Privacy Policy
Last updated: 18 September 202601 Who we are
MAS Modern Tax & Accounting ("MAS", "we", "us") provides tax, accounting and business advisory services across Australia, including registered tax agent and ASIC agent services. We are committed to protecting your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
This policy explains what personal information we collect, why we collect it, how we handle it and the choices you have.
02 Information we collect
Depending on the services you use, we may collect:
- Contact details: name, email address, phone number and postal address.
- Identity and government identifiers: date of birth and, where required to provide tax services, your Tax File Number (TFN), ABN or Director ID.
- Financial and tax information: income details, deductions, bank details for refunds, payroll and superannuation records, business financial statements.
- Enquiry details: the information you include when you contact us through our website form or by email.
- Newsletter information: your email address, subscription status, confirmation and unsubscribe records, and engagement information such as whether an email was opened or a link was clicked where email analytics are enabled.
- Technical data: basic website usage information collected through cookies (see section 7).
03 How we collect it
- Directly from you: through our website contact and newsletter forms, by email or phone, during consultations, or when you engage our services.
- When you subscribe to the MAS newsletter and confirm your email address through our sign-up confirmation process.
- From your authorised representatives or previous accountants, with your consent.
- From government agencies and platforms such as the ATO and ASIC, when acting as your registered agent.
- From accounting software you authorise us to access (for example Xero, MYOB or QuickBooks).
04 How we use your information
We use your personal information to:
- Provide our services: preparing and lodging tax returns, BAS and IAS, registering companies and trusts, bookkeeping, payroll and business advisory.
- Respond to your enquiries and provide quotes.
- Communicate with the ATO, ASIC and other bodies on your behalf as your authorised agent.
- Meet our own legal and professional obligations, including record-keeping requirements.
- Send you service updates and, only with your consent, marketing communications (see section 8).
05 When we disclose information
We do not sell your personal information. We may disclose it to:
- The Australian Taxation Office (ATO), ASIC and other government bodies, as required to deliver the services you engage us for or as required by law.
- Trusted service providers that support our operations (such as secure document storage, accounting software, MailPoet for newsletter management and our email delivery provider), under confidentiality and data-protection obligations.
- Professional advisers (such as legal counsel) where necessary and with your consent.
Where our service providers store data overseas, we take reasonable steps to ensure they handle it consistently with the Australian Privacy Principles.
06 Storage and security
We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification or disclosure. These include secure client portals for document exchange, access controls, encrypted connections on our website (HTTPS) and heightened protections for TFN information.
We retain records for the periods required by Australian tax and corporations law. Newsletter records are retained while you remain subscribed and for a reasonable period afterwards to maintain suppression and consent records. We delete or de-identify personal information when it is no longer needed, unless the law requires us to retain it.
08 Email and marketing
If you subscribe to the MAS newsletter, including MAS Comunidad resources, we use your email address to send guides, tax tips and notifications when a new article is published. We manage subscriptions using MailPoet and send messages through our configured email delivery provider.
New subscribers must confirm their email address before receiving newsletter emails. We may record delivery, opening and link-click information to understand engagement and improve our communications where email analytics are enabled.
Every marketing email includes a clear unsubscribe link. You may withdraw your consent at any time without charge, without creating an account and without providing information other than the email address to be unsubscribed. We process unsubscribe requests within five working days. You may also request removal by contacting roberto@masaccounting.com.au.
Unsubscribing from marketing does not affect service-related communications about work you have engaged us to perform.
09 Access, correction and deletion
You may request access to the personal information we hold about you, ask us to correct it if it is inaccurate, or request deletion where we are not legally required to retain it. To do so, contact us using the details in section 12. We will respond within a reasonable time and will not charge you for making a request.
10 Complaints
If you believe we have mishandled your personal information, please contact us first so we can investigate and respond. If you are not satisfied with our response, you can complain to the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.
11 Changes to this policy
We may update this policy from time to time. The latest version will always be available on this page, with the date of the last update shown at the top.
12 Contact us
For any privacy question or request, contact MAS Modern Tax & Accounting at roberto@masaccounting.com.au or through our contact page. We serve clients across Australia, in English y español.