IX Advisory Pty Ltd (referred to as “we”, “us”, or “our”) is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
This Privacy Policy explains how we collect, use, disclose, store, and protect your personal information.
We may collect the following types of personal information:
Full name, date of birth, contact details (phone, email, address)
Tax file number (TFN), ABN, business details
Financial information, bank account details
Employment and income information
Details of dependents or family members (for tax purposes)
Any other information necessary to perform our services
We collect personal information directly from you when:
You contact us via phone, email, forms or website
You provide documents or data for accounting/tax work
You complete our client onboarding forms
You interact with us on social media or attend events
We may also collect information from third parties, such as:
The Australian Taxation Office (ATO)
Your financial institutions, employers or legal representatives
Publicly available sources or government registers (e.g. ASIC)
We collect and use your personal information to:
Provide you with tax, accounting and advisory services
Lodge documents with regulatory bodies (e.g. ATO, ASIC)
Communicate with you about your file, services, updates
Meet legal, regulatory, and professional obligations
Manage our internal administration and client records
Improve our services and manage client relationships
We may disclose your personal information to:
The ATO, ASIC and other government regulators
Our employees, contractors and service providers (e.g. cloud software, IT support)
External auditors (e.g. CPA Australia Quality Reviews)
Other professional advisers or institutions as authorised by you
Some cloud providers or software platforms we use may store data overseas (e.g. in the USA). We ensure these providers maintain security and privacy standards aligned with Australian regulations.
We store personal information securely using:
Cloud-based systems with restricted access and encryption
Multi-factor authentication and firewalls
Secure storage for physical records
Policies to prevent unauthorised access, loss or misuse
We retain your personal data for at least 5 years or as required by law and then securely destroy or de-identify it.
You may request access to your personal information held by us. You may also ask us to correct any inaccurate or outdated details.
To make a request, please contact our Privacy Officer using the details below. We will respond within a reasonable time (usually within 30 days).
Our website may use cookies and analytics tools to enhance user experience. This may collect technical data such as browser type, pages visited, and IP address. You can disable cookies via your browser settings.
If a data breach occurs that is likely to result in serious harm, we will notify you and the Office of the Australian Information Commissioner (OAIC) in accordance with the Notifiable Data Breaches (NDB) Scheme.
If you have concerns about how we handle your privacy, please contact us first. If we cannot resolve your complaint, you may lodge it with the OAIC:
Website: https://www.oaic.gov.au
Phone: 1300 363 992
Privacy Officer
IX Advisory Pty Ltd
Email: sgupta@ixadvisory.com.au
Phone: 0490 236 309
Mail: PO Box 2109, Altona East VIC 3025
We may update this Privacy Policy periodically. The latest version will always be available on our website or upon request.