PRIVACY POLICY

 

Last updated: August 2026

V+A Accountants | Advisors | Family Office ("V+A", "we", "us" or "our") respects your privacy and is committed to protecting the personal information we collect and hold.

This Privacy Policy explains how we collect, hold, use, disclose and protect personal information and how you may access or correct your personal information or make a privacy-related enquiry or complaint.

1. Personal information we collect

The types of personal information we collect depend on your relationship with V+A and the services we provide.

Personal information we may collect includes:

  • your name, address, telephone number and email address;

  • date of birth and identification information;

  • Tax File Numbers and Australian Business Numbers where required in connection with our professional services;

  • employment and business information;

  • financial, taxation, accounting and superannuation information;

  • information relating to companies, trusts, partnerships, self-managed superannuation funds and other entities with which you are associated;

  • bank account and payment information;

  • information about family members, beneficiaries, employees, business associates or other persons where relevant to the services we provide;

  • correspondence and communications with V+A;

  • information provided when you make an enquiry, engage our services or attend an event;

  • your name and email address where you subscribe to our newsletter or other electronic communications; and

  • technical information generated when you use our website, including information collected through cookies or similar technologies.

Where practicable, we collect personal information directly from you.

We may also receive personal information from third parties where necessary to provide our services, including government agencies, financial institutions, employers, advisers, software providers and other professional service providers.

 

2. Why we collect personal information

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

This may include using personal information to:

  • provide accounting, taxation, business advisory, self-managed superannuation, family office and related services;

  • communicate with clients and respond to enquiries;

  • establish and administer client relationships;

  • verify identity and undertake client acceptance and compliance procedures;

  • meet our professional, regulatory and legal obligations;

  • liaise with the Australian Taxation Office, Australian Securities and Investments Commission and other government bodies where authorised or required;

  • process payments and administer accounts;

  • manage our business and improve our services;

  • maintain the security of our systems and information;

  • send newsletters, tax updates, business information, invitations and other communications where you have consented or where otherwise permitted by law; and

  • comply with applicable laws and professional standards.

 

3. Newsletter and marketing communications

If you subscribe to a V+A newsletter through our website, we collect your name and email address.

We use this information to send you newsletters, taxation and business updates, information about our services and other communications that may be relevant to you.

We use Mailchimp to manage and distribute our email newsletters. Your name, email address and information relating to your subscription and interaction with our communications may therefore be processed by Mailchimp in providing these services to us.

You may unsubscribe at any time by using the unsubscribe link contained in our electronic communications.

Unsubscribing from marketing communications will not prevent us from sending communications that are reasonably necessary in connection with professional services we provide to you.

 

4. How we hold and manage information

V+A uses a range of technology and service providers to securely operate our business and provide services to our clients.

These include:

  • Microsoft 365 for email, documents, communications and related business systems;

  • Xero for accounting and related services;

  • Practice Protect as part of our information security and access management environment;

  • Mailchimp for newsletter and electronic marketing communications; and

  • other professional software, cloud computing, information technology and service providers as required in the operation of our business.

We take reasonable steps to select reputable providers and to protect personal information held or processed through these systems.

 

5. Disclosure of personal information

We may disclose personal information where reasonably necessary for the purposes for which it was collected or where authorised or required by law.

Depending on the circumstances, recipients may include:

  • the Australian Taxation Office, Australian Securities and Investments Commission and other government or regulatory authorities;

  • financial institutions;

  • auditors and other professional advisers;

  • software, cloud computing and information technology providers;

  • accounting and practice management service providers;

  • document storage and data management providers;

  • mailing and electronic communication providers;

  • contractors who assist V+A in providing services or operating our business;

  • professional advisers engaged by you or V+A; and

  • other persons where you have authorised the disclosure or where disclosure is required or permitted by law.

We do not sell personal information to third parties.

 

6. Overseas disclosure and offshore contractors

Some of our service providers and contractors are located outside Australia or may store, process or access information from locations outside Australia.

These contractors may assist V+A with administrative, accounting, processing or other support functions and may have access to personal information where this is reasonably necessary to perform their duties.

We also use international technology and cloud service providers, including Microsoft 365, Xero, Practice Protect and Mailchimp. Depending on the services used and the provider's infrastructure, personal information may be processed, stored or accessed from locations outside Australia.

Where personal information is disclosed to an overseas recipient, V+A takes reasonable steps appropriate to the circumstances to ensure that the information is handled consistently with applicable Australian privacy requirements.

 

7. Security of personal information

V+A takes reasonable steps to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure.

Our security measures include a combination of:

  • access controls and user authentication;

  • information security and access management systems;

  • security software and monitoring;

  • controls over access by employees and contractors;

  • staff training and security awareness;

  • managed information technology services;

  • appropriate use of reputable cloud and software providers; and

  • physical and administrative safeguards.

Access to personal information by employees and contractors is limited according to their roles and business requirements.

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

 

8. Retention of personal information

We retain personal information for as long as reasonably necessary to provide our services and meet our legal, taxation, professional and regulatory obligations.

When personal information is no longer required, we take reasonable steps to securely destroy or de-identify it where appropriate and permitted by law.

 

9. Website and cookies

When you visit our website, certain technical information may be collected automatically through cookies, analytics tools and similar technologies.

This may include your IP address, browser and device information, pages visited, referring website and the date and time of your visit.

We may use this information to:

  • operate and improve our website;

  • understand how visitors use our website;

  • maintain website and information security; and

  • improve our services and communications.

You can generally configure your browser to refuse or delete cookies, although doing so may affect some website functionality.

 

10. Third-party websites

Our website and electronic communications may contain links to websites operated by third parties.

V+A is not responsible for the privacy practices or content of third-party websites. We recommend reviewing the privacy policy of a third-party website before providing personal information to it.

 

11. Accessing and correcting your personal information

You may request access to personal information that we hold about you or ask us to correct information that you believe is inaccurate, incomplete or out of date.

Requests can be made using the contact details below.

We will respond within a reasonable period. In some circumstances, we may be permitted or required by law to refuse access to particular information. Where appropriate, we will explain the reason for our decision.

 

12. Privacy enquiries and complaints

If you have a question or concern about how V+A handles your personal information, or believe that your privacy has been breached, please contact us using the details below.

We will consider your enquiry or complaint and respond within a reasonable period.

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).

 

13. Contact us

Privacy enquiries and requests can be directed to:

V+A Accountants | Advisors | Family Office

Level 1
11–13 Gilbert Street
Adelaide SA 5000

Postal address:
PO Box 7198
Halifax Street SA 5000

Telephone: (08) 8422 8600
Email: administration@vaaccountants.com.au

 

14. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our business, technology, service providers, legal obligations or information-handling practices.