Privacy Policy

Alaoui & Associates

Effective Date: 01.08.2026

Version: 1.0

This Privacy Policy explains how Alaoui & Associates (we, us or our) collects, uses, holds and discloses personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). We are committed to protecting your privacy and handling personal information responsibly, transparently and securely.

Our Commitment

We take reasonable steps to protect personal information and ensure it is used only for legitimate business, professional and legal purposes.

Personal Information We Collect

We may collect names, contact details, dates of birth, taxation information, financial records, company and trust information, identification information where required, and information relating to your use of our website and services.

How We Collect Information

Information is generally collected directly from you through meetings, email, telephone, our website, forms and documents you provide. Where lawful, information may also be collected from authorised representatives, government agencies and other legitimate sources.

Why We Collect Information

We collect and use personal information to provide accounting, taxation, bookkeeping, SMSF accounting and business consultancy services, communicate with clients, comply with legal obligations, administer engagements and improve our services.

Identity Verification

Where required by law or professional obligations, we may undertake customer due diligence and verification of identity.

Disclosure

Information may be disclosed to the ATO, ASIC, AUSTRAC (where applicable), software providers, cloud providers and other parties where necessary to provide services or comply with the law.

Security

We maintain appropriate physical, electronic and administrative safeguards to protect personal information.

Retention

Information is retained only as long as required by law and professional obligations, then securely destroyed or de-identified.

Access and Correction

You may request access to or correction of your personal information, subject to verification and applicable law.

Cookies

Our website may use cookies and analytics to improve performance and user experience.

Privacy Complaints

Privacy complaints should first be directed to us. If unresolved, complaints may be made to the Office of the Australian Information Commissioner.

Contact Email

info@alaouiandassociates.com.au

Policy Updates

We may amend this Privacy Policy from time to time. The latest version will be published on our website.