Privacy Policy

1. Our Commitment to Privacy

Oakridge Accounting is committed to protecting your personal information and complying with the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

2. Information We Collect


We collect personal information necessary to provide accounting, tax, and superannuation services. This may include: name, contact details, tax file number (TFN), financial information, employment details, and superannuation fund information.

3. How We Use Your Information

  • To provide accounting, tax return, SMSF, and advisory services
  • To communicate with the ATO, ASIC, and other regulatory bodies on your behalf
  • To comply with our legal and professional obligations
  • To send you relevant updates and communications (with your consent)

4. Disclosure of Information

We do not sell or trade your personal information. We may disclose your information to the ATO, ASIC, auditors, and other parties where required by law or with your consent.

5. Data Security

We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access through secure systems, encrypted communications, and staff training.

6. Access and Correction

You may request access to or correction of your personal information at any time by contacting us at admin@oakridgeaccounting.com.au or (03) 5334 1396.

7. Complaints

If you have a complaint about our handling of your personal information, please contact us in the first instance. If unresolved, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

Note: This is a draft privacy policy template. Please have it reviewed by a solicitor before publishing.