Privacy Policy

Last updated: 12 November 2026

This policy applies to all personal information collected by UV TAX, including through our offices in Truganina and Point Cook, by phone, email and online, and through this website.

About this policy

UV TAX (ABN 50 677 385 214), a registered tax agent (TPB No. 26260509), is committed to protecting your privacy. This Privacy Policy explains how we collect, hold, use and disclose your personal information in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles (APPs), the Privacy (Tax File Number) Rule 2015 and the Code of Professional Conduct under the Tax Agent Services Act 2009.

In this policy, “we”, “us” and “our” mean UV TAX, and “you” means our clients, prospective clients and visitors to our website.

Personal information we collect

We only collect personal information that is reasonably necessary to provide our services. Depending on the services you request, this may include:

• Identity details such as your name, date of birth, gender and identification documents (for example a driver licence or passport)
• Contact details such as your address, email address and phone numbers
• Your tax file number (TFN), Australian Business Number (ABN) and other government identifiers
• Financial information such as income, expenses, assets, investments, superannuation, bank account details and tax records
• Employment, occupation and business details
• Family details, such as your spouse and dependants, where relevant to your tax affairs
• Residency, citizenship and visa information where it affects your tax position
• Records of our communications with you
• Information about how you use our website (see “Website, cookies and analytics”)

Sensitive information

We do not generally collect sensitive information (such as health information). If sensitive information is needed for a service, for example to claim certain medical expenses, we will only collect it with your consent or where the law requires or allows it.

How we collect your information

We collect personal information directly from you wherever possible, including when you complete our client information form, contact us by phone, email or WhatsApp, meet with us, or send us documents.

With your authority, we may also collect information from the Australian Taxation Office (ATO) and other government agencies through our tax agent services, from your employer, bank, financial institutions or other advisers, and from public records. If we receive information about you that we did not ask for, we will decide whether we could have collected it lawfully and, if not, destroy or de-identify it where it is lawful and reasonable to do so.

Why we collect, use and disclose it

We collect, use and disclose your personal information to:

• Prepare and lodge tax returns, BAS and other documents on your behalf
• Provide accounting, bookkeeping, payroll, advisory, registration, SMSF and audit services
• Verify your identity and act as your registered tax agent
• Communicate with you about your affairs and our services
• Comply with our legal and professional obligations, including under tax, anti-money-laundering and professional conduct laws
• Manage our business, including billing, record keeping, quality control and complaints
• Send you information about our services, where permitted (you can opt out at any time)

We will not use or disclose your personal information for any other purpose unless you consent or the law requires or permits it.

Tax file numbers

Your TFN is collected under taxation law so we can act as your registered tax agent. You are not legally required to give us your TFN, but if you do not, we may be unable to provide some services or the ATO may withhold tax at a higher rate.

• We only collect, use and disclose your TFN for purposes permitted by taxation, personal assistance or superannuation law
• We never use your TFN as a general identifier or for unrelated purposes
• Access to TFN information is restricted to staff who need it for their work
• TFN information is stored securely and destroyed or de-identified when it is no longer required by law

Who we disclose information to

We may disclose your personal information to:

• The ATO, ASIC, the Tax Practitioners Board and other government agencies when lodging documents or as required by law
• Approved SMSF auditors, trust account auditors and other professionals involved in your matter
• Your authorised representatives, such as a lawyer, financial adviser or mortgage broker, with your consent
• Service providers who support our business, such as cloud accounting and practice management software, document storage, email, IT support and secure file-sharing providers
• Anyone else where you have consented or where the law requires or permits it

Our service providers are required to keep your information confidential and use it only to provide services to us. We do not sell or rent your personal information.

Overseas disclosure and cloud storage

Some of our software and cloud service providers may store or process data on servers located outside Australia, including in the United States and other countries. Before using these providers we take reasonable steps to ensure they protect personal information in a way that is consistent with the APPs.

How we store and protect your information

We hold personal information electronically in secure cloud systems and, where necessary, in paper files. We take reasonable steps to protect it from misuse, interference, loss and unauthorised access, modification or disclosure, including:

• Password-protected and multi-factor-authenticated systems
• Encrypted storage and secure file transfer where available
• Restricting access to staff who need it
• Confidentiality obligations for all staff and contractors
• Secure destruction of information that is no longer required

Please avoid sending TFNs, bank details or identity documents by ordinary email where possible; ask us for a secure way to send them.

How long we keep your information

We generally keep client records for at least five years after the relevant service or lodgement, or longer where required by law or our professional obligations. After that, we securely destroy or de-identify the information.

Accessing and correcting your information

You can ask to access the personal information we hold about you, or ask us to correct it if you believe it is inaccurate, out of date, incomplete, irrelevant or misleading. Please contact us using the details below. We will respond within 30 days. We may need to verify your identity first. If we refuse a request, we will tell you why in writing, unless it would be unreasonable to do so.

Marketing

We may send you updates, tax reminders or information about our services. You can opt out at any time by using the unsubscribe link in our emails or by contacting us. We do not use your TFN or sensitive information for marketing.

Website, cookies and analytics

Our website uses cookies and similar technologies to make the site work, remember preferences and understand how visitors use the site, using tools such as Google Analytics. This information is generally aggregated and does not identify you personally. You can disable cookies in your browser settings, although some parts of the website may not work properly.

Information you submit through forms on our website is received by us and handled in line with this policy. If you contact us through third-party services such as WhatsApp or social media, those services’ own privacy policies also apply.

Data breaches

If a data breach is likely to result in serious harm to you, we will notify you and the Office of the Australian Information Commissioner (OAIC) as required by the Notifiable Data Breaches scheme, and we will take steps to contain and remedy the breach.

Complaints

If you have a concern about how we have handled your personal information, please contact us first so we can try to resolve it. We will acknowledge your complaint promptly and aim to respond within 30 days.

If you are not satisfied with our response, you can contact the Office of the Australian Information Commissioner (OAIC) on 1300 363 992.

Contact us

For privacy questions, access or correction requests, or complaints, please contact our privacy officer:

Changes to this policy

We may update this Privacy Policy from time to time. The current version will always be available on this page, with the date it was last updated.