Privacy Policy

This policy applies to all personal information we hold, whether collected through our website, by email, by phone, in meetings, or through the platforms we use to deliver our services. It also explains how we handle information collected to meet our obligations as a registered tax agent and as a reporting entity under anti-money laundering and counter-terrorism financing (AML/CTF) laws. By engaging us or providing your personal information, you consent to the handling of your personal information as described in this policy.

The personal information we collect depends on the services you ask us to provide. It may include:

• identification information — name, date of birth, occupation, and government-issued identifiers such as your tax file number (TFN)
• contact details — residential and postal address, email address and phone numbers
• financial information — income, assets, liabilities, bank and superannuation details, and other records relevant to your tax and accounting affairs
• entity and structure information — details of companies, trusts, SMSFs and partnerships you are associated with, and information about beneficial owners, directors, trustees and related parties
• identity verification information — information and results from electronic identity verification, including documents you provide and the outcome of database and biometric checks
• sensitive information — only where necessary and with your consent, or where required or authorised by law

We collect personal information:

• directly from you or your authorised representatives — through onboarding forms, our identity verification process, meetings, email and our website
• from third parties where you have consented, or where permitted or required by law — for example, the ATO, ASIC, banks, employers or other advisers
• through electronic identity verification services we use to confirm your identity

Where it is reasonable and practicable, we collect personal information directly from you. If you do not provide the information we request, we may be unable to provide our services or to meet our legal obligations.

We collect, hold, use and disclose personal information for purposes including:

• providing accounting, taxation and business advisory services
• preparing and lodging returns, statements and documents with the ATO, ASIC and other authorities
• verifying your identity and meeting our customer due diligence, record-keeping and reporting obligations under AML/CTF laws
• administering our relationship with you, including billing and engagement management
• complying with our legal and professional obligations
• with your consent, providing you with information about our services (you may opt out of marketing at any time)

As a reporting entity under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth), we are required to identify and verify our clients (and, where relevant, their representatives and beneficial owners) before providing certain services, and to keep related records. We use a third-party electronic verification platform to do this securely. Where the law requires, we may make reports or disclosures to AUSTRAC or other authorities, and we may be prohibited by law from informing you that such a report or disclosure has been made.

We may disclose your personal information to:

• the ATO, ASIC, the Tax Practitioners Board, AUSTRAC and other regulatory or government bodies, where required or authorised by law
• third-party service providers who help us deliver our services (including identity verification, cloud software and document storage providers)
• our professional advisers, insurers, and reviewers under our professional body’s quality review program
• your other advisers or third parties where you have authorised us to do so
• a purchaser or potential purchaser of our practice, on a confidential basis

We require our service providers to handle your personal information consistently with the Australian Privacy Principles and to keep it confidential. We do not sell your personal information.

Some of the cloud and software providers we use may store data on servers located outside Australia. Before disclosing personal information to an overseas recipient, we take steps that are reasonable in the circumstances to ensure the recipient handles it consistently with the Australian Privacy Principles, unless you consent to the disclosure or it is otherwise required or permitted by law.

• We store personal information in secure, access-controlled systems protected by multi-factor authentication and encryption.
• Access to your information is limited to those who need it to provide our services or meet our obligations.
• We retain personal information for as long as needed to provide our services and to meet our legal obligations — including AML/CTF and taxation record-keeping requirements, which generally require records to be kept for at least 7 years.
• We take reasonable steps to destroy or de-identify personal information when it is no longer required and we are not required by law to retain it.
• If a data breach occurs that is likely to result in serious harm, we will respond in accordance with the Notifiable Data Breaches scheme, including notifying affected individuals and the OAIC where required.

You may request access to, or correction of, the personal information we hold about you. We will respond within a reasonable period and may ask you to verify your identity to protect your privacy and that of others. There is generally no charge to make a request, although we may charge a reasonable fee for providing access in certain circumstances. We may decline a request where permitted by law, and will give reasons if we do.

If you have a concern or complaint about how we have handled your personal information, please contact us using the details below. We will acknowledge and investigate your complaint and respond within a reasonable period. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au or on 1300 363 992.

When you visit our website, we may collect technical information such as your IP address, browser type and pages visited, including through cookies and similar tracking technologies. We use this information to understand how our website is used, improve our services, and deliver relevant advertising.

We use the Meta Pixel (Facebook Pixel) on our website, which shares information about your visit and interactions with Meta Platforms, Inc., to help us measure the effectiveness of our advertising and show you relevant ads on Facebook and Instagram. We may also use other third-party analytics tools for similar purposes.

You can manage or opt out of this tracking by adjusting your browser’s cookie settings, or by visiting Meta’s Ad Preferences at facebook.com/adpreferences to control how your data is used for advertising. Disabling cookies may affect how some parts of our website function.

We may update this policy from time to time to reflect changes in our practices or the law. We will post the updated policy on our website, and changes apply from the date of posting. We encourage you to review this page periodically. This policy was last updated on 30 June 2026.

For any privacy question, request or complaint, please contact:

• OnVenture Pty Ltd (ACN 164 683 532) trading as OnVenture Accounting & Advisory
• Email: info@onventure.com.au
• Phone: 1300 300 013
• Post: Suite 426, Level 2, 66 Victor Crescent, Narre Warren VIC 3805

This Privacy Policy is general information about our privacy practices and does not constitute legal advice.