Privacy Policy

Last Updated: April 2026

1. Introduction

Integ Advisory ("we", "us", or "our") is committed to protecting the privacy of your personal information. We are bound by the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (the Privacy Act).

This Privacy Policy sets out how we collect, hold, use, and disclose your personal information when you engage with our accounting, taxation, business advisory, and virtual CFO (VCFO) services, visit our website at www.integadvisory.com.au, or otherwise interact with us.

By engaging our services or using our website, you acknowledge that you have read and understood this Privacy Policy.

2. What Personal Information We Collect

We may collect and hold the following types of personal information:

  • Your name, address, email address, telephone number, and other contact details
  • Your date of birth and tax file number (TFN), where required for taxation services
  • Financial information including income, expenses, assets, liabilities, bank account details, and investment information
  • Business information including business structure, Australian Business Number (ABN), and financial records
  • Employment details and payroll information, where relevant to our engagement
  • Information provided in correspondence, forms, or during meetings and consultations
  • Website usage data including IP address, browser type, pages viewed, and cookies (see Section 9)

We will only collect sensitive information (such as health information or membership of professional associations) where it is reasonably necessary for our services and with your consent, or as otherwise permitted by law.

3. How We Collect Personal Information

We collect personal information in a number of ways, including:

  • Directly from you when you engage our services, complete forms, or contact us by phone, email, or in person
  • Through our website when you submit enquiry forms or subscribe to communications
  • From third parties such as the Australian Taxation Office (ATO), financial institutions, other professional advisers, or referral partners, where you have authorised them to share your information with us
  • From publicly available sources, including ASIC and ABN Lookup registers

Where practicable, we will collect personal information directly from you. If we receive information about you from a third party, we will take reasonable steps to ensure you are aware of the collection.

4. Why We Collect, Use, and Disclose Personal Information

We collect, use, and disclose your personal information for the following purposes:

  • To provide our accounting, taxation, business advisory, VCFO, and related professional services to you
  • To comply with our legal and regulatory obligations, including obligations under taxation legislation and the Tax Agent Services Act 2009 (Cth)
  • To communicate with you about your engagement, including sending invoices, reports, and other correspondence
  • To administer and manage our relationship with you
  • To respond to your enquiries and provide information about our services
  • To improve our services, website, and client experience
  • To meet our professional and ethical obligations as members of Chartered Accountants Australia and New Zealand and the Tax Institute of Australia
  • For any other purpose authorised or required by law

We will not use or disclose your personal information for a purpose other than the purpose for which it was collected, unless you consent to the use or disclosure, or the secondary use or disclosure is related to the primary purpose and you would reasonably expect us to use or disclose the information in that way.

5. Disclosure of Personal Information

We may disclose your personal information to:

  • The Australian Taxation Office (ATO) and other government bodies, as required or authorised by law
  • Third-party service providers who assist us in delivering our services, including cloud-based accounting and practice management software providers
  • Your other professional advisers (such as lawyers, financial planners, or mortgage brokers) where you have authorised us to do so
  • Our professional indemnity insurers, where required
  • Regulatory bodies, including the Tax Practitioners Board and Chartered Accountants Australia and New Zealand, as required by our professional obligations

We do not sell, rent, or trade your personal information to any third party for marketing purposes.

6. Overseas Disclosure

Some of the third-party software and cloud services we use to deliver our services may store data on servers located outside of Australia. Where this occurs, we take reasonable steps to ensure that overseas recipients of your personal information comply with the APPs or are subject to a substantially similar privacy regime. We will notify you if your personal information is likely to be disclosed to an overseas recipient and the countries in which those recipients are located, where practicable.

7. Security of Personal Information

We take reasonable steps to protect the personal information we hold from misuse, interference, loss, and from unauthorised access, modification, or disclosure. These measures include:

  • Secure storage of physical records in locked facilities
  • Password protection, encryption, and multi-factor authentication for electronic records and systems
  • Restricting access to personal information to authorised personnel on a need-to-know basis
  • Regular review and update of our security practices

When personal information is no longer needed for the purposes for which it was collected, or as required to be retained by law, we will take reasonable steps to destroy or de-identify it.

8. Retention of Personal Information

We retain personal information for as long as necessary to fulfil the purposes for which it was collected, including to satisfy any legal, regulatory, or reporting requirements. In accordance with taxation legislation and our professional obligations, we are generally required to retain client records for a minimum of five (5) years after the completion of a relevant engagement. Certain records may be retained for longer periods where required by law or where we consider it necessary to protect our legitimate interests.

9. Website, Cookies, and Analytics

When you visit our website, we may collect certain information automatically, including your IP address, browser type, operating system, referring URLs, and pages viewed. We use cookies and similar technologies to enhance your experience on our website and to collect analytics data.

We may use third-party analytics services, such as Google Analytics, to help us understand how visitors use our website. These services may collect information sent by your browser as part of a web page request, including cookies and your IP address. Their use of this information is governed by their own privacy policies.

You can manage your cookie preferences through your browser settings. Disabling cookies may affect the functionality of certain parts of our website.

10. Access and Correction

You have the right to request access to the personal information we hold about you, and to request that we correct any information that is inaccurate, incomplete, or out of date.

To make a request, please contact us using the details provided in Section 13 of this policy. We will respond to your request within a reasonable period. We may charge a reasonable fee for providing access to your personal information, and we will advise you of any applicable fee before proceeding.

In some circumstances, we may refuse your request for access or correction where permitted by law, and we will provide you with reasons for the refusal.

11. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to review the privacy policies of any third-party websites you visit.

12. Complaints

If you believe that we have breached the APPs or handled your personal information inappropriately, you may lodge a complaint with us using the contact details in Section 13. We will acknowledge your complaint and investigate the matter promptly. We aim to resolve complaints within 30 days.

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.

13. Contact Us

If you have any questions about this Privacy Policy, or wish to make a request regarding your personal information, please contact us:

Integ Advisory

Email: [email protected]

Phone: 1300 378 714

Website: www.integadvisory.com.au

Location: Adelaide, South Australia

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our practices or legal obligations. The most current version of this policy will always be available on our website. We encourage you to review this policy periodically. Where changes are significant, we will take reasonable steps to notify you.

Disclaimer: This Privacy Policy is provided as a general guide and should be reviewed by a qualified legal professional to ensure it meets all applicable legal requirements specific to your business. Integ Advisory recommends seeking independent legal advice before publishing this policy.