Privacy Policy
Tax Practice Assist | Vivian Waller, FIPA
Last updated: 2026
Introduction
Tax Practice Assist (“we”, “us”, “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and safeguard your personal information when you visit our website or engage our professional services. We comply with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
Information We Collect
Personal Information
- Name, address, email, phone number
- Identification details required for ATO or audit compliance
Financial & Tax Information
- Documents and data required for tax returns, BAS, IAS, SMSF audits, and regulatory audits
- SMSF trustee declarations, financial statements, and supporting records
Website & Technical Data
- IP address, browser type, pages visited
- Cookies and analytics data (non-identifiable)
Communication Records
- Emails, messages, uploaded documents, and consultation enquiries
How We Use Your Information
- Provide tax compliance, SMSF audits, and advisory services
- Verify your identity and meet regulatory obligations
- Communicate with you regarding your engagement
- Maintain internal records and audit trails
- Improve our website and client experience
We do not sell or rent your personal information.
Disclosure of Information
We may disclose information to:
- The Australian Taxation Office (ATO)
- ASIC and other regulatory bodies
- SMSF audit software providers and secure document platforms
- External auditors (where required)
- Third-party service providers who support our operations
All third parties must maintain confidentiality and data security.
Data Security
We take reasonable steps to protect your information from misuse, loss, unauthorised access, modification, or disclosure. This includes secure cloud storage, encrypted communication channels, and restricted access to client files.
Overseas Disclosure
Some cloud-based systems may store data overseas. We ensure these providers meet appropriate privacy and security standards.
Access & Correction
You may request access to the personal information we hold about you or ask for corrections if the information is inaccurate or incomplete.
Cookies
Our website may use cookies to enhance your browsing experience. You may disable cookies in your browser settings.
Contact Us
Tax Practice Assist | Vivian Waller, FIPA
Email: taxpracticeassist@gmail.com
Phone: +61 407 782 187
Morayfield, QLD 4506 (PO Box 897)