Privacy Policy

Effective date: 1 January 2025

Wise Tax Advisers (trading as Saby+Partners) is committed to protecting the privacy of our clients, website visitors and contacts. This Privacy Policy explains how we collect, use, disclose and store personal information, and how you can contact us about your privacy rights.

Who we are

Company: Wise Tax Advisers
Service area: Based in Melbourne; servicing Australia-wide and international clients
Email: hello@wisetaxadvisers.au
Postal address: PO BOX 379, Vermont 3133

What personal information we collect

Depending on how you interact with us, we may collect personal information including (but not limited to):

• Contact details (name, email, phone, postal address);
• Identifiers required for tax-related work (for example Tax File Number or other identifiers) — we only collect sensitive identifiers when strictly necessary and in accordance with law;
• Financial and tax information necessary to provide advisory, compliance and administration services;
• Information you provide in forms, uploads or correspondence (including documents and attachments);
• Technical information from your use of our website (cookies, IP address, browser and device details); and
• Any other information you provide to us directly.

How we collect information

• Directly from you when you contact us, complete forms, engage our services, upload documents or communicate by email or phone.
• From third parties where you have provided consent or where permitted by law (for example your accountant, solicitor, bank, or other professional advisers).
• Automatically when you use our website (cookies and analytics).

How we use your personal information

We use personal information to:

• Provide, manage and administer tax and advisory services;
• Communicate with you about our services, billing, and your account;
• Meet legal and regulatory obligations (including taxation, anti-money laundering and professional standards);
• Improve our services, website and client experience; and
• Respond to complaints or enquiries.

Disclosure to third parties

We may disclose personal information to:

• Service providers and contractors who assist us (for example auditors, IT & hosting providers, mail houses, payment processors);
• Government or regulatory bodies where required by law (for example the ATO, APRA or law enforcement);
• Your authorised representatives (for example lawyers, financial advisers) where you have consented; and
• Other parties where permitted or required by law.

We require third-party service providers to protect personal information in accordance with applicable privacy laws.

Security and storage

We use reasonable organisational, technical and administrative measures to protect personal information from unauthorised access, loss, misuse, or modification. No internet transmission is completely secure — if you are concerned about sending highly sensitive information online, please contact us to arrange a secure alternative.

Retention

We retain personal information for as long as necessary to provide services to you, to comply with our legal obligations and to resolve disputes. Retention periods may be influenced by legal and regulatory requirements (for example taxation record keeping obligations).

Cookies and website analytics

Our website uses cookies and similar technologies to improve functionality and to collect analytics about how visitors use the site. You can control or disable cookies via your browser settings, but some features of the site may not function correctly if cookies are disabled.

Your rights

Subject to applicable law, you may request access to, correction of, or deletion of your personal information. You may also object to certain processing or request restriction of processing. To make a request, contact us at hello@wisetaxadvisers.au. We will respond in accordance with applicable law.

Tax File Numbers and sensitive data

Where we collect Tax File Numbers (TFNs) or other sensitive identifiers, we treat them with heightened security and only collect them where necessary to provide tax services or where required by law. If TFN or other sensitive information is requested via the website, we will provide secure collection methods or arrange to confirm TFNs by telephone if appropriate.

International transfers

If your personal information is transferred outside Australia (for example to offshore service providers), we will take reasonable steps to ensure that the recipient protects the information to a standard comparable to Australian privacy law.

Changes to this Policy

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

Contact us

If you have any questions or requests about this Privacy Policy or our handling of personal information, please contact us:

Wise Tax Advisers
PO BOX 379, Vermont 3133
Email: hello@wisetaxadvisers.au