Privacy policy

Who we are

Mason Financial Group (ABN 64 585 626 603) is a bookkeeping and financial reporting practice based in Kingston, Tasmania. We handle personal information in line with the Australian Privacy Principles.

What we collect

• Enquiry details: your name, business name, email, phone and what you need help with.
• Client records: financial and business information in your accounting software, bank statements, invoices, receipts and the documents you send us.
• Portal details: your login email and a record of when you sign in and what you upload.

Why we collect it

To reply to your enquiry, provide the services you engage us for, prepare reports and activity statements, and run your client portal. We do not sell your information or use it for unrelated marketing.

Who we share it with

• The registered BAS or tax agent who lodges your activity statements, when you ask us to arrange lodgement.
• The software we use to do the work: your accounting software (Xero or QuickBooks), Microsoft 365 for email and documents, Supabase (Sydney) for the client portal, and Cloudflare to host this website.
• Anyone you authorise, or where the law requires it.

Some of these providers may store or process information outside Australia. We choose providers with strong security and contractual privacy protections.

How we protect it

Access is limited to people who need it, accounts use multi-factor sign-in, and the client portal only shows each client their own information. We keep records for as long as the law requires, then delete or de-identify them.

Your choices

You can ask to see or correct the information we hold about you at any time. If you're unhappy with how we've handled your information, contact us first. If we can't resolve it, you can complain to the Office of the Australian Information Commissioner at oaic.gov.au.

Contact

Luke Mason, lukem@masonfinancialgroup.com.au, 0466 108 492.