Privacy
Policy

To provide you with our premium financial services, we must collect certain personal and business information. This may include:

• Contact & Identity Information: Names, addresses, email addresses, phone numbers, and identification documents (as required by Anti-Money Laundering legislation).
• Financial & Tax Information: Tax File Numbers (TFNs), Australian Business Numbers (ABNs), bank account details, financial statements, payroll data, employee details, and historical tax records.
• Business Information: Details about your business operations, structures, goals, and strategic plans.
• Digital & Website Data: IP addresses, browser types, and usage data collected via cookies when you interact with our website.

We collect information through several secure channels:

• Directly from you: During onboarding, consultations, through our secure Client Portal, or via email and phone correspondence.
• From third-party platforms: With your authorization, we pull data directly from cloud accounting software (e.g., Xero, QuickBooks), payroll systems, and financial institutions.
• From government bodies: Such as the Australian Taxation Office (ATO) or Australian Securities and Investments Commission (ASIC), when acting as your authorized tax or regulatory agent.

We only use your information for the purpose of delivering our agreed-upon services and maintaining a proactive advisory relationship. This includes:

• Preparing and lodging tax returns and financial statements.
• Processing payroll and managing HR compliance.
• Providing strategic business advisory, cash flow management, and financial forecasting.
• Communicating with you regarding your accounts, regulatory updates, or relevant service offerings.
• Complying with our legal and regulatory obligations, including under taxation and anti-money laundering laws.

We will never sell or rent your personal information. We only disclose your data when strictly necessary to provide our services or comply with the law. This may include sharing data with:

• Government & Regulatory Bodies: The ATO, ASIC, and State Revenue Offices, as required to lodge your returns and manage your compliance.
• Trusted Service Providers: Secure cloud accounting platforms, document management vaults, and specialized software providers that we use to process your data. All third-party providers we use are vetted for enterprise-grade security compliance.
• Professional Partners: With your explicit consent, we may share information with your other advisors, such as lawyers, financial planners, or mortgage brokers.
• Legal Authorities: If required by law, subpoena, or court order.

As a modern, cloud-focused advisory firm, data security is our top priority.

• Cloud Architecture: We utilize industry-leading, secure cloud software and encrypted client portals to store and transfer your financial data.
• Access Controls: Access to your information is strictly limited to authorized Joint Venture Accounting personnel who require it to perform their duties.
• Retention: We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy or to comply with our legal record-keeping obligations (typically 5 to 7 years under Australian tax law).

You have the right to request access to the personal information we hold about you and to ask for corrections if you believe the data is inaccurate, out of date, or incomplete.

• To request access or an update to your information, please contact us using the details below. We will respond to your request within a reasonable timeframe.

Our website uses "cookies" to enhance your browsing experience, analyze site traffic, and understand where our audience is coming from. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, some portions of our website may not function optimally.

We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. We will notify you of any significant changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

If you have any questions about this Privacy Policy, concerns about how your data is handled, or if you wish to make a privacy complaint, please contact us at:

Joint Venture Accounting

• Email: roy@jvaccounting.com.au
• Phone: 0421 425 093
• Address: 18 Collins Place, Ringwood North, Vic, 3134