Privacy Policy

Last updated: September 2026

Pisani Group respects your privacy and is committed to protecting the personal and confidential information entrusted to us.

This Privacy Policy explains how Pisani Group collects, holds, uses, discloses and protects personal information in connection with our accounting, taxation, bookkeeping, business advisory and related professional services.

We manage personal information in accordance with applicable Australian privacy laws, including the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

As registered tax practitioners, we are also subject to confidentiality obligations under the Tax Agent Services Act 2009 (Cth) and the Tax Practitioners Board’s Code of Professional Conduct.

1. Who We Are

Pisani Group provides accounting, taxation, bookkeeping, business advisory and related professional services to individuals, businesses, companies, trusts, partnerships, self-managed superannuation funds and other organisations.

For the purposes of this Privacy Policy:

Pisani Group
Pisani Accountants and Business Advisors
ABN: 25091872972
Registered Tax Agent No: 63877006

Website: www.pisanigroup.com.au
Email: info@pisanigroup.com.au
Phone: 1800 004 224

2. Personal Information We Collect and Hold

The types of personal information we collect and hold depend upon your relationship with us and the services we provide.

This may include:

• your name, date of birth and contact details;
• residential, postal and business addresses;
• telephone numbers and email addresses;
• Tax File Numbers (TFNs), Australian Business Numbers (ABNs) and taxation information;
• identity verification information and identification documents;
• bank account and financial information;
• income, expenses, assets and liabilities;
• taxation returns, activity statements and taxation records;
• employment, payroll and superannuation information;
• business and company information;
• trust, partnership and corporate structure information;
• information relating to self-managed superannuation funds;
• accounting and bookkeeping records;
• information obtained from accounting and financial software;
• information relating to transactions, investments and property;
• information relating to directors, shareholders, trustees, beneficiaries, employees and related parties where relevant to the services we provide;
• correspondence and communications with you;
• information provided by your authorised representatives or other professional advisers;
• information obtained from government agencies where we are authorised to access it;
• records relating to our professional services, engagement and billing; and
• other information reasonably necessary for us to provide our services or comply with our legal and professional obligations.

Sensitive information

In some circumstances, we may also collect sensitive information where it is reasonably necessary for the services we provide and where collection is permitted by law.

3. Tax File Numbers and Identity Information

Due to the nature of our accounting and taxation services, Pisani Group may collect and hold Tax File Numbers and other government-related identifiers.

How this information is handled

We only collect, use and disclose this information where permitted or required by law and where reasonably necessary for the services we provide.

We take reasonable steps to protect Tax File Numbers, identity documents and other government-related identifiers against misuse, interference, loss and unauthorised access, modification or disclosure.

4. How We Collect Personal Information

Where practicable, we collect personal information directly from you.

Information may be collected when you:

• become a client of Pisani Group;
• complete an onboarding or identity verification process;
• enter into an engagement or service agreement with us;
• provide information through our website, client portal, email or other electronic systems;
• provide documents or information to a member of our team;
• communicate with us by telephone, email, video conference or in person;
• complete forms, questionnaires or checklists;
• attend an appointment or meeting;
• use accounting, bookkeeping, payroll or other software to which we have authorised access; or
• otherwise request or receive professional services from us.

Where permitted, we may also collect information from third parties including:

• the Australian Taxation Office;
• the Australian Securities and Investments Commission;
• the Australian Business Register;
• other government agencies;
• banks and financial institutions;
• accounting and bookkeeping software providers;
• employers and payroll providers;
• superannuation funds;
• financial advisers, brokers, lawyers and other professional advisers;
• previous accountants or tax practitioners;
• authorised representatives;
• related entities or persons;
• publicly available registers and databases; and
• other parties authorised by you or permitted by law.

5. Why We Collect, Hold, Use and Disclose Personal Information

We collect, hold, use and disclose personal information where reasonably necessary to conduct our business and provide professional services.

This may include:

• providing accounting and taxation services;
• preparing and lodging income tax returns;
• preparing and lodging Business Activity Statements and Instalment Activity Statements;
• providing bookkeeping and payroll services;
• providing business and taxation advice;
• providing self-managed superannuation fund services;
• preparing financial statements and management reports;
• undertaking tax planning;
• communicating and dealing with the Australian Taxation Office and other government authorities on your behalf;
• establishing and maintaining companies, trusts and other structures where included in our engagement;
• conducting client onboarding and identity verification;
• complying with Know Your Client and other regulatory requirements;
• managing our client relationship with you;
• communicating with you about your affairs;
• administering our service agreements, fees and payments;
• managing our practice and professional obligations;
• maintaining appropriate professional records;
• quality assurance, risk management and professional standards reviews;
• detecting or responding to suspected fraud, unlawful activity or security incidents;
• complying with taxation, corporations, privacy, anti-money laundering and other applicable laws and regulatory requirements; and
• complying with our professional and ethical obligations.

Marketing communications

We may also use your contact details to communicate with you about services, taxation developments, practice updates or information we reasonably believe may be relevant to you.

You may ask us to stop sending marketing communications at any time by using the unsubscribe facility provided or contacting us.

6. Disclosure of Personal Information

We do not sell personal information.

We may disclose personal information where reasonably necessary to provide our services, where you have authorised us to do so, or where permitted or required by law.

Depending upon the services we provide, information may be disclosed to:

• the Australian Taxation Office;
• the Australian Securities and Investments Commission;
• the Tax Practitioners Board;
• the Australian Business Register;
• AUSTRAC and other regulatory or government authorities where applicable;
• banks and financial institutions;
• superannuation funds;
• auditors;
• lawyers and other professional advisers;
• financial advisers, brokers and other professionals authorised by you;
• software and technology providers;
• cloud storage and document management providers;
• identity verification providers;
• electronic signature providers;
• payment processing providers;
• contractors and outsourced service providers;
• professional bodies and quality assurance reviewers where applicable;
• insurers and professional indemnity advisers; and
• other persons or organisations where you have authorised disclosure or where disclosure is permitted or required by law.

Confidentiality obligations

As registered tax practitioners, Pisani Group has specific professional obligations concerning the confidentiality of information relating to our clients’ affairs.

Except where we have a legal duty to disclose information, client information will not be disclosed to a third party contrary to our obligations under the Tax Agent Services Act 2009 and applicable professional standards.

7. Third-Party, Cloud and Outsourced Service Providers

Pisani Group uses technology and third-party service providers to assist us in operating our practice and delivering professional services.

These may include providers of:

• accounting and taxation software;
• practice management and workflow systems;
• document storage and management systems;
• client portals;
• bookkeeping and payroll systems;
• electronic signatures;
• identity verification;
• customer relationship management systems;
• reporting and analytics;
• email and communications;
• information technology and cybersecurity services; and
• other professional or administrative support services.

Where client information is disclosed

Where client information is disclosed to a third-party or outsourced service provider, we will manage that disclosure in accordance with our legal, professional and confidentiality obligations.

Where client permission is required before information relating to a client’s affairs is disclosed to a third party, we will obtain that permission through our engagement process or another appropriate method.

8. Overseas Disclosure and Storage

Some technology, cloud or outsourced service providers used by Pisani Group may operate outside Australia or may store or process information using overseas infrastructure.

Overseas recipients

Where personal information is likely to be disclosed to an overseas recipient, Pisani Group will take reasonable steps as required by applicable privacy law and our professional obligations.

Countries in which recipients may be located

Before publication, Pisani Group will identify the countries in which overseas recipients or outsourced service providers are likely to be located and include those countries here where practicable.

For example:

Countries in which recipients may be located: Australia

Our engagement documentation may provide further information regarding particular outsourcing or overseas arrangements relevant to the professional services being provided.

9. How We Hold and Protect Personal Information

Personal information may be held electronically or, where necessary, in physical form.

Electronic information may be stored within our practice systems, secure cloud-based systems and systems operated by contracted technology providers.

Pisani Group takes reasonable steps to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure.

Our security measures may include:

• access controls and user permissions;
• authentication and password controls;
• multi-factor authentication where available and appropriate;
• secure cloud-based systems;
• cybersecurity and antivirus measures;
• firewalls and network security;
• restricted access to client information;
• staff confidentiality requirements;
• secure document and records management;
• staff training and awareness;
• appropriate backup procedures; and
• monitoring and review of our technology and security arrangements.

Electronic transmission and storage

While we take reasonable steps to protect information, no electronic transmission or storage system can be guaranteed to be completely secure.

10. Data Breaches

Pisani Group maintains procedures for responding to suspected or actual data breaches.

Where a data breach occurs

Where a data breach occurs, we will assess and respond to the incident in accordance with applicable privacy and data breach notification requirements.

Where the Notifiable Data Breaches scheme applies and a breach is likely to result in serious harm, we will take appropriate steps, including notifying affected individuals and the Office of the Australian Information Commissioner where required.

11. Access to Your Personal Information

You may request access to personal information Pisani Group holds about you.

Access requests

Requests should be made using the contact details provided below.

We will respond to access requests within a reasonable period and in accordance with applicable privacy law.

There may be circumstances in which we are permitted or required to refuse access to some information. If this occurs, we will generally provide you with the reasons for the refusal where required by law.

12. Correction of Personal Information

We take reasonable steps to ensure the personal information we hold is accurate, up to date, complete and relevant for the purposes for which it is used.

If you believe information is incorrect

If you believe information we hold about you is inaccurate, out of date, incomplete, irrelevant or misleading, please contact us.

We will take reasonable steps to correct the information where appropriate and in accordance with applicable privacy law.

13. Retention and Destruction

Pisani Group retains personal information and professional records for as long as reasonably necessary to provide our services and meet our taxation, legal, regulatory, insurance and professional record-keeping obligations.

When personal information is no longer required

When personal information is no longer required and we are not legally or professionally required to retain it, we will take reasonable steps to securely destroy or de-identify it.

14. Website, Cookies and Online Services

When you visit the Pisani Group website, certain technical information may be collected automatically, including information about your browser, device, pages visited and interaction with our website.

Cookies and similar technologies

Our website may use cookies and similar technologies to support website functionality, security, analytics and improvement of our online services.

You may be able to control cookies through your browser settings. Disabling certain cookies may affect the functionality of the website.

External websites

Our website may contain links to external websites. Pisani Group is not responsible for the privacy practices or content of third-party websites, and we encourage you to review their privacy policies.

15. Email and Electronic Communications

Pisani Group communicates with clients electronically, including by email, client portals and other electronic communication platforms.

Electronic communication risks

While we take reasonable precautions to protect information transmitted electronically, electronic communications carry inherent security risks.

Please contact us promptly if you believe an email or other communication purporting to be from Pisani Group is suspicious or if you believe your information may have been compromised.

16. Automated Decision-Making

Pisani Group may use software, automation and artificial intelligence-enabled tools to assist with administrative, accounting, taxation, reporting, workflow or professional service processes.

We remain responsible for managing personal information used through these systems in accordance with applicable privacy and professional obligations.

From 10 December 2026

From 10 December 2026, additional Australian Privacy Principle requirements apply where an organisation arranges for a computer program to use personal information to make a decision, or do something substantially and directly related to making a decision, that could reasonably be expected to significantly affect an individual’s rights or interests.

Pisani Group will review its systems and this Privacy Policy as required to ensure any applicable automated decision-making arrangements are appropriately disclosed.

17. Privacy Complaints

If you believe Pisani Group has breached your privacy or have concerns about how we have handled your personal information, please contact us.

How to make a privacy complaint

Please provide sufficient information for us to understand and investigate your concern.

We will acknowledge and investigate privacy complaints and endeavour to respond within a reasonable period.

Office of the Australian Information Commissioner (OAIC)

If you are not satisfied with our response, you may be entitled to make a complaint to the:

Office of the Australian Information Commissioner (OAIC)
Website: www.oaic.gov.au
Phone: 1300 363 992

Nothing in this Privacy Policy limits any rights you may have to raise concerns with another regulator, including the Tax Practitioners Board, where applicable.

18. Contact Us

Questions, requests for access or correction, and privacy complaints can be directed to:

Privacy Officer

Privacy Officer
Pisani Group

Email: info@pisanigroup.com.au
Phone: 1800 004 224
Website: www.pisanigroup.com.au

Alternatively, you may contact one of our Pisani Group offices.

19. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our services, technology, business practices, professional obligations or applicable laws.

Pisani Group
Privacy Policy – Last updated September 2026

Liability limited by a scheme approved under Professional Standards Legislation.