Our Privacy Commitment

Last updated: 21 August 2026

This is the Privacy Policy for Finance & Tax Consultants Pty Ltd (FTC, we, us, our), the operator of this website at https://www.ftconsultants.com.au. It sets out how we collect, hold, use and disclose personal information, in line with the Australian Privacy Principles (APPs) in Schedule 1 of the Privacy Act 1988 (Cth).

As a registered tax agent practice, we also handle information that carries extra obligations beyond the APPs alone, in particular tax file numbers, covered separately below. If you do not wish to provide personal information to us, you do not have to, though this may limit our ability to provide you with tax, accounting or advisory services.

1. Who we are

Finance & Tax Consultants Pty Ltd (FTC) is an accounting and advisory practice operating from Bella Vista, Sydney CBD and Stanhope Gardens, New South Wales, and working with clients across Australia.

We are committed to protecting your personal information. Where we ask you to provide information that identifies you, we only use it in line with this policy and the APPs.

2. Personal information we collect

Depending on how you interact with us, we may collect:

• your name, and the name of your business, trust or fund;
• contact details: email address, phone number, postal address;
• identity information we’re required to verify as part of providing tax or accounting services;
• financial and taxation information relevant to the services you engage us for, including income, assets, liabilities, superannuation and business records;
• engagement and billing information, such as scope of work and invoicing history;
• correspondence between you and us; and
• technical information about your visit to this website, such as pages viewed and general location, collected automatically (see Cookies below).

We only collect information that is reasonably necessary for our functions and activities, most commonly for providing tax, accounting, SMSF, trust and business advisory services.

3. Tax file numbers and sensitive information

As a registered tax agent practice, we may collect your tax file number (TFN) where it is necessary to prepare or lodge a tax return or provide another service that requires it. We handle TFN information in accordance with the Privacy (Tax File Number) Rule 2015, made under the Privacy Act, which sets specific rules for collecting, storing, using, disclosing and disposing of TFN information, separate from and in addition to the APPs.

We do not otherwise seek to collect sensitive information (such as health information) through this website. Where sensitive information becomes relevant to an engagement, we only collect it with your consent or as otherwise permitted by law.

4. How we collect personal information

We collect personal information:

• directly from you, through our contact and enquiry forms, our newsletter signup, phone calls, emails and meetings;
• through our client portal and the engagement documents you sign as part of taking us on;
• when you book a consultation through our online scheduling tool;
• automatically, through your use of this website, via cookies and analytics (see Cookies below); and
• occasionally, from third parties such as the Australian Taxation Office or other agencies, where you have authorised this or the law permits it.

5. How we use personal information

We use personal information to:

• provide the tax, accounting, SMSF, trust and business advisory services you engage us for;
• communicate with you about your engagement, including scheduling and correspondence;
• prepare invoices and manage payments;
• meet our legal and regulatory obligations, including to the Australian Taxation Office, ASIC and the Tax Practitioners Board;
• send you updates or Insights articles you’ve asked to receive, with an unsubscribe option in every message; and
• maintain and improve this website and our services.

We do not use your personal information for any purpose beyond what it was collected for, unless you’d reasonably expect that further use, you consent to it, or the law requires or permits it.

6. Disclosure of personal information

We may disclose your personal information to:

• service providers who support our practice, including our client portal and practice management software, our engagement and scheduling tools, and our website analytics and reviews providers;
• other professional advisers where necessary to your engagement, for example a financial adviser or solicitor you’ve asked us to liaise with;
• government and regulatory bodies, including the Australian Taxation Office, ASIC and the Tax Practitioners Board, where required or authorised by law; and
• our professional indemnity insurer, if relevant to a claim.

We do not sell your personal information, and we do not disclose it to third parties for their own marketing purposes.

7. Overseas disclosure

Some of the service providers listed above may store or process information on servers located outside Australia. Where this applies, we take reasonable steps to ensure any overseas recipient handles your information consistently with the APPs, as required by APP 8. We are working through confirming the exact position for each provider we use and will update this section accordingly.

8. Cookies and tracking technologies

This website uses cookies and similar technologies, small files stored on your device when you visit, to help it function, understand website traffic, and display features like our Google reviews. These may set their own cookies under their own privacy policies.

Most browsers accept cookies automatically, but you can usually change your browser settings to decline or delete them. Doing so may affect how well parts of this website work.

9. Direct marketing and our newsletter

If you sign up to our newsletter, we’ll use your name and email address to send you tax, super and property updates we think you’ll find useful. You can unsubscribe at any time using the link in any email we send, or by contacting us directly. We do not add you to our newsletter without your consent, and we do not pass your details to unrelated third parties for their own marketing.

10. Storage and security

We take reasonable steps to protect the personal information we hold from misuse, interference, loss, and unauthorised access, modification or disclosure, using a combination of physical, electronic and administrative safeguards appropriate to the sensitivity of the information. As a registered tax agent practice, we are also subject to record-keeping obligations that generally require certain client records to be retained for a minimum period; we destroy or de-identify personal information once it is no longer needed for these purposes or required to be kept by law.

11. Data breaches

If we experience a data breach that is likely to result in serious harm to you, we will notify you and the Office of the Australian Information Commissioner (OAIC) in line with the Notifiable Data Breaches scheme in Part IIIC of the Privacy Act.

12. Accessing and correcting your information

You can ask us for access to the personal information we hold about you, or ask us to correct it if it’s inaccurate, out of date, incomplete, irrelevant or misleading, in line with APPs 12 and 13. Contact us using the details below; we may need to verify your identity first, and we’ll respond within a reasonable period. There’s no charge for making a request, though we may charge a reasonable fee for giving access in some circumstances.

13. How to make a complaint

If you’re concerned about how we’ve handled your personal information, please contact us first using the details below, or through our complaints form. We’ll investigate and respond as quickly as we reasonably can.

If you’re not satisfied with our response, you can complain to the OAIC: call 1300 363 992 or visit oaic.gov.au.

14. Links to other websites

This website may link to other websites of interest. We don’t control those websites and aren’t responsible for the privacy practices of any site outside our own; those websites aren’t governed by this policy.

15. Changes to this policy

We may update this policy from time to time, including as our services, the law, or the third-party providers we use change. The current version, with its last-updated date, is always available on this page. Your continued use of this website after a change is published means you accept that change.

16. Contact us