top of page

​PRIVACY POLICY

SBA Financial Services Pty Ltd

SBA Financial Services Pty Ltd is committed to protecting your privacy and complying with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

​

This Privacy Policy outlines how we collect, use, and safeguard your personal information.

 

1. What Information We Collect

We collect information from you when you interact with our website or use our financial services. This may include:

  • Full name

  • Date of Birth

  • Contact details (email, phone number, address)

  • Business and financial information

  • Tax File Number (only when required for service provision)

  • ABN Number (only when required for service provision)

 

2. How We Use Your Information

We use the information we collect for the following purposes:

  • To provide accounting and tax services

  • To manage communication and customer support

  • To fulfil obligations under Australian taxation laws

  • To improve our services

 

3. How We Share Your Information

We may disclose your information to:

  • The Australian Taxation Office (ATO) and other regulatory bodies

  • Professional advisors (e.g., lawyers, accountants)

  • Third-party service providers (under strict confidentiality)

 

4. Disclosure of Personal Information

At SBA Financial Services, we may disclose your personal information when necessary to provide our services or meet legal obligations. These disclosures include:

  • Service Providers: We may share your information with third-party service providers who assist us with administrative tasks, IT services, and marketing.

  • Related Entities: Your information may be shared with related companies within our network to help provide our services.

  • Business Transfers: If our business is sold or merged, your personal information may be transferred to the new owner.

  • Contractors and Agents: We may disclose information to contractors or agents helping with your financial or tax matters.

  • Superannuation Fund: We may send your superannuation details to your fund administrator.

  • Tax File Number: We may send your Tax File Number (TFN) to the Australian Taxation Office (ATO) for tax reporting.

  • Legal Requirements: If required by law, we may disclose your personal information to comply with court orders, subpoenas, or other legal obligations.

  • Superannuation Company: Your details may be shared with your superannuation company for fund management.

  • Australian Taxation Office (ATO): We may provide your personal and financial information to the ATO for tax-related purposes.

​

We may also share your personal information with credit reporting bodies if you request credit-related services. We handle all credit-related information in line with our Credit Reporting Policy.

​

Other Situations for Disclosure

We may also disclose your personal information without asking for further consent in the following cases:

  • For the Purpose It Was Collected: If we need to use your information for something related to the original reason it was collected and you would expect us to do so.

  • Health or Safety: If we believe disclosing your information is necessary to prevent harm to someone's health or safety.

  • Illegal Activity: If we suspect illegal activity has occurred or is occurring.

  • Legal Requirements: If the law requires us to share your information.

​

5. Protecting Your Information

If we share your information with third parties, we will ensure that your privacy is protected and that they comply with privacy laws.

 

6. Access and Correction

You have the right to request access to or correction of your personal data. Please contact us to make a request.

 

7. Contact Us

If you wish to make an enquiry about your personal information at BDO, or want to update your registration information, please contact sam@sbafinancials.com.au or call +61 412 286 540.

bottom of page