Privacy Policy.

Effective Date: June 2025
Business Name: New Horizon Accountants
ABN: 61 663 867 605
Contact Email: contact@newhorizonaccountants.com
Address: Keilor Downs, VIC 3038

New Horizon Accountants (referred to as "we", "us", or "our") is committed to protecting the privacy and confidentiality of our clients and complying with the Privacy Act 1988 , including the Australian Privacy Principles (APPs).

1. What Personal Information We Collect

We collect personal information to provide taxation, accounting, and advisory services. The types of personal information we collect may include:

  • Full name, address, phone number, and email

  • Date of birth

  • Tax File Number (TFN) and Australian Business Number (ABN)

  • Financial and banking details

  • Employment and income details

  • Superannuation details

  • Identity verification documents (e.g., driver’s licence, passport)

  • Business or investment details

  • Any information required by the Australian Taxation Office (ATO) or Tax Practitioners Board (TPB)

We may also collect sensitive information (e.g., health, family, or financial hardship details) if it is relevant to our services and you consent to its collection.

2. How We Collect Personal Information

We collect information in several ways, including:

  • Directly from you (via email, phone, meetings, or our website forms)

  • Through online portals, secure document uploads, and cloud platforms

  • From the ATO or government agencies, with your authorisation

  • From third parties such as financial institutions, your employer, or other advisors

We only collect personal information by lawful and fair means.

3. Why We Collect, Use and Disclose Your Personal Information

We collect your information to:

  • Provide taxation, accounting, business advisory, and financial services

  • Prepare and lodge tax returns, BAS, and financial reports

  • Verify your identity and protect against fraud

  • Communicate with you regarding your obligations and entitlements

  • Comply with our legal obligations under the Tax Agent Services Act 2009 and related legislation

We may disclose your personal information to:

  • The Australian Taxation Office (ATO)

  • The Tax Practitioners Board (TPB)

  • Other government departments or regulators as required

  • Legal, financial, or IT professionals assisting us in service delivery

  • Cloud service providers or software platforms (e.g., Xero, MYOB), subject to strict confidentiality obligations

We do not sell or trade your personal information.

4. Security of Your Personal Information

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

Measures include:

  • Secure electronic document storage and encrypted communications

  • Two-factor authentication for cloud-based platforms

  • Access controls and user permissions

  • Regular data backup and cybersecurity audits

If a data breach occurs that is likely to cause serious harm, we will notify affected individuals and the Office of the Australian Information Commissioner (OAIC) as required by the Notifiable Data Breaches (NDB) scheme.

5. Access to and Correction of Your Personal Information

You may request access to your personal information or request corrections if the information is inaccurate, incomplete, or outdated.

To request access or changes, please contact us at:
📧 Contact@newhorizonaccountants.com

We will respond within 30 days. We may charge a reasonable fee for providing access, but not for lodging a request.

6. Overseas Disclosure

In general, we do not disclose your personal information to overseas recipients. If we do, it will only be to trusted service providers (e.g., cloud storage or accounting software providers) that meet appropriate privacy and security standards.

We will take reasonable steps to ensure that any overseas recipients comply with the Australian Privacy Principles or are subject to similar protections.

7. Website and Online Services

Our website may collect basic analytical data (e.g., IP address, browser type, pages visited) through tools like Google Analytics for performance and improvement purposes.

We may also use cookies to enhance user experience. You can adjust your browser settings to refuse cookies if you prefer.

Our online services are secured with SSL encryption and two-factor authentication where applicable.

8. Client Verification and Digital Authorisation

In line with TPB guidance and fraud prevention policies, we use secure client verification processes, including identity document checks and access control protocols.

For digital services, we utilise the ATO’s Online Services for Agents and Relationship Authorisation Manager (RAM) platforms to protect your information and authorisations.

9. How to Make a Privacy Complaint

If you believe your privacy has been breached, please contact us in writing:

Privacy Officer
New Horizon Accountants
📧 Email: contact@newhorizonaccountants.com
📍 Address: Keilor Downs, VIC 3038

We will acknowledge your complaint within 7 days and provide a response within 30 days.

If you are not satisfied with our resolution, you may contact the Office of the Australian Information Commissioner (OAIC):
🔗 www.oaic.gov.au/privacy/privacy-complaints

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in legal obligations or business practices. The latest version will always be available on our website.

Last updated: June 2025
If you have any questions or require further information about our privacy practices, please reach out to us at contact@newhorizonaccountants.com.