This Privacy Policy describes how March Partners Pty Ltd (“March Partners”, “we”, “us”, “our”) collects, uses, holds, discloses and protects personal information. It applies to all individuals who deal with us (prospective and current clients, business contacts, suppliers and website visitors).
We are bound by the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). As a Chartered Accountant firm registered with the Tax Practitioners Board, we also comply with the confidentiality requirements of the Tax Agent Services Act 2009 and the professional and ethical standards of Chartered Accountants Australia and New Zealand (CA ANZ).
The personal information we collect depends on the nature of your relationship with us. It typically includes identity and contact details (name, business name, ABN, position, email, phone, postal address); financial information relevant to engagements; tax file numbers where required to meet our obligations as your registered tax agent; government identifiers like ABN, ACN and director identification numbers; engagement records including correspondence, meeting notes, advice, working papers; and website data including IP address, browser type, pages viewed and aggregated analytics collected via Google Analytics 4.
We do not collect sensitive information (as defined in the Privacy Act) unless it is necessary for the services you have engaged us to provide and we have your consent, or we are otherwise authorised by law.
We collect personal information directly from you wherever practicable, through discovery calls, engagement onboarding, email and meeting exchanges, our website forms, and the documents you provide. We may also collect from third parties: your other advisors (lawyers, financial planners, bankers) with your consent; the ATO via our tax agent portal access; ASIC and other public registers; your accounting software where you have granted us access; and publicly available sources such as company websites.
We collect, hold and use personal information to provide the accounting, tax, advisory and CFO-level services you have engaged us to provide; to fulfil our obligations as your registered tax agent including lodgements with the ATO; to prepare reports, advice, valuations and other deliverables under signed engagement letters; to invoice for our work and manage our client and supplier relationships; to respond to enquiries from prospective clients; to comply with our legal, regulatory and professional obligations (including the Tax Agent Services Act 2009, the Corporations Act 2001, anti-money-laundering laws and CA ANZ standards); and to improve our services and our website, including sending occasional updates where you have opted in.
We may disclose your personal information to the ATO and other government agencies as required by law or instructed by you; to other advisors you engage with your consent or at your direction; to third-party software and infrastructure providers who help us deliver our services (see Section 6); to subcontractors and external specialists where their involvement is necessary for an engagement and they are bound to confidentiality on terms no less strict than our own; to insurers, professional indemnity providers and external auditors of our firm; and to law enforcement agencies and regulators (including the ATO, ASIC, the Tax Practitioners Board, and CA ANZ) where required or permitted by law.
We do not sell personal information. We do not disclose personal information for the marketing purposes of third parties.
We hold personal information in secure cloud-based systems operated by reputable Australian and international providers, including Microsoft (Microsoft 365, SharePoint, Teams, Outlook, OneDrive), Xero, and other professional accounting and document-management tools. These systems include access controls, encryption in transit and at rest, multi-factor authentication and regular backups.
Despite these measures, no method of electronic transmission or storage is completely secure. We cannot guarantee absolute security but take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification and disclosure.
We retain records for as long as required to deliver our services and to meet our legal obligations. Tax records are typically retained for at least 5 years after the relevant lodgement, and longer where required by law or our professional standards.
Some of the cloud-based systems we use may store data on servers located outside Australia (typically in Australia, the United States, or the European Union, depending on the provider). When we use overseas providers, we take reasonable steps to ensure they handle personal information in a manner consistent with the Australian Privacy Principles. By engaging us, you consent to the storage of your personal information on systems that may involve overseas data centres operated by these providers.
You have the right to ask for access to the personal information we hold about you, and to ask us to correct it if it is inaccurate, out of date, incomplete, irrelevant or misleading. Requests should be sent to the contact details in Section 11. We will respond within a reasonable time. In some cases we may be unable to provide access, for example, where the information is subject to legal professional privilege, where giving access would unreasonably affect the privacy of others, or where access is restricted by law. If we refuse, we will explain why. There is no fee for making a request; we may charge a reasonable fee for the time involved in providing access where the request is substantial.
Our website uses cookies and similar technologies to help the site function and to understand how visitors use it. We use Google Analytics 4 (measurement ID G-S3X6WK74JB) to collect aggregated, de-identified usage statistics (pages viewed, session duration, approximate location based on IP, device and browser type). Google may store this data outside Australia. You can opt out of Google Analytics by installing the browser add-on at tools.google.com/dlpage/gaoptout, or by adjusting your browser cookie settings.
If you submit a form on our website (for example, the discovery call request or the tax planning checklist download), the information you provide is used to respond to your enquiry and, where you have opted in, to send you occasional updates. Email marketing is delivered via Mailchimp; you can unsubscribe at any time using the link in any email we send.
We only send marketing communications to people who have opted in or who have an existing client relationship with us. Each communication includes an unsubscribe link. You can also ask us to stop sending you marketing at any time by emailing the address in Section 11.
If you believe we have breached the Australian Privacy Principles or mishandled your personal information, please contact us first using the details in Section 11. We will investigate and respond 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 oaic.gov.au, by phone on 1300 363 992, or by post to GPO Box 5288, Sydney NSW 2001.
Privacy queries, access requests, correction requests and complaints can be sent to:
March Partners Pty Ltd
133 Chestnut Street, Cremorne VIC 3121
Email: amarch@marchpartners.com.au
Phone: +61 402 054 235
We may update this Privacy Policy from time to time. The current version is always available on this page, and the “Last updated” date at the top reflects the most recent change. Where changes are material, we will notify clients directly.