MaxGrowth Pty Ltd trading as MaxGrowth
Last updated: 11 November 2026
1. Our commitment to your privacy
At MaxGrowth, we recognise that protecting your personal and financial information is an important part of the trust you place in us.
As an accounting and business advisory practice, we handle confidential information in providing our professional services. We are committed to managing your information responsibly, maintaining appropriate safeguards and complying with applicable Australian privacy and confidentiality requirements.
This Privacy Policy explains what information we collect, how we use and disclose it, how we protect it and your rights in relation to your personal information.
This policy applies to information collected through our website, online enquiry forms, social media, email, telephone, face-to-face meetings and other communications with MaxGrowth, including information collected when providing our professional services.
2. Personal information we collect
The type of information we collect depends on the services you request and your relationship with MaxGrowth.
This may include:
- Personal identification information: Your name, date of birth, residential address, Tax File Number (TFN), identification documents and other identifying details.
- Contact information: Your telephone number, email address, postal address and other contact details.
- Financial information: Your income, expenses, assets, liabilities, bank account details, investment information and financial records.
- Taxation information: Tax returns, tax assessments, ATO correspondence, superannuation information and other information required for taxation and compliance purposes.
- Business information: Business structure, financial statements, accounting records, business transactions, employee and contractor information and other operational details.
- Employment information: Salary, wages, superannuation contributions, employment records and relevant employee information.
- Other information: Information relevant to accounting, bookkeeping, tax compliance, SMSF administration and business advisory services.
- Electronic information: IP addresses, browser information, device details and information relating to electronic communications and document signing, where collected.
We may also collect information about other individuals connected with your affairs, such as your spouse, dependants, business partners, directors, shareholders, employees, contractors and beneficiaries.
Where you provide us with another person’s personal information, you are responsible for ensuring that you are authorised to provide that information to us.
3. How we collect your information
We generally collect personal information directly from you through:
- Our website and online enquiry forms.
- Emails, telephone calls and other correspondence.
- Meetings and consultations.
- Documents and information you provide to us.
- Accounting, bookkeeping and document-sharing platforms.
- Client onboarding and engagement processes.
In some circumstances, we may also obtain information from third parties where authorised or permitted, including the Australian Taxation Office (ATO), government agencies, financial institutions, employers, superannuation funds, business associates and other professional advisers.
We may also receive information through third-party platforms that you use to communicate or share documents with us.
Providing certain information is necessary for us to deliver our services. If you choose not to provide information we reasonably require, we may be unable to provide some or all of the services requested.
4. Why we collect and use your information
We collect and use personal information for purposes connected with our professional services and business operations, including:
- Preparing and lodging income tax returns, activity statements and other taxation documents.
- Providing accounting, bookkeeping and business advisory services.
- Assisting with SMSF accounting, compliance and administration.
- Managing financial records, reporting and business performance.
- Communicating with the ATO, government authorities and other relevant organisations on your behalf.
- Responding to enquiries and providing quotations or proposals.
- Managing client relationships, engagements, billing and administration.
- Meeting our professional, regulatory and legal obligations.
- Improving our services, systems and business operations.
- Providing updates, newsletters, educational material and information about our services, where permitted.
We will only use your personal information for purposes connected with the reason it was collected, or for another purpose permitted or authorised by law.
5. Tax File Number (TFN) information
As a registered tax agent, MaxGrowth may collect and handle your TFN and other taxation-related information when required to provide our services.
Your TFN is treated as highly confidential information. We will only request, collect, use, store or disclose your TFN where authorised or required by applicable law, including the Privacy (Tax File Number) Rule 2015.
We will not use or disclose your TFN for unrelated purposes or provide it to another party unless permitted or required by law.
6. Disclosure of personal information
To provide our services effectively, we may disclose relevant personal information to third parties where reasonably necessary, authorised by you or permitted or required by law.
These parties may include:
- The Australian Taxation Office and other government or regulatory authorities.
- Banks, financial institutions and superannuation funds.
- External auditors and other professional advisers.
- Accounting, bookkeeping and cloud-based software providers.
- IT support, data storage, document management and electronic signature providers.
- Payment processing and other administrative service providers.
- Other parties you have authorised us to communicate with on your behalf.
We use third-party technology providers, including Xero, Microsoft 365, OneDrive and Dropbox, to support our accounting, document management, communication and business operations.
We also use Mailchimp to manage and distribute our email newsletters, marketing communications and other business updates. Where you subscribe to our communications, relevant contact information, such as your name and email address, may be provided to Mailchimp for this purpose.
We take reasonable steps to ensure that third-party service providers handling personal information on our behalf maintain appropriate safeguards and use the information only for authorised purposes.
We do not sell your personal information or provide it to third parties for their independent marketing purposes.
7. Overseas disclosure and storage
MaxGrowth uses cloud-based technology and third-party service providers to support our accounting, communication, document management and business operations.
These providers include Xero, Microsoft 365, OneDrive, Dropbox and Mailchimp.
Depending on the provider, service and configuration, your personal information may be stored, processed or accessed using servers or infrastructure located both within Australia and overseas.
Some of these providers may operate data centres, affiliates or subcontractors in the United States, New Zealand, countries within the European Union and other international jurisdictions.
The location of data storage and processing may vary between providers and their respective services.
Where personal information is disclosed overseas, we take reasonable steps to ensure that appropriate privacy protections are in place, consistent with our obligations under applicable Australian privacy laws.
We do not engage overseas accounting professionals to independently provide our professional services using your personal information.
8. Website, cookies and online tracking
When you visit our website, certain basic technical information may be collected by our website hosting provider or server systems, such as IP addresses, browser type and technical information required to deliver and maintain the website.
MaxGrowth does not currently use website analytics services or advertising tracking technologies to monitor visitors, profile website users or track their online activities for marketing purposes.
Our website may use essential cookies or similar technologies where required for basic website functionality. You can manage or disable cookies through your browser settings, although doing so may affect certain website functions.
We may also receive personal information through social media platforms, including Facebook, Instagram and LinkedIn, when you submit an enquiry or contact us through those platforms.
This information may include your name, email address, telephone number, business details and other information you voluntarily provide.
We use this information to respond to your enquiry, provide information about our services and arrange consultations where appropriate.
9. Direct marketing and communications
From time to time, MaxGrowth may contact you with relevant information about our services, tax updates, business insights, newsletters, events and other professional information that may be of interest to you.
We use Mailchimp to distribute our email marketing communications and manage newsletter subscriptions.
You may opt out of receiving marketing communications at any time by using the unsubscribe facility included in our emails or by contacting us directly at contact@maxgrowth.com.au.
Please note that opting out of marketing communications will not prevent us from sending important communications relating to your existing engagement, professional services, taxation matters or legal obligations.
We manage our marketing communications in accordance with applicable privacy and electronic marketing laws.
10. How we protect your information
Protecting the confidentiality and security of your information is a priority at MaxGrowth.
We take reasonable steps to protect personal information against misuse, interference, loss, unauthorised access, modification or disclosure.
These measures may include:
- Secure cloud-based systems and document storage.
- Password protection and multi-factor authentication.
- Access restrictions to limit information to authorised personnel.
- Electronic security measures and encryption where appropriate.
- Secure document-sharing and communication processes.
- Appropriate confidentiality arrangements with employees and service providers.
While we take reasonable precautions to safeguard your information, no method of electronic transmission or storage can be guaranteed to be completely secure.
If we become aware of an eligible data breach involving your personal information, we will respond in accordance with applicable legal requirements, including the Notifiable Data Breaches scheme where applicable.
11. How long we retain your information
We retain personal information for as long as reasonably necessary to provide our services, maintain appropriate business records and meet our professional, regulatory and legal obligations.
Certain accounting, taxation and client records must be retained for periods prescribed by law or applicable professional requirements.
When information is no longer required and we are not legally required to retain it, we will take reasonable steps to securely destroy or de-identify that information.
12. Accessing and correcting your information
You have the right to request access to personal information that MaxGrowth holds about you and to request corrections if you believe the information is inaccurate, incomplete or out of date.
To make an access or correction request, please contact us using the details provided in this policy.
We will consider your request and respond within a reasonable period, subject to applicable legal requirements and any relevant exceptions.
In certain circumstances, we may be unable to provide access to particular information, such as where disclosure is restricted by law or would affect the privacy of another person. If this occurs, we will explain the reasons where permitted.
13. Privacy complaints
If you have any concerns about how MaxGrowth has collected, used, stored or disclosed your personal information, we encourage you to contact us in writing.
We will review your complaint, investigate the circumstances and respond within a reasonable period.
If you are not satisfied with our response, you may be entitled to lodge a complaint with the Office of the Australian Information Commissioner (OAIC).
Website: https://www.oaic.gov.au
14. Third-party websites
Our website may contain links to external websites operated by third parties.
These websites have their own privacy policies and information-handling practices. MaxGrowth is not responsible for the privacy practices or content of external websites.
We encourage you to review the privacy policies of those websites before providing any personal information.
15. Changes to this Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our business operations, technology, services or applicable legal and regulatory requirements.
The latest version will be published on our website, together with the date of the most recent update.
We encourage you to review this policy periodically to remain informed about how we manage your personal information.
16. Contact us
If you have any questions about this Privacy Policy, wish to access or correct your personal information, or would like to raise a privacy concern, please contact us using the details below.
MaxGrowth Pty Ltd trading as MaxGrowth
Office:
Shop 5, 313 Forest Road
Hurstville NSW 2220
Postal Address:
PO Box 49
Hurstville NSW 1481
Email: contact@maxgrowth.com.au
Telephone: 02 9267 4468
Tax Agent Number (TAN): 26133164
We welcome your enquiries and are committed to handling your personal information with care, confidentiality and respect.