Who we are
Anchorpoint360 is committed to protecting the privacy and confidentiality of personal information. As an accounting and finance services provider, we handle sensitive financial and business data and take our obligations under applicable privacy laws seriously, including the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
This policy outlines how we collect, use, disclose and safeguard personal information.
What Information We Collect
We may collect personal and business information necessary to provide our services, including:
- Identification details (e.g. name, address, contact details)
- Financial information (e.g. income, expenses, bank details, tax file numbers where authorised)
- Business information (e.g. company structure, ABN, financial records)
- Employment and payroll-related data
- Information provided through correspondence, forms or consultations
- Website usage data (e.g. IP address, browser type, cookies)
We only collect information that is reasonably necessary to deliver our accounting, bookkeeping, compliance and advisory services.
How We Collect Information
Information is collected through:
- Direct engagement with clients (meetings, emails, phone calls)
- Client-provided documents and accounting systems (e.g. Xero or other platforms)
- Online forms and website enquiries
- Third parties authorised by you (e.g. ATO, financial institutions, software providers)
Where practicable, we collect information directly from you.
How We Use Your Information
We use personal information to:
- Deliver accounting, bookkeeping and BAS/tax compliance services
- Manage client relationships and communications
- Meet regulatory and legal obligations
- Improve our services and internal processes
- Facilitate integrations with accounting and financial systems
We do not use your information for purposes unrelated to the services we provide.
Disclosure of Information
We may disclose your information where necessary to:
- Government authorities (e.g. Australian Taxation Office)
- Financial institutions or software providers (with your consent)
- Professional advisers (e.g. auditors, legal advisers)
- Service providers who assist in delivering our services (subject to confidentiality obligations)
We do not sell or trade personal information.
Data Security
We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure.
This includes:
- Secure digital storage systems
- Access controls and user permissions
- Use of reputable accounting and cloud platforms
- Confidentiality obligations for staff and contractors
While we take security seriously, no system is completely risk-free.
Access and Correction
You may request access to the personal information we hold about you and request corrections if the information is inaccurate or outdated.
Requests can be made by contacting us using the details below.
Cookies and Website Data
Our website may use cookies and analytics tools to improve user experience and understand website usage.
You can control cookie settings through your browser.
Retention of Information
We retain personal information only as long as necessary to:
Maintain appropriate business records
Provide services
Comply with legal and regulatory requirements
Third-Party Services
We may use third-party platforms (e.g. accounting software, cloud storage providers). These providers may store data in Australia or overseas and are subject to their own privacy policies.
We take reasonable steps to ensure these providers maintain appropriate data protection standards.
Updates to This Policy
This Privacy Policy may be updated from time to time to reflect changes in legal requirements or business practices.
The latest version will always be available on our website.
Contact Us
If you have any questions, requests or concerns regarding this policy or your personal information, please contact:
Anchorpoint 360
Email: info@anchorpoint360.com.au