KDS Advisors
ABN: 56 666 143 666
Email: info@kdsadvisors.com.au
Last Updated: 10 August 2026
Our Commitment to Privacy
At KDS Advisors, we understand that the information entrusted to us is often personal, confidential and commercially sensitive. We are committed to handling your information responsibly, securely and in accordance with applicable Australian privacy and professional obligations.
This Privacy Policy explains how we collect, use, hold and disclose personal information and the rights you have in relation to that information.
KDS Advisors complies with applicable requirements under the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). Where applicable, we also comply with the confidentiality and professional obligations that apply to registered tax practitioners.
Information We Collect
The information we collect depends on the services you engage us to provide and your relationship with KDS Advisors.
This may include:
Personal Information
- Full name and contact details
- Date of birth
- Residential or business address
- Tax File Number (TFN)
- Identification documents
- Bank and payment details
- Information provided through correspondence, forms or consultations
Business & Financial Information
- Australian Business Number (ABN) and Australian Company Number (ACN)
- Business and ownership structure
- Financial statements and accounting records
- Revenue, expenses and transaction information
- Payroll and employee information
- Superannuation information
- Investment, asset and capital gains information
- Trust deeds, company documents and other relevant records
Website & Technical Information
When you interact with our website, we may collect certain technical information, including:
- IP address
- Browser and device information
- Website usage and interaction data
- Cookies and analytics information
We only collect information that is reasonably necessary for our business activities and the services we provide.
How We Collect Information
We may collect information:
- Directly from you through meetings, telephone calls, emails, forms and other communications
- Through our website and online enquiry forms
- Through accounting and business software platforms used in providing our services
- From government agencies and regulatory bodies, where permitted or required
- From third parties where you have authorised us to obtain information
- From other professional advisers or service providers involved in your affairs, where appropriate
Where we require information to provide a service, failure to provide relevant information may affect our ability to properly assist you.
How We Use Your Information
We collect and use personal and business information for purposes including:
Providing Our Services
This may include:
- Tax return preparation and lodgement
- BAS and other taxation obligations
- Accounting and bookkeeping
- Tax planning and advisory services
- Business advisory and structuring
- Virtual CFO services
- SMSF accounting and administration
- Corporate secretarial services
- Other services agreed with you
Meeting Legal & Professional Obligations
We may use and disclose information where necessary to meet our legal, regulatory and professional obligations, including obligations involving the:
- Australian Taxation Office (ATO)
- Australian Securities and Investments Commission (ASIC)
- Tax Practitioners Board (TPB)
- Superannuation and other relevant regulatory bodies
- Other government authorities where disclosure is required or permitted by law
Managing Our Relationship With You
We may use your information to:
- Communicate with you about your engagement
- Respond to enquiries
- Provide updates relating to our services
- Send appointment reminders
- Manage billing and administration
- Provide relevant information about changes affecting your tax or business affairs
Improving Our Services
Where appropriate, we may use aggregated or de-identified information to understand service usage, improve our processes, maintain quality and develop our services.
Disclosure of Information
We do not sell your personal information.
We may disclose information where reasonably necessary to provide our services, meet legal obligations or manage our business.
Depending on the circumstances, this may include disclosure to:
- The ATO, ASIC or other government authorities
- Banks, financial institutions or other organisations where authorised by you
- Professional advisers, such as lawyers or auditors
- Accounting, tax and business software providers
- IT, cloud storage and technology service providers
- Other service providers engaged to assist us in delivering our services
Where disclosure to a third party is required, we take reasonable steps to ensure information is handled appropriately and securely.
Confidentiality of Client Information
As a professional tax and advisory firm, confidentiality is fundamental to the way we work.
Where applicable, our registered tax practitioners are subject to the confidentiality obligations under the Tax Agent Services Act 2009 and the applicable Code of Professional Conduct.
We will not disclose information relating to a client’s affairs to a third party without the client’s permission unless we have a legal obligation or authority to do so.
Overseas Disclosure
Some of the technology and service providers we use may store or process information outside Australia.
Where personal or client information is disclosed to an overseas recipient, we take reasonable steps to ensure appropriate privacy, confidentiality and security safeguards are in place and that the disclosure complies with applicable Australian privacy requirements.
Where required under our professional obligations, we will also obtain appropriate client authority before information is disclosed to third parties involved in providing our services.
Information Security
We take reasonable steps to protect information we hold from misuse, interference, loss and unauthorised access, modification or disclosure.
Depending on the nature of the information and how it is held, safeguards may include:
- Secure cloud-based systems
- Access controls and restricted permissions
- Password protection and authentication measures
- Secure client communication and document-sharing systems
- Staff confidentiality requirements
- IT security and monitoring measures
While we take security seriously, no method of electronic transmission or storage can be guaranteed to be completely secure.
Direct Marketing
From time to time, we may contact clients or other individuals who have expressed an interest in our services with relevant information, including:
- Tax and business updates
- News and insights
- Service information
- Events or webinars
You may opt out of marketing communications at any time by using the unsubscribe option provided or by contacting us directly.
Cookies & Website Analytics
Our website may use cookies and similar technologies to improve functionality, understand website usage and enhance the user experience.
These technologies may collect information such as browser type, device information, pages visited and general website activity.
You can manage or disable cookies through your browser settings. Disabling certain cookies may affect the functionality of parts of our website.
Accessing & Correcting Your Information
You may request access to personal information we hold about you, subject to applicable legal exceptions.
You may also ask us to correct information if you believe it is inaccurate, incomplete or out of date.
To make a request, please contact us using the details provided below. We will consider and respond to your request within a reasonable period.
Retention of Information
We retain personal and client information for as long as reasonably necessary to:
- Provide our services
- Meet legal, taxation and professional record-keeping requirements
- Meet regulatory obligations
- Resolve disputes or manage complaints
- Protect our legitimate business interests
The period for which information is retained will depend on the type of information and the circumstances in which it was collected.
When information is no longer required, we take reasonable steps to securely destroy or deidentify it, subject to any continuing legal or professional obligations.
Data Breaches
KDS Advisors takes reasonable steps to protect the information we hold. If an eligible data breach occurs that requires notification under the Notifiable Data Breaches Scheme, we will take the steps required by law, which may include notifying affected individuals and the Office of the Australian Information Commissioner (OAIC).
We will also take reasonable steps to contain, investigate and address the breach and reduce any potential harm.
Privacy Complaints
If you have concerns about the way we have handled your personal information, we encourage you to contact us first so that we can investigate and respond to your concerns.
Privacy Officer
KDS Advisors
Email: policies@kdsadvisors.com.au
We will review your complaint and respond within a reasonable period.
If you are not satisfied with our response, or if your complaint remains unresolved, you may contact the Office of the Australian Information Commissioner (OAIC).
Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes to our services, business practices or applicable privacy requirements.
The most current version will be published on our website, together with the date it was last updated.