Privacy policy

Jansen Tax & Advisory (“we”, “us”, “our”) respects your privacy. This policy explains what personal information we collect through this website and in providing tax agent services, how we use, store and disclose it, and how you can access or correct it, or make a complaint. It's written to comply with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

1. Who this policy covers

This policy applies to visitors to this website and to clients of Jan Jansen, trading as Jansen Tax & Advisory, a registered tax agent (Registered Tax Agent 24812228) based in Avalon Beach NSW 2107.

2. Information we collect

We collect different information depending on how you interact with us.

If you send an enquiry through this website, we collect your name, email address, phone number (if provided), how you're enquiring (for example as an individual or a business), the service you're interested in, your preferred contact method, and whatever you write in the message field.

If you become a client, we collect the information needed to prepare and lodge your tax affairs and to give tax advice. Depending on your situation, this can include identity information (such as your name, date of birth and address), your tax file number (TFN), income, expenses, assets and other financial information, information about your business, investments or superannuation, bank account details (for example so the ATO can pay a refund), and correspondence you or the ATO send us. Some of this is sensitive information, which we only collect where it's reasonably necessary to provide tax agent services or where the law otherwise permits it.

We collect information directly from you — through this website, by email or phone, in person, or by another secure method — and, where you've authorised Jan to represent you, from the ATO or other government agencies.

3. How and why we use your information

We use your personal information to:

• respond to your enquiry and arrange an intro call;
• provide tax agent services you've engaged us for — preparing and lodging returns and BAS, giving tax advice, and corresponding with the ATO on your behalf;
• meet our legal and professional obligations, including under the Tax Agent Services Act 2009 and our record-keeping obligations to the Tax Practitioners Board (TPB);
• send you information relevant to your engagement, such as reminders about deadlines; and
• understand how this website is used, so we can improve it (see “Website analytics” below).

We don't use your information for direct marketing without your consent, and we don't sell your personal information.

4. Tax file numbers

Where we collect your TFN, we handle it in line with the Privacy (Tax File Number) Rule 2015. In practice that means:

• we only ask for your TFN where taxation law authorises us to, and we'll tell you why we need it;
• it's not an offence to decline to provide your TFN, though it may affect our ability to prepare or lodge your return or deal with the ATO on your behalf;
• we store TFN information securely, with access limited to the people who need it to do their job, and we don't use it for any purpose other than what taxation law allows; and
• we take reasonable steps to securely destroy or permanently de-identify TFN information once we're no longer required by law to keep it.

5. Who we disclose your information to

We disclose personal information to:

• the Australian Taxation Office and other government agencies, where you've engaged us to act on your behalf, or where disclosure is otherwise required or authorised by law;
• service providers who help us run the practice and this website — for example, email and cloud storage providers, practice management and tax preparation software, website hosting (Vercel), and the service that delivers messages sent through this website's enquiry form (Resend). These providers only receive the information they need to perform their service; and
• anyone else you've asked us to share your information with, such as your bookkeeper or financial adviser.

We don't otherwise disclose your personal information to third parties without your consent, unless required or authorised by law.

6. Information stored overseas

Some of the service providers above operate infrastructure located outside Australia, including in the United States. Where that happens, we take reasonable steps to ensure the provider protects your information consistently with the Australian Privacy Principles, but we can't guarantee an overseas recipient won't handle it differently from an Australian entity. By submitting information through this website, you consent to this.

7. Website analytics

This website uses Vercel Web Analytics to understand which pages are useful. It reports aggregate, cookieless statistics (such as page views and general location by region) and doesn't identify you individually or track you across other websites.

8. Security

We take reasonable technical and organisational steps to protect the personal information we hold from loss, misuse, unauthorised access, modification or disclosure — including restricting access to those who need it, encrypting data in transit, and using reputable, secure software and hosting. No method of storage or transmission is completely secure, so we can't guarantee absolute security. For that reason, please don't send your TFN or other sensitive documents through the website's enquiry form — once you're in touch, Jan will share a secure way to exchange documents.

9. How long we keep your information

Enquiries that don't go on to become a client engagement are kept only as long as reasonably needed to respond, then deleted. For clients, tax practitioners are generally required to keep records of the tax agent services provided for at least five years, and some records — for example, those relating to an asset you may later sell, such as an investment property — need to be kept for as long as you hold the asset, plus a further period after you dispose of it. Jan will let you know what applies to your situation. Once information is no longer required to be kept, we take reasonable steps to securely destroy or de-identify it.

10. Access and correction

You can ask us for access to the personal information we hold about you, or ask us to correct it if it's inaccurate, out of date or incomplete. Contact us using the details below and we'll respond within a reasonable time. There are some limited circumstances under the Privacy Act where we may not be required to give access — if that applies, we'll explain why.

11. Complaints

If you think we've mishandled your personal information, please contact Jan first, in writing, using the details below, so we can look into it and respond. If you're not satisfied with our response, or we haven't resolved it within a reasonable time, you can complain to the Office of the Australian Information Commissioner (OAIC). Complaints to the OAIC must be in writing — you can use the online form at oaic.gov.au, or call their enquiries line on 1300 363 992. There's no cost to lodge a complaint with the OAIC.

12. Changes to this policy

We may update this policy from time to time as our practice, this website or the law changes. The current version always appears on this page.

13. Contact us

For any privacy question, access or correction request, or complaint, contact Jan at jan@jansentax.com.au or 0439 134 519, or via the contact page.

Last updated: 23 September 2026.