1. About This Policy

Slade Bookkeeping (ABN 34 569 859 640) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect personal information when you visit our website, use our online tools and forms (including our back-office scorecard), or enquire about our services.

We are a registered BAS Agent practice operating under the Tax Agent Services Act 2009 (TASA 2009) and the TPB Code of Professional Conduct. We handle personal information in line with the Privacy Act 1988 (Cth) and the Australian Privacy Principles. Our broader data handling obligations as a professional practice are documented in our internal Data Handling and Confidentiality Policy, available upon request.

2. What Information We Collect

When you use our website, use our online tools and forms, or contact us, we may collect:

• Your name and contact details: email address, phone number, and business name, when you submit an enquiry or form

• Information you provide in your message or enquiry

• Form responses: the information you enter in our online tools and forms, which may include your approximate staff numbers and turnover range, your accounting software, your answers to questions about your business, and your consent choices

• Technical information, such as your IP address, browser type, device, and pages visited, collected automatically when you visit our website, including through the Meta Pixel described in section 5

We do not collect sensitive personal information through our website or forms.

3. How We Use Your Information

We use the personal information you provide to:

• Respond to your enquiry or request for information

• Provide what you asked for through our tools and forms, such as emailing you a result

• Assess whether our services are a good fit for your needs

• Contact you about our services where you have indicated interest

• Send you occasional bookkeeping and cash-flow tips, only if you ticked the optional box on one of our forms

• Measure and improve our website and advertising

We do not use your information for marketing purposes without your consent. We do not sell or rent your personal information, and we do not share it with third parties for their own marketing purposes.

4. Marketing Emails and Unsubscribing

If you ask us through one of our forms to email you a result or resource, we send you that email. We only send you further marketing emails if you ticked an optional marketing box on the form or have otherwise agreed.

Every marketing email shows who we are and how to contact us. You can unsubscribe at any time by replying "unsubscribe" or emailing jo@sladebookkeeping.com.au. We will stop within 5 working days.

5. Cookies, the Meta Pixel and Online Advertising

Our landing page uses the Meta Pixel, a tracking tool provided by Meta (Facebook and Instagram). It uses cookies and similar technologies to record that you visited a page, along with technical information such as your device, browser, and an online identifier. This information is sent to Meta. Meta may match it to your Meta account to measure the results of our advertising and to show you our ads again.

Our forms are hosted by Google. We do not send the answers you give in our forms to Meta.

You can limit this tracking by adjusting your cookie and browser settings, or your ad preferences in your Facebook or Instagram account. Meta handles the information it collects under its own privacy policy.

6. How We Store and Protect Your Information

Information submitted through our website or forms is stored securely using Australian and international cloud-based systems. We take reasonable steps to protect personal information from misuse, interference, loss, and unauthorised access.

Our practice systems are protected by multi-factor authentication, strong password management, and regular security reviews.

We keep form responses and enquiries for up to 24 months. If you have not become a client by then, we delete them. If you become a client, your information is handled under our Data Handling and Confidentiality Policy, including the record-keeping requirements that apply to tax agent services.

7. Disclosure of Your Information

We will not disclose your personal information to third parties except where:

• You have given us consent to do so

• We are required to do so by law or regulatory obligation

• Disclosure is necessary to deliver a service you have requested

• The third party is a service provider that helps us run the website, forms, email, or advertising

Our service providers include Google (for forms, spreadsheets, and email), Meta (for advertising), and our website hosting provider. They may store or process information on servers outside Australia, including in the United States. We use providers that have their own security and privacy commitments, and we only give them the information they need for the service.

8. Third Party Websites

Our website may contain links to third party websites. We are not responsible for the privacy practices of those websites. We encourage you to read the privacy policies of any third party sites you visit.

9. Access and Correction

You have the right to request access to personal information we hold about you, and to request correction of any inaccurate information or deletion of your form responses. To make a request, contact us at:

• Email: jo@sladebookkeeping.com.au

• Post: PO Box 270, Red Hill QLD 4059

We will respond to requests within a reasonable timeframe and at no charge.

10. Complaints

If you have a concern about how we have handled your personal information, please contact us in the first instance at jo@sladebookkeeping.com.au. We will investigate your concern and respond promptly.

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.

11. Changes to This Policy

We may update this Privacy Policy from time to time. The current version will always be available on our website. Material changes will be communicated where practicable.

12. Contact Us

For any privacy-related questions or requests:

• Slade Bookkeeping

• Joanne Slade, Practice Owner

• BAS Agent No. 26225603

• ABN 34 569 859 640

• Email: jo@sladebookkeeping.com.au

• Phone: 0403 010 940

• Post: PO Box 270, Red Hill QLD 4059

Version 1.1 | Effective October 2026