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Privacy Policy

1. Introduction

Rosenfeld Kant Pty Ltd (“we”, “us”, “our”) is committed to protecting your privacy and handling personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information in the course of providing accounting, taxation, and audit services.

2. What Personal Information We Collect

We may collect and hold the following types of personal information:

  • Identification details (e.g. name, date of birth, address) 
  • Contact details (phone number, email address) 
  • Tax File Numbers (TFNs) and Australian Business Numbers (ABNs) 
  • Financial information (income, expenses, bank details) 
  • Employment and business records 
  • Superannuation details 
  • Information required for audit engagements 
  • Identity verification documents (e.g. driver’s licence, passport) 

We only collect information that is reasonably necessary to provide our services

3. How We Collect Personal Information

We collect personal information through:

  • Directly from you (in meetings, emails, phone calls, forms) 
  • Your authorised representatives (e.g. lawyers, financial advisers) 
  • Government agencies (e.g. ATO via authorised access) 
  • Third parties where you have provided consent 
  • Identity verification processes (e.g. AUSTRAC requirements) 

4. Why We Collect and Use Personal Information

We collect, hold, and use your personal information to:

  • Provide accounting, taxation, and audit services 
  • Prepare and lodge tax returns and reports 
  • Verify your identity in compliance with regulatory obligations 
  • Communicate with you and respond to enquiries 
  • Meet legal and regulatory requirements 
  • Manage our business operations and client relationships 

5. Disclosure of Personal Information

We may disclose your personal information to:

  • The Australian Taxation Office (ATO) 
  • Regulatory bodies (e.g. ASIC, AUSTRAC) 
  • External service providers (e.g. cloud software, IT providers) 
  • Professional advisers (e.g. legal, compliance) 
  • Financial institutions where required 
  • Overseas service providers (if applicable – see below) 

We take reasonable steps to ensure that third parties handle your information securely and in accordance with privacy laws.

6. Overseas Disclosure

Some of your personal information may be stored or processed by cloud service providers located outside Australia.

Where this occurs, we take reasonable steps to ensure the overseas recipient complies with the Australian Privacy Principles or equivalent standards.

7. Security of Personal Information

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure, including:

  • Secure IT systems and encryption 
  • Access controls and staff confidentiality obligations 
  • Secure document storage (physical and electronic) 

8. Access and Correction

You have the right to:

  • Request access to the personal information we hold about you 
  • Request correction of inaccurate or incomplete information 

Requests can be made using the contact details below. We will respond within a reasonable timeframe.

9. Tax File Numbers (TFNs)

We handle Tax File Numbers in accordance with the Privacy (Tax File Number) Rule 2015 and only use and disclose TFNs for authorised purposes.

10. Direct Marketing

We may use your contact details to send you updates about our services or relevant regulatory changes.

You can opt out of receiving marketing communications at any time by contacting us.

11. Cookies and Website Data (if applicable)

If you use our website, we may collect limited information such as:

  • IP address 
  • Browser type 
  • Pages visited 

This helps us improve our website and services.

12. Complaints

If you believe we have breached your privacy rights, you can lodge a complaint with us using the details below.

We will investigate and respond within a reasonable timeframe.

If you are not satisfied, you may contact the Office of the Australian Information Commissioner (OAIC).

13. Contact Us

Rosenfeld Kant Pty Ltd

Address: PO Box Q73, Queen Victoria Building, Sydney NSW 1230

Phone: 02 9375 1200

Email: info@roskant.com.au

14. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will be available on our website or upon request.