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TASA Disclosure
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As registered tax agents, we are governed by the Code of Professional Conduct in the Tax Agent Services Act 2009 (TASA). Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:

 

  1. Matters That Could Influence Your Decision:

    • We have not committed any prior material breaches of the TASA or related instruments.

    • We are not currently under investigation by the Tax Practitioners Board (TPB) for any material breaches.

    • No sanctions have been imposed on us by the TPB, and there are no conditions on our registration.

    • We have not been disqualified from providing tax agent services.

    • We do not employ or engage any individuals who have been disqualified from providing tax agent services.

  2. TPB Public Register:

  3. Complaints Process:

    • If you have a complaint about our services, please contact us directly at hello@jvpadvisory.com.au. We will acknowledge your complaint within 3 business days and aim to resolve it within 10 business days.

    • If we are unable to resolve your complaint, you may contact the TPB to lodge a formal complaint. Information on how to do this is available at: https://www.tpb.gov.au/complaints.

Privacy Policy

INTRODUCTION
JVP Advisory Pty Ltd is an accounting firm in Brisbane. In this Privacy Policy, 'JVP Advisory Pty Ltd', 'we', 'us' and 'our' refers to any entity owned or controlled by JVP Advisory Pty Ltd. At JVP Advisory Pty Ltd, we recognise the importance of protecting and maintaining your personal information. We appreciate that you may have concerns about your privacy and the security, accuracy and confidentiality of your personal information. JVP Advisory Pty Ltd is committed to providing you with the highest quality professional service whilst also protecting your privacy. JVP Advisory Pty Ltd abides by the Australian Privacy Principles established under the Privacy Amendment (Enhancing Privacy Protection) Act 2012 and the Privacy Act 1988 (Cth) (Privacy Act). This Privacy Policy outlines how JVP Advisory Pty Ltd handles personal information. This Privacy Policy does not apply to personal information collected by JVP Advisory Pty Ltd that is exempted under the Privacy Act, for example, employee records. JVP Advisory Pty Ltd may modify this Privacy Policy from time to time to reflect its current privacy practices.
 

COLLECTION OF PERSONAL INFORMATION
When you use our Products or Website, you may be asked for personally identifiable information such as your name, email address and telephone number. By giving us such information, you'll need to consent by using it in the manner described in this policy. You may withdraw your consent at any time by emailing us at hello@jvpadvisory.com.au. We'll return or destroy your personal information within five days of receipt of your withdrawal of your consent.
 

COOKIES
Cookies are small data files that a website you visit may save on your computer or handheld device that usually includes an anonymous unique identifier. Our websites and those of our products may use cookies for user authentication, keeping track of your preferences, promotional campaigns, tracking our audience size and in certain and other cases. We may include small graphic images in our email messages and newsletters to determine whether the messages were opened and the links were viewed.
 

SECURITY
Our security on our website is treated seriously. Where applicable, we undertake security steps, including use of SSL Technology, on our backend systems that store customer account information and to protect data transmissions. However, this is not a guarantee that such data transmissions cannot be accessed, altered or deleted due to firewall or other security software failures.
 

MANAGEMENT OF PERSONAL INFORMATION
The JVP Advisory Pty Ltd Privacy Policy is available on our website or may be obtained by contacting us directly. If you have any queries or complaints about JVP Advisory Pty Ltd's compliance with the Australian Privacy Principles, please contact us using the 'Contact Us' information shown below. If you believe that JVP Advisory Pty Ltd has breached the Australian Privacy Principles, please contact us in writing. We will respond to you within 30 days. If you are not satisfied with our response, you may take your complaint to the Office of the Australian Information Commissioner.
 

COLLECTION OF SOLICITED PERSONAL INFORMATION
The primary purpose we collect personal information from you is to provide you with an accounting or business advisory service. We may also use or disclose the personal information for another purpose such as to inform you of relevant updates and changes in accounting or other practices that may affect you or your business and to invite you to events that may interest you or to satisfy our Australian Taxation Office obligations.
Our ability to provide you with a comprehensive service is dependent on us obtaining certain personal information. This might include:

  • name and contact details

  • date of birth and gender

  • bank account details

  • employment details and employment history

  • current and prospective financial circumstances, including assets and liabilities, income, expenditure, investments, insurance cover and superannuation

  • documentation used for identification and verification purposes. Personal information includes 'sensitive information' (as defined in the Privacy Act) such as your Tax File Number, professional memberships and health information.

If you do not provide us with the requested information, we may not be able to provide you with the accounting or business advisory service. In some cases, it may be possible for you to provide us with some but not other personal information. You can ask us if this is possible before providing us with your instructions.
 

HOLDING PERSONAL INFORMATION
JVP Advisory Pty Ltd holds personal information in hard copy and electronic formats.
 

PURPOSE FOR COLLECTING, HOLDING, USING AND DISCLOSING PERSONAL INFORMATION
JVP Advisory Pty Ltd may collect, hold, use or disclose personal information:

  • to provide professional services

  • to manage any conflict of interest or independence (including auditor independence) obligations or situations

  • as part of an actual (or proposed) acquisition, disposition, merger or de-merger of a business or entering into an alliance, joint venture or referral arrangement or

  • for any other business-related purposes.

The types of third parties to whom we may disclose your personal information include:

  • as part of an engagement, if you are a customer, an employee, a contractor or a supplier of services to one of our clients, then we may disclose your personal information as part of providing services to that client

  • as part of an actual (or proposed) acquisition, disposition, merger or de-merger of a business or to enter into an alliance, joint venture or referral arrangement

  • government or regulatory bodies or agencies, as part of an engagement or otherwise, (for example, the Australian Taxation Office).
     

USE OR DISCLOSURE OF PERSONAL INFORMATION
JVP Advisory Pty Ltd will not use or disclose your personal information that we collect other than for the primary purpose for which it is collected unless you would reasonably expect us to use or disclose the information for a secondary purpose or your consent has been obtained to use the information for additional purposes. Where JVP Advisory Pty Ltd has collected personal information from you, we may use this information for the purpose of direct marketing, to conduct surveys, to notify of seminars and other events, to seek your feedback and for any other reasonable business-related purposes.
 

AUTOMATIC COLLECTION OF PERSONAL INFORMATION
Cookies, web beacons and other technologies are used by JVP Advisory Pty Ltd and its service providers on some JVP Advisory Pty Ltd websites and through email to automatically collect certain types of information. The collection of this information allows us to customise your online experience, improve the performance, usability and effectiveness of JVP Advisory Pty Ltd's online presence and measure the effectiveness of our marketing activities.

Cookies may be placed on your computer or internet-enabled device whenever you visit us online. This allows the site to remember your computer or device and serves a number of purposes. Although most browsers automatically accept cookies, you can choose whether or not to accept cookies via your browser's settings (often found in your browser's Tools or Preferences menu). You may also delete cookies from your device at any time. However, please be aware that if you do not accept cookies, you may not be able to fully experience some of our website's features. Cookies by themselves do not tell us your email address or otherwise identify you personally. In our analytical reports, we may obtain other identifiers including public IP addresses, but this is for the purpose of identifying the number of unique visitors to our websites and the geographic origin of visitor trends, and not to identify individual visitors.
 

SECURITY
JVP Advisory Pty Ltd will take reasonable steps to keep collected personal information secure and protected from unauthorised disclosure or other access, misuse, interference and loss. There are, of course, inherent risks in the storage and transmission of information electronically (including over the Internet) which are not practicable to eliminate entirely.
 

DESTRUCTION
Where JVP Advisory Pty Ltd determines, acting reasonably, that your personal information is no longer needed for our function or the services we provide, we will permanently delete or de-identify that information. Where JVP Advisory Pty Ltd receives unsolicited personal information, it will destroy or de-identify that unsolicited personal information.
 

CONTACT US
If you have any further concerns about the collection of your personal information and your privacy, please email us at hello@jvpadvisory.com.au.

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TASA Disclosure & 

Privacy Policy

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