Above & Beyond Bookkeeping Services
Privacy Policy

Effective: 01/04/2025

Above & Beyond Bookkeeping Services Pty Ltd (“we”, “us”, or “our”) is committed to protecting the privacy of our clients and users. We adhere to the Privacy Act 1988 (Cth), including the Australian Privacy Principles (APPs), and the Tax Practitioners Board Code of Professional Conduct.

  1. What Information We Collect

We may collect personal and sensitive information including but not limited to:

  • Full name, contact details (email, phone number)
  • Business and financial information
  • Tax file numbers (TFNs) and ABNs
  • Communication records (including SMS and phone calls via Zoom Phone)
  • Any other information relevant to bookkeeping or compliance services
  1. How We Collect Information

Information may be collected via:

  • Our website forms
  • Direct contact (phone, email, SMS)
  • Zoom Phone messaging
  • Documents you provide (e.g., financial records, invoices)
  • Third parties with your consent (e.g., your accountant or ATO)
  1. Use of Information

We use your information to:

  • Provide bookkeeping and BAS agent services
  • Communicate with you about your accounts and compliance
  • Comply with legal and regulatory obligations
  • Send updates, reminders, or important notices via SMS or email (with your consent)
  1. SMS and Electronic Communication

We use Zoom Phone to send and receive SMS messages. By providing your mobile number, you consent to receive communications from us for service-related purposes.

You may opt out of SMS communications at any time by replying STOP to any message, or contacting us directly at [Insert contact email or phone number].

  1. Disclosure of Information

We may disclose your information:

  • To regulatory bodies (e.g., the ATO or TPB) when legally required
  • To third-party service providers (e.g., software platforms) under confidentiality agreements
  • When otherwise required or authorised by law

We do not sell, trade, or rent your personal information to others.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties

  1. Data Security

We take reasonable steps to protect your data from misuse, loss, unauthorised access, modification, or disclosure. This includes using secure systems for document storage and communication.

  1. Access and Correction

You have the right to request access to the personal information we hold about you and request correction if it is inaccurate, incomplete, or outdated.

  1. Website and Cookies

If you use our website, some information may be collected via cookies or analytics tools to improve the user experience. You can disable cookies in your browser settings.

  1. Updates to This Policy

We may update this policy from time to time. The latest version will always be available on our website.

  1. Contact Us

If you have any questions or concerns about this Privacy Policy, or to opt out of communications, please contact us at:

Above & Beyond Bookkeeping Services

(03) 5613 9669

Pod 5, The Sticks Kilcunda, 3537 Bass Highway, Kilcunda, VIC, 3995