Last Updated: 2 October 2026
AMA Accountants & Tax Experts (“AMA Accountants”, “we”, “us”, or “our”) respects your privacy and is committed to protecting the personal information you provide to us.
This Privacy Policy explains how we collect, use, disclose, store and protect your personal information when you visit our website, contact us, request a tax quote, book an appointment, use our accounting and tax services, or otherwise interact with us.
By using our website or providing your personal information to us, you acknowledge that you have read and understood this Privacy Policy.
1. Who We Are
AMA Accountants & Tax Experts
Office Address: 477 Torrens Road, Woodville SA 5011, Australia
Phone: 08 7111 0100
Mobile: +61 420 529 890
Email: finance@amaaccountant.com.au
AMA Accountants provides accounting, taxation, bookkeeping, payroll, business advisory and related professional services to individuals and businesses across Australia.
2. What Personal Information We Collect
Depending on the services you request and how you interact with us, we may collect personal information including:
Contact Information
Full name
Email address
Phone or mobile number
Postal or residential address
Business details
Preferred method of communication
Tax and Accounting Information
When you engage us for professional services, we may need to collect information relevant to your tax and financial affairs, including:
Tax File Number (TFN)
Australian Business Number (ABN)
Date of birth
Employment information
Income and salary information
Bank and financial information
Superannuation information
Investment and rental property information
Business and company information
Expense and deduction information
Invoices and receipts
Previous tax returns and accounting records
Information required to prepare and lodge tax returns
Information required for ASIC, ATO or other regulatory purposes
We only request information that is reasonably necessary for the services we provide.
Website and Technical Information
When you visit our website, certain technical information may be collected automatically, including:
IP address
Browser type
Device type
Operating system
Pages visited
Referring website
Approximate location
Date and time of visits
Website interaction information
This information may be collected through cookies, analytics tools and similar technologies.
3. How We Collect Personal Information
We may collect personal information:
Directly from you when you contact us
When you submit a contact form
When you request a tax quote
When you book an appointment
When you engage us for accounting or tax services
When you provide documents or financial records
During telephone or email communications
Through our website
Through third parties where you have authorised us to obtain information
From government agencies, regulators or other relevant organisations where legally permitted or required
Where reasonable and practical, we will collect personal information directly from you.
4. How We Use Your Personal Information
We may use your personal information to:
Provide accounting, tax and advisory services
Prepare and lodge tax returns
Prepare financial and business records
Assist with ATO, ASIC and other regulatory matters
Respond to enquiries
Provide tax quotes
Schedule and manage appointments
Communicate with you about your services
Verify your identity
Process payments and invoices
Provide customer support
Maintain accurate business records
Meet our legal and regulatory obligations
Improve our website, services and customer experience
Send service-related communications
Send marketing communications where permitted by law
We will not use your personal information for a purpose that is unrelated to the reason it was collected unless permitted or required by law or you have provided appropriate consent.
5. Tax File Numbers and Sensitive Information
Tax and accounting services may require us to handle highly confidential financial and identification information, including Tax File Numbers and other information that may be considered sensitive or protected under Australian law.
We take reasonable steps to protect this information from misuse, loss, unauthorised access, modification or disclosure.
We will only collect, use, store or disclose such information where reasonably necessary for providing our services, meeting legal obligations, or otherwise permitted by applicable law.
6. Disclosure of Personal Information
We may disclose your personal information where reasonably necessary to provide our services or meet our legal obligations.
Depending on the circumstances, information may be disclosed to:
Australian Taxation Office (ATO)
Australian Securities and Investments Commission (ASIC)
Tax Practitioners Board (TPB)
Other government agencies or regulators
Superannuation funds
Banks and financial institutions
Software and technology service providers
Cloud storage providers
Accounting and bookkeeping platforms
Payroll providers
Professional advisers
Contractors or service providers assisting us
Payment processors
Other parties where you have authorised us to disclose information
We do not sell your personal information.
7. Overseas Disclosure
Some of our technology, cloud storage, software or service providers may store or process information outside Australia.
Where personal information is disclosed overseas, we take reasonable steps to ensure that appropriate privacy and security safeguards are in place and that the disclosure complies with applicable Australian privacy laws.
The location of data storage may depend on the third-party platforms and services we use.
8. Website Forms
Our website may contain forms for:
Contact enquiries
Tax quote requests
Appointment bookings
Tax return enquiries
Other service enquiries
When you submit information through a website form, the information may be transmitted to AMA Accountants and/or the technology provider operating the relevant form or website service.
Please do not submit unnecessary sensitive information through a general website enquiry form.
For confidential tax or financial information, we may ask you to provide documents through an appropriate secure channel.
9. Cookies and Website Analytics
Our website may use cookies and similar technologies.
Cookies may be used to:
Operate essential website functions
Remember preferences
Understand how visitors use our website
Improve website performance
Measure marketing and advertising activity
Analyse website traffic
We may use third-party analytics and marketing technologies for these purposes.
You can configure your browser to refuse or restrict cookies. However, disabling certain cookies may affect some website functionality.
10. Marketing Communications
If you provide your contact information, we may contact you about our services, relevant tax information, updates, offers or other business communications where permitted by applicable law.
You may unsubscribe from marketing communications at any time by using the unsubscribe option provided in the communication or by contacting us.
Even if you opt out of marketing communications, we may still contact you regarding your existing services, appointments, transactions, legal obligations or other important service-related matters.
11. Third-Party Websites
Our website may contain links to external websites, including websites operated by organisations such as:
Australian Taxation Office
ASIC
Fair Work
Xero
Other professional or government resources
These websites have their own privacy policies and terms of use.
AMA Accountants is not responsible for the privacy practices, content or security of third-party websites.
We recommend reviewing the privacy policy of any external website before providing personal information.
12. Security of Your Information
We take reasonable steps to protect personal information from:
Loss
Misuse
Unauthorised access
Unauthorised disclosure
Modification
Destruction
Security measures may include appropriate access controls, password protection, secure systems, restricted access and other technical and organisational safeguards.
However, no method of electronic transmission or storage can be guaranteed to be completely secure.
You should also take reasonable steps to protect your own information, including keeping passwords and account credentials confidential.
13. How Long We Keep Your Information
We retain personal information for as long as reasonably necessary for the purpose for which it was collected, including to:
Provide ongoing services
Maintain business and accounting records
Meet legal and regulatory requirements
Resolve disputes
Establish or defend legal claims
Comply with professional obligations
When personal information is no longer required, we may securely delete, destroy or de-identify it where appropriate and permitted by law.
14. Accessing Your Personal Information
You may request access to personal information we hold about you.
Subject to applicable laws and any relevant exceptions, we will provide access to your information within a reasonable period.
To request access, please contact us using the details below.
15. Correcting Your Personal Information
We aim to keep personal information accurate, complete and up to date.
If you believe that information we hold about you is inaccurate, incomplete or outdated, please contact us and request a correction.
We will take reasonable steps to correct information where appropriate.
16. Privacy Complaints
If you believe that AMA Accountants has handled your personal information incorrectly or breached applicable privacy obligations, please contact us first so that we can investigate and attempt to resolve your concern.
Please provide:
Your name
Contact details
Details of your concern
Relevant dates or information
Any supporting documentation
We will review your complaint and respond within a reasonable timeframe.
If you are not satisfied with our response, you may have the right to contact the Office of the Australian Information Commissioner (OAIC).
17. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect:
Changes to our services
Changes to our website
Changes to technology
Changes to applicable laws or regulations
Changes to our privacy practices
The latest version will be published on this page with the updated date.
18. Contact Us
If you have any questions about this Privacy Policy, how we handle your personal information, or wish to make a privacy request or complaint, please contact us.
AMA Accountants & Tax Experts
Address: 477 Torrens Road, Woodville SA 5011, Australia
Phone: 08 7111 0100
Mobile: +61 420 529 890
Email: finance@amaaccountant.com.au
Website: amaaccountant.com.au
TPB Registration: 25993228
Important Notice
This Privacy Policy is intended to provide general information about AMA Accountants’ privacy practices. It should be reviewed against AMA Accountants’ actual data-handling processes, software providers, overseas data arrangements and current Australian privacy obligations before publication.
