top of page

Privacy Policy

Privacy Policy for Balance Wise Bookkeeping

Effective Date: 09/09/2025

​

Balance Wise Bookkeeping (“we”, “us”, “our”) is committed to ensuring the privacy and security of personal information collected from clients and visitors to our website (the “Site”). Personal information is managed according to the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs), as well as applicable Western Australian legislation.

 

Collection of Personal Information

We collect personal information provided voluntarily when you:

  • Fill in web forms or contact us via our Site.

  • Engage our professional bookkeeping services.

  • Communicate via email or phone.

​​

Types of personal information collected can include:

  • Name, address, phone number, email address.

  • Financial information, including bank details, tax and accounting data as needed for our services.

  • Any other information provided during communications or transactions.

 
Use of Personal Information

We use personal information to:

  • Provide bookkeeping services and process payments.

  • Respond to enquiries and communicate with clients.

  • Send newsletters or marketing materials (with opt-out option).

  • Maintain internal records and improve our Site and service offerings.

We do not sell or share your personal information except as necessary to fulfil obligations under law, as required for contracted third-party providers (such as IT or payment processors), or with your consent.

​

Disclosure of Personal Information

Your personal information may be disclosed:

  • To authorised agents and third parties performing services for us (confidential basis).

  • Where required by law, court order, or government agency.

  • During business asset transfers (e.g., merger, acquisition).

Information shared with third-party providers will only be to the extent needed for them to deliver contracted services.

​

Storage and Security

We take reasonable steps to protect personal information from unauthorised access, modification, or disclosure, using technologies such as SSL encryption for payment and sensitive data. However, electronic data storage cannot be guaranteed 100% secure; transmission of information is at your own risk.

​

Website Tracking, Cookies, and Analytics

We use cookies and Google Analytics for website functionality and user experience analysis. Cookies may collect data such as IP addresses, browser types, and anonymised usage statistics. You may refuse cookies via your browser settings, though some site features may be impacted.

​

Access and Correction

Clients may request access to, correction of, or deletion of personal information by contacting us at shannon@bwbk.com.au. Requests will be handled within 30 days except where restricted by law.

​

Marketing Communications

You may opt out of electronic communications at any time by following unsubscribe links or contacting us directly.

​

Changes to Policy

We may update this Privacy Policy as needed to remain compliant with legislation and practices. Changes become effective upon posting the updated policy on our Site, with notice provided where required.

​

Complaints and Contact Details

For privacy concerns, complaints, or queries, please contact us:

Complaints not resolved to your satisfaction may be escalated to the Office of the Australian Information Commissioner or the WA Information Commissioner.

​​

bottom of page