Arbour Advisory is a Chartered Accountants practice for arborists and tree-care businesses, and part of the Prime Partners group. Office: 1 James Place, North Sydney NSW 2060.
Last updated: 7 November 2026

1. About this policy

This policy explains how Arbour Advisory (“we”, “us”, “our”) collects, holds, uses and discloses personal information, and how you can access it, correct it or complain. We handle personal information in line with the Australian Privacy Principles (APPs) in the Privacy Act 1988 (Cth). It covers this website, enquiries, job applications and the accounting, tax, bookkeeping, payroll, business setup, SMSF, equipment finance and advisory services we provide.

2. What we collect

  • Contact details: name, email address, phone number and business name.
  • Enquiry details: what you tell us about your business and what you need, for example in our free consultation, contact or benchmarking forms.
  • Client information we need to do the work: tax file numbers, income, expenses, bank and loan statements, business and accounting records, payroll and employee details, superannuation and SMSF member details, and information about equipment you want to buy or finance.
  • Identity and ownership information when we set up a company, trust or other structure, or when the law requires us to verify identity: full name, date of birth, residential address, Director ID, identity documents, and details of who owns and controls the business.
  • Job applications: name, email, phone, the role you are interested in, a link to your CV or LinkedIn profile, and anything else you tell us.
  • Website information: IP address, device and browser details, pages visited and how you interact with them (see section 7).

We do not ask for sensitive information (such as health information) unless a service you ask for needs it, and then only with your consent.

3. How we collect it

  • Directly from you: through our website forms, by email, phone and video call, and in the documents you send us.
  • From your accounting software and bank feeds, when you give us access.
  • From government agencies, such as the Australian Taxation Office (ATO) and ASIC, when we act as your registered tax agent or lodge documents for you.
  • From people acting for you, such as your bookkeeper, previous accountant, lawyer or other advisers.
  • From public sources, such as ABN Lookup and ASIC registers.
  • Automatically, through cookies and similar tools when you use our website.

You can browse our website without telling us who you are. We cannot prepare tax returns, lodge documents or set up a business structure for you anonymously, because the law requires us to identify the people involved.

4. Why we collect and use it

  • To respond to your enquiry, book a consultation and prepare a quote.
  • To provide the services you engage us for, including tax returns, BAS, bookkeeping, payroll, business setup, SMSF administration, benchmarking and advisory work, and help with equipment finance and insurance.
  • To meet our legal and professional obligations, including under tax law, the Tax Agent Services Act 2009, the Corporations Act 2001, the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 and the professional standards of Chartered Accountants Australia and New Zealand (CA ANZ).
  • To consider you for a role, if you apply for a job with us.
  • To send you reminders about lodgement deadlines and updates about tax changes or our services where you have agreed or would reasonably expect them. You can opt out at any time.
  • To run, secure and improve our website and services.

We collect tax file numbers only where tax law allows it, and handle them in line with the Privacy (Tax File Number) Rule 2015. Where a service is covered by the anti-money laundering laws (for example, setting up a company or trust), we verify the identity of the people involved and report to AUSTRAC where the law requires.

5. Who we share it with

  • Government bodies as part of the service or where the law requires: the ATO, ASIC, the Australian Business Registry Services, the Tax Practitioners Board and AUSTRAC.
  • People involved in your matter, with your agreement: your SMSF auditor, lenders, finance and insurance brokers you ask us to deal with, and your other advisers.
  • CA ANZ, if it reviews our work as part of its quality review program.
  • Prime Partners group firms that help us provide services you ask for or help us recruit.
  • Service providers that help us run the business, under terms that require them to protect it:
    • Cloudflare (website hosting, delivery and security).
    • Microsoft 365 (email).
    • Google (website analytics, and Gmail, which delivers the emails our website forms send to our team).
    • Our cloud accounting software (such as Xero) and practice management software.

We do not sell, rent or trade personal information.

6. Automated decisions

We do not make decisions that significantly affect you solely or substantially by automated means. A person at Arbour Advisory reads every enquiry and job application and makes every decision about our work for you. Some of our website forms run an automatic check that filters out spam.

7. Cookies and website analytics

  • Google Analytics 4 (through the Google tag) sets cookies to measure which pages are visited, how people arrive, approximately where they are and whether a form was submitted. You can opt out with Google’s opt-out browser add-on.
  • Cloudflare hosts and protects the site. It processes technical information such as your IP address to deliver pages and block attacks, and may set a security cookie.

We do not use advertising or remarketing cookies. You can block or delete cookies in your browser settings, and the site will still work.

8. Overseas disclosure

Some of the service providers listed in section 5 store or process information outside Australia, mainly in the United States, and Cloudflare serves the website from data centres around the world. We take reasonable steps to make sure overseas recipients handle personal information consistently with the APPs.

9. Security and how long we keep it

We take reasonable steps to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure. We keep records for as long as tax, corporations and anti-money laundering laws and our professional obligations require. When we no longer need information and are not required to keep it, we delete or de-identify it.

If a data breach is likely to cause serious harm, we will notify you and the Office of the Australian Information Commissioner (OAIC) as the Notifiable Data Breaches scheme requires.

10. Access and correction

You can ask for access to the personal information we hold about you, and ask us to correct it. We will respond within 30 days and will not charge you for making a request. We may need to confirm your identity first. If we cannot give access or make a correction (for example, because the law requires us to keep a record), we will tell you why in writing.

11. Complaints

If you think we have mishandled your personal information, please contact us first using the details below. We will investigate and respond within 30 days. If you are not satisfied with our response, you can complain to the OAIC:

12. Changes to this policy

We will update this policy when our practices or the law change, and show the date of the latest version at the top of this page.

13. Contact us

Privacy Officer, Arbour Advisory
Email: info@arbouradvisory.com.au
Phone: +61 2 8378 2421
Address: 1 James Place, North Sydney NSW 2060