Privacy and Confidentiality Notice

Last reviewed 31 July 2026

This notice explains how MYTAX SERVICES PTY LTD collects, uses, stores and protects information when providing tax, accounting, bookkeeping, payroll, ASIC and related services.

We take client confidentiality seriously. As registered tax agents, we must not disclose information relating to a client’s affairs to another person unless the client has given permission or we have a legal duty to disclose it.

Information we may collect

Depending on the services you ask us to provide, we may collect information such as:

your name, address and contact details
tax and business identification details
income, expenses, assets and liabilities
bank statements and accounting records
payroll and superannuation information
company, trust and ASIC records
correspondence with you, the ATO, ASIC and other authorities
identity documents where they are needed to verify your identity or authority
information about your family, business partners, employees or related entities where relevant to the work.

We only ask for information that is reasonably needed to provide the agreed services or meet our legal and professional obligations.

How we use your information

We may use your information to:

provide the services you have asked us to perform
prepare and lodge returns, activity statements and forms
maintain accounting, bookkeeping and payroll records
communicate with the ATO, ASIC and other authorities where authorised
verify identity and authority
manage conflicts, risks, deadlines, fees and client records
meet our legal, professional, insurance and record-keeping obligations
improve our internal systems and quality controls.

We do not sell client information.

Staff and contractors

Authorised employees, interns and contractors may assist us with limited administrative, bookkeeping, payroll, data-processing and preparation work.

Access is limited to the information needed for the assigned work. Their work is supervised and reviewed by Rajesh Pawar.

Some work may be performed by an authorised overseas contractor. We will obtain your permission before information relating to your affairs is made available to an overseas contractor. The engagement email or a separate notice will explain:

the type of information that may be accessed
the purpose of the access
where the contractor is located.

You may choose not to consent to overseas access. Where practical, we will discuss another way of providing the service. This may affect timing, availability or fees.

Software and cloud services

We use approved accounting, tax, payroll, email, document-storage and practice systems to provide our services. These may include:

Xero
QuickBooks
Myaccountant
Microsoft 365
tax preparation and lodgment software
other approved professional service providers.

Information may be stored or processed using these systems. Some providers may store or process information outside Australia.

We take reasonable steps to use suitable providers, restrict access, use individual accounts and apply security controls such as passwords and multi-factor authentication.

Artificial intelligence tools

We may use approved artificial intelligence tools for limited administrative or data-processing tasks.

Our general rules are:

confidential and identifying information must be removed or redacted before use unless specific approval and suitable safeguards are in place
tax file numbers and identity documents must not be entered into general-purpose AI tools
AI output must be checked by a person before it is relied on
responsibility for the final work remains with the registered tax agent.

Email and sensitive documents

Ordinary email is not the best method for sending highly sensitive information.

Please do not send tax file numbers, identity documents or other highly sensitive information by ordinary email unless we specifically ask you to use an approved method.

We may provide a secure alternative where needed.

When we may disclose information

We may disclose information where:

you have given permission
disclosure is reasonably required to provide the agreed service and is covered by the authority you have given us
we have a legal duty to disclose it
disclosure is required to our insurer, legal adviser or professional adviser for a legitimate practice purpose and appropriate confidentiality protections apply.

We will not disclose more information than is reasonably needed.

Keeping information secure

We use reasonable safeguards appropriate to the size and nature of the practice. These may include:

individual user accounts
multi-factor authentication
access limited by role and assigned client
secure cloud storage
device and password requirements
staff and contractor confidentiality obligations
access removal when a person leaves
backups and incident-response procedures.

No system can guarantee complete security. If we become aware of a material security incident involving your information, we will assess it and take appropriate action.

Record retention

We keep records for as long as required by tax, corporate, professional and other applicable laws.

Records of tax agent services are generally kept for at least five years after the service is provided. Some records may need to be kept longer.

Anti-money laundering (AML/CTF)

Rajesh Pawar (ABN 77 350 178 690) is a reporting entity under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth) and is enrolled with AUSTRAC. When we provide certain services — such as setting up a company, trust or self-managed super fund — the law requires us to identify and verify our clients and the people who own or control those entities. The AML/CTF Act is the legal authority for this collection.

What we collect for these checks: your identity information (such as full name, date of birth, residential address and identification documents), information about the people who own or control any company, trust or SMSF involved, and, where relevant, your source of funds or wealth.
Electronic verification: we may verify your identity electronically using third-party data sources and reliable independent data, with your consent. If you would prefer not to be verified electronically, tell us and we will arrange an alternative.
Who we may disclose to: AUSTRAC; the identity-verification and data providers we use; and, where required, for sanctions screening. We may be required to report certain matters to AUSTRAC, and the law may prevent us from telling you if we do.
If you do not provide it: we may be unable to verify your identity and therefore unable to provide the service.
How long we keep it: at least seven years after our business relationship ends, as the AML/CTF Act requires.

Accessing or correcting your information

You may ask us to provide access to personal information we hold about you or to correct information that is inaccurate.

We may need to verify your identity before responding. In some cases, the law may limit what we can provide.

Privacy questions or complaints

Please contact us first if you have a question or concern about how your information has been handled.

Privacy contact:
Rajesh Pawar
Email: contact@rajeshpawar.com
Phone: +61450041504

Please explain what happened and what outcome you are seeking. We will consider the issue and respond within a reasonable time.

Important note

This notice provides general information about our practices. A specific engagement email or consent notice may contain additional terms that apply to your matter.