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Privacy Policy

Your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website, engage our services, or interact with us in any way. We are committed to complying with the Australian Privacy Principles (APPs) set out in the Privacy Act 1988 (Cth).

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Who We Are

This website is operated by SRB Financial Services (Trading as SRB Financials) ABN 53 68 7000 273, an online accounting and bookkeeping practice based in Australia. We provide professional services including accounting, bookkeeping, payroll, BAS lodgement, and related tax and advisory services. 

 

SRB Financial Services operates under the supervision of a licensed Tax Agent, ABFABS PTY LTD trading as Easy Tax Solutions (ABN 33 117 841 522). Easy Tax Solutions is engaged to ensure that all services provided comply with the regulatory standards and ethical guidelines set by the Tax Practitioners Board (TPB). Their involvement is fully confidential, and they play no direct role in marketing or client acquisition. Their oversight ensures all lodgement and advisory activities adhere to current Australian tax laws and professional obligations.

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​SRB Financial Services is also operated by an Associate Member of CPA Australia. As such, we are bound by CPA Australia's professional and ethical standards, including their Code of Professional Conduct, which governs integrity, confidentiality, and professional competence.

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In addition to our obligations under privacy legislation, our accounting and bookkeeping services are delivered in accordance with relevant professional standards and applicable regulatory frameworks, including the Australian Accounting Standards Board (AASB) Accounting Standards, where applicable.

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What Personal Information We Collect

We collect personal and business information that is reasonably necessary to deliver our services.

This may include:

  • Full name and contact details (e.g. phone number, email, business/ residential address)

  • Business details including trading name, legal name, ABN/ACN, and GST registration status

  • Financial records and reports (e.g. trial balance, profit and loss statements, balance sheets, bank statements)

  • Accounting software access credentials (e.g. Xero, MYOB, QuickBooks, Hubdoc, or other cloud platforms)

  • Payroll records, employee information, and superannuation details

  • Tax File Numbers (TFNs) and related ATO correspondence (where legally required)

  • Invoices, receipts, and purchase records for reconciliation

  • Documentation such as BAS statements, tax returns, and compliance records

  • Copies of legal or financial documents relevant to your business (e.g. trust deeds, loan agreements, ASIC documents)

  • Payment and billing details (e.g. invoices, transaction records, bank account details where relevant)

  • Website usage information (e.g. through cookies and analytics tools)

  • Any additional information you voluntarily provide through forms, uploads, bookings, or direct communication

 

We may also request secure access to your cloud storage, bank feeds, and financial reporting platforms where required to perform our duties accurately and in accordance with your service agreement.

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How We Collect Information

We may collect your information through:

  • Website forms (contact, onboarding, quote requests)

  • Online booking and scheduling tools

  • File uploads via secure document portals

  • Email correspondence or phone conversations

  • Cookies and third-party analytics (e.g. Google Analytics, Wix Tools)

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Why We Collect Your Information

We collect and use your personal information to:

  • Provide accounting, bookkeeping and financial administration services

  • Manage client onboarding and communication

  • Issue invoices and manage billing

  • Comply with ATO and regulatory obligations

  • Improve our services and user experience

  • Send service-related emails or updates

  • Maintain compliance with applicable professional and financial reporting standards, such as those issued by the AASB

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Disclosure of Your Information

We do not sell, rent, or trade your personal information.

Your information may be disclosed to:

  • ATO and relevant government authorities (where required by law)

  • Cloud-based service providers (e.g. Xero, MYOB, QuickBooks, Dropbox, Google Drive, Wix)

  • Our professional advisers (e.g. legal, insurance, IT)

  • Other third parties with your explicit consent

 

All third-party providers we work with are required to protect your data in accordance with Australian privacy laws.

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Data Security

We take the protection of your personal and business information seriously. SRB Financial Services implements reasonable administrative, technical, and physical safeguards to ensure your data is secure and handled in accordance with Australian privacy obligations.

This includes protecting sensitive information such as:

  • Login credentials to accounting or financial platforms (e.g. Xero, MYOB, QuickBooks)

  • Access to cloud storage or shared document systems (e.g. Google Drive, Dropbox, Hubdoc)

  • Financial and payroll records

  • Tax File Numbers and ATO-related documentation

 

Our security measures include:

  • Secure, encrypted storage of sensitive information

  • Use of password managers and two-factor authentication (2FA) for platform access

  • Restriction of access to client data only to authorised personnel

  • Secure document upload facilities via our website or trusted third-party platforms

  • Regular data backups and version control

  • Routine internal audits of access and data handling procedures

 

Despite our efforts to safeguard your information, no internet-based platform can guarantee absolute security. We encourage clients to also maintain best practices in password management and data sharing.

If you believe your data has been compromised or suspect unauthorised access, please notify us immediately.

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Cookies and Website Analytics

We use cookies and similar technologies to enhance your browsing experience. These may collect information such as:

  • Your IP address

  • Browser type and device information

  • Pages visited and time spent on site

 

You can disable cookies through your browser settings if preferred. However, some site features may not function properly as a result.

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Third-Party Links

Our website may include links to external websites. We are not responsible for the privacy practices or content of those sites.

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Children’s Privacy

Our services and website are not directed at individuals under the age of 18. We do not knowingly collect personal information from minors. If we become aware that we have inadvertently collected personal information from someone under the age of 18 without appropriate parental or guardian consent, we will take reasonable steps to delete it.

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Access to Your Information

You may request access to, or correction of, your personal information by contacting us via the details below. We may require proof of identity before responding to such requests.

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Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes to our practices or legal requirements. The latest version will always be available on our website.

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Contact Us

If you have any questions, concerns, or complaints regarding this Privacy Policy or the way your personal information is handled, please contact us:

SRB Financial Services trading as SRB Financials
Email: sam@srbfinancials.com
Phone: 0447 032 033
Postal Address: 2016 The Circle, Sanctuary Cove QLD 4212
ABN: 53 68 7000 273

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We will endeavour to respond to your enquiry within a reasonable timeframe, typically within 5 business days.

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