Call us Today!

+61 452 226 001

SKS Taxation Privacy Policy

At SKS Taxation, we are committed to safeguarding and protecting your personal information. This privacy policy outlines how SKS Taxation handle the collection, use, sharing, and protection of your personal data, and provides guidance on how to contact us if you have questions about how we manage your personal information.

As an organisation required by the Privacy Act 1988 (Cth) (“Privacy Act”), SKS Taxation complies with the Australian Privacy Principles (“APPs”). These principles regulate the way we manage personal information throughout its entire lifecycle—from initial collection, through use and disclosure, to secure storage, access, and eventual disposal.

SKS Taxation operates as registered tax agents under the Tax Agent Services Act 2009 and complies with the obligations set out in the Taxation Administration Act 1953.

What is considered personal information?

“Personal information” refers to any details or opinions, in any form —whether accurate or not—about an individual whose identity is clear or can be reasonably determined from those details. Common examples include your name, address, phone number and email.

Specific rules apply to the collection and management of Tax File Numbers (“TFNs”). SKS Taxation  are lawful tax file number recipients and are bound by the Tax File Number Guidelines 2011, as issued under the Privacy Act.

Collection of personal information by SKS Taxation

To the extent required by the Privacy Act:

  • SKS Taxation will only collect personal data when the information is necessary to our services and operations.
  • SKS Taxation will ensure that the collection methods are lawful, fair, and not excessively invasive.
  • When SKS Taxation collects personal information directly from you, we will take reasonable steps at or before the time of collection to ensure that you are aware of certain key matters, such as the purposes for which we are collecting the information, the organisations (or types of organisations) to which we would normally disclose information of that kind, the fact that you are able to access the information and how to contact us (for example, where personal information is collected on a form, we will generally include a written privacy statement with the form that sets out these details).

SKS Taxation will collect your personal information directly from you where it is reasonable and practicable to do so. Where SKS Taxation collects information about you from a third party, we will still take reasonable steps to ensure that you are made aware of the details set out above.

Use and disclosure of personal information by SKS Taxation

When SKS Taxation uses or shares your personal information for a purpose other than the original reason it was collected (known as a secondary purpose), we will ensure, as required under the Privacy Act, that:

  • The secondary purpose is connected to the original (primary) purpose and it would be reasonable for you to expect this use or disclosure;
  • You have given consent for your personal information to be used or shared for that secondary purpose;
  • The use or disclosure is required or authorised by law; or
  • The Privacy Act allows the use or disclosure (for example, as part of an investigation into suspected illegal conduct).

Why does SKS Taxation collect personal information?

SKS Taxation collects personal details, including Tax File Numbers (TFNs), to manage and oversee clients’ tax, superannuation, and personal financial matters. This applies to individuals, partnerships, companies, self-managed super funds, and trusts.

Occasionally, we use personal information for marketing or business development — such as sending newsletters, event invitations, service announcements, promotional offers, client surveys, or contests. Each communication will include an opt-out option. You may also contact us directly if you prefer not to receive these communications (our contact information is at the end of this policy).

How might we contact you?

We may contact you in a variety of ways, including by post, email, SMS, telephone call or facsimile.

Any electronic message that we send will identify SKS Taxation as the sender and will include our contact details. If you wish to opt-out of these message at any time please contact our administration team.

When does SKS Taxation disclose personal information to third parties?

In providing our services we may need to disclose personal information to third parties, namely the Australian Taxation (“ATO”) and other authorised government bodies.

Personal information including TFNs collected for the purposes of administering your taxation, superannuation and personal assistance affairs will be disclosed to the ATO through the lodgement of income tax returns and supporting schedules.

In providing our services we may need to disclose personal information to other third parties besides the ATO. These include but are not limited to financial institutions, finance brokers, financial planners, auditors, legal professionals, suppliers of client offers and services, etc. This information will not be provided without obtaining your express consent to do so. Your consent will be obtained at the time of and for each individual request made.

If SKS Taxation offers a product or service from another company that we believe would be of interest to you, your details will only be shared with that provider if you explicitly consent at the time of the offer.

Data quality, accuracy and security

To the extent required by the Privacy Act, SKS Taxation will take reasonable steps to:

  • Make sure that the personal information that we collect, use and disclose is accurate, complete and current;
  • Protect the personal information that we hold from misuse and loss and from unauthorised access, modification or disclosure; and
  • Destroy or permanently de-identify personal information that is no longer needed for any purpose that is permitted by the Privacy Act.

Anonymity

Due to the nature of our services, SKS Taxation generally cannot offer transactions where individuals remain anonymous or use aliases.

Use of Commonwealth government identifiers

SKS Taxation will not use Commonwealth government identifiers (“Identifiers”) (such as Tax File Numbers) as its own identifier of individuals. We will only use or disclose Identifiers in circumstances permitted by the Privacy Act.

Transfer of personal information overseas

If SKS Taxation transfers your personal information outside Australia, SKS Taxation will comply with the requirements of the Privacy Act that relate to trans-border data flows. We use a number of software packages which utilise information stored in the cloud. Some of our information technology service providers may be located overseas and, as a result, personal and/or credit information collected and held by SKS Taxation may be transferred overseas. To the extent required by the Privacy Act, SKS Taxation will take reasonable steps to ensure any overseas recipients comply with the Australia Privacy Principles.

Credit information

SKS Taxation is a credit provider and is committed to protecting the privacy of your credit information.

When SKS Taxation collects credit information directly from you, we will take reasonable steps at or before the time of collection to ensure that you are aware of certain key matters, such as the purposes for which we are collecting the information, the fact that you are able to access the information and how to contact us. For example, our forms that collect such data will include a privacy notice.

SKS Taxation will not provide your credit information to credit reporting bodies without your clear permission.

We treat the security of your credit information with the highest priority, and our internal policies reflect that.

Access and correction of your personal and/or credit information

Please contact SKS Taxation if you would like to access or correct the personal and/or credit information that we hold about you. SKS Taxation will generally provide you with access to your personal and/or credit information (although a fee may be imposed), and will take reasonable steps to amend any personal and/or credit information that is incorrect.

If access or correction is not granted, we will inform you of the reasons.

Further information

Please contact SKS Taxation if you have any queries about the personal and/or credit information that SKS Taxation holds about you or the way we handle that personal and/or credit information. SKS Taxation contact details for privacy queries are set out below.

SKS Taxation Privacy Contact

If you have any queries or complaints about our Privacy Policy please contact us at:

SKS Taxation
51 York St, Beenleigh QLD 4207
Email: admin@skstaxation.com.au

Information we are required to disclose to you

As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:

Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:

None Applicable

The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents (tax practitioners) and this register can be accessed and searched at: https://www.tpb.gov.au/public-register

Complaints

All complaints should be raised with me at first instance with the view that your concerns can be resolved amicably between us. In the event that your concerns cannot be satisfactorily resolved, you may wish to raise a complaint with the IPA and/or the TPB:

Further information is contained in an Information for Clients document on the TPB’s website: https://www.tpb.gov.au/sites/default/files/2025-03/Information%20for%20clients%20factsheet%202025_0.pdf

If you have a complaint about our Tax Agent services, please contact us in the first instance with details by email (admin@skstaxation.com.au). We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint within 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.

Contact Us

Attention: Director, SKS Taxation
51 York St, Beenleigh QLD 4207
Email: admin@skstaxation.com.au

Privacy Policy

SKS Taxation Privacy Policy

At SKS Taxation, we are committed to safeguarding and protecting your personal information. This privacy policy outlines how SKS Taxation handle the collection, use, sharing, and protection of your personal data, and provides guidance on how to contact us if you have questions about how we manage your personal information.

As an organisation required by the Privacy Act 1988 (Cth) (“Privacy Act”), SKS Taxation complies with the Australian Privacy Principles (“APPs”). These principles regulate the way we manage personal information throughout its entire lifecycle—from initial collection, through use and disclosure, to secure storage, access, and eventual disposal.

SKS Taxation operates as registered tax agents under the Tax Agent Services Act 2009 and complies with the obligations set out in the Taxation Administration Act 1953.

What is considered personal information?

“Personal information” refers to any details or opinions, in any form —whether accurate or not—about an individual whose identity is clear or can be reasonably determined from those details. Common examples include your name, address, phone number and email.

Specific rules apply to the collection and management of Tax File Numbers (“TFNs”). SKS Taxation  are lawful tax file number recipients and are bound by the Tax File Number Guidelines 2011, as issued under the Privacy Act.

Collection of personal information by SKS Taxation

To the extent required by the Privacy Act:

  • SKS Taxation will only collect personal data when the information is necessary to our services and operations.
  • SKS Taxation will ensure that the collection methods are lawful, fair, and not excessively invasive.
  • When SKS Taxation collects personal information directly from you, we will take reasonable steps at or before the time of collection to ensure that you are aware of certain key matters, such as the purposes for which we are collecting the information, the organisations (or types of organisations) to which we would normally disclose information of that kind, the fact that you are able to access the information and how to contact us (for example, where personal information is collected on a form, we will generally include a written privacy statement with the form that sets out these details).

SKS Taxation will collect your personal information directly from you where it is reasonable and practicable to do so. Where SKS Taxation collects information about you from a third party, we will still take reasonable steps to ensure that you are made aware of the details set out above.

Use and disclosure of personal information by SKS Taxation

When SKS Taxation uses or shares your personal information for a purpose other than the original reason it was collected (known as a secondary purpose), we will ensure, as required under the Privacy Act, that:

  • The secondary purpose is connected to the original (primary) purpose and it would be reasonable for you to expect this use or disclosure;
  • You have given consent for your personal information to be used or shared for that secondary purpose;
  • The use or disclosure is required or authorised by law; or
  • The Privacy Act allows the use or disclosure (for example, as part of an investigation into suspected illegal conduct).

Why does SKS Taxation collect personal information?

SKS Taxation collects personal details, including Tax File Numbers (TFNs), to manage and oversee clients’ tax, superannuation, and personal financial matters. This applies to individuals, partnerships, companies, self-managed super funds, and trusts.

Occasionally, we use personal information for marketing or business development — such as sending newsletters, event invitations, service announcements, promotional offers, client surveys, or contests. Each communication will include an opt-out option. You may also contact us directly if you prefer not to receive these communications (our contact information is at the end of this policy).

How might we contact you?

We may contact you in a variety of ways, including by post, email, SMS, telephone call or facsimile.

Any electronic message that we send will identify SKS Taxation as the sender and will include our contact details. If you wish to opt-out of these message at any time please contact our administration team.

When does SKS Taxation disclose personal information to third parties?

In providing our services we may need to disclose personal information to third parties, namely the Australian Taxation (“ATO”) and other authorised government bodies.

Personal information including TFNs collected for the purposes of administering your taxation, superannuation and personal assistance affairs will be disclosed to the ATO through the lodgement of income tax returns and supporting schedules.

In providing our services we may need to disclose personal information to other third parties besides the ATO. These include but are not limited to financial institutions, finance brokers, financial planners, auditors, legal professionals, suppliers of client offers and services, etc. This information will not be provided without obtaining your express consent to do so. Your consent will be obtained at the time of and for each individual request made.

If SKS Taxation offers a product or service from another company that we believe would be of interest to you, your details will only be shared with that provider if you explicitly consent at the time of the offer.

Data quality, accuracy and security

To the extent required by the Privacy Act, SKS Taxation will take reasonable steps to:

  • Make sure that the personal information that we collect, use and disclose is accurate, complete and current;
  • Protect the personal information that we hold from misuse and loss and from unauthorised access, modification or disclosure; and
  • Destroy or permanently de-identify personal information that is no longer needed for any purpose that is permitted by the Privacy Act.

Anonymity

Due to the nature of our services, SKS Taxation generally cannot offer transactions where individuals remain anonymous or use aliases.

Use of Commonwealth government identifiers

SKS Taxation will not use Commonwealth government identifiers (“Identifiers”) (such as Tax File Numbers) as its own identifier of individuals. We will only use or disclose Identifiers in circumstances permitted by the Privacy Act.

Transfer of personal information overseas

If SKS Taxation transfers your personal information outside Australia, SKS Taxation will comply with the requirements of the Privacy Act that relate to trans-border data flows. We use a number of software packages which utilise information stored in the cloud. Some of our information technology service providers may be located overseas and, as a result, personal and/or credit information collected and held by SKS Taxation may be transferred overseas. To the extent required by the Privacy Act, SKS Taxation will take reasonable steps to ensure any overseas recipients comply with the Australia Privacy Principles.

Credit information

SKS Taxation is a credit provider and is committed to protecting the privacy of your credit information.

When SKS Taxation collects credit information directly from you, we will take reasonable steps at or before the time of collection to ensure that you are aware of certain key matters, such as the purposes for which we are collecting the information, the fact that you are able to access the information and how to contact us. For example, our forms that collect such data will include a privacy notice.

SKS Taxation will not provide your credit information to credit reporting bodies without your clear permission.

We treat the security of your credit information with the highest priority, and our internal policies reflect that.

Access and correction of your personal and/or credit information

Please contact SKS Taxation if you would like to access or correct the personal and/or credit information that we hold about you. SKS Taxation will generally provide you with access to your personal and/or credit information (although a fee may be imposed), and will take reasonable steps to amend any personal and/or credit information that is incorrect.

If access or correction is not granted, we will inform you of the reasons.

Further information

Please contact SKS Taxation if you have any queries about the personal and/or credit information that SKS Taxation holds about you or the way we handle that personal and/or credit information. SKS Taxation contact details for privacy queries are set out below.

SKS Taxation Privacy Contact

If you have any queries or complaints about our Privacy Policy please contact us at:

SKS Taxation
51 York St, Beenleigh QLD 4207
Email: admin@skstaxation.com.au

Information we are required to disclose to you

As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:

Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:

None Applicable

The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents (tax practitioners) and this register can be accessed and searched at: https://www.tpb.gov.au/public-register

Complaints

All complaints should be raised with me at first instance with the view that your concerns can be resolved amicably between us. In the event that your concerns cannot be satisfactorily resolved, you may wish to raise a complaint with the IPA and/or the TPB:

Further information is contained in an Information for Clients document on the TPB’s website: https://www.tpb.gov.au/sites/default/files/2025-03/Information%20for%20clients%20factsheet%202025_0.pdf

If you have a complaint about our Tax Agent services, please contact us in the first instance with details by email (admin@skstaxation.com.au). We will provide you with email acknowledgement of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint within 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.

Contact Us

Attention: Director, SKS Taxation
51 York St, Beenleigh QLD 4207
Email: admin@skstaxation.com.au

Close