PRIVACY POLICY
Effective date: 4 September 2026
SME Advisory (“we”, “us” or “our”) respects your privacy and is committed to protecting the personal information you provide to us.
This Privacy Policy explains how we collect, use, store and disclose personal information when you visit www.smebusinessadvisory.com.au, contact us or engage us to provide services.
INFORMATION WE COLLECT
We may collect personal information including:
•your name and business name;
• your email address and telephone number;
• information submitted through our website contact form;
• correspondence and enquiries;
• information required to provide bookkeeping, accounting, financial management or advisory services; and
• technical information collected when you use our website, such as your IP address, browser type, device information and website activity.
Please do not provide tax file numbers, passwords, banking credentials or other sensitive information through our general website contact form.
HOW WE COLLECT INFORMATION
We may collect personal information directly from you when you contact us, complete a website form, communicate with us or engage us to provide
services. We may also receive information from your authorised representatives or service providers.
Our website may automatically collect certain technical information through cookies, analytics and similar technologies.
HOW WE USE YOUR INFORMATION
We may use your personal information to:
• respond to enquiries;
• provide and administer our services;
• communicate with clients and prospective clients;
• prepare proposals, reports and other requested work;
• manage billing and business records;
• operate, secure and improve our website and services;
• comply with legal and regulatory obligations; and
• protect our legal rights and prevent fraud or misuse.
We will not sell your personal information.
DISCLOSURE OF INFORMATION
We may disclose personal information where reasonably necessary to contractors, professional advisers, technology providers, website-hosting providers, email and cloud-storage providers, or government agencies and regulators where required or authorised by law.
We may also disclose information where you have authorised or requested us to do so.
Some technology providers may process or store information outside Australia. Where applicable, we take reasonable steps to use reputable providers and appropriately protect the information entrusted to us.
COOKIES AND WEBSITE ANALYTICS
Our website is hosted by Squarespace and may use cookies and similar technologies to operate correctly, understand website traffic and improve visitors’ experience.
You can control or disable cookies through your browser settings. Disabling cookies may affect how parts of the website operate.
SECURITY AND RETENTION
We take reasonable steps to protect personal information against loss, misuse, interference, unauthorised access, modification and disclosure.
No internet transmission or electronic storage system is completely secure. We retain personal information only for as long as reasonably required to provide our services, maintain business records and meet our legal obligations.
ACCESS AND CORRECTION
You may ask to access personal information we hold about you or request that inaccurate information be corrected. We may need to verify your identity before responding.
PRIVACY CONCERNS AND COMPLAINTS
If you have a question, concern or complaint about how your personal information has been handled, please contact us using the contact details provided on this website.
We will review your concern and aim to respond within a reasonable period.
If the Australian Privacy Principles apply to us and you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner at www.oaic.gov.au.
THIRD-PARTY WEBSITES
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites.
CHANGES TO THIS POLICY
We may update this Privacy Policy when our services, website practices or legal obligations change. The current version will be published on this website with its effective date.