Privacy Policy

Pink Moon Advisory Pty Ltd (“we”, “our”, or “us”) 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).

What Personal Information We Collect

The personal information we collect depends on the services you engage us for and may include:

• Name and contact details (email, phone number, address)

• Business and financial information (including accounting records, bank data, and transaction information)

• Information required to provide bookkeeping, BAS and related services

• Any other information you provide to us in the course of our engagement

We only collect information that is reasonably necessary to deliver our services.

How We Collect Personal Information

We collect personal information directly from you, including when you:

• Engage us for services

• Communicate with us via email, phone or meetings

• Provide access to accounting systems or financial platforms

• Submit information through our website

We may also receive information from third parties where relevant to your engagement, such as your accountant, software platforms, or authorised representatives.

Why We Collect and Use Personal Information

We collect, hold and use your personal information to:

• Deliver our bookkeeping and BAS Agent services

• Maintain accurate financial records and reporting

• Meet compliance and regulatory obligations

• Communicate with you and manage our engagement

• Improve our systems and service delivery

This aligns with our results-based engagement, where we are engaged to achieve specific financial and compliance outcomes .

We may also use your information where required or permitted by law.

Disclosure of Personal Information

We may disclose your personal information where reasonably necessary to deliver our services, including to:

• Government agencies (such as the ATO)

• Your accountant or other professional advisors

• Software providers and service platforms used in delivering our services

• Other third parties where you have authorised us to do so

We do not sell your personal information.

Use of Artificial Intelligence (AI)

We may use artificial intelligence (AI) tools to support the delivery of our services, including for:

• Data processing and analysis

• Document preparation

• Improving efficiency and accuracy

Where we use AI tools:

• We take reasonable steps to protect your information

• Sensitive information (such as TFNs or banking credentials) is not input where practicable

• We apply professional judgment to all outputs

By engaging with us or interacting with our services, you acknowledge and consent to this use of AI.

Data Security

We take reasonable steps to protect your personal information from misuse, interference, loss and unauthorised access.

This includes:

• Use of secure systems and platforms

• Access controls and password protection

• Encryption and multi-factor authentication where practicable

However, no system is completely secure, and we cannot guarantee absolute data security.

Data Storage and Retention

We retain personal information only as long as necessary to:

• Provide our services

• Meet legal and regulatory obligations

• Maintain appropriate business records

When information is no longer required, we take reasonable steps to securely destroy or de-identify it.

Access and Correction

You may request access to or correction of your personal information at any time.

We will respond within a reasonable timeframe, unless we are legally permitted to refuse access.

Website Data and Cookies

Our website may collect general usage data such as IP address, pages visited and browser type to improve user experience.

We may use cookies to enhance functionality and understand website usage. You can disable cookies through your browser settings.

Third-Party Services

We may use third-party software and platforms in delivering our services. While we take reasonable steps to ensure these providers meet appropriate standards, we are not responsible for their independent systems or security practices.

Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website.

Contact

If you have any questions about this Privacy Policy or your personal information, please contact us by visiting the Contact page of this website