Privacy Policy

Nationwide Accountants and Advisers is an integrated professional services firm offering taxation, accounting, business advisory, mortgage broking, self-managed superannuation fund (SMSF) administration, and financial planning services.

Our registered office is located at Suite 7 / 28 Goodall Parade, Mawson Lakes SA 5095.

We are registered tax agents with the Tax Practitioners Board. Our mortgage broking services are provided by a licensed credit representative. Our financial planning services are provided by an appropriately licensed financial adviser under an Australian Financial Services Licence (AFSL).

We collect personal information that is reasonably necessary for us to provide our services. This may include:

• Full name, date of birth, residential and postal address
• Contact details including email address and phone number
• Tax File Number (TFN) and Australian Business Number (ABN)
• Employment details, income information, bank account details
• Financial information including assets, liabilities, income, expenses and superannuation balances
• Health information where relevant to insurance advice
• Information about your business, including ownership structure and financial statements
• Property details for mortgage and SMSF borrowing purposes
• Government-issued identification documents (passport, driver's licence)
• Information submitted through our website contact and booking forms

We collect sensitive information (such as health or financial information) only where it is reasonably necessary for providing our services and, where required by law, with your consent.

We collect personal information directly from you wherever practicable, including:

• When you complete a contact, booking, or enquiry form on our website
• When you attend a consultation, meeting or appointment with us
• When you engage us to provide professional services
• When you call our office or send us an email
• When you provide documents for tax, business or lending purposes
• From third parties such as the Australian Taxation Office (ATO), lenders, employers, or government agencies with your authority

If you provide personal information about a third party (such as a spouse, business partner or beneficiary), you confirm that you have their consent to do so.

We use your personal information to:

• Prepare and lodge tax returns and business activity statements (BAS)
• Provide business advisory, bookkeeping and compliance services
• Assess your eligibility for home loans, investment loans and other credit products
• Submit loan applications to lenders on your behalf
• Establish, administer and audit self-managed superannuation funds
• Provide financial planning advice, including superannuation, investment, insurance and retirement planning
• Respond to your enquiries and manage appointments
• Meet our legal, regulatory and professional obligations
• Improve our services and communicate relevant updates or offers

We do not use your Tax File Number for any purpose other than those permitted under the Tax File Number Guidelines made under the Privacy Act.

We may disclose your personal information to third parties in the following circumstances:

• Australian Taxation Office (ATO) — for lodgement and compliance purposes
• Lenders and credit providers — for the purpose of assessing and processing loan applications
• ASIC and APRA — as required for SMSF and financial services compliance
• Mortgage aggregators and broking platforms — for processing credit applications
• Insurance providers — where financial planning advice involves insurance recommendations
• Cloud accounting and practice management software providers — who are bound by their own privacy obligations
• Other professional advisers — such as legal advisers and other accountants, where instructed by you
• Law enforcement and government bodies — where required or authorised by law

We do not sell, rent or trade your personal information to third parties for marketing purposes.

Some of the software and cloud platforms we use may store data on servers located overseas (including the United States and other jurisdictions). Where this occurs, we take reasonable steps to ensure those providers comply with standards consistent with the Australian Privacy Principles.

By engaging our services, you acknowledge that your information may be transferred to and stored in overseas jurisdictions.

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification or disclosure. Our security measures include:

• Secure encrypted document management and communication systems
• Password-protected and access-controlled practice management software
• Physical security of paper records at our Mawson Lakes office
• Secure disposal of records no longer required
• Staff training on confidentiality and information handling

Despite these measures, no data transmission or storage system is completely secure. If you believe your information has been compromised, please contact us immediately.

We retain personal information for as long as necessary to provide our services and to comply with our legal, regulatory and professional obligations. This includes retention periods specified by the ATO, ASIC, the Tax Practitioners Board, and applicable state and federal legislation. Generally, client records are retained for a minimum of 7 years.

You have the right to request access to the personal information we hold about you, and to request correction of any inaccurate, out-of-date or incomplete information.

To make a request, please contact us using the details below. We will respond within a reasonable time. We may charge a reasonable fee for providing access where permitted by law.

In some circumstances, we may be required or authorised to refuse access — for example, where providing access would unreasonably impact the privacy of another person, or where required by law.

Our website may use cookies and similar tracking technologies to improve your experience and gather information about usage patterns. This may include information collected by Google Analytics or similar services. These tools may collect information such as your IP address, browser type, pages visited and time spent on site.

You can disable cookies through your browser settings. This may affect some functionality of our website.

We may contact you with information about our services, tax updates, industry news and relevant resources. You can opt out of marketing communications at any time by contacting us or using the unsubscribe link in any email we send you.

If you have a complaint about how we have handled your personal information, please contact us in writing. We will acknowledge your complaint promptly and aim to resolve it within 30 days.

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au or by calling 1300 363 992.

For any privacy-related enquiries, access requests or complaints, please contact:

Nationwide Wealth Management Pty Ltd ABN 97 614 891 020 is a Corporate Authorised Representative No. 1251898 of Professional Investment Services Pty Ltd (PIS) ABN 11 074 608 558, AFSL No. 234951. For financial planning services delivered through Nationwide Wealth Management, the privacy practices of the licensee (Professional Investment Services / Centrepoint Alliance) also apply.

You can view the full Centrepoint Alliance Privacy Policy here:

Centrepoint Alliance Privacy Policy (PDF) →

We may update this Privacy Policy from time to time. The current version will always be available on our website. We encourage you to review this policy periodically.