Mark Calleja Accounting
Effective from 1 July 2025
1. Our Commitment to Privacy
At Mark Calleja Accounting (“we”, “our”, “us”), your privacy is important to us. We are committed to safeguarding your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
This Privacy Policy outlines how we collect, use, store, and disclose personal information in the course of providing our professional accounting and advisory services. If you have any concerns or queries, please contact our office using the details below.
2. Why We Collect Personal Information
We collect personal information to provide accounting, tax, and business advisory services tailored to your specific needs. This may include: – Communicating with you effectively – Complying with regulatory obligations – Delivering newsletters, updates or event invitations – Managing your account, billing, and records – Conducting risk and compliance checks
3. Types of Information We Collect
The types of information we may collect include: – Full name and contact details – Address, email, phone number – Date of birth – Identification documents – Financial details, such as income, assets, liabilities – Superannuation or investment details – Tax File Numbers (TFNs) and ABNs
In some cases, we may also collect sensitive information (e.g., health status, criminal record) if necessary to provide specific services. This will only be done with your consent or as required by law.
4. How We Collect Information
We primarily collect personal information directly from you or via your authorised representatives (e.g., financial planner, lawyer, banker). Information may also be collected when: – You complete online forms or send us an email – You speak with us over the phone – You use our website or social media platforms
If you provide personal information about another individual, you must ensure that person has consented to you doing so and understands this Privacy Policy.
5. Use of Our Website
Our website may use tools such as Google Analytics to track non-identifiable user activity for the purpose of improving content and user experience. We do not associate this data with your identity unless you submit information through a form.
We may record your IP address or collect cookies to analyse site traffic. You can disable cookies through your browser settings. Our website may contain links to third-party sites. These are not covered by this Privacy Policy.
6. Unsolicited Personal Information
If we receive personal information we did not request (e.g., misdirected documents), we will determine whether it could have been collected lawfully. If not, we will destroy or de-identify the information.
7. Disclosure of Personal Information
We may disclose your personal information to third parties when required to provide our services or comply with our legal obligations. These third parties may include: – Service providers and technology partners (e.g., cloud platforms) – Our external advisers such as legal or tax consultants – Government agencies, courts or regulators (e.g., ATO, ASIC) – Auditors or professional standards boards – Overseas entities (e.g., support services based in New Zealand, the Philippines or other countries where applicable)
We take reasonable steps to ensure all third parties handle your information in compliance with privacy laws.
8. Overseas Disclosure
Some of your data may be processed or stored by third parties located overseas. Where this occurs, we take reasonable steps to ensure overseas recipients adhere to privacy standards equivalent to the APPs.
9. Storage & Security
We retain personal information only for as long as necessary to fulfil the purpose it was collected for, or as required by law. Your information may be stored in: – Secure cloud-based platforms (e.g., Microsoft Azure, hosted in Australia) – Internal servers with controlled access – Physical files protected at our premises
We use firewalls, encryption, authentication tools, and staff training to minimise the risk of unauthorised access.
10. Accessing & Updating Your Information
You have the right to request access to your personal information or seek corrections. Requests can be made in writing and we will respond within a reasonable timeframe. A small administrative fee may apply.
We may refuse access in limited circumstances (e.g., legal restrictions), in which case we will provide an explanation.
11. Your Rights & Choices
You can choose to remain anonymous or use a pseudonym. However, this may limit our ability to provide services.
You may also opt out of receiving marketing communications at any time.
12. Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in law or practice. The latest version will always be available at: https://mcaccg.com.au/privacy
13. Making a Complaint
If you have a concern about how your information has been handled, please contact us in writing. We will investigate and respond within 30 days. If you are not satisfied, you may contact the Office of the Australian Information Commissioner (OAIC).
14. Contact Us
Privacy Officer
Mark Calleja Accounting
Email: sharon@mcaccg.com.au
Phone: 02 9923 2959
Address: Level 3, 302 83 Mount Street, North Sydney NSW 2060
Disclaimer
This policy is for information purposes only and may be amended without notice. Mark Calleja Accounting is not responsible for the privacy practices of third-party websites linked on our site.
Liability limited by a scheme approved under Professional Standards legislation.