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How CATS4TAX treats your personal information

CATS4TAX treats the personal information we collect as strictly confidential and will not be used for purposes other than for the preparation of tax returns and any third parties we need to communicate with in order to complete the process, for example, ATO, share registers, or if we are requested to provide information by the express request of the client.

CATS4TAX is open about how we use, collect, hold and protect your information. The information relating to you that you have provided to us or that we may have obtained from another source or from when you have used our website may include your name, address, telephone numbers, lifestyle information and any other information collected in relation to your use of our products and services.


Types of Personal Information

CATS4TAX may hold and use your personal information for a number of purposes connected with our business so that we can provide you with the products and services that are appropriate to your needs. Personal information may include:

  • Name

  • Date of birth

  • Gender

  • Contact details

  • Employment title and employment history

  • Educational qualifications

  • Information in identification documents (e.g. passport, driver’s licence)

  • Tax file numbers and other government related identifiers

  • Visa and work permit status

  • Details of current financial position including salary and other income, expenditure, assets and liabilities, risk protection, superannuation, shareholdings and other investments

  • Bank account details

  • Tax and financial statements

  • Information regarding insurance

  • Social security eligibility

  • Estate planning requirements

  • Personal information about spouse and dependants

Purposes for Personal Information 


We may require your personal information to process or complete actions such as: 

  • processing orders or applications and providing clients with any requested product or service;

  • contacting clients about their contact details;

  • providing clients with a bill or a payment reminder;

  • keeping clients informed about our products or services;

  • using clients´ information for a purpose agreed with them;

  • dealing with clients enquiries or complaints;

  • contacting clients with regard to any maintenance, support or general customer care issue.

Sharing Personal Information

CATS4TAX will not share your personal information, except when:

  • You have given us permission to do so;

  • We reasonably believe we are required to do so by law;

  • We want to carry out a credit check on you;

  • We want to list any payment defaults with a credit agency;

  • It is necessary to assist an adjudicator to resolve a complaint you make about us.


Security of Personal Information

CATS4TAX safeguards the privacy of your information. Personal information is held in a combination of secure computer storage facilities and paper based files, and we take steps to protect the personal information we hold from misuse, loss, interference, unauthorised access, modification or disclosure.

CATS4TAX employees are careful about handling personal information and confidentiality of such information. We are required by law to keep your personal information for a certain period of time. Once there is no purpose or reason for holding your personal information, CATS4TAX will take all reasonable and secure steps to destroy or permanently de-identify the information.

Your Tax File Number is redacted in any email communications, as part of our duty of care.

Credit Card Security

Our online payment provider can be PayPal, Stripe, Square or any reliable online payment gateway provider or online banking system that we deem fit for our business use.


When you use your credit card to pay for any of our products or services, make sure you always logout when you have finished using the online payment or banking website, especially if you access them from a shared computer.

Use of Cookies

A cookie is a small piece of information stored on your computer. Cookies help us improve your user-experience when you use our website and allows us to track and target the interests of users.

Details may be recorded about your visit to our website, such as time and date, server address, pages accessed, time spent and type of browser. This information is used in an anonymous form for statistical purposes and as such cannot be used to identify you individually.
Internet Statistics

CATS4TAX may use a third party provider to collect information that may help us understand how our site is working and how we could improve it and/or our services. This may include:


  • the URL of pages you visit or have visited

  • the operating system and browser you are using

  • your IP address

  • the date and time of your visit

Updating and Accessing Personal Information

If you wish to access your personal information we hold, CATS4TAX will always ask you to identify yourself to our satisfaction and we require a reason for requesting the information. We will ask how you would like to receive the information and facilitate the most appropriate access to it. 

You may also ask to view your personal information and request for any corrections, updates or deletion. We may require a verification of such requests to protect your privacy and that of others. To do this please contact CATS4TAX.

Policy Changes

We will review our privacy policy regularly in order to take account of changes in legislation, technology, and our operations and practices. Clients will be informed of any changes we make to this privacy policy as necessary.

This privacy policy may be changed at any time and this will be accompanied by posting an updated policy on our website. You are encouraged to review this page periodically for the latest information on privacy practices at CATS4TAX.


Changes apply from the date we post it on our website.


July 2021

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