Firm Details

Profiniti Services

ABN: 50 163 159 537

Tax Agent Number: 24632973

ASIC Registered Agent

Chifley Tower, 2 Chifley Square, Sydney NSW 2000

Suite 71, Ground Floor, 135-153 New South Head Road, Edgecliff NSW 2027

Email: info@profiniti.com.au

Website: profiniti.com.au

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Privacy Policy

Last updated: May 2026

1. Our Commitment to Your Privacy

Profiniti Services (“Profiniti”, “we”, “us”, “our”) is committed to protecting your personal information. This Privacy

Policy explains how we collect, use, store, disclose and protect your personal information in accordance with the

Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

By using our website or engaging our services, you agree to the collection and use of your information in

accordance with this policy.

2. Who We Are

Profiniti Services is a boutique accounting, tax and advisory firm based in Sydney, Australia. We are a

Registered Tax Agent (Tax Agent Number: 24632973) and a registered ASIC agent.

Our registered addresses are:

• Chifley Tower, 2 Chifley Square, Sydney NSW 2000

• Suite 71, Ground Floor, 135-153 New South Head Road, Edgecliff NSW 2027

Contact: info@profiniti.com.au

3. What Personal Information We Collect

Identity and contact information:

Name, email address, phone number, residential or business address, date of birth, and occupation.

Financial and tax information:

Tax file numbers (TFN), ABN, income details, bank account information, investment details, superannuation

information, financial statements, and other financial records necessary to provide our services.

Business information:

Company structure, shareholding details, trust deeds, business financials, and corporate records.

Website usage information:

IP address, browser type, pages visited, time spent on pages, and referral sources, collected via cookies and

analytics tools.

Sensitive information:

We only collect sensitive information where it is necessary to provide our services and with your consent, or

where required by law.

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4. How We Collect Your Information

We collect personal information:

• Directly from you when you contact us via our website, phone or email

• When you engage us to provide accounting, tax or advisory services

• From third parties such as the Australian Taxation Office (ATO), ASIC, financial institutions, or other

advisers with your authorisation

• Through our website via contact forms and analytics tools

5. Why We Collect and Use Your Information

We collect and use your personal information to:

• Provide accounting, tax, advisory and compliance services

• Communicate with you about your matter and our services

• Meet our obligations as a Registered Tax Agent under the Tax Agent Services Act 2009

• Comply with legal and regulatory obligations including ATO reporting requirements

• Respond to your enquiries submitted through our website

• Improve our website and services

• Send you relevant updates or insights where you have consented to receive them

We will not use your personal information for any purpose that is incompatible with the purpose for which it was

collected without your consent.

6. Tax File Numbers

We are authorised to collect, use and store your Tax File Number (TFN) under the Income Tax Assessment Act

1936 and the Privacy (Tax File Number) Rule 2015. Your TFN will only be used for lawful taxation purposes and

will not be disclosed to any party not authorised to receive it.

7. Disclosure of Your Information

We may disclose your personal information to:

• The Australian Taxation Office (ATO) and other government agencies as required by law

• ASIC for company and agent registration purposes

• Third-party service providers who assist us in delivering our services, including cloud software providers,

document management platforms, and IT support, all of whom are bound by confidentiality obligations

• Professional referral partners such as financial planners, solicitors, mortgage brokers or other advisers,

only with your consent

• Overseas recipients where necessary for your matter

We will not sell, rent or trade your personal information to any third party for marketing purposes.

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8. Cross-Border Disclosure

Where we disclose personal information to overseas recipients, including cloud-based service providers whose

servers may be located outside Australia, we take reasonable steps to ensure those recipients handle your

information in a way that is consistent with the Australian Privacy Principles.

9. How We Store and Protect Your Information

We store your personal information securely using encrypted cloud-based practice management and document

storage systems. We take reasonable technical and organisational measures to protect your information against

unauthorised access, loss, misuse or alteration.

We retain your information for as long as necessary to provide our services and to meet our legal obligations,

including the minimum record-keeping periods required under taxation law (generally five to seven years).

10. Cookies and Website Analytics

Our website uses cookies and analytics tools to understand how visitors use our site. This information is

collected in aggregate and is not used to identify individuals. You can disable cookies through your browser

settings, although this may affect the functionality of certain parts of our website.

11. Access and Correction

You have the right to request access to the personal information we hold about you and to request corrections if

that information is inaccurate, incomplete or out of date. To make a request, please contact us at

info@profiniti.com.au. We will respond to your request within a reasonable time and in accordance with the

APPs.

In some circumstances we may decline access where permitted by law, in which case we will explain our

reasons.

12. Complaints

If you believe we have not handled your personal information in accordance with this policy or the Australian

Privacy Principles, you may lodge a complaint with us by contacting info@profiniti.com.au. We will acknowledge

your complaint within five business days and work to resolve it within 30 days.

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian

Information Commissioner (OAIC) at www.oaic.gov.au.

13. Changes to This Policy

We may update this Privacy Policy from time to time. The current version will always be available on our website

with the date of last update noted at the top of this page.

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14. Contact Us

For any privacy-related questions or requests, please contact:

Profiniti Services

Email: info@profiniti.com.au

Address: Suite 71, Ground Floor, 135-153 New South Head Road, Edgecliff NSW 2027

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Terms and Conditions

Last updated: May 2026

1. About These Terms

These Terms and Conditions (“Terms”) govern your use of the Profiniti Services website at profiniti.com.au

(“website”) and the engagement of Profiniti Services (“Profiniti”, “we”, “us”, “our”) to provide professional

services.

By using our website or submitting an enquiry, you agree to these Terms. By engaging our services, you also

agree to the terms set out in your engagement letter or service agreement, which forms part of your agreement

with us.

2. Our Services

Profiniti Services provides accounting, tax, advisory and related professional services. We are:

• A Registered Tax Agent under the Tax Agent Services Act 2009 (Tax Agent Number: 24632973)

• A registered ASIC agent

All services are subject to a separate engagement letter which sets out the specific scope, fees and terms

applicable to your matter.

3. Website Use

General use:

You may use our website for lawful purposes only. You must not use our website in any way that is unlawful,

harmful, fraudulent or that infringes the rights of others.

No professional advice:

The information on this website is general in nature and does not constitute personal tax, financial, legal or

accounting advice. It has been prepared without taking into account your individual objectives, financial situation

or needs. Before acting on any information on this website, you should consider whether it is appropriate for

your circumstances and seek advice from a qualified professional.

Accuracy:

While we take care to ensure the information on our website is accurate and current, we make no

representations or warranties regarding its completeness, accuracy or suitability for any particular purpose. Tax

laws and regulations change frequently and information on this website may not reflect the most current legal

developments.

Third party links:

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Our website may contain links to third-party websites. We do not control those websites and are not responsible

for their content, privacy practices or accuracy.

4. Enquiries and Contact Forms

When you submit an enquiry through our website, you are not engaging Profiniti Services and no professional

relationship is created until a formal engagement letter has been signed by both parties. Information submitted

through our contact form will be handled in accordance with our Privacy Policy.

5. Fees and Payment

Fees for our services are agreed upfront in your engagement letter before work commences. We operate on a

fixed-fee basis for most services unless otherwise agreed. Payment terms are as set out in your engagement

letter or invoice. We reserve the right to suspend services where invoices remain unpaid beyond the agreed

payment terms.

6. Confidentiality

We treat all client information as strictly confidential. We will not disclose your information to third parties except

as set out in our Privacy Policy, as required by law, or with your consent. Our confidentiality obligations continue

after the conclusion of our engagement.

7. Professional Obligations

As a Registered Tax Agent, we are bound by the Tax Agent Services Act 2009, the Code of Professional

Conduct, and the standards set by the Tax Practitioners Board (TPB). Our services are provided in accordance

with these obligations and applicable Australian accounting and taxation laws.

8. Limitation of Liability

To the maximum extent permitted by law:

• Our liability to you in connection with our website or services is limited to the fees paid by you for the

specific service giving rise to the claim

• We are not liable for any indirect, consequential, incidental or special loss or damage arising from your

use of our website or reliance on information contained on it

• We do not exclude liability that cannot be excluded by law, including under the Australian Consumer Law

9. Intellectual Property

All content on this website including text, images, graphics, logos and design is the property of Profiniti Services

and is protected by Australian copyright law. You may not reproduce, distribute or use any content from this

website without our prior written consent.

10. Governing Law

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These Terms are governed by the laws of New South Wales, Australia. Any disputes arising under these Terms

will be subject to the exclusive jurisdiction of the courts of New South Wales.

11. Changes to These Terms

We may update these Terms from time to time. The current version will always be available on our website with

the date of last update noted at the top of this page. Your continued use of our website following any update

constitutes acceptance of the revised Terms.

12. Contact Us

For any questions about these Terms, please contact:

Profiniti Services

Email: info@profiniti.com.au

Address: Suite 71, Ground Floor, 135-153 New South Head Road, Edgecliff NSW 2027