Privacy Policy

Last updated: 11 January 2026

One For The Books (“we”, “our”, “us”) is committed to protecting your privacy and handling your personal information in an open and transparent way, 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.


1. Who we are

One For The Books
Bookkeeping & BAS Services
14B Passey Place, Kardinya WA 6163
Phone: 0418 815 033
Email: petra@oneforthebooks.com.au

Registered BAS Agent: 24617343


2. What personal information we collect

We may collect personal information including but not limited to:

  • Your name, business name, and contact details (phone, email, address)
  • ABN, ACN, and business structure details
  • Financial information necessary to provide bookkeeping and BAS services
  • Payroll and employee-related information (where applicable)
  • Tax-related information required for BAS, IAS, and ATO compliance
  • Information you provide through our website, email, phone, or in person

We only collect information that is reasonably necessary to provide our services and meet our legal obligations.


3. How we collect your information

We collect personal information when you:

  • Contact us via phone, email, or website
  • Engage our bookkeeping or BAS services
  • Provide documents or financial records
  • Complete forms or questionnaires
  • Subscribe to updates or request information

Information may be collected directly from you or, where authorised, from your accountant, the ATO, software providers (such as Xero or MYOB), or other professional advisers.


4. Why we collect your information

We collect and use your personal information to:

  • Provide bookkeeping, BAS, payroll, and related services
  • Communicate with you
  • Meet legal and regulatory obligations
  • Lodge forms and reports with the ATO and other authorities
  • Manage our business operations
  • Improve our services

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


5. Disclosure of personal information

We may disclose your personal information to:

  • The Australian Taxation Office (ATO) and other government agencies as required
  • Your accountant, financial adviser, or other authorised professionals
  • Software providers such as Xero, MYOB, or payroll platforms
  • Contractors or service providers who assist us (under confidentiality obligations)

We only disclose information where it is necessary and authorised.


6. Storage and security of your information

We take reasonable steps to protect your personal information from misuse, loss, unauthorised access, modification, or disclosure.

This includes:

  • Secure electronic systems
  • Password-protected software
  • Limited access to information
  • Secure document storage
  • Use of reputable cloud-based accounting systems

When information is no longer required, we take reasonable steps to destroy or de-identify it, unless we are legally required to retain it.


7. Access and correction

You have the right to:

  • Request access to the personal information we hold about you
  • Request corrections if your information is inaccurate, outdated, or incomplete

Requests can be made in writing to:
📧 petra@oneforthebooks.com.au

We will respond within a reasonable timeframe.


8. Website and cookies

Our website may use basic cookies to improve functionality and user experience. Cookies do not identify you personally but help us understand website usage. You can disable cookies in your browser if you prefer.


9. Overseas disclosure

Some cloud-based accounting or storage services we use may store data on servers located outside Australia. Where this occurs, we take reasonable steps to ensure those providers comply with Australian privacy standards.


10. Complaints

If you believe your privacy has been breached, please contact us first:

📧 petra@oneforthebooks.com.au
📞 0418 815 033

We take privacy complaints seriously and will investigate promptly.

If you are not satisfied with our response, you may contact:

Office of the Australian Information Commissioner (OAIC)
Website: www.oaic.gov.au


11. Changes to this policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website.