Xcel Accounting Pty Ltd ABN 81 681 705 493
Registered Tax Agent No. 26315591 Last updated: 14 August 2026
1. About This Privacy Policy
Xcel Accounting Pty Ltd ("Xcel Accounting", "we", "us" or "our") respects your privacy and is committed to protecting the personal and confidential information entrusted to us.
This Privacy Policy explains how we collect, hold, use and disclose personal information in connection with our accounting, taxation, bookkeeping, business advisory and related professional services and through our website at xcelaccounting.com.au.
We handle personal information in accordance with applicable Australian privacy laws, including the Privacy Act 1988 (Cth) and the Australian Privacy Principles where applicable, together with our professional and regulatory obligations as a registered tax agent.
2. Personal Information We May Collect
The information we collect depends on your relationship with us and the services we provide. It may include:
- your name and contact details;
- date of birth;
- residential, postal and business addresses;
- email addresses and telephone numbers;
- employment and occupation information;
- Australian Business Numbers (ABNs) and Australian Company Numbers (ACNs);
- Tax File Numbers (TFNs);
- taxation and financial information;
- bank account information;
- income and expense information;
- assets and liabilities;
- investment information;
- superannuation information;
- payroll and employee information;
- identification documents;
- information concerning companies, trusts, partnerships, superannuation funds and other entities with which you are associated;
- information necessary to prepare tax returns, financial statements, activity statements and other accounting or taxation documents;
- correspondence and communications with you;
- information provided through our website, email, telephone, Microsoft Teams or other communication channels; and other information reasonably required to provide our services or comply with our legal and professional obligations.
When you use our website, certain technical information may also be collected, including your IP address, browser and device information and information concerning your interaction with the website.
3. How We Collect Personal Information
We generally collect personal information directly from you. This may occur when you:
- engage Xcel Accounting;
provide documents or records to us; - communicate with us by email, telephone, Microsoft Teams or in person;
- complete a form or enquiry through our website;
- use a client portal or other software platform associated with our services; or otherwise communicate or transact with us.
Where appropriate, authorised or required, we may also collect information from third parties, including:
- the Australian Taxation Office (ATO);
- the Australian Securities and Investments Commission (ASIC);
- other government agencies;
- your previous accountant or tax adviser;
- banks and financial institutions;
- employers;
- superannuation funds;
lawyers, financial advisers and other professional advisers; - accounting, bookkeeping and payroll platforms;
- publicly available registers;
- and persons or organisations authorised by you or permitted by law.
4. Why We Collect and Use Your Information
We may collect, hold and use personal information to:
- provide accounting, taxation, bookkeeping and business advisory services;
- prepare and lodge income tax returns;
- prepare and lodge Business Activity Statements and other taxation forms;
- prepare financial statements and management reports;
- provide taxation and business advice;
- administer companies, trusts and other business structures;
- communicate and deal with the ATO, ASIC and other authorities where authorised;
- verify your identity;
- comply with taxation, corporate and other regulatory requirements;
- comply with our obligations as a registered tax agent;
- maintain client and professional records;
- administer our relationship with you;
- invoice and collect fees;
- respond to enquiries;
- manage complaints and disputes;
- maintain the security of our systems;
- improve our services and business operations; and
- comply with our legal, regulatory and professional obligations.
5. Tax File Numbers and Government Identifiers
As a registered tax agent, we may collect and use Tax File Numbers and other government-related identifiers where necessary to provide our services.
We will only use or disclose these identifiers where authorised or required by law or otherwise permitted in connection with the professional services we provide.
We do not use government identifiers as our own general identifier for individuals unless permitted by law.
6. Confidentiality of Client Information
As a registered tax agent, Xcel Accounting is subject to professional obligations concerning the confidentiality of client information.
Except where we have a legal duty or other lawful basis to disclose information, we will not disclose information relating to a client's affairs to a third party without the client's permission.
In providing our services, we may use third-party software and technology providers. Where use of those services involves disclosure of client information to a third party, we will manage that disclosure in accordance with our applicable professional and legal obligations.
7. Software and Technology Providers
Xcel Accounting uses professional software and cloud-based technology to operate our practice and provide services efficiently.
Our principal platforms currently include:
Xero and Xero Practice Manager (XPM)
We use Xero products for accounting, bookkeeping, practice management, workflow and related professional services.
NowInfinity
We use NowInfinity for corporate compliance, ASIC-related services, entity documentation and related practice functions.
Microsoft Teams
We use Microsoft Teams and associated Microsoft services for communications, meetings, collaboration and the exchange of information.
These and other service providers may process, transmit or store information on our behalf.
Use of these platforms is subject to the providers' respective privacy, security and data-handling arrangements.
We take reasonable steps appropriate to the circumstances when selecting and using third-party service providers and handling client information through those services.
8. Overseas Access, Processing and Storage
Xcel Accounting does not currently use offshore staff or offshore contractors to provide its accounting or taxation services.
However, some of the technology and cloud-service providers used by Xcel Accounting are multinational organisations and may operate infrastructure, support functions or data-processing facilities in Australia and other countries.
Accordingly, information handled through these services may, depending on the service and configuration, be stored, processed or accessible outside Australia.
Where personal information is disclosed to an overseas recipient, we will take reasonable steps as required by applicable Australian privacy laws and our professional obligations.
Where it is practicable and legally required to do so, we will provide information about the countries in which overseas recipients are likely to be located.
9. Disclosure to Other Parties
Subject to our confidentiality obligations, we may disclose information where reasonably necessary to provide our services, where you have authorised us to do so, or where permitted or required by law.
Recipients may include:
- the ATO;
- ASIC;
- other government and regulatory authorities;
- Xero;
- NowInfinity;
- Microsoft;
- banks and financial institutions;
- professional advisers;
- auditors and insurers;
- identity verification providers;
- IT and cybersecurity service providers; and
- other persons or organisations authorised by you.
10. Security
We take reasonable steps to protect personal and confidential information from misuse, interference, loss, unauthorised access, modification and disclosure.
These measures may include:
- access controls;
- passwords and authentication measures;
- secure cloud-based professional software;
- electronic security measures;
- appropriate backup procedures;
- staff confidentiality requirements; and
- internal procedures concerning access to client information.
No electronic system or method of internet transmission can, however, be guaranteed to be completely secure.
11. Data Breaches
If we become aware of a data breach involving personal information, we will investigate and respond to the breach in accordance with applicable legal, regulatory and professional requirements.
Where required, this may include notifying affected individuals and the Office of the Australian Information Commissioner.
12. Retention of Records
We retain personal information and professional records for periods reasonably necessary to provide our services and satisfy applicable taxation, corporate, professional and legal record-keeping requirements.
When information is no longer required, we may securely destroy or de-identify it, subject to applicable record-retention obligations.
13. Access and Correction
You may request access to personal information that we hold about you.
You may also ask us to correct information you believe is inaccurate, incomplete or out of date. We will deal with access and correction requests in accordance with applicable law.
14. Direct Marketing
From time to time, we may communicate with existing or prospective clients about services, taxation updates or other information that we reasonably believe may be relevant.
Where required, we will obtain appropriate consent.
You may ask us to stop sending marketing communications at any time.
15. Website Cookies and Analytics
Our website may use cookies, analytics and similar technologies to operate the website, understand how visitors use it and improve its functionality.
Third-party services integrated with our website may collect information in accordance with their own privacy policies.
You can generally disable or control cookies through your browser settings, although this may affect website functionality.
16. External Websites
Our website may contain links to external websites.
Xcel Accounting is not responsible for the privacy practices, security or content of third-party websites. You should review their privacy policies before providing personal information.
17. Privacy Enquiries and Complaints
If you have a question or concern regarding how we have handled your personal information, please contact us using the details below.
We will endeavour to investigate and respond within a reasonable period.
Where the Privacy Act applies and you are dissatisfied with our response, you may have the right to make a complaint to the Office of the Australian Information Commissioner.
18. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our business, technology, professional obligations or applicable law.
The current version will be published on our website.
19. Contact Details
Xcel Accounting Pty Ltd
ABN 81 681 705 493
Registered Tax Agent No. 26315591 Melbourne, Victoria, Australia
Website: xcelaccounting.com.au
Email: info@xcelaccounting.com.au
Phone: (03) 8402 9070