JPX Tax Advisory ("we," "our," or "us") is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

As a registered tax agent and professional advisory firm, we are bound by strict confidentiality requirements under Australian law, including the Privacy Act 1988 (Cth) and the Tax Agent Services Act 2009 (Cth).

We use your personal information for the following purposes:

• Preparing and lodging tax returns and BAS statements
• Providing tax planning and advisory services
• SMSF establishment, compliance, and administration
• Communicating with you about our services
• Meeting our legal and regulatory obligations
• Representing you before the Australian Taxation Office (ATO)
• Improving our services and website functionality
• Sending you relevant updates about tax law changes (with your consent)

We may share your information in the following circumstances:

We implement appropriate technical and organizational measures to protect your personal information:

• Encrypted data transmission and storage
• Secure cloud storage with Australian-based providers
• Regular security updates and monitoring
• Access controls and user authentication
• Regular data backups and disaster recovery procedures
• Staff training on privacy and security requirements
• Physical security measures for our office premises

Under Australian privacy law, you have the right to:

• Access your personal information that we hold
• Request correction of inaccurate or incomplete information
• Request deletion of your information (subject to legal retention requirements)
• Withdraw consent for marketing communications
• Lodge a complaint about our handling of your information
• Request information about how we handle your personal data

Please note that as a tax agent, we are required to retain certain records for specific periods under tax law, even if you request deletion.

We retain your personal information for the following periods:

• Tax records: 5 years after the completion of the relevant tax year
• SMSF records: 10 years from the end of the income year
• Business records: 5 years from the completion of the transactions
• Client files: 7 years from the end of the professional relationship
• Website data: 2 years unless deleted earlier

These retention periods comply with Australian Taxation Office requirements and professional standards.