Privacy Policy

Doctor's Tax ("we", "us", "our") is committed to protecting your privacy and handling your personal information in an open and transparent way. This policy explains how we collect, use, disclose and safeguard personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

In summary

We only collect information we need to provide accounting, tax and advisory services. We never sell your information. We hold it securely and only share it with parties you'd reasonably expect — such as the ATO, your nominated advisers, or service providers who help us operate.

1. Who We Are

Doctor's Tax is an Australian accounting practice providing tax, accounting, superannuation and financial advisory services to medical and healthcare professionals.

Business address: L8, 25 Restwell Street, Bankstown NSW 2200
Phone: 1300 133 244
Email: info@doctorstax.au

2. What Personal Information We Collect

To provide our services we may collect:

Identity information — name, date of birth, tax file number, address, contact details
Financial information — income, expenses, bank and investment account details, loan details, asset and liability records
Tax and superannuation information — tax returns, ATO notices, superannuation balances and contributions, SMSF records
Employment information — employer, occupation, salary arrangements, professional registrations
Family and beneficiary information — where relevant to entity structuring or tax planning
Health information — only where necessary for insurance applications or claims
Website information — contact form submissions and standard analytics data

We generally collect information directly from you. We may also collect from your employer, the ATO, financial institutions, previous accountants, insurers, or your nominated representatives.

3. Why We Collect It

To prepare and lodge tax returns, BAS, financial statements and other compliance documents
To provide tax planning, structuring and advisory services
To establish and administer entities such as companies, trusts and SMSFs
To meet our legal and professional obligations as registered tax agents
To respond to your enquiries and communicate with you about our services
To verify your identity as required by the Anti-Money Laundering and Counter-Terrorism Financing Act 2006
To improve our website and services

4. Cookies, Analytics & Third-Party Tools

Our website uses cookies and third-party analytics services (including Google Analytics) to understand how visitors use our site. This may include your IP address, browser type, device, pages viewed and time on site. This information is aggregated and does not identify you personally.

We may also use third-party services such as Google Fonts, Font Awesome, and embedded maps or forms, which may collect technical data. We use Google Search Console for search performance analysis.

You can block or delete cookies through your browser settings. Note that some website functionality may be affected if you do.

5. How We Disclose Your Information

We do not sell your personal information. We may disclose it to:

The Australian Taxation Office and other government bodies as required by law
The Australian Securities and Investments Commission and the Tax Practitioners Board where required
Your nominated financial adviser, mortgage broker, lawyer, or insurer — with your authority
Service providers who assist our operations, such as cloud software providers, SMSF auditors, and IT support
Financial institutions where you have asked us to act on your behalf
External parties where required by court order or law enforcement

Where we use third-party service providers, they are required to protect your information and use it only for the purpose we engaged them for.

6. Overseas Disclosure

Some of our software and digital service providers may store data outside Australia (including in the United States and the European Union). We take reasonable steps to ensure such providers maintain privacy standards substantially similar to the Australian Privacy Principles.

7. Security of Your Information

We take the security of your information seriously. Measures include encrypted data transmission, password-protected and access-controlled systems, secure cloud storage with reputable providers, multi-factor authentication, restricted staff access on a need-to-know basis, and staff privacy and confidentiality training. While no system is completely secure, we take reasonable steps to protect your information from misuse, loss, unauthorised access, modification or disclosure.

8. How Long We Keep It

We retain your personal information for at least seven years following the end of our engagement, as required by Australian tax and professional record-keeping obligations. After this period we securely destroy or de-identify information no longer required.

9. Accessing and Correcting Your Information

You may request access to the personal information we hold about you, and ask us to correct any inaccuracy. We will respond within 30 days. In limited circumstances we may decline a request (for example, where it would unreasonably affect another person's privacy), and will give you written reasons. To make a request, contact us using the details above.

10. Direct Marketing

We may occasionally send you updates, tax alerts and information about our services. Every communication includes an unsubscribe option. We will not use your information for marketing if you have asked us not to.

11. Complaints

If you believe we have breached an Australian Privacy Principle, please contact us first at info@doctorstax.au. We will investigate and respond within 30 days.

If you are not satisfied, you may complain to the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au or on 1300 363 992.

12. Changes to This Policy

We may update this policy from time to time. The current version is always available on this page, with the last updated date shown at the top.