JAD Accounting & Bookkeeping Services
Effective Date: March 26, 2026
Introduction
JAD Bookkeeping (“we”, “our”, “us”) is committed to protecting your privacy and handling your personal information in accordance with the Australian Privacy Principles under the Privacy Act 1988 (Cth). This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you use our accounting and bookkeeping services.
Information We Collect
We may collect the following types of personal information:
Business and Financial Information:
- Business name, ABN, ACN, and registration details
- Financial records, bank statements, and transaction data
- Tax file numbers and taxation information
- Payroll data including employee details and salary information
- Business activity statements (BAS) and instalment activity statements (IAS)
Contact Information:
- Names, addresses, phone numbers, and email addresses
- Emergency contact details
Professional Information:
- Professional qualifications and certifications
- Employment history and references
- Insurance and superannuation details
Website Information:
- IP addresses, browser type, and device information
- Cookies and website usage data
- Form submissions and enquiry details
How We Collect Information
We collect personal information through:
- Direct interactions when you engage our services
- Forms completed on our website or in person
- Phone calls, emails, and written correspondence
- Third-party software platforms (Xero, MYOB, QuickBooks)
- Government agencies and regulatory bodies (ATO, ASIC)
- Banks and financial institutions
- Your authorised representatives
How We Use Your Information
We use your personal information to:
- Provide accounting, bookkeeping, and payroll services
- Prepare tax returns, BAS, and other compliance documents
- Set up and maintain accounting software systems
- Communicate with you about our services
- Meet legal and regulatory obligations
- Improve our services and website functionality
- Process payments and manage accounts
- Provide ASIC agent services
Information Sharing and Disclosure
We may disclose your personal information to:
Service Providers:
- Cloud-based accounting software providers (Xero, MYOB, QuickBooks)
- IT support and data storage providers
- Professional advisors and consultants
Regulatory Bodies:
- Australian Taxation Office (ATO)
- Australian Securities and Investments Commission (ASIC)
- Australian Transaction Reports and Analysis Centre (AUSTRAC)
- Other government agencies as required by law
Third Parties:
- Banks and financial institutions
- Superannuation funds
- Your authorised representatives
We will not sell, rent, or trade your personal information to third parties for marketing purposes.
Data Security
We implement appropriate technical and organisational measures to protect your personal information, including:
- Secure data transmission and storage
- Access controls and user authentication
- Regular security assessments and updates
- Staff training on privacy and security procedures
- Encrypted communication channels
- Secure disposal of documents and data
Data Retention
We retain your personal information for as long as necessary to:
- Provide our services to you
- Comply with legal and regulatory requirements
- Resolve disputes and enforce agreements
Generally, we retain financial records for seven years as required by Australian taxation law. When information is no longer required, we securely destroy or anonymise it.
Your Rights
Under Australian privacy law, you have the right to:
- Access your personal information we hold
- Request correction of inaccurate or incomplete information
- Request deletion of your information (subject to legal requirements)
- Withdraw consent for certain uses of your information
- Make a complaint about our privacy practices
Overseas Disclosure
We may disclose your personal information to overseas recipients, including:
- Cloud service providers with servers located overseas
- Software vendors based internationally
- Professional service providers in other jurisdictions
We ensure appropriate safeguards are in place to protect your information when disclosed overseas.
Website Privacy
Our website may use:
- Cookies to improve user experience
- Analytics tools to understand website usage
- Contact forms that collect personal information
- Third-party plugins and integrations
Contact Information
For privacy-related enquiries, complaints, or to exercise your rights, contact us at:
JAD Bookkeeping
Email: accounts@jadbookkeeping.com.au
Phone: 0433461983
Address: Level 2 215-219 George St, Liverpool NSW 2170
Complaints Process
If you have concerns about our handling of your personal information:
- Contact us directly using the details above
- We will investigate and respond within 30 days
Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on our website with the effective date. Continued use of our services after changes constitutes acceptance of the updated policy.
Professional Obligations
As accounting professionals, we are bound by:
- Professional standards and codes of conduct
- Confidentiality obligations to clients
- Regulatory requirements from professional bodies
- Anti-money laundering and counter-terrorism financing obligations
This Privacy Policy was last updated on March 26, 2026.