Effective Date: 20 July 2026

Introduction

Murray & Associates Accounting & Taxation Services ("Murray & Associates", "we", "our" or "us") is committed to protecting your privacy and handling your personal information responsibly.

This Privacy Policy explains how we collect, use, store and disclose your personal information when you visit our website or engage our accounting and taxation services.

We are committed to managing personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

The Information We Collect

Depending on the services you request, we may collect personal information including:

• Full name

• Residential or postal address

• Email address

• Telephone number

• Date of birth

• Tax File Number (TFN), where authorised by law

• Australian Business Number (ABN)

• Business information

• Financial and taxation information

• Identity verification documents

• Information contained in questionnaires, engagement forms and correspondence

• Documents uploaded through our secure client portal

• Any other personal information reasonably necessary to provide our professional accounting and taxation services.

• Records of communications with you, including emails and appointment notes.

How We Collect Your Information

We may collect personal information when you:

• Visit our website

• Submit an online enquiry

• Book an appointment

• Contact us by phone or email

• Engage us to provide accounting or taxation services

• Complete questionnaires or engagement documents

• Upload documents through our secure client portal

• Meet with us in person or online

• Provide information required for taxation, bookkeeping or business services

Where practical, we collect information directly from you.

Why We Collect Your Information

We collect personal information so we can:

• Prepare and lodge taxation returns

• Provide bookkeeping services

• Assist with business registrations and taxation matters

• Verify your identity where required

• Communicate with you about your engagement

• Respond to enquiries

• Comply with legal and professional obligations

• Improve our services and website

• Meet our legal and professional obligations as a Registered Tax Agent.

We only collect information that is reasonably necessary for these purposes.

Disclosure of Personal Information

We may disclose your personal information where necessary to provide our services or where required by law.

This may include:

• Australian Taxation Office (ATO)

• Australian Business Register (ABR)

• Government agencies where authorised or required by law

• Professional advisers assisting with your engagement

• Trusted software providers that support the delivery of our services

We do not sell your personal information.

Third-Party Service Providers

To provide our services efficiently and securely, we use trusted third-party providers.

These may include:

• Squarespace – Website hosting and enquiry forms

• Calendly – Appointment scheduling

• Google Workspace – Email and document management

• Client Relay – Secure client onboarding, engagement letters, questionnaires, document collection and client communication

• LodgeiT – Tax preparation and lodgement

• QuickBooks – Practice management and invoicing

These providers may collect, process or securely store personal information on our behalf to support the delivery of our services.

We encourage you to review the privacy policies of these providers where appropriate.

Cookies and Website Analytics

Our website may use cookies and website analytics to help us understand how visitors use our website and to improve the user experience.

You can choose to disable cookies through your web browser, although this may affect some website functionality.

Overseas Disclosure

Some of the third-party service providers we use may store or process personal information on servers located outside Australia.

Where this occurs, we take reasonable steps to ensure those providers maintain appropriate privacy and security standards consistent with Australian privacy laws.

Storage and Security

We take reasonable steps to protect your personal information from:

• misuse

• interference

• loss

• unauthorised access

• modification

• disclosure

We use secure systems and reputable software providers to safeguard client information.

Access to client information is limited to authorised personnel and protected through appropriate administrative, technical and physical safeguards.

When information is no longer required, we will securely retain or dispose of it in accordance with our legal and professional obligations.

Access and Correction

You may request access to the personal information we hold about you.

If any information is inaccurate, incomplete or out of date, you may request that it be corrected.

Requests should be made using the contact details below.

Anonymity

Where lawful and practical, you may choose to contact us anonymously or using a pseudonym.

However, we cannot provide accounting or taxation services without collecting sufficient personal information to identify you and comply with our legal obligations.

Direct Marketing

From time to time, we may send you information about our services where you have requested information or where permitted by law.

You may opt out of receiving marketing communications at any time.

We do not sell or disclose personal information for third-party marketing purposes.

Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us using the details below.

Murray & Associates Accounting & Taxation Services

Email: quennie@murrayaccounting.com

Phone: 0400 761 578

Address: Shop 5, 104 Egerton Street, Emerald QLD 4720

Privacy Questions or Concerns

If you have any questions about this Privacy Policy or concerns about how we have handled your personal information, please contact us using the details above.

If you wish to make a formal complaint about how we have handled your personal information, please refer to our Complaints Process page, which explains how complaints are managed and the options available if your concerns cannot be resolved.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in legislation, technology, our services or our business practices.

The current version will always be available on our website.

Last updated: 20 July 2026