Privacy Policy

Last updated: 17th June 2026

This Privacy Policy explains how Coast to Vines Advisory Pty Ltd,ABN 53 698 982 722 collects, uses, stores, discloses and protects personal information.

In this Privacy Policy, “we”, “us” and “our” refers to Coast to Vines Advisory Pty Ltd. “You” refers to our clients, prospective clients, website users and other individuals whose personal information we handle.

We are committed to protecting your privacy and handling personal information in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles to the extent they apply to us, the Privacy (Tax File Number) Rule 2015, and our professional obligations as accounting and tax professionals.

1. What personal information we collect

The types of personal information we may collect depend on the services we provide to you. This may include:

  • your name, address, email address, phone number and other contact details;

  • date of birth and identity verification information;

  • tax file number, ABN, ACN, Director ID and other government identifiers;

  • financial, tax, accounting, business and employment information;

  • bank account details and payment information;

  • payroll, superannuation and employee information;

  • information contained in tax returns, financial statements, business records and correspondence;

  • information about your spouse, dependants, employees, contractors, business partners or related entities, where relevant to the services we provide;

  • records of communications with you, including emails, phone calls, meetings and file notes;

  • website usage information, including information collected through cookies, analytics tools and online forms; and

  • any other information you provide to us or authorise us to collect.

We may also collect sensitive information where it is reasonably necessary for the services we provide or where required or authorised by law. For example, certain health, family or personal circumstances may be relevant to taxation, superannuation, insurance, payroll or other advisory matters.

2. How we collect personal information

We usually collect personal information directly from you, including when you:

  • contact us by phone, email, website form, client portal or in person;

  • engage us to provide accounting, tax, advisory or related services;

  • provide documents, records or access to accounting software;

  • subscribe to updates, newsletters or other communications;

  • attend meetings or consultations with us; or

  • interact with our website or online platforms.

We may also collect personal information from third parties where it is necessary or appropriate, including from:

  • your authorised representatives, employees, contractors or advisers;

  • the Australian Taxation Office, Australian Securities and Investments Commission and other government agencies;

  • banks, financial institutions, superannuation funds and insurers;

  • accounting, bookkeeping, payroll or document management software providers;

  • publicly available sources; and

  • other third parties you authorise or where collection is required or permitted by law.

3. Why we collect, use and disclose personal information

We collect, use and disclose personal information for the purpose of operating our business and providing professional services. This may include:

  • providing accounting, taxation, business advisory, bookkeeping, payroll, compliance or related services;

  • preparing and lodging tax returns, activity statements, financial statements and other documents;

  • communicating with you and managing our relationship with you;

  • verifying your identity and authority to act;

  • maintaining client files, records and internal administration systems;

  • liaising with the Australian Taxation Office, Australian Securities and Investments Commission, Tax Practitioners Board and other regulators or government agencies;

  • liaising with your authorised representatives, advisers, financial institutions or other third parties;

  • billing, payment processing and debt recovery;

  • managing risk, quality control, professional obligations and insurance requirements;

  • complying with legal, regulatory, professional and ethical obligations;

  • responding to complaints, disputes, audits, investigations or legal claims;

  • improving our website, services, systems and client experience; and

  • sending newsletters, updates or marketing communications, where permitted by law.

We will not sell your personal information.

4. Tax file numbers and government identifiers

We may collect and use tax file numbers and other government identifiers where required or authorised by law, including for taxation, superannuation, payroll and related purposes.

We will take reasonable steps to protect tax file number information from misuse, interference, loss, unauthorised access, modification or disclosure.

We will not use tax file numbers or other government identifiers as our own client reference numbers.

5. Disclosure of personal information

We may disclose personal information to third parties where reasonably necessary for the purposes described in this Privacy Policy, including to:

  • the Australian Taxation Office, Australian Securities and Investments Commission and other government agencies or regulators;

  • software, cloud hosting, client portal, document management, email, payment processing and IT service providers;

  • contractors, consultants, employees and professional advisers who assist us to provide services;

  • banks, financial institutions, superannuation funds and insurers;

  • auditors, quality reviewers, insurers, legal advisers and professional bodies;

  • your authorised representatives or other parties you ask us to deal with;

  • parties involved in a business sale, restructure or transfer of our practice, subject to confidentiality arrangements; and

  • any other person or organisation where required or authorised by law.

Where we are subject to professional confidentiality obligations, we will not disclose information relating to your affairs to a third party unless we have your permission or are legally required or permitted to do so.

6. Overseas disclosure and cloud services

We may use cloud-based software, hosting, email, data storage, client portal, practice management, accounting, document signing, automation or other technology providers.

Some of these providers may store or process information outside Australia. The countries in which personal information may be stored or processed will depend on the providers we use from time to time.

Where we disclose personal information to overseas recipients, we will take reasonable steps to ensure the information is handled appropriately and in accordance with applicable privacy obligations.

7. Security of personal information

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification and disclosure.

These steps may include, where appropriate:

  • secure client portals or document sharing systems;

  • password protection and multi-factor authentication;

  • restricted access to client files and systems;

  • secure storage of electronic and physical records;

  • staff training and confidentiality obligations;

  • data backup and recovery procedures;

  • antivirus, firewall and other cyber security measures; and

  • secure destruction or de-identification of information when no longer required.

However, no method of electronic transmission or storage is completely secure. You should take care when sending personal information by email or other electronic means.

8. Retention of personal information

We retain personal information for as long as reasonably necessary for the purposes for which it was collected, including to provide services, comply with legal and professional obligations, resolve disputes and maintain business records.

When personal information is no longer required, we will take reasonable steps to destroy it or de-identify it, unless we are required or permitted by law to retain it.

9. Accessing and correcting your personal information

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

To make a request, please contact us using the details below.

We may need to verify your identity before responding. In some circumstances, we may refuse access or correction where permitted by law. If we refuse your request, we will provide reasons where it is reasonable to do so.

10. Website, cookies and analytics

Our website may use cookies, analytics tools and similar technologies to understand how visitors use our website and to improve its performance and functionality.

Cookies are small files stored on your device. You can usually disable cookies through your browser settings, although some parts of our website may not function properly if cookies are disabled.

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.

11. Marketing communications

We may use your contact details to send you updates, newsletters, invitations or information about our services where permitted by law.

You may opt out of receiving marketing communications at any time by using the unsubscribe function in the relevant communication or by contacting us directly.

We will still send you important administrative, service-related or legal communications where necessary.

12. Data breaches

If we become aware of a data breach involving personal information, we will assess the incident and take steps to contain and manage the breach.

Where required by law, we will notify affected individuals and the Office of the Australian Information Commissioner.

13. Privacy complaints

If you have a concern or complaint about how we have handled your personal information, please contact us first using the details below.

We will acknowledge your complaint and aim to respond within a reasonable time. We may need to ask you for further information to properly assess and resolve your complaint.

If you are not satisfied with our response, or if we do not respond within a reasonable time, you may contact the Office of the Australian Information Commissioner.

14. Contact us

For privacy-related enquiries, access or correction requests, or complaints, please contact:

Privacy Officer
Coast to Vines Advisory Pty Ltd
Email: hello@coasttovines.au
Phone: 0485 021 996
Postal address: PO Box 348, Willunga SA 5172

15. Changes to this Privacy Policy

We may update this Privacy Policy from time to time. The latest version will be published on our website with the updated date.