Privacy Policy & Regulatory Disclosures
At APC Accounting, we are committed to ensuring the privacy of your information. We understand that, as a visitor to APC Accounting website, your personal information is important to you. The following statement addresses relevant privacy issues for APC Accounting. If you have any further questions relating to this privacy statement, please do not hesitate to contact us.
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1. Information We Collect
For each visitor to our website, our site analytics collects the following type of information for statistical purposes:
- The number of users who visit the website.
- The date and time of visits.
- The number of pages viewed.
- Traffic patterns.
This is anonymous statistical data. No attempt will be made to identify users or their browsing activities. We use this data to evaluate our website performance and improve our content and online offerings.
Providing Information
When you provide us with personal details (i.e. when contacting APC Accounting about our services), we will request personal information such as your name, address, e-mail address and a contact phone number. This information is important so we may contact you when necessary on issues relating directly to our service.
We will not use your personal information for any purpose which is not related to the services we provide to you or for any purpose for which you would not reasonably expect us to use the information. We will never sell or disclose your information to any individual or entity outside APC Accounting for marketing purposes.
Email Addresses
We may use your email address to send you regular communications, which may provide information, or updates on our services. It is our policy to only email customers who give us permission to do so. If we send you an email for a commercial purpose, we will give you the option of not receiving further communications of this nature.
2. Security of Captured Data
When capturing customer data it is sent through our secure encryption technology to ensure that your information is protected when being sent over the Internet. Additionally, all stored customer information is protected from unauthorised access through the use of secure passwords and user logons or other security procedures.
3. Important Disclosure Information
As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act, the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:
I. Matters Influencing Engagement Decisions
Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
- None Applicable
II. Tax Practitioners Board Register
The Tax Practitioners Board maintains a register of Tax Agents and BAS Agents. You can access and search this register to verify our active firm credentials here:
Search the TPB Public Register
III. Client Rights, Responsibilities, and Obligations
To ensure transparency, you must be informed of your statutory rights and responsibilities as a taxpayer, alongside our core obligations to you as your professional representatives. The TPB has detailed these mutual frameworks in an official consumer document.
Download the TPB Information for Clients Factsheet
IV. Complaints Procedure
- If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 3 business days, please contact Anthony Cerra or Corey Demaine – Directors by email. Your complaint will be investigated by the Directors.
- We will provide you with email acknowledgment of receipt of your complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint within 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint.
- If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.
For more detailed information on these regulatory standards, you can visit the official
Tax Practitioners Board Website
4. Subscription Payments via Pinch
Terms & Conditions
By signing up for recurring or automated service subscriptions with us, you agree to the Terms and Conditions for Subscription Payments via Pinch.
5. Official Email Communication Disclaimer
The following legal provisions govern all corporate email correspondence transmitted by or on behalf of APC Accounting:
Confidentiality and Privilege
This email and any attachments are intended solely for the use of the named recipient(s). The contents are confidential, may be subject to legal professional privilege, and are protected by copyright. If you are not the intended recipient, you must not read, copy, distribute, disclose, or otherwise use the information. If you have received this communication in error, please notify the sender immediately and permanently delete it from your system.
No Professional Advice Contained Herein
This communication is provided strictly for general information purposes only and does not constitute financial, tax, legal, or professional advice. No person or entity should act or rely on any of the information contained in this email without obtaining appropriate, independent, and formal written advice specific to their circumstances from a qualified professional.
Requirement for Formal Written Advice
No part of this communication should be interpreted as constituting advice unless it is provided in the form of a formal, signed, written document expressly marked as ‘Advice’. Any guidance or comments provided verbally or via email, including but not limited to those in this message, are general in nature and must not be relied upon for compliance, decision-making, or reporting purposes.
Recipient Indemnity and Digital Security
By continuing to engage with this communication, the recipient acknowledges and accepts that:
- They bear full responsibility for verifying the appropriateness and completeness of any information shared.* APC Accounting and the sender accept no liability whatsoever for any loss, damage, claim, or expense (including but not limited to direct, indirect, or consequential loss) arising from any action or inaction taken in reliance upon this communication, or for any failure to seek formal written advice.
- Any outcomes resulting from incomplete, inaccurate, delayed, or misunderstood information provided by the client are the client’s sole responsibility.
- Email communication is not secure and may be subject to interception, corruption, loss, delay, or viruses. The sender does not accept any liability for such issues or for any consequence arising from the transmission of this message or any attachments.
6. Website Terms of Use & Information Disclaimer
By accessing and using this website, you agree to comply with and be bound by the following website terms and conditions of use:
No Client-Professional Relationship Formed
The material contained on this website is intended to provide a summary and general overview only. It does not constitute accounting, financial, tax, or legal advice. Your use of this website, or the transmission of information through any online enquiry forms or GoHighLevel portals, does not create or establish a formal accountant-client relationship between you and APC Accounting.
Accuracy of Site Materials
While we strive to ensure that the information on this website is current and accurate, tax laws change frequently in Australia. APC Accounting makes no warranties or representations regarding the absolute completeness, accuracy, or currency of any information contained on this site. Visitors should not act, or refrain from acting, based solely on the data published here.
Intellectual Property Protection
Unless otherwise stated, APC Accounting owns or licenses the intellectual property, copyright, graphic assets, and text materials published on this website. You may view or print pages for personal, non-commercial use only. Any unauthorized duplication, modification, or distribution of this site’s content without express written consent is strictly prohibited.
7. Cloud Storage and Third-Party Data Disclosures
In accordance with Code Item 6 of the Tax Practitioners Board Code of Professional Conduct, APC Accounting advises clients that we leverage premium, secure third-party cloud-based software platforms to collect, store, process, and manage client files and communication logs.
These secure cloud environments include, but are not limited to:
- Customer Relationship Management (CRM) and online onboarding frameworks (GoHighLevel).
- Cloud accounting ledgers, document storage systems, and tax preparation software (e.g., Xero, QuickBooks).
- Integrated automated subscription billing gateways (Pinch).
By interacting with our web infrastructure and submit forms, you acknowledge and consent to the secure transmission and encrypted hosting of your basic data through these certified third-party professional network providers.
8. Anti-Money Laundering (AML) & Identity Verification (KYC) Compliance
APC Accounting operates in strict compliance with Australian regulatory frameworks, professional standards, and financial crime prevention guidelines. This includes adhering to the client verification mandates issued by the Tax Practitioners Board (TPB) and the obligations outlined under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (AML/CTF).
Mandatory Identity Verification (KYC)
Prior to formally engaging any client, establishing a tax record, or providing financial and corporate services, we are legally required to verify the identity of the individual client, or the entity’s directors, trustees, and ultimate beneficial owners.
To satisfy these compliance requirements, we will request official identification documents, which may include:
- Primary government-issued photo identification (e.g., current Australian Driver’s License or Passport).
- Secondary verification data (e.g., Medicare cards, utility statements, or corporate registration extracts from ASIC).
- Trust deeds, partnership agreements, or company structures to ascertain beneficial ownership.
Data Protection and Security of Identity Records
All identity verification data and associated compliance documentation collected during our onboarding sequence are treated as highly confidential. These records are transmitted via encrypted channels (such as our secure GoHighLevel portals), stored in restricted-access environments, and are processed strictly to satisfy our statutory legal obligations.
APC Accounting will never disclose identity documentation to any third party unless explicitly required to do so by an authorized Australian law enforcement body, AUSTRAC, the Australian Taxation Office (ATO), or by court order. Failure or refusal to provide satisfactory proof of identity will result in the immediate decline or termination of the professional engagement.
