authorised to disclose it.

Where third party service providers process personal information on our behalf, we take reasonable steps to ensure that appropriate privacy and security arrangements are in place.

Some website, software, communications or cloud service providers may store or process information outside Australia.

Where this occurs, the location and privacy protections may depend on the providers and services used by MLE Advisory.

We take reasonable steps to identify relevant overseas handling arrangements and comply with applicable Australian privacy and confidentiality requirements.

If your personal information may be disclosed overseas in connection with a service, we will take the steps required by applicable law, including any necessary notification or consent.

You may contact us for further information about overseas handling arrangements relevant to your information.

Tax file numbers and information connected with them are subject to specific legal protections.

MLE Advisory collects and handles tax file number information only where authorised and for permitted purposes connected with taxation and related services.

We take reasonable steps to prevent unauthorised access, use or disclosure of tax file number information.

We do not use tax file numbers as general personal identifiers or disclose them for unrelated purposes.

You should provide tax file numbers and sensitive financial documents only through a method we have identified as suitable for receiving that information.

We take reasonable steps to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure.

Depending on the information and the systems used, safeguards may include access controls, passwords, secure storage, restricted access and appropriate handling procedures.

No website, electronic transmission or storage system can be guaranteed completely secure.

If a data breach occurs, we will assess and respond to it in accordance with applicable legal obligations, including the Notifiable Data Breaches scheme where applicable.

We retain personal information for as long as reasonably necessary for the purposes for which it was collected, including providing services, meeting legal obligations and resolving disputes.

Registered tax agents are subject to record keeping requirements. Records of tax agent services generally need to be retained for at least five years after the relevant service has been provided, subject to the applicable requirements and circumstances.

Other laws or professional obligations may require certain records to be retained for longer.

When information is no longer required and we are legally permitted to dispose of it, we take reasonable steps to securely destroy or de identify it.

Our website or its service providers may use cookies, analytics or similar technologies to support website functionality, understand website usage and improve the user experience.

These technologies may collect information such as browser type, device information, pages visited, referral sources and general usage patterns.

Where applicable, you can manage cookies through your browser settings. Disabling certain cookies may affect website functionality.

If advertising or analytics tools are used, their collection and processing of information will also be subject to the relevant provider's policies and applicable privacy requirements.

You may request access to personal information we hold about you or ask us to correct information that is inaccurate, incomplete, out of date or misleading.

We will respond in accordance with applicable law.

We may need to verify your identity before processing a request. In limited circumstances, access may be refused where permitted by law. If access is refused, we will explain the reasons where required.

To make an access or correction request, contact us using the details below.

If you have a concern about how we have handled your personal information, please contact us and explain the issue.

We will review your complaint and respond within a reasonable period.

If you are not satisfied with our response, you may be entitled to complain to the Office of the Australian Information Commissioner, subject to its jurisdiction and the applicable requirements.

Concerns about a registered tax agent's professional conduct may also be raised with the Tax Practitioners Board where appropriate.

Our website may link to third party websites, including government websites and online service providers.

We are not responsible for the privacy practices or content of websites we do not control.

You should review the privacy policy of any third party website before providing personal information.

We may update this Privacy Policy from time to time to reflect changes in our practices, services or legal obligations.

The latest version will be published on our website with its updated date.

For privacy enquiries, access requests, corrections or complaints, please contact us using the details above.