Privacy Policy.

B Walker & Company Accountant Pty Ltd ACN 143 409 009 ATF B Walker & Company Trading Trust trading as Align Business Accountants (“we”, “us”, “our”) is committed to protecting your privacy and handling your Personal Information in accordance with the Privacy Act 1988 (Cth) (“Act”), the Australian Privacy Principles, and Chartered Accountants ANZ (CA ANZ) professional standards.

This Privacy Policy (“Policy”) explains how we collect, use, disclose, and safeguard your Personal Information which you supply to us or we collect from you when you visit our website, www.alignba.com.au (“Site”) or engage our services. This Policy is in addition to any other agreement or terms and conditions applicable to our dealings with you.

“Personal Information” is information we hold which is identifiable as being about you as defined by the Act and for the avoidance of doubt, includes “Sensitive Information”.

If you do not provide requested Personal Information, we may not be able to provide some or all of our services (for example, tax or payroll services).

1. What Personal Information We Collect

We may collect Personal Information including:

  • Name, address, email, and contact details
  • Date of birth and identification details
  • Tax File Numbers (TFNs) and financial information
  • Business information (including ABNs, company details, financial information)
  • Employment and payroll information
  • Any other information necessary to provide our services

We may also collect Sensitive Information, (for example, health information or other information treated as sensitive under the Act) or as otherwise permitted by law.

We only collect Sensitive Information where it is reasonably necessary for, or directly related to, our functions and activities (including where relevant to a client’s business operations or succession planning), and where required we will obtain consent.

Tax File Number and similar information is handled in accordance with the Act and applicable TFN rules, including restrictions on use and disclosure.

Unsolicited information: if we receive Personal Information we did not request, we will determine whether we could have collected it under the Act. If not, we will destroy or de-identify it where lawful and practicable.

2. How We Collect Personal Information

We collect Personal Information in a variety of ways, including:

  • Directly from you (in person, by phone, email, or online forms)
  • From third parties (e.g., ATO, banks, financial institutions, software platforms, or your authorised representatives)
  • Through our website (including cookies and analytics tools)

You may browse our Site without identifying yourself; however, some features may require you to provide Personal Information.

Where lawful and practicable, you may deal with us anonymously or using a pseudonym (for example, when making a general enquiry). This may not be possible where we are required to identify you to provide services or comply with law (including tax and anti-fraud obligations).

Where we collect Personal Information from you, we will take reasonable steps to notify you of the matters required by APP 5, including the purposes of collection, usual disclosures, whether overseas disclosures are likely, and how to access and correct your information.

3. Why We Collect, Hold and Use Personal Information

We collect and use Personal Information for purposes including:

  • providing accounting, taxation, and advisory services;
  • meeting legal and regulatory obligations;
  • communicating with clients and responding to enquiries;
  • marketing our products and services to clients;
  • managing client relationships and engagements; and
  • improving our services and website functionality.

Client consent and best interests: We will only use or disclose your Personal Information for the primary purposes described above, for a related secondary purpose where you would reasonably expect it, or as required or authorised by law. Where required, we will obtain your consent (including for collection of Sensitive Information).

Direct marketing: We will only use your Personal Information for direct marketing where we have disclosed our intent at the time of collection (unless otherwise permitted by the Act). If we send you marketing communications, you may opt out at any time using the unsubscribe facility (if provided) or by contacting us.

4. Disclosure of Personal Information

We may disclose your Personal Information to:

  • our employees
  • Government agencies, including the Australian Taxation Office
  • Banks, financial institutions, and other professional advisers
  • Software and cloud service providers (e.g., accounting and document management platforms)
  • Contractors or service providers when it is required for the delivery of our services

Professional standards: We disclose Personal Information in accordance with CA ANZ professional standards and on a need-to-know basis. Where we disclose information to service providers, we take reasonable steps to ensure they are bound by appropriate confidentiality and privacy obligations (for example, by contract).

Government Related Identifiers: we will not adopt a government related identifier (such as your TFN) as our own identifier. We will only use or disclose government related identifiers where permitted by law.

5. Overseas Disclosure

Some of our service providers or systems may store or process data overseas.

Where this occurs, we take reasonable steps to ensure that overseas recipients handle Personal Information in a manner consistent with the APPs (for example, by contractual protections and due diligence), unless an exception applies under the Act.

Countries: Where practicable, we will identify in this policy the countries in which our overseas recipients are likely to be located. At this time, the countries will depend on the particular software or storage provider used for your engagement. Please contact us if you would like details of the overseas locations applicable to your information.

6. Data Security

We take reasonable steps to protect your Personal Information from misuse, interference, loss, and unauthorised access, modification, or disclosure.

These measures include:

  • Secure IT systems, cloud platforms, and encrypted communications
  • Access controls and authentication for staff
  • Staff confidentiality obligations and training
Unfortunately, we cannot guarantee that our data storage measures are totally secure.

7. Data Breaches

In the event of a data breach likely to result in serious harm, we will comply with our obligations under the Notifiable Data Breaches scheme, including notifying affected individuals and regulators where required.

Professional obligations: We will also notify clients promptly in line with CA ANZ professional standards.

8. Website and Cookies

When you visit our website, we may collect Non-Personal Information such as:

  • Browser type and version
  • Operating system
  • Pages viewed and time spent on the site
  • Referring website

This information is used for analytics, website improvement, and enhancing user experience.

Cookies may be used to enhance your browsing experience. You can disable cookies via your computer’s web browser. However, this may restrict access to and functionality of some webpages and services within our website.

9. Access and Correction

You have the right to request access to Personal Information we hold about you and to request corrections.

Requests should be made in writing using the contact details below. We will respond within a reasonable time and in accordance with the Act. We may charge a reasonable administrative fee for providing access only where permitted by law and we will not charge a fee for making the request.

10. Complaints

If you have concerns about how we handle your Personal Information, please contact us using the details below. We will acknowledge your complaint and investigate it promptly.

If we have not responded to you within a reasonable time, you are entitled under the Act to make a complaint to the Office of the Australian Information Commissioner.

11. Record Keeping and Retention

We maintain accurate records of client information in accordance with legal and professional requirements including taking reasonable steps to keep Personal Information accurate up to date and complete (APP 10).

We retain Personal Information only for as long as necessary for the purposes set out in this Policy and to meet legal and professional obligations. When no longer required, we will take reasonable steps to destroy or de-identify it where lawful and practicable.

12. Changes to This Policy

We reserve the right, at our discretion, to modify, add to or remove portions of this Policy from time to time. The current version will always be available on our website.

13. Governing Law

This Policy is governed by the laws of New South Wales, Australia.

14. Contact Us

If you have any questions, concerns, or complaints about this Policy or how your Personal Information is handled, please contact us at:

Website: www.alignba.com.au

Email: enquiries@alignbusinessaccountants.com.au

For more information about privacy issues in Australia and protecting your privacy or to make a complaint about our handling of your Personal Information, visit the Office of the Australian Information Commissioner’s website: http://www.oaic.gov.au/

Last updated: 17 April 2026