Privacy Policy

Last updated: [Insert Date] — this is a draft template only. Please have it reviewed by a qualified lawyer before publishing, so it accurately reflects your data practices and complies with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

1. Introduction

Balanzia Bookkeeping & Consulting ("Balanzia", "we", "us", "our") respects your privacy and is committed to protecting the personal information you share with us. This policy explains what information we collect, how we use it, and the choices you have.

2. Information We Collect

We may collect the following types of information:

• Contact details, such as your name, business name, email address and phone number
• Information you provide when enquiring about or engaging our bookkeeping, BAS, payroll or reporting services
• Financial and business records you provide to us in the course of delivering our services
• Technical information such as browser type and pages visited, collected automatically when you use our website

3. How We Use Your Information

We use the information we collect to:

• Respond to enquiries and provide requested services
• Prepare and lodge BAS, payroll and financial reports on your behalf
• Communicate with you about your account or engagement with us
• Improve our website and services
• Meet our legal and regulatory obligations, including those under taxation law

4. Disclosure of Information

We do not sell your personal information. We may disclose information to trusted third parties where necessary to deliver our services, including:

• The Australian Taxation Office (ATO), where required for BAS or tax-related lodgements
• Cloud accounting platforms (such as Xero, MYOB or QuickBooks Online) used to deliver bookkeeping services
• Professional advisers (such as your accountant), where you have authorised us to share information with them

5. Data Security

We take reasonable steps to protect your personal and financial information from misuse, interference, loss, and unauthorised access, modification or disclosure, including the use of secure cloud-based systems and restricted access controls.

6. Data Retention

We retain personal and financial information for as long as necessary to provide our services and to comply with legal, accounting and taxation record-keeping obligations.

7. Access and Correction

You may request access to the personal information we hold about you, or ask us to correct it, by contacting us using the details below.

8. Cookies

Our website may use cookies or similar technologies to improve your browsing experience and understand how our site is used.

9. Changes to This Policy

We may update this policy from time to time. Any changes will be posted on this page with an updated revision date.

10. Contact Us

If you have any questions about this Privacy Policy or how your information is handled, please contact us:

• Phone: 0416 207 955
• Email: daniela@balanzia.com.au
• Location: Melbourne, Victoria