Last updated: November 2026
KGS Advisory Pty Limited (ABN 43 644 219 705) respects your privacy. This policy explains how we collect, use, disclose and protect personal information in line with the Australian Privacy Principles in the Privacy Act 1988 (Cth).
Information we collect
We collect information needed to provide accounting, tax and advisory services, including names, contact details, dates of birth, tax file numbers, identification documents, financial, employment, business and investment information, and details of family members or related entities where relevant.
How we collect it
We collect information directly from you (for example through our website forms, emails, meetings and client portals), from your authorised representatives, and from third parties such as the ATO, ASIC, banks and your previous accountant, with your authority.
How we use it
We use personal information to provide our services, meet our legal and professional obligations as a registered tax agent and Chartered Accountants, manage our relationship with you, and send you information about our services (you can opt out at any time).
Tax file numbers
We collect, use, store and disclose tax file numbers only as permitted by tax, superannuation and personal assistance laws and the Privacy (Tax File Number) Rule 2015.
Disclosure
We may disclose information to government agencies such as the ATO and ASIC, to service providers who support our practice (such as accounting software, document management and IT providers), to professional bodies for quality review, and otherwise as required or authorised by law. Some service providers may store data outside Australia; where this happens we take reasonable steps to ensure the information is protected.
Security and retention
We take reasonable steps to protect personal information from misuse, interference, loss and unauthorised access. We keep records for as long as required by law and professional standards, then destroy or de-identify them securely.
Website
Our website may use cookies and analytics tools to understand how it is used. Information you submit through our contact form is sent to our office and stored securely.
Access, correction and complaints
You can ask to access or correct the personal information we hold about you by contacting us on 02 7820 5049 or office@kgsadvisory.com.au. If you have a privacy complaint, contact us first. If you are not satisfied with our response, you can contact the Office of the Australian Information Commissioner (oaic.gov.au).