1. Introduction
Jessica Watson Business Solutions ("we," "our," "us") is committed to protecting your privacy and ensuring compliance with the Australian Privacy Principles (APPs) under the Privacy Act 1988 (Cth). We also comply with the requirements of the Tax Practitioners Board (TPB) as a registered tax practitioner.
This policy explains how we collect, use, disclose, and store personal information, as well as your rights and responsibilities as a client in relation to our TPB registration.
2. Collection of Personal Information
We collect personal information that is necessary for the provision of bookkeeping, business support, and taxation-related services. This information may include:
Full name, contact details, and business information
Financial records, tax records, and other accounting data
Any other information necessary for compliance with legal obligations
We collect this information directly from you or through interactions via our website, emails, phone calls, and client meetings.
3. Use of Personal Information
We use personal information for the following purposes:
To provide bookkeeping, business advisory, and taxation-related services
To comply with legal and regulatory obligations, including those under the TPB
To communicate with you regarding our services
To process payments and manage client relationships
4. Disclosure of Personal Information
We may disclose your personal information to:
The Australian Taxation Office (ATO), TPB, and other regulatory bodies as required by law
Third-party service providers (such as cloud accounting software providers) who assist in the delivery of our services
Other parties as authorised by you
Where we disclose information to third parties, we take reasonable steps to ensure they comply with applicable privacy and confidentiality obligations.
5. Retention and Disposal of Personal Information
We retain your personal information for as long as required by law, including compliance with Australian tax laws (minimum seven years). When no longer required, we take reasonable steps to securely dispose of or anonymise your data.
6. TPB Registration and Client Information
As a registered tax practitioner, we comply with the TPB's requirements, which include keeping clients informed about our registration status.
6.1 TPB Registration Disclosure
Jessica Watson Business Solutions is registered with the TPB as a tax practitioner. You can verify our registration by visiting the TPB’s public register at: https://www.tpb.gov.au/register.
6.2 Complaints Process
If you have concerns about our tax agent services, you may:
Contact us directly to discuss your concerns
Lodge a formal complaint with the TPB through their complaints page: https://www.tpb.gov.au/complaints
6.3 Your Rights and Responsibilities as a Client
As a client, you have responsibilities under the tax laws, including:
Providing accurate and complete information for tax and bookkeeping purposes
Keeping records and documentation as required by law
Meeting your tax obligations in a timely manner
In return, we are obligated to:
Act honestly and with integrity in providing tax agent services
Maintain confidentiality and protect your information
Provide competent and lawful tax-related services
6.4 Disclosure of Relevant Events
As required by the TPB, we will notify clients of any prescribed events that may impact their decision to engage our services. These include changes to our registration status, disciplinary actions, or other significant matters.
7. Security of Personal Information
We take reasonable steps to protect your personal information from misuse, loss, and unauthorised access. This includes secure data storage, encryption, and access controls.
8. Access and Correction of Personal Information
You have the right to access and request correction of the personal information we hold about you. If you would like to do so, please contact us using the details provided below.
9. Contacting Us
If you have any questions about this policy, wish to access or correct your personal information, or have a privacy or TPB-related complaint, please contact us:
For further information or inquiries regarding our privacy practices, please contact:
Jessica Watson
hello@jessicawatsonsolutions.com.au or PO Box 1232 Oxley QLD 4075
Jessica Watson Business Solutions
Brisbane, Australia
This privacy policy is effective as of 12/04/2024. Updated 19/02/2025