Privacy Policy

Last updated: [7 July 2026]

Freedom Taxation ("we", "us", "our") is committed to protecting the privacy of your personal information. This Privacy Policy explains how we collect, use, disclose, and protect personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

By engaging our services, visiting our website, or otherwise providing personal information to us, you agree to the terms of this Privacy Policy.

1. Who We Are

This Privacy Policy applies to all personal information collected by Freedom Taxation through our website (freedomtax.com.au), client portals, email and SMS communications, phone calls, and in-person or virtual consultations.

2. Personal Information We Collect

Depending on your interaction with us, we may collect the following types of personal information:

Identity information — name, date of birth, Tax File Number (TFN), Australian Business Number (ABN)

Contact information — email address, phone number, residential and postal address

Financial information — income, bank account details, superannuation details, tax records, and other financial documentation necessary to provide accounting and tax services

Employment and business information — employer details, business structure, business financial records

Communication records — emails, call notes, meeting notes, and correspondence with our team

Technical information — IP address, browser type, device information, and website usage data collected via cookies and analytics tools

We only collect sensitive information (such as TFNs) where it is reasonably necessary to provide our tax and accounting services, and in accordance with applicable law.

3. How We Collect Personal Information

We collect personal information directly from you when you:

Engage us for tax, accounting, or advisory services

Complete a form on our website or through our client management system

Book an appointment with our accountants

Contact us by phone, email, or SMS

Subscribe to our email communications or marketing database

We may also collect information from third parties where necessary — for example, from the Australian Taxation Office (ATO), your employer, financial institutions, or previous accountants — but only with your authorisation or as permitted by law.

4. How We Use Your Personal Information

We use personal information to:

Prepare and lodge tax returns and financial statements on your behalf

Provide accounting, bookkeeping, and advisory services

Communicate with you about appointments, deadlines, and account matters

Send marketing communications, such as reminders about tax season and service offerings (you may opt out at any time)

Comply with legal and regulatory obligations, including reporting to the ATO

Improve our website, services, and client experience

5. Disclosure of Personal Information

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

The Australian Taxation Office (ATO) and other government or regulatory bodies, where required

Third-party service providers who support our operations, such as client relationship management (CRM) platforms, email and SMS communication providers, payment processors, and cloud storage providers

Professional advisers, such as auditors or legal counsel, where necessary

Other parties with your consent, or as required or authorised by law

Freedom Taxation uses GoHighLevel (CRM and client communications), Make.com (workflow automation). Some of these providers may store or process data on servers located outside Australia.

Where personal information is disclosed to overseas recipients, we take reasonable steps to ensure it is handled in accordance with the Australian Privacy Principles.

6. Data Security

We take reasonable steps to protect personal information from misuse, interference, loss, and unauthorised access, modification, or disclosure. This includes secure storage systems, access controls, and staff training on data handling obligations.

While we take security seriously, no method of electronic storage or transmission is completely secure, and we cannot guarantee absolute security of information transmitted to us.

7. Direct Marketing

From time to time, we may send you marketing communications (such as email or SMS reminders about tax season, appointment availability, or relevant services) if you have provided your contact details to us and have not opted out.

You can opt out of marketing communications at any time by clicking the "unsubscribe" link in our emails, replying "STOP" to SMS messages, or contacting us directly using the details in Section 10.

8. Access and Correction

You have the right to request access to the personal information we hold about you, and to request corrections if that information is inaccurate, out of date, or incomplete. To make a request, please contact us using the details in Section 10.

We will respond to access and correction requests within a reasonable timeframe, and in accordance with our obligations under the Privacy Act 1988 (Cth). In some circumstances, we may need to verify your identity before providing access.

9. Cookies and Website Analytics

Our website may use cookies and similar technologies to improve user experience, analyse website traffic, and support marketing activities. You can adjust your browser settings to refuse cookies, though this may affect the functionality of our website.

10. Complaints and Contact

If you have concerns about how we have handled your personal information, please contact us so we can investigate and respond:

Email: [email protected]

Phone: 1300 001 186

Website: freedomtax.com.au

Postal Address: Penrith Showground, Cnr of Station and Ransley Streets, Penrith NSW 2750

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. The most current version will always be available on our website, with the "last updated" date shown above.