1. Introduction

Moneypenny Bookkeeping Pty Ltd (“we”, “us”, or “our”) is committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, store, and disclose personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This Privacy Policy applies to information collected through our website at moneypennybookkeeping.com.au, when you contact us, when you use our bookkeeping and BAS services, and when you interact with us in any other way.

By using our website or providing your information to us, you consent to the collection, use, and disclosure of your information in accordance with this Privacy Policy.

2. What information we collect

We collect personal information that is reasonably necessary for our business activities. The types of personal information we collect include:

• Contact information: your name, email address, phone number, and business name.
• Enquiry information: the content of any messages, enquiries, or requests you send us through our contact form, booking form, or lead magnet downloads.
• Booking information: appointment dates, times, and any details you provide when booking a consultation.
• Information collected for service delivery: in the course of providing bookkeeping and BAS services, we collect financial information necessary to meet our obligations under the Tax Agent Services Act 2009 (Cth) and the Tax Practitioners Board Code of Professional Conduct. This may include business activity details, payroll information, supplier and customer records, and banking transaction data sourced from your accounting software.
• Technical information: IP address, browser type, device information, and usage data collected automatically when you visit our website (see Section 7).

3. How we collect personal information

We collect personal information in several ways:

• Directly from you when you complete a form on our website, request our free guide, book a consultation, contact us by phone or email, or engage us for our services.
• Automatically through our website using cookies and similar technologies.
• From third parties where you have authorised them to share information with us, including connections to your accounting software (Xero, MYOB, Hubdoc, or Dext).

We will only collect personal information by lawful and fair means. Where reasonable and practicable, we collect personal information directly from you.

4. Why we collect your personal information

We collect personal information for the following primary purposes:

• To provide our bookkeeping, BAS and IAS lodgement, payroll, and accounts payable services.
• To respond to your enquiries and communicate with you about our services.
• To manage bookings and consultations.
• To meet our compliance obligations under the Tax Agent Services Act 2009 (Cth), the Privacy Act 1988 (Cth), and other applicable laws.
• To send you occasional promotional emails and updates about our services, where you have consented or where permitted by law.
• To improve our website and services.

If we collect personal information for a purpose other than those listed above, we will tell you at the time of collection or as soon as reasonably practicable afterwards.

5. How we use and disclose your personal information

We use your personal information for the purposes set out in Section 4. We may also disclose your personal information:

• To service providers who help us deliver our services, including accounting software providers (Xero, MYOB, Hubdoc, Dext) and email marketing providers.
• To regulators and professional bodies, including the Australian Taxation Office, the Tax Practitioners Board, your superannuation fund, and other regulators as required by law or as authorised by you.
• To your accountant or tax agent, only with your authorisation, to ensure smooth tax preparation and reporting.
• To government agencies, regulators, or law enforcement where required or authorised by law.
• To a successor entity in the event of a merger, acquisition, or sale of part or all of our business.

We are required by law to retain certain records for a minimum of five years under the Tax Agent Services Act 2009 (Cth).

We do not sell your personal information to third parties.

6. Marketing communications

Where you have consented or where permitted under the Spam Act 2003 (Cth), we may send you occasional promotional emails about our services, helpful resources, and updates. Each marketing message will include an option to unsubscribe. You can opt out of marketing communications at any time by:

• Clicking the unsubscribe link in any marketing email.
• Contacting us at info@moneypennybookkeeping.com.au.

We will action your opt-out request within a reasonable time.

7. Cookies and tracking technologies

Our website uses cookies and similar technologies to provide and improve our service.

We use Google Analytics and Google Tag Manager to understand how visitors use our website. These tools may collect information such as your IP address, the pages you visit, and the time you spend on the site. This information helps us improve the website.

We also use the Meta Pixel (Facebook) and Google Ads conversion pixel to measure the effectiveness of our advertising and to show you relevant advertising on other websites. These pixels may collect information about your interaction with our site and link it to your Facebook or Google account where applicable.

You can control cookies through your browser settings. Most browsers allow you to refuse cookies or notify you when a cookie is being sent. If you refuse cookies, some parts of the website may not function correctly.

When you first visit our website, you will be presented with a cookie banner allowing you to accept, reject, or manage your cookie preferences.

8. Data security

We take the security of your personal information seriously. In line with Australian Privacy Principle 11, we implement both technical and organisational measures to protect personal information from misuse, interference, loss, unauthorised access, modification, or disclosure.

These measures include:

• Secure data storage with restricted staff access.
• Encryption of data in transit (HTTPS).
• Use of reputable, security-certified service providers including Xero, MYOB, Hubdoc, and Dext.
• Regular review of our data handling practices.
• Staff training on privacy, confidentiality, and data security.
• Confidentiality obligations of our team under the Tax Practitioners Board Code of Professional Conduct.

While we take reasonable steps to protect your personal information, no method of transmission or storage is completely secure. If you believe your information has been compromised, please contact us immediately.

In the event of an eligible data breach that is likely to result in serious harm, we will notify affected individuals and the Office of the Australian Information Commissioner in accordance with the Notifiable Data Breaches scheme.

9. Storage and overseas disclosure

Some of the service providers we use to store and process information are located, or store data, outside Australia. This may include the United States and the European Union, where major cloud and software providers operate data centres. Xero, MYOB, Hubdoc, Dext, and our email marketing platform are examples of providers whose infrastructure may include overseas locations.

Where we disclose personal information overseas, we take reasonable steps to ensure the recipient handles personal information in a manner consistent with the Australian Privacy Principles. However, by providing your information to us, you acknowledge that overseas disclosure may occur and consent to this disclosure.

10. Your rights

You have the following rights in relation to your personal information:

• Access: you can request a copy of the personal information we hold about you.
• Correction: you can request that we correct any personal information that is inaccurate, out of date, or incomplete.
• Complaint: you can lodge a complaint about how we have handled your personal information.

To exercise any of these rights, please contact us using the details in Section 12.

We will respond to your request within a reasonable time, generally within 30 days. We may need to verify your identity before actioning your request.

If you are not satisfied with our response, you can lodge a complaint with the Office of the Australian Information Commissioner:

• Website: oaic.gov.au
• Phone: 1300 363 992
• Postal: GPO Box 5288, Sydney NSW 2001

11. Changes to this Privacy Policy

We may update this Privacy Policy from time to time, including to reflect changes in our practices or in privacy law. The updated version will be posted on this page with a new “Last updated” date. We encourage you to review this Privacy Policy periodically.

12. Contact us

If you have any questions about this Privacy Policy, want to exercise any of your rights, or have a complaint, please contact us:

Moneypenny Bookkeeping Pty Ltd
Email: info@moneypennybookkeeping.com.au
Phone: 0429 654 400
Address: Suite 3, 42 Thomas Drive, Chevron Island QLD 4217