Your Rights and Obligations

Simtax Pty Ltd is obliged to disclose any matters that we believe could significantly influence your decision to engage us for a Tax Agent Service from 1 July 2022 onward. 

 

I advise that to the best of our knowledge and based on all information known to me, 

 

• I have not been disqualified from providing Tax Agent Services;

• I have not committed a prior material breach of the Act or instruments under the Act;

• The Tax Practitioners Board is not investigating me on any matter of a material breach;

• I am not subject to any sanctions imposed by the Tax Practitioners Board;

• I do not have any conditions imposed on our registration, 

• I do not have as employees nor engage with others who have been disqualified from providing services;

• I have appropriate and required processes and systems of supervision and quality control of all work performed on our behalf;

• I have not had any charge or conviction relating to an offence relating to fraud or dishonesty;

• I have not had any imposition of a promoter penalty under the tax law;  

• I have not had any charge or conviction relating to a tax offence and

• I do not, nor intend to, outsource work to overseas providers. 

 

 

I am not aware of any matter that would significantly influence your decision to engage or continue to engage our services. If there is anything you would like to discuss, don't hesitate to get in touch on 03 9762 6652 or email info@simtax.com.au. 

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Complaints the Tax Practitioners Board can assist with include:

 

• Breaches of the Professional Code of Conduct;

• Any false or misleading statements made to the Commissioner of Taxation;

• Advertising or providing Tax Agent, BAS Agent or Tax (financial) advice serviced for a fee when not registered; and

• Any other conduct that may breach the Act.

 

1. The Tax Practitioners Board will email you a receipt acknowledging your complaint and will proceed to review, risk assess and respond to it.

2.  If you are unhappy with how the Tax Practitioners Board has handled your complaint, visit https://www.tpb.gov.au/complaints for details about your review rights and who can assist you further.

3.  Further information is contained in an Information for Clients document on TPB’s website: https://www.tpb.gov.au/sites/default/files/2024-10/Information%20for%20clients%20factsheet.pdf/.

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Simtax Pty Ltd - Complaint Resolution Process

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We take complaints about our Tax Agent Services seriously and am committed to resolving them efficiently and fairly. I have implemented the following process, should you have a complaint:

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1. If you have a complaint about my Tax Agent services, please email info@simtax.com.au with the details of your complaint. All complaints must be in writing. Where complaints are made verbally, instructions requesting a written complaint will be made immediately. 

2. We will email you an email acknowledging receipt of your complaint and our understanding of the circumstances.

3. An email will be sent to inform you that we will attempt to resolve your complaint within 28 days and outline the dispute resolution process.

4. If you are unhappy with the outcome that we propose to you, you can then take the complaint to the Tax Practitioners Board as per the above.   

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Privacy Policy

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Simtax Pty Ltd is committed to protecting the privacy of your personal information. This privacy policy explains how Simtax Pty Ltd manages the personal information that we collect, use and disclose and how to contact us if you have any further queries about our management of your personal information.

Simtax Pty Ltd is required by the Privacy Act 1988 (Cth) (“Privacy Act”) to comply with the Australian Privacy Principles (“APP”). The APPs regulate the manner in which personal information is handled throughout its life cycle, from collection to use and disclosure, storage, accessibility and disposal.

Simtax Pty Ltd are tax agents registered under the Tax Agent Services Act 2009 and are subject to the Taxation Administration Act 1953.

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What is personal information?

Personal information is information or an opinion, in any form and whether true or not, about an individual whose identity is apparent or can reasonably be ascertained from the information or opinion. Examples include an individual’s name, address, contact number and email address.

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Special provisions apply to the collection and handling of tax file numbers (“TFN’s”). Simtax Pty Ltd are lawful tax file number recipients and are bound by the Tax File Number Guidelines 2011 (TFN Guidelines) issued under the Privacy Act.

 

Collection of personal information by Simtax Pty Ltd

To the extent required by the Privacy Act:

• Simtax Pty Ltd will not collect personal information about you unless that information is necessary for one or more of our functions or activities

• Simtax Pty Ltd will collect personal information only by lawful and fair means and not in an unreasonably intrusive manner

When Simtax Pty Ltd collects personal information directly from you, we will take reasonable steps at or before the time of collection to ensure that you are aware of certain key matters, such as the purposes for which we are collecting the information, the organisations (or types of organisations) to which we would normally disclose information of that kind, the fact that you are able to access the information and how to contact us (for example, where personal information is collected on a form, we will generally include a written privacy statement with the form that sets out these details).

Simtax Pty Ltd will collect your personal information directly from you where it is reasonable and practicable to do so. Where Simtax Pty Ltd collects information about you from a third party, we will still take reasonable steps to ensure that you are made aware of the details set out above.

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Use and disclosure of personal information by Simtax Pty Ltd

If Simtax Pty Ltd uses or discloses your personal information for a purpose (secondary purpose) other than the main reason for which it was originally collected (primary purpose), to the extent required by the Privacy Act, we will ensure that:

• The secondary purpose is related to the primary purpose of collection and you would reasonably expect that Simtax Pty Ltd would use or disclose your information in that way;

• You have consented to the use or disclosure of your personal information for the secondary purpose;

• The use or disclosure is required or authorised by or under law; or

• The use or disclosure is otherwise permitted by the Privacy Act (for example, as a necessary part of an investigation of suspected unlawful activity).

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Why does Simtax Pty Ltd collect personal information?

Simtax Pty Ltd collects personal information including TFNs for the management and administration of taxation, superannuation and personal assistance affairs of their clients. This includes individuals, partnerships, companies, self-managed superannuation funds and trusts.

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From time to time Simtax Pty Ltd will use personal information for marketing and business development purposes including issuing monthly newsletter, sending invitations to events, notification of group services and discounts, administering client survey and contests. Each piece of information sent to you for these purposes will include a provision for you to opt-out of the communication. Alternatively, if you do not wish to participate in any of these activities please let us know (our contact details are provided at the end of this policy).

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How might we contact you?

We may contact you in a variety of ways, including by post, email, SMS, telephone call or facsimile.

Any electronic message that we send will identify Simtax Pty Ltd as the sender and will include our contact details. If you wish to opt-out of these message at any time please contact our administration team.

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When does Simtax Pty Ltd disclose personal information to third parties?

In providing our services we may need to disclose personal information to third parties, namely the Australian Taxation (“ATO”) and other authorised government bodies.

Personal information including TFNs collected for the purposes of administering your taxation, superannuation and personal assistance affairs will be disclosed to the ATO through the lodgement of income tax returns and supporting schedules.

In providing our services we may need to disclose personal information to other third parties besides the ATO. These include but are not limited to financial institutions, finance brokers, financial planners, auditors, legal professionals, suppliers of client offers and services, etc. This information will not be provided without obtaining your express consent to do so. Your consent will be obtained at the time of and for each individual request made.

Simtax Pty Ltd may offer a product or service from an external company to you that we may consider beneficial to you. In order to take up this product or service we would need to provide your personal information to the provider. Your personal information will not be provided without obtaining your express consent to do so at the time of the offer.

Data quality and security

To the extent required by the Privacy Act, Simtax Pty Ltd will take reasonable steps to:

• Make sure that the personal information that we collect, use and disclose is accurate, complete and up-to-date;

• Protect the personal information that we hold from misuse and loss and from unauthorised access, modification or disclosure; and

• Destroy or permanently de-identify personal information that is no longer needed for any purpose that is permitted by the Privacy Act.

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Anonymity

Due to the nature of our business it is not practicable for Simtax Pty Ltd to provide individuals with the option of not identifying themselves by remaining anonymous or using a pseudonym when entering into transactions with us.

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Use of Commonwealth government identifiers

Simtax Pty Ltd will not use Commonwealth government identifiers (“Identifiers”) (such as Tax File Numbers) as its own identifier of individuals. We will only use or disclose Identifiers in circumstances permitted by the Privacy Act.

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Transfer of personal information overseas

If Simtax Pty Ltd transfers your personal information outside Australia, we will comply with the requirements of the Privacy Act that relate to trans-border data flows. We use a number of software packages which utilise information stored in the cloud.  Some of our information technology service providers may be located overseas and, as a result, personal and/or credit information collected and held by Simtax Pty Ltd may be transferred overseas. To the extent required by the Privacy Act, Simtax Pty Ltd will take reasonable steps to ensure any overseas recipients comply with the Australia Privacy Principles.

 

Further information

Please contact Simtax Pty Ltd if you have any queries about the personal and/or credit information that Simtax Pty Ltd holds about you or the way we handle that personal and/or credit information. Simtax Pty Ltd contact details for privacy queries are set out below.

Simtax Pty Ltd.

 

Contact

If you have any queries or complaints about our Privacy Policy please contact us at:

Simtax Pty Ltd
PO Box 172
Boronia VIC 3155
Email: info@simtax.com.au