Privacy Policy

1. About this policy

JP CA Pty Ltd trading as Joe's Practice (we, us or our) respects your privacy and handles personal information in accordance with applicable Australian privacy laws. This policy explains how we collect, use, disclose, store and protect personal information.

2. Information we collect

Depending on how you interact with us, we may collect your name, email address, telephone number, business details, requested service, annual revenue range, appointment details and information included in an enquiry. If you become a client, we may also collect identity, financial, taxation and other information needed to provide professional services and meet legal obligations.

3. How we collect information

We collect information directly from you when you contact us, submit an enquiry, arrange an appointment or engage us. With your authority, we may also receive information from the Australian Taxation Office, ASIC, financial institutions, other advisers, government agencies and your authorised representatives.

4. Why we use and disclose information

We use personal information to respond to enquiries, prepare scopes and quotations, arrange appointments, provide accounting and tax services, communicate with you, maintain records, manage our practice, protect our systems and comply with professional and legal obligations.

We may disclose information where reasonably necessary to professional advisers, regulators, government agencies and providers of technology, cloud storage, communications, document management and other business services. We may also disclose information where you authorise us or where required or permitted by law.

5. Overseas processing

Some technology and cloud service providers may process or store information outside Australia. The countries involved can vary according to the provider and service used. We take reasonable steps to select reputable providers and protect information in accordance with applicable requirements.

6. Website and communications

This website does not currently use advertising cookies or behavioural advertising. Basic technical information may be processed by a future website host to deliver and secure the site. If analytics, online payments or other tracking tools are introduced, this policy will be updated.

Email and appointment communications may be handled through Microsoft 365 services.

7. Security and retention

We take reasonable technical and organisational measures to protect personal information. No internet transmission is completely secure. We retain information for as long as needed to provide services and meet taxation, corporate, professional and legal record-keeping obligations, then securely delete or de-identify it where appropriate.

8. Access and correction

You may request access to, or correction of, personal information we hold about you. We may need to verify your identity and may refuse access where the law permits.

9. Privacy complaints

Send privacy questions or complaints to joe.zou@joespractice.com.au. We will investigate and aim to respond within a reasonable period. If you are not satisfied, you may contact the Office of the Australian Information Commissioner.

10. Changes

We may update this policy when our services, systems or legal obligations change. The current version will be published here.