Privacy Policy

Effective date: 27 June 2026

Surfside Accounting Services Pty Ltd (ACN 609 341 951) ("we", "us", "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). We are a subsidiary of FRM Consulting Group (Aust) Pty Ltd (ACN 630 110 682).

This Privacy Policy explains how we collect, use, disclose, and store your personal information. By using our services or website, you acknowledge that you have read and understood this policy.

Australian Privacy Principles

We are bound by the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth). The APPs regulate how organisations collect, use, disclose, store, and provide access to personal information. A copy of the APPs may be obtained from the website of the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

What is Personal Information?

Personal information is information or an opinion about an identified individual, or an individual who is reasonably identifiable, whether the information or opinion is true or not and whether it is recorded in a material form or not. Examples include your name, address, email address, phone number, date of birth, and financial details.

How We Collect Personal Information

We collect personal information in a number of ways, including:

Directly from you when you provide it via our website forms, email, phone, or in person
When you engage us to provide accounting, taxation, or advisory services
From third parties such as referral partners, financial institutions, the Australian Taxation Office, or other government agencies
Through our website via cookies and analytics tools
From publicly available sources

Where reasonable and practicable, we will collect personal information directly from you. If we receive information about you from a third party, we will take reasonable steps to ensure you are aware of this.

Why We Collect, Hold, Use, and Disclose Personal Information

We collect, hold, use, and disclose your personal information for the following purposes:

To provide accounting, taxation, business advisory, and related professional services
To communicate with you about our services, appointments, and engagements
To verify your identity and conduct client onboarding
To comply with our legal and regulatory obligations, including taxation and anti-money laundering laws
To manage our business operations, including billing and debt recovery
To improve our services, website, and client experience
To respond to enquiries and provide quotes
To send you marketing communications (where you have consented or we are otherwise permitted to do so)

Sensitive Information

Sensitive information is a subset of personal information that includes information about your racial or ethnic origin, political opinions, religious beliefs, trade union membership, health information, criminal record, and biometric data.

We will not collect sensitive information about you unless it is reasonably necessary for one or more of our functions or activities and we have your consent, or collection is required or authorised by law. Where we do collect sensitive information, we will handle it with a higher level of care than other personal information.

Direct Marketing

We may use your personal information to send you marketing communications about our services, industry updates, and other information we believe may be of interest to you. You may opt out of receiving marketing communications at any time by contacting us using the details below or by using the unsubscribe facility in electronic communications.

Cookies and Website Tracking

Our website may use cookies and similar tracking technologies to enhance your browsing experience, analyse website traffic, and understand how visitors interact with our site. Cookies are small text files stored on your device by your web browser.

We may use the following types of cookies:

Essential cookies: necessary for the website to function properly
Analytics cookies: help us understand how visitors use our website (e.g., Google Analytics)
Functional cookies: remember your preferences and settings

You can control or disable cookies through your browser settings. Please note that disabling cookies may affect the functionality of our website.

Disclosure of Personal Information

We may disclose your personal information to:

Our parent company, FRM Consulting Group (Aust) Pty Ltd (ACN 630 110 682), and its other subsidiaries, for internal administrative purposes, shared service delivery, and business operations
Third-party service providers who assist us in operating our business, including IT providers, cloud hosting services, document management platforms, and payment processors
Government agencies and regulators, including the Australian Taxation Office, ASIC, and AUSTRAC, as required by law
Professional advisers, including lawyers, auditors, and insurers
Financial institutions and referral partners, where you have consented or it is necessary to provide our services
Any other party where required or authorised by law

We will take reasonable steps to ensure that any third party to whom we disclose your personal information is bound by obligations of confidentiality and handles your information in accordance with the APPs.

Overseas Disclosure

Some of the third-party service providers we use (such as cloud storage and software platforms) may store or process data on servers located outside of Australia. Where we disclose personal information to overseas recipients, we will take reasonable steps to ensure they comply with the APPs or are subject to a substantially similar privacy regime. We will inform you of the countries where your data may be processed if you request this information.

Security of Personal Information

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, and disclosure. These measures include:

Secure storage of physical and electronic records
Access controls and authentication measures
Encryption of data in transit and at rest
Regular review of our information security practices
Staff training on privacy and data handling obligations

When we no longer require your personal information for the purposes for which it was collected (and we are not required by law to retain it), we will take reasonable steps to destroy or de-identify it.

Access to and Correction of Personal Information

You have the right to request access to the personal information we hold about you and to request that we correct any information that is inaccurate, out of date, incomplete, irrelevant, or misleading.

To request access or correction, please contact us using the details below. We will respond to your request within a reasonable period and, where required by the APPs, within 30 days. We may need to verify your identity before processing your request. In some circumstances, we may refuse access or correction in accordance with the APPs, in which case we will provide you with reasons for the refusal.

Complaints

If you believe we have breached the APPs or handled your personal information inappropriately, you may lodge a complaint with us by contacting us using the details below. We will investigate your complaint and respond within 30 days.

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC):

Online: www.oaic.gov.au/privacy/privacy-complaints
Phone: 1300 363 992
Email: [email protected]
Post: GPO Box 5218, Sydney NSW 2001

Updates to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or business operations. The updated policy will be published on our website with a revised effective date. We encourage you to review this policy periodically.

Contact Us

If you have any questions about this Privacy Policy or wish to make a request regarding your personal information, please contact us:

Email: [email protected]
Phone: (07) 5446 2664
Address: Suite 22 Level 1, 21 South Coolum Rd, Coolum Beach QLD 4573