Privacy Policy

Privacy Policy

Effective Date: 25 June 2026

Privacy Policy

At Ezy Tax Consultants, trust is the foundation of every client relationship.

As a professional taxation, accounting, business advisory and wealth structuring firm, we understand that our clients entrust us with highly confidential personal, financial and business information. Protecting that information is fundamental to the way we operate.

We are committed to handling your personal information responsibly, securely and transparently in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This Privacy Policy explains how we collect, use, disclose, store and protect your personal information when you engage our services or use our website.

About Ezy Tax Consultants

Ezy Tax Consultants is trading under CN Accounting and Consulting Pty Ltd provides professional services including taxation, accounting, business advisory, CFO advisory, business structuring, asset protection, Self-Managed Super Fund (SMSF) advisory, property taxation strategies and regulatory compliance.

Our objective is not only to help clients meet their compliance obligations, but also to provide strategic advice that supports long-term financial growth, business success and wealth creation.

Contact Details

Ezy Tax Consultants

100 George Street
Parramatta NSW 2150
Australia

Phone
1300 066 993

Personal Information We Collect

The type of information we collect depends on the services you engage us to provide.

This may include:

• Full name
• Residential, postal and business address
• Telephone number
• Date of birth
• Tax File Number (TFN)
• Australian Business Number (ABN)
• Company, trust and partnership information
• Superannuation information
• Identification documents
• Employment and salary information
• Bank account details
• Financial records
• Investment information
• Property ownership information
• Payroll records
• Business performance information
• Other information necessary to provide professional advice and taxation services

We only collect personal information that is reasonably necessary to provide our services or to comply with legal and regulatory obligations.

How We Collect Your Information

We collect information directly from you when you:

• contact our office;
• complete online enquiry forms;
• engage our professional services;
• attend meetings or consultations;
• provide identification documents;
• upload information through secure client portals;
• submit financial records; or
• communicate with us by telephone or other electronic means.

With your authority, or where permitted by law, we may also obtain information from:

• Australian Taxation Office (ATO)
• Australian Securities and Investments Commission (ASIC)
• Financial institutions
• Superannuation funds
• Employers
• Mortgage brokers
• Solicitors
• Financial advisers
• Government agencies
• Other professional advisers involved in your affairs

Why We Collect Your Information

We collect personal information so we can provide professional services tailored to your circumstances.

This includes:

• preparing and lodging taxation returns;
• preparing BAS, IAS and financial statements;
• providing bookkeeping and payroll services;
• providing taxation planning and tax minimisation strategies;
• advising on business structures, asset protection and succession planning;
• providing business advisory and CFO services;
• establishing companies, trusts and Self-Managed Super Funds;
• providing SMSF administration and compliance services;
• assisting with property investment and taxation strategies;
• complying with ASIC and ATO requirements;
• verifying your identity;
• managing our client relationship; and
• complying with our legal, professional and regulatory obligations.

Tax File Numbers

Where we collect your Tax File Number (TFN), we do so strictly in accordance with Australian taxation legislation.

TFNs are only collected where authorised by law and are protected using appropriate administrative, technical and physical security measures.

Professional Standards and Confidentiality

Confidentiality is one of the foundations of our professional practice.

Every member of the Ezy Tax Consultants team is expected to maintain the highest standards of integrity, professionalism and confidentiality when handling client information.

We only access and use your information where necessary to:

• provide the services you have engaged us to perform;
• comply with our professional obligations;
• satisfy legal or regulatory requirements; or
• protect our legal rights where necessary.

Our commitment to confidentiality extends beyond legal compliance—it is an essential part of the trust we build with every client.

Disclosure of Personal Information

We only disclose personal information where reasonably necessary to provide our professional services or where required by law.

Depending on your engagement, we may disclose information to:

• Australian Taxation Office (ATO)
• Australian Securities and Investments Commission (ASIC)
• Superannuation funds
• Financial institutions
• Mortgage lenders
• Auditors
• Solicitors
• Financial advisers
• Government authorities
• Professional consultants
• Approved software providers assisting us in delivering our services

We do not sell, rent or trade your personal information to third parties.

Third-Party Technology and Service Providers

To provide efficient, secure and reliable services, Ezy Tax Consultants uses reputable technology platforms and professional software.

Depending on your engagement, your information may be processed or securely stored using:

• Accounting software (including Xero, MYOB and QuickBooks)
• Tax preparation and compliance software
• SMSF administration software
• ASIC online services
• ATO Online Services
• Secure cloud storage providers
• Electronic document signing platforms
• Customer Relationship Management (CRM) systems
• Appointment booking systems
• Payment processing providers
• Website hosting providers
• Website analytics services, including Google Analytics
• Advertising and remarketing platforms, including Google Ads and Meta (Facebook) Pixel, where applicable

These providers are engaged solely to assist us in delivering our professional services and are expected to maintain appropriate privacy and security standards.

Some providers may store or process information outside Australia. Where this occurs, we take reasonable steps to ensure your information is protected in accordance with Australian privacy legislation.

Cookies and Website Analytics

Our website may use cookies and similar technologies to improve your browsing experience.

These technologies help us to:

• improve website performance;
• understand visitor behaviour;
• analyse website traffic;
• enhance website functionality;
• measure marketing effectiveness; and
• continually improve our services.

Cookies generally do not identify individuals personally.

You may disable cookies through your browser settings, although doing so may limit some website functionality.

Security of Your Information

Protecting client information is a priority for Ezy Tax Consultants.

We maintain appropriate administrative, technical and physical safeguards designed to protect your information against unauthorised access, misuse, loss, alteration or disclosure.

Our security practices include:

• secure cloud-based systems;
• encrypted communications where appropriate;
• restricted staff access;
• password-protected systems;
• secure document management;
• regular software updates; and
• ongoing monitoring of information security practices.

While no system can guarantee absolute security, we continually review and improve our safeguards to minimise risk.

Retention of Information

We retain client records for the period required under Australian taxation legislation, professional standards and other applicable laws.

When information is no longer required, it is securely destroyed or permanently de-identified where appropriate.

Access and Correction

You may request access to the personal information we hold about you.

If any information is inaccurate, incomplete or out of date, you may request that it be corrected.

We will respond to such requests within a reasonable timeframe and in accordance with applicable privacy legislation.

Marketing Communications

From time to time, we may provide updates regarding:

• events or publications relevant to our clients.

You may opt out of receiving these communications at any time.

Third-Party Websites

Our website may contain links to external websites operated by third parties.

Those websites operate independently of Ezy Tax Consultants and we are not responsible for their privacy practices or content.

Changes to this Privacy Policy

We may update this Privacy Policy periodically to reflect changes in legislation, technology or our business practices.

The latest version will always be available on our website.

Contact Us

If you have questions regarding this Privacy Policy or wish to access or correct your personal information, please contact us.

Ezy Tax Consultants

100 George Street
Parramatta NSW 2150
Australia

Phone: 1300 066 993

Privacy Complaints

If you believe your privacy has not been handled appropriately, we encourage you to contact us so we can investigate your concerns promptly and work towards a fair resolution.

If you remain dissatisfied after our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC).

Office of the Australian Information Commissioner

GPO Box 5288
Sydney NSW 2001

Phone: 1300 363 992

Website: https://www.oaic.gov.au

Our Commitment

At Ezy Tax Consultants, we believe lasting relationships are built on professionalism, integrity and trust.

Protecting your personal information is more than a legal obligation. It is an essential part of the professional service we provide. We are committed to maintaining the highest standards of privacy, confidentiality and ethical conduct while helping our clients achieve their financial, business and wealth objectives.