Privacy Policy

Your Privacy Matters to Us

At ITP WA, we are committed to protecting your privacy and ensuring your personal information is handled in accordance with the Australian Privacy Principles (APPs) under the Privacy Act 1988 (Cth). This Privacy Policy outlines how we collect, use, and protect your data.

Privacy Policy

Last updated: 8/7/2025

At ITP WA, we are committed to protecting your privacy as a client and online visitor. We value your trust and take all reasonable measures to ensure your personal information is handled securely and in accordance with the Australian Privacy Principles (APPs) under the Privacy Act 1988 (Cth).

This Privacy Policy explains how we collect, use, disclose, and protect your personal data when you interact with our services, whether online or in person.


1. Information We Collect

In providing tax, accounting, and financial services, we may collect personal information such as:

  • Full name, date of birth, and contact details

  • Tax File Numbers (TFNs) and Australian Business Numbers (ABNs)

  • Employment and income details, bank account information

  • Medicare and Centrelink information (where relevant)

  • Details related to investments, superannuation, and SMSFs

  • Documents you provide for tax preparation or advice

When you visit our website, we may also collect non-identifiable information such as IP address, browser type, and site usage patterns through cookies and analytics tools.

You can access, update, or request deletion of your information by contacting us directly.


2. How We Use Your Information

We use your information to:

  • Lodge tax returns and manage correspondence with the ATO

  • Provide financial advice, SMSF support, and tax planning services

  • Process payments securely

  • Contact you regarding appointments, updates, or changes in legislation

  • Send you information about services you’ve requested or opted into

  • Improve our website and client services

We do not use your information for unsolicited marketing unless you have expressly opted in. You may unsubscribe at any time.


3. Data Security & Storage

Your data security is our priority. We:

  • Store your information on secure servers with encryption protocols

  • Limit access to authorised personnel only

  • Regularly update our systems to guard against cyber threats

If data is transferred or stored outside Australia, it is done so only to jurisdictions with equivalent privacy safeguards.

We retain your information for as long as necessary to comply with legal obligations, resolve disputes, and deliver services to you.


4. Disclosure to Third Parties

We do not sell or rent personal data. Your information is only shared:

  • With the ATO or relevant government agencies as required

  • With trusted third-party providers for payment processing or IT support (who must comply with our privacy standards)

  • When legally required (e.g. subpoenas, court orders)

  • To protect the rights, property, or safety of ITP WA, our clients, or others


5. Cookies & Analytics

Our website uses cookies to enhance your browsing experience and gather analytics data. Cookies help us:

  • Remember your preferences

  • Analyse traffic to improve website performance

  • Serve relevant ads via services like Google Ads or Facebook

You may disable cookies in your browser settings, but this may limit functionality.


6. GDPR Note (for Overseas Users)

If you are accessing our services from within the European Union, we comply with the General Data Protection Regulation (GDPR) regarding data collection, use, and retention. By using our services, you consent to the transfer of your personal information to Australia for processing.


7. Financial Services Privacy Policies

For specific financial products and services, please refer to:


8. Changes to This Policy

We may update this Privacy Policy to reflect changes in law or our business practices. Any updates will be posted on this page with the latest revision date.


Contact Us

If you have any questions about this Privacy Policy or how we handle your information, please contact:

ITP WA Support
📧 support@itpwa.com
📞 1300 380 127

Tax Returns