Disclaimer And
Privacy Policy
Disclaimer
Equibooks Financials provides bookkeeping, administrative and software support services. We do not provide BAS services, tax agent services or financial advice. All formal lodgements must be completed by you or your registered BAS Agent or Tax Agent.
ABN 76 684 420 148
Equibooks Financials provides bookkeeping, administrative, payroll and software support services.
We are not a BAS Agent, Tax Agent, or financial adviser.
All compliance information, GST-related coding, payroll accuracy reviews, and reconciliation support provided by Equibooks Financials are offered as general bookkeeping assistance only.
We do not:
• lodge BAS, IAS or tax returns
• provide tax, legal or financial advice
• offer BAS services as defined under the Tax Agent Services Act 2009
• act on behalf of clients in dealings with the ATO
All formal lodgements, registrations, compliance submissions and tax matters must be completed by you or by your registered BAS Agent or Tax Agent.
While we take great care to ensure accuracy and clarity, responsibility for final review, approval and lodgement of any compliance documentation remains with the client and/or their registered agent.
Equibooks Financials does not accept liability for decisions made based on information that requires tax or legal advisory services.
Privacy Policy - the basics
Privacy Policy
Equibooks Financials (“we”, “our”, “us” and to whom are part of is committed to protecting your privacy.
This Privacy Policy explains how we collect, use, store and protect your personal information in accordance with the Australian Privacy Act 1988 and the Australian Privacy Principles (APPs).
By visiting our website or using our services, you agree to the practices described in this policy.
1. What Information We Collect
We collect information that allows us to provide bookkeeping and administrative support services, including:
Personal Information
• Full name
• Business name
• ABN/ACN
• Contact details (email, phone, address)
• Employee names (for payroll purposes)
• Communication records
Financial Information
• Bank statements
• Transaction data
• Receipts, invoices and bills
• Accounting software data (Xero, MYOB, etc.)
• Payroll records
• Superannuation information
Technical Information
• Website analytics (cookies, IP address, page views)
• Device type and browser
We only collect information relevant to providing our services.
2. How We Collect Your Information
We collect information through:
• Website forms and contact submissions
• Consultation bookings
• Email or phone communication
• Direct document uploads
• Access to accounting software (e.g., Xero)
• Onboarding processes
• Ongoing bookkeeping activities
We may also receive information from your accountant, BAS Agent or authorised representative when you request collaboration.
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3. How We Use Your Information
Your information is used to:
• Provide bookkeeping, payroll and administrative services
• Prepare reports, reconcile accounts and manage financial records
• Communicate with you regarding your services
• Schedule bookings and manage billing
• Improve our website and user experience
• Meet legal, regulatory or compliance requirements
• Coordinate with your accountant or BAS Agent when requested
We do not sell or share your information for marketing purposes.
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4. Disclosure to Third Parties
We may share your information with:
• Your authorised accountant or BAS Agent
• Bookkeeping or administrative staff assisting us
• Software providers (e.g., Xero, MYOB, Hubdoc, Dext)
• Payment processors
• IT service providers
• Legal authorities if required by law
All third parties are required to protect your information and use it only for the purpose provided.
We do not sell or rent your personal information to any external parties.
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5. Data Storage & Security
We take reasonable steps to store your information securely using:
• Encrypted platforms
• Secure passwords and authentication
• Restricted access
• Encrypted document storage
• Anti-virus and firewall protection
• Regular system updates
Despite best efforts, no online system is completely secure.
You acknowledge that information provided electronically is done at your own risk.
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6. Accounting Software Access
By granting us access to platforms such as Xero or MYOB, you authorise us to view, process and update information necessary for bookkeeping tasks.
You remain responsible for:
• Maintaining your software subscriptions
• Controlling user access
• Revoking access when services end
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7. Your Rights
You have the right to:
• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of information no longer required
• Withdraw software access or permissions
• Lodge a complaint if you believe we have breached privacy laws
Requests can be made by emailing:
info@equibooksfinancials.com.au
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8. Email & Communication Consent
By contacting us, you consent to receiving:
• Appointment confirmations
• Service updates
• Relevant bookkeeping communications
• Invoices and payment reminders
• Optional newsletters (you may unsubscribe at any time)
We do not send spam or unrelated marketing.
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9. Cookies & Website Tracking
Our website may use cookies to improve user experience, analyse traffic and remember preferences.
You may disable cookies in your browser settings, though some features may not function fully.
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10. Data Retention
We retain records:
• As required by the Taxation Administration Act
• For bookkeeping accuracy
• For lawful business purposes
• For as long as you are a client
Upon termination of services, you may request copies of your data.
We may retain certain records for audit, compliance or legal obligations.
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11. Children’s Privacy
Our services are intended for adults and business owners.
We do not knowingly collect information from individuals under 18.
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12. Links to External Sites
Our website may contain links to external websites.
We are not responsible for the privacy practices of other sites.
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13. Changes to This Policy
We may update this Privacy Policy from time to time.
The updated version will always be available on our website.
Continued use of our services indicates acceptance of any changes.
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14. Contact Us
If you have questions regarding this Privacy Policy or wish to make a request, contact:
Equibooks Financials
Email: info@equibooksfinancials.com.au
ABN: 76 684 420 148
Sydney NSW Australia