Privacy Policy

Sigma Accounting & Tax ("Sigma", "we", "us") respects your privacy. This policy explains what personal information we collect, why we collect it, how we look after it and how you can access or correct it. We handle personal information in line with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

What we collect

We only collect information we need to respond to you or to provide our services. Depending on how you deal with us, this may include:

• your name, email address and phone number
• your business type, the service you're interested in, and anything you tell us in a form, email, call or meeting
• booking details when you schedule a call with us
• for clients: tax file numbers, ABNs, identity documents, income, expense, bank and other financial records, and details of related entities
• website and campaign information, such as the page you came from, the campaign link you clicked and basic device and browser data

You can contact us without giving your name, but we usually can't send a resource or provide advice anonymously.

How we collect it

Most information comes straight from you: through our website forms (including when you download a free tool), our online booking page, email, phone, social media messages and client onboarding. Sometimes we receive it from others with your authority, such as the ATO, your previous accountant, your bank feed or your bookkeeping software.

Why we use it

• to send you the free tool or information you asked for and reply to your enquiry
• to book and hold calls and meetings
• to provide accounting, tax, BAS, bookkeeping, virtual finance and CFO services
• to prepare and lodge returns and statements with the ATO and other government agencies
• to meet our legal and professional obligations, including tax agent supervision, record keeping and identity checks where the law requires them
• to send you practical tips and updates, but only if you've agreed
• to understand which of our posts and campaigns are useful, so we can improve them

Tax file numbers

We only collect, use and disclose tax file numbers for purposes allowed by tax law, such as lodging your returns, and we handle them under the Privacy (Tax File Number) Rule 2015. Please don't put your TFN in a website form or social media message.

Who we share it with

We don't sell your personal information. We may share it with:

• The Accounting Academy Services Pty Limited, the Registered Tax Agent that supervises our tax and BAS agent services
• the ATO and other government agencies, when we act for you or the law requires it
• service providers that help us run the practice, such as our customer records, email, booking, website and accounting software providers (we use Zoho for our website, enquiries, bookings and email)
• other people you ask us to deal with, such as your lender, financial adviser or lawyer

Some of our providers may store or access information outside Australia, including in the United States and India. Where that happens, we take reasonable steps to make sure they protect it to a standard consistent with Australian law.

Emails and marketing

We only send marketing emails if you've ticked the box to receive them or otherwise agreed. Every email has an unsubscribe link, and you can also ask us by email or phone to stop. Unsubscribing won't affect anything we send you as a client.

Cookies and website analytics

Our website uses cookies and similar tools to keep the site working, measure visits and see which campaigns bring people to us. We may use advertising and analytics tools from platforms such as Meta, LinkedIn and Google. You can block or delete cookies in your browser settings; the site will still work.

Keeping it safe

We store information in secure cloud systems with access controls and two-factor sign-in, and we limit access to the people who need it. We keep client records for as long as the law requires (generally at least five years for tax records) and then securely delete or de-identify them. If a data breach is likely to cause you serious harm, we'll tell you and the Office of the Australian Information Commissioner (OAIC), as the Notifiable Data Breaches scheme requires.

Accessing or correcting your information

You can ask to see the personal information we hold about you, or ask us to fix anything that's wrong or out of date. Just get in touch using the details below. We'll respond within 30 days. If we can't give access, we'll tell you why.

Questions and complaints

If you have a question or think we've mishandled your information, please contact us first. We'll look into it and reply within 30 days. If you're not happy with our response, you can contact the OAIC at www.oaic.gov.au or on 1300 363 992.

Changes to this policy

We may update this policy from time to time. The latest version will always be on this page, with the date it took effect.