Privacy Policy

SHL Tax & Co · Last updated 11 November 2026

SHL Tax & Co (ABN 13 674 640 389) provides tax and accounting services. This policy explains how we handle personal information, including tax file number (TFN) information, in connection with enquiries and professional services.

Information we collect

Depending on the service, we may collect names, contact details, identification and business information, income and financial records, employment and superannuation details, TFNs and supporting tax documents. We may obtain information directly from you, your authorised representatives, the ATO and other sources where permitted or authorised.

Why we collect and use information

We use information to respond to enquiries, assess and deliver agreed services, verify identity, prepare and lodge tax and other statutory documents, communicate with you, maintain required records and meet legal, professional and regulatory obligations, including applicable AML/CTF obligations.

Tax file numbers

We handle individual TFN information in accordance with the Privacy (Tax File Number) Rule 2015 and applicable taxation law. We request TFNs only where legally permitted and reasonably needed for taxation or related authorised purposes. Providing a TFN is not compulsory; however, not providing it may prevent or delay particular services or affect the tax treatment of certain payments. We restrict TFN access to those who need it for authorised purposes, protect it against misuse and dispose of it securely when no longer required or permitted to be retained. We do not use TFNs as general identity verification numbers.

Disclosure and service providers

Where relevant and authorised, we may disclose information to the ATO, ASIC, AUSTRAC and other regulators, your authorised representatives, and professional or technology service providers supporting our work (such as accounting, document management, identity verification and secure communication platforms). We limit disclosures to what is reasonably necessary or legally required and take reasonable steps to protect information handled by service providers.

Overseas processing

Some technology providers may store or process information outside Australia. Where this occurs, we assess relevant privacy and security safeguards and comply with applicable requirements. You may contact us to ask about overseas handling relevant to your services.

Security and retention

We take reasonable administrative, technical and organisational steps to protect personal information from loss, misuse and unauthorised access or disclosure. We retain records for periods required by applicable law and professional obligations, then securely delete or de-identify information when appropriate. No internet transmission can be guaranteed completely secure.

Access, correction and complaints

You may contact us to request access to or correction of your personal information, or raise a privacy concern. We will consider your request and respond in accordance with applicable law. If you are dissatisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC) where its jurisdiction applies.

Website enquiries

Please do not send TFNs, identity documents or other sensitive records through an initial website enquiry or ordinary email unless we have arranged an appropriate method of transfer. Our website may be subject to standard hosting and security logs. External links have their own privacy practices.

Contact

Email: cara.lee@shltax.com.au
Phone: 0430 920 314
Location: Sydney, NSW, Australia

This policy may be updated to reflect changes in services, systems or legal obligations.