MBA Advisers – Privacy Policy
Last updated: 19th October 2026
MBA Advisers (“we”, “us”, “our”) is committed to protecting your privacy. This policy explains how we collect, use, disclose, store and protect your personal information in line with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). A copy of the APPs is available from the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.
What is personal information?
Personal information is information or an opinion about an identified individual, or an individual who is reasonably identifiable, whether or not it is true or recorded in a material form.
What we collect
Depending on the services we provide, we may collect:
• names, addresses, email addresses, phone numbers and dates of birth;
• tax file numbers (TFNs) and other government identifiers;
• financial information, including income, assets, bank records and superannuation details;
• employee and payroll information, where we provide payroll services;
• identification documents, where we need to verify your identity; and
• information about how you use our website.
How we collect it
We collect personal information mainly from you directly, through meetings, phone calls, email, correspondence, our website and engagement documents. We may also collect it from third parties with your authority, such as the ATO, your bank, your employer, other advisers or your previous accountant, and from publicly available sources. Where we receive information about you from a third party, we will take reasonable steps to make sure you are aware of it.
You may deal with us anonymously or under a pseudonym when making a general enquiry. In most cases, however, we can’t provide accounting or tax services without identifying you.
Why we collect it
We collect personal information to:
• provide our accounting, taxation, advisory, bookkeeping, payroll and SMSF administration services;
• meet our legal and professional obligations, including under taxation, superannuation and corporations law, the Tax Agent Services Act 2009 and our professional body’s requirements;
• communicate with you about your affairs and our services; and
• send you newsletters and information about our services, which you can unsubscribe from at any time.
We may also use your information for related purposes you would reasonably expect.
Tax file numbers
We collect, use and disclose TFNs only where permitted by taxation, superannuation or personal assistance law, and in line with the Privacy (Tax File Number) Rule 2015. TFNs are stored securely and accessed only by staff who need them.
Sensitive information
Sensitive information includes information about health, racial or ethnic origin, religious or political beliefs, membership of a professional or trade association, criminal record and biometric information.
We collect sensitive information only with your consent, unless the law requires or authorises us to collect it without consent, and we use it only for the purpose for which it was collected.
Who we disclose it to
We may disclose your personal information to:
• government bodies including the ATO, ASIC, the Tax Practitioners Board and state revenue offices, as required to provide our services;
• independent SMSF auditors, where we administer your fund;
• other advisers, financial institutions and service providers you have authorised us to deal with;
• our IT, cloud accounting and software providers, such as [e.g. Xero, practice management software, cloud storage];
• [CPA Australia / CA ANZ / IPA], for quality review purposes under our professional obligations;
• our professional indemnity insurers and legal advisers, where required; and
• anyone else, where you consent or the law requires or authorises it.
We do not sell your personal information.
Overseas disclosure
Some of our software and cloud service providers may store data outside Australia, including in United States and New Zealand. Where this happens, we take reasonable steps to make sure those providers handle your information in line with the APPs.
Automated decision-making
We do not use computer programs to make decisions that could significantly affect your rights or interests. Any decisions about your affairs are made by our staff.
Website and cookies
Our website uses cookies and analytics tools to understand how visitors use the site. This information is generally collected in a way that doesn’t identify you. You can disable cookies in your browser settings, though some parts of the site may not work as intended.
Security and retention
We take reasonable steps to protect your personal information from misuse, interference, loss and unauthorised access, modification or disclosure, using secure systems, access controls and staff confidentiality obligations.
We generally keep client records for at least seven years to meet our legal and professional obligations.
After that, we securely destroy or de-identify records we no longer need.
If a data breach is likely to cause you serious harm, we will notify you and the OAIC under the Notifiable Data Breaches scheme.
Access and correction
You can ask to access the personal information we hold about you, or ask us to correct it, by contacting us in writing. We will respond within 30 days. We may need to verify your identity first.
Access is free, although we may charge a reasonable fee for providing copies. If we refuse access or correction, we will explain why in writing.
Complaints
If you have a concern about how we have handled your personal information, please contact us in writing. We will acknowledge your complaint promptly and aim to respond within 30 days. If you are not satisfied with our response, you can complain to the OAIC at oaic.gov.au or on 1300 363 992.
Changes to this policy
We may update this policy from time to time. The current version is always available on our website.
Contact us
MBA Advisers Pty Ltd
2/66 Albert Rd, South Melbourne VIC 3205
(03) 9009 5245
info@mbaadvisers.com.au