Privacy & Policy
This Privacy Policy describes how Etemad Advisory Pty Ltd (ABN [to be inserted]) (“Etemad Advisory”, “we”, “us”) collects, uses, discloses, and stores personal information.
It is published on the firm’s website and applies to all individuals whose personal information the firm handles.
Etemad Advisory complies with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
B.1 What personal information we collect
We collect personal information that is reasonably necessary for the firm’s business activities. The kinds of personal information we collect include:
- Identification and contact details: name, organisation, role, business address, email, phone number.
- Engagement information: information you provide when enquiring about our services or during the course of a client engagement.
- Financial and transaction information: where relevant to the engagement, including information about the entities the engagement relates to.
- Communications: records of correspondence, meeting notes, and engagement working papers.
- Website analytics: anonymised usage data collected by standard web-analytics tools.
B.2 How we collect personal information
We collect personal information directly from you in most cases — when you submit an enquiry, agree to an engagement, or correspond with us.
Where personal information is collected from third parties — for example, your accountant, legal adviser, or a counterparty to a transaction — we do so only for purposes directly related to the engagement.
B.3 Why we collect personal information
We collect, hold, and use personal information for the following purposes:
- Responding to enquiries about our services.
- Performing engagements and delivering professional services.
- Issuing invoices, managing billing, and responding to client correspondence.
- Maintaining records as required by the Tax Agent Services Act 2009 (Cth), the Corporations Act 2001 (Cth), and CA ANZ professional standards.
- Improving our services and managing our practice.
- Complying with legal and regulatory obligations.
B.4 Disclosure
We do not sell or rent personal information. We may disclose personal information in the following circumstances:
- With your consent.
- To specialist partners — legal, tax agent, financial adviser, auditor, valuer — engaged in connection with your matter, where you have been informed in advance.
- To regulators, courts, or law enforcement where required by law.
- To our professional indemnity insurer or legal advisers in connection with a potential or actual claim.
- To service providers — for example, cloud infrastructure and IT support — bound by confidentiality and data-handling obligations.
B.5 Cross-border disclosure
Personal information is stored on Australian-resident cloud infrastructure.
Where service providers are based offshore — for example, certain IT or software vendors — we take reasonable steps to ensure they handle personal information in a manner consistent with the Australian Privacy Principles.
B.6 Security
We take reasonable steps to protect personal information from misuse, interference, loss, and unauthorised access, modification, or disclosure.
This includes industry-standard encryption in transit and at rest, restricted access controls, multi-factor authentication, and regular review of security practices.
B.7 Retention
Engagement records, including personal information contained in working papers, are retained for seven (7) years from the end of the engagement, consistent with the Tax Agent Services Act 2009 (Cth) and APES 325 record-keeping requirements.
After this period, records are securely destroyed unless retention is required for an ongoing legal or regulatory purpose.
B.8 Access and correction
You have the right to request access to the personal information we hold about you, and to request correction of information that is inaccurate, incomplete, or out of date.
Requests should be submitted in writing to the firm’s principal contact.
We will respond within a reasonable period, ordinarily within 30 days of receipt.
No charge is payable for access or correction in ordinary circumstances.
B.9 Complaints
If you believe Etemad Advisory has breached the Australian Privacy Principles, you may submit a written complaint to the principal of the firm at the contact address published on the firm’s website.
We will acknowledge receipt and investigate the complaint, providing a response within 30 days.
If you are not satisfied with our response, you may refer the matter to the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.
B.10 Cookies and website analytics
Our website uses cookies and standard web-analytics tools to understand site usage and improve site performance.
The information collected is generally anonymous and is not used to identify individual visitors.
You can disable cookies in your browser settings; some site functions may be limited if you do so.
B.11 Updates to this policy
This Privacy Policy may be updated from time to time.
The current version is published on the firm’s website with the date of last update.
Significant changes will be communicated to current clients in writing.
B.12 Contact
Questions about this Privacy Policy or about the personal information we hold can be directed to Etemad Advisory at the address published on the firm’s website.