Privacy Policy
Last updated: 29 June 2026
1. Introduction
Carlisle Advisory Pty Ltd (“we”, “us”, “our”) is committed to protecting the privacy of personal information we hold about our clients, prospective clients, employees, contractors, and other individuals we deal with in providing accounting, taxation, and advisory services. We have professional obligations in relation to Privacy and Confidentiality of your information.
Personal Information collected in connection with our AML/CTF obligations under the AML/CTF Framework will be handled in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
2. What personal information we collect
We may collect personal and sensitive information necessary to provide our services, including your name, contact details, date of birth, Tax File Number, driver’s licence, passport, Medicare card, ATO and government notices, tertiary student ID cards, citizenship and birth certificates, employment information, financial and banking information, income and asset details, and information relevant to your tax, accounting, or advisory matters.
We may also need to verify your identity and collect information such as certified identity documents, as a reporting entity under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth) (AML/CTF Act) and the Anti-Money Laundering and Counter-Terrorism Financing Rules 2025.
We collect information directly from you, related professionals acting on your behalf (such as your lawyer or financial adviser), identity verification services, and occasionally from publicly available sources.
3. Why we collect, hold, and use your information
We use personal information to provide the accounting, taxation, and advisory services you engage us for, and to meet our professional and legal obligations, including under the Income Tax Assessment Act 1936 (Cth) and 1997 (Cth), the Taxation Administration Act 1953 (Cth), the Tax Agent Services Act 2009 (Cth), the Corporations Act 2001 (Cth), superannuation laws, and the AML/CTF Act. This includes preparing and lodging documents with the Australian Taxation Office, ASIC, and other relevant bodies, and managing billing and client communications.
4. How we disclose your information
We may disclose personal information to the ATO, ASIC, and other regulators as required or authorised by law; to our professional advisers and insurers; to service providers who support our practice (such as IT and document management providers) under appropriate confidentiality terms; to our professional bodies in relation to quality review program matters, and to other parties with your consent.
As a reporting entity under the AML/CTF Act, we are also required to report certain transactions and matters to the Australian Transaction Reports and Analysis Centre (AUSTRAC), and to retain related records for the periods that Act requires.
We may also disclose personal information where required by law or with your consent. Where we disclose personal information overseas, we take reasonable steps to ensure that recipients handle the information in a manner consistent with the Australian Privacy Principles and our privacy obligations.
5. Storage and security
We take reasonable steps to protect personal information from misuse, interference, loss, and unauthorised access, modification, or disclosure, including access controls, secure systems, and staff confidentiality obligations.
Information is retained only as long as required for the purpose it was collected or as required by law, including record-keeping requirements under the Corporations Act 2001 (Cth), taxation law, and the AML/CTF Act.
6. Cookies
Our website and emails may use cookies and similar technologies to improve website functionality, analyse website traffic, and enhance user experience. Cookies are small data files stored on your device when you visit a website.
We may use third-party analytics and advertising providers to help us understand how visitors use our website and to improve our services and marketing activities. These providers may collect information about your use of our website through cookies and similar technologies.
7. Access and correction
You can ask us for access to the personal information we hold about you, or ask us to correct it if it is inaccurate or out of date. We will respond within a reasonable time, generally 30 days, and may need to verify your identity first. In limited circumstances permitted by law, we may need to decline a request. If so, we will explain why to the extent we are able.
8. Anonymity and pseudonymity
You are welcome to deal with us anonymously or under a pseudonym for general enquiries. However, we are not able to provide accounting or advisory services without verifying your identity, as required under the Tax Agent Services Act 2009 (Cth) and, where applicable, the AML/CTF Act.
9. Complaints
If you have a concern about how we have handled your personal information, contact our Privacy Officer by email to info@carlisleadvisory.com.au or in writing to the Privacy Officer, Carlisle Advisory Pty Ltd, PO Box 126, Beverly Hills NSW 2209.
We will investigate and respond within a reasonable time. If you are not satisfied with our response, you can contact the Office of the Australian Information Commissioner (OAIC), which oversees compliance with the Privacy Act 1988 (Cth): www.oaic.gov.au.
10. Changes to this Policy
We may update this Policy from time to time to reflect changes in our practices or in applicable law. The current version is always available on request and on our website.