Privacy Policy

MaxBizz Pty Ltd T/As Beyond Taxes is committed to protecting your privacy in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles (APPs), and the Code of Professional Conduct under the Tax Agent Services Act 2009 (TASA).

This policy outlines how we collect, use, disclose, and safeguard your personal information in the course of delivering tax, accounting, and related services.

Also, view our Engagement Terms and Conditions for more details on how we work with you.

We recognise and respect your privacy concerns, especially when it comes to the use and disclosure of Personal Information. We are dedicated to maintaining a high level of privacy for all Personal Information we gather.

This Privacy Policy applies to the MaxBizz Pty Ltd, but not to other websites linked to the MaxBizz Pty Ltd.

To avoid doubts or questions regarding the agreement, this Privacy Policy applies to Personal Information collected and used in Australia by the MaxBizz Pty Ltd concerning any of the following:

• customers;
• suppliers or prospective suppliers;
• independent contractors or any person who applies to become an employee or independent contractor; and
• employees, except where the use or disclosure is directly related to the relationship between us as the employer and you as the past or present employee and relates to an “Employee Record” about you.

Your Consent

We will only use or disclose your personal information for the purpose it was collected, or where otherwise permitted by law or with your consent.

You agree that your Personal Information may be used by any or all of the following per this Privacy Policy:

• by requesting a quote or placing an order, entering a competition, participating in a promotional campaign, filing a complaint, or for any other reason;
• by enquiring about or submitting an application to become an employee or an independent contractor
• by visiting our website, submitting an online enquiry, or subscribing to our electronic mailing list;
• by visiting any website or social media site established by us, including but not limited to Facebook, Twitter, Instagram or downloading and/or using any online App related to Beyond Taxes; 
• by engaging in any activity on a social media channel, including but not limited to entering competitions, subscribing to our blog, sharing any material on any social media channel, following, liking, and/or commenting on us or anything on any social media channel; and 
• by participating in any activity on a social media channel.

What is Personal Information?

“Personal Information” is defined as information or an opinion about you as an identified individual or a reasonably identifiable individual, whether or not the information or opinion is factual and whether or not it is recorded in a material form, for the purposes of this Privacy Policy.

The Privacy Act exempts us as an employer from any act or conduct directly related to the “Employee Record.” An “Employee Record” contains health and personal information about the following:

• employee engagement, training, discipline;
• resignation, or termination;
• employee terms and conditions of employment;
• employee performance or conduct;
• hours of employment, salary, or wages;
• personal and emergency contact information;
• employee membership in professional, trade associations, or trade union membership;
• employee annual, long service, sick, personal, maternity, paternity, and other leave; and
• employee taxation, banking, and other benefits.

With that said, we respect each of our employees’ personal and health information as confidential, and we establish stringent limits on who has access to it. Without your prior approval, we will not disclose your Employee Records to any other party except as permitted by law or our Privacy Policy. We will only confirm or deny information that they have previously obtained from you if a third party makes a written request and you consent to dissemination.

While the Privacy Act exempts certain employee records from its coverage, we remain committed to managing this information ethically and securely. We treat all employee records with the same level of care and confidentiality as other Personal Information, and implement safeguards to protect them from unauthorised access, loss, or misuse.

What Personal Information do we collect?

Whether you are or want to be a client, supplier, employee, or independent contractor, the type of Personal Information we collect may differ. Your name, address, telephone number, and email address are examples of Personal Information we gather.

We may collect the following personal information from employees and/or prospective employees:

• Start date, employment status, job location, and gender
• Bank account details and emergency contact information
• Educational qualifications and previous employment history
• Driver’s licence and car registration numbers
• Medical and health information (where necessary and lawful)
• Passport details, visa and immigration information
• Leave summaries, wage and salary details, date of birth
• Superannuation details and tax file numbers

In limited circumstances, we may collect biometric data from employees, such as scans via a vein scanner, for the sole purpose of verifying attendance and ensuring accurate payroll processing.

This data will only be collected where it is reasonably necessary for our business operations and with the individual’s informed and explicit consent.

All biometric data is handled as sensitive information in accordance with the Australian Privacy Principles. It will be securely stored, access will be strictly limited, and it will not be used for any other purpose. A separate biometric data policy may be made available upon request.

Photos of staff or customers may be taken and utilised for marketing and promotional purposes from time to time, and individuals may be recognised from these images. As an employee, your photo may be used to identify you within the MaxBizz Pty Ltd.

Our locations may have closed-circuit television (“CCTV”). We may use images and video from CCTV for security purposes and to detect and address non-compliance by persons with the law and/or their agreements with us. CCTV may be made available to relevant authorities, including the police, if necessary.

We may be able to obtain other information about you via social media channels, such as photos, videos, and any additional information that you post on our social media channels or sites linked to our social media channels, which may constitute Personal Information in and of itself or which, when combined with other information, is capable of identifying you, including photos, videos, and any additional information that you post on our social media channels or sites linked to our social media channels (“Other Sites”). The extent to which we have access to your information may be determined by your privacy choices on such sites.

You may deal with us anonymously or under a pseudonym in some instances. However, in most cases, this is impractical because if you do not supply us with the Personal Information we require, or if you submit it in a way that does not identify you, we will be unable to provide you with the goods or perform the services you have requested.

How do we collect your Personal Information?

We obtain Personal Information from you in a variety of ways, including:

• when you make a general or specific telephone or online inquiry, request a quote, place an order, enter a competition, participate in a promotional campaign, lodge a complaint, or engage in social media activity;
• when you provide us with such information via application forms, customer feedback forms, business cards, contracts, or other means
• by us or third parties on our behalf analysing the social media channels;
• by third parties such as credit reporting agencies, recruitment agencies, insurers and insurance brokers, health professionals, referees nominated by you, or your representatives;
• by publicly available sources of information; and
• by our own records

We can obtain Personal Information through our website if you provide it to us in an email or when you fill out an online form.

When you visit our website, we may keep track of your activities. For statistical purposes and for marketing and advertising to you, the following information may be logged:

• your internet IP address;
• the date and time of your visit to our site;
• the pages you have accessed and the documents you have downloaded; and
• the type of browser you were using may all be logged for statistical purposes and marketing and advertising to you.

This type of statistical data does not allow you to be identified.

Cookies and other tracking technologies may be used on our website to recognise a user’s browser each time they visit our site and to track which pages they visit while there. Cookies are small data files that a website saves on your computer’s hard drive for record-keeping purposes. The majority of web browsers are configured to accept tracking technology like cookies. These tracking methods do not personally identify the user. You may tell your browser to reject cookies if you do not want to receive them. However, your ability to utilise our website may be harmed.

Notification of Collection

Where reasonable and practicable, we will notify you at or before the time of collecting your Personal Information, or as soon as possible afterwards. This may be done through our Privacy Policy, collection notices, or other forms of communication depending on the nature of your interaction with us.

How do we use your Personal Information?

We only collect and use your Personal Information where it is reasonably necessary for our business functions and activities, and where permitted or required by law.
Your Personal Information will be used for purposes related to the running of our company and the provision of services to you.

These purposes generally include:

• Supplying our products and services to you
• Providing quality assurance for our products and services
• Responding to your enquiries and feedback
• Monitoring and improving the performance of our websites and business operations
• Conducting marketing and promotional activities, including email communications, to keep you informed about products, services, events, and updates we believe may be of interest
• Undertaking business planning, product development, and research
• Enforcing our terms and conditions and contractual obligations
• Managing internal databases and business records
• Ensuring compliance with statutory and regulatory obligations

Customers’ Personal Information is used for various reasons, including the broad ones listed above, as well as validating, alerting, and/or responding to you in response to any inquiries, complaints, or if you win a competition.

We use and disclose information about you that we collect as an employee in the course of or incidental to our position as your employer and in compliance with relevant laws.

How does Beyond Taxes disclose your Personal Information?

Any of the purposes mentioned above may necessitate disclosing your Personal Information to third parties.

We will not rent, sell, or otherwise disclose your Personal Information to any other company or organisation without your permission unless the law requires it.

You do, however, consent to the following uses and disclosures of your Personal Information:

• to third-party consultants who may from time to time manage all or part of our database, computer systems, or internet sites;
•  to a third-party where we outsource any of our functions, including but not limited to processing online payments, IT and cloud storage service providers and processors, SMS and email marketing service providers, for the development, production, and/or printing of advertising and marketing material and campaigns, including where such material contains sensitive information; to a third-party where we outsource any of our functions, including but not limited to mystery shopping and customer satisfaction surveys are two examples of customer satisfaction surveys;
• to prospective purchasers and their legal and accounting representatives as part of or incidental to a sale of all or part of our business;
• To the general public (e.g. via the internet or media) only where you have provided express consent, such as for publishing competition results or using photographs or videos in promotional campaigns.; and
• as required by law;
• protecting the physical security of our premises and databases/records;
• limiting access to individuals who require the information to provide our products and services; and 
• technological safeguards such as computer passwords, data backup, anti-virus software, and firewalls.

Disclosure of your Personal Information via Social Media channels

By participating in any Social Media Activity on our social media channels, you agree to and are bound by their terms and conditions. Any Personal Information you share on social media may be released in line with those channels’ terms and conditions and privacy policies.

In most cases, images and other content uploaded to social media channels may be viewable by the general public. Once shared, such content may be further distributed or reposted by others, potentially making it permanently accessible to anyone who visits those platforms or shares the material.

While you may be able to delete the content from the original platform where it was first posted, we cannot control — nor are we responsible for — any further distribution that may have occurred beyond that point.

We do not accept liability for the unauthorised sharing, use, or persistence of content that has been redistributed beyond our control. We also reserve the right to remove from our social media channels any content we deem inappropriate, offensive, or in breach of our policies.

We have the right to remove any images, comments, or other content from our social media channels that we deem to be inappropriate or offensive.

Cross Border Disclosure

We are likely to disclose personal information to overseas recipients, including service providers located in the United States of America (e.g. for cloud storage and communication tools such as MailChimp and Meta Platforms).

Some of the programs, software, internet tools, and social media platforms we use are hosted or headquartered outside of Australia. For example, services such as Facebook, LinkedIn, Instagram, and MailChimp are based in the United States of America. While we do not proactively provide your Personal Information to these organisations, our use of their platforms and tools may result in incidental disclosure or storage of your information outside Australia, our use of their platforms may result in your information being incidentally transferred to or stored in overseas locations.

The collection, use, and disclosure of your Personal Information by these overseas organisations is governed by their own terms of service and privacy policies.

By engaging with us through these services or continuing to use our website, email communications, or social media channels, you acknowledge the possibility of such overseas disclosure and consent to it.

Unless you have expressly consented, we will take reasonable steps to ensure that any overseas recipients of your Personal Information do not breach the Australian Privacy Principles in relation to that information.

Website Cookies Clause (APP 1.4(g))

You may manage cookie preferences through your browser settings or use tools we make available on our website to opt-out of tracking for marketing purposes.

Security

We are committed to protecting your Personal Information from misuse, interference, loss, unauthorised access, modification, or disclosure, including taking all reasonable steps to ensure your Personal Information is accurate, up-to-date, and relevant for the purposes it may be used according to this Privacy Policy.

Except stated otherwise, our website does not provide procedures for the secure transmission of Personal Information over the internet. Please be advised that sending Personal Information via the internet carries some risks, whether by email or our website. Links to other websites may be found on our website. We have no control over the privacy practices of other websites, and we take no responsibility for Personal Information submitted through insecure websites.

We cannot guarantee the security of your Personal Information. We will not be held liable for any security breach, unintended loss, or disclosure of information due to the website’s connection to the internet.

Data Retention

We retain your Personal Information only for as long as necessary to fulfil the purposes for which it was collected, or as required by law or professional standards. When your information is no longer required, it will be securely destroyed or de-identified in accordance with our data management practices.

How to unsubscribe from our direct marketing

We will make every effort to include specific information on how to unsubscribe from our mailing list in every email or piece of marketing material you receive from us. In any case, you can request to be removed from our mailing list by sending an email to our Privacy Officer.

How to check or change your details

Our Privacy Officer will make sure that your Personal Information is accurate, complete, and up to date, as well as relevant to the purposes for which we are permitted to use it.

If you would like to see the Personal Information we have on file about you, contact our Privacy Officer through email, mail, or fax at the address listed at the bottom of this Privacy Policy. There may be a charge for such access. If your access request is denied, we will explain why.

Please contact our Privacy Officer if you wish to update the Privacy Information because it is inaccurate, out of date, incomplete, irrelevant, or misleading, or if you wish to have your Personal Information erased. We will explain why we are unable to comply with your request.

Changes to our Privacy Policy

We reserve the right to change or update this Privacy Policy at any time. We will update our Privacy Policy and display it on our website when this occurs. We encourage you to review this Privacy Policy regularly to know how we protect your Personal Information.

Complaints

Contact our Privacy Officer if you believe we have not met our requirements under the Act or if you have a complaint about using or sharing your Personal Information. We will talk to you about your concerns and take whatever steps are necessary to address them, including contacting us to pursue the situation further.

We will make every effort to fix your issue as quickly as possible. However, the amount of time will be determined by the degree and intricacy of the issues you have raised.

Within five business days, we will send you an acknowledgement of receipt of your complaint. We will offer you an estimate of how long it will take us to resolve the issue, but we will make every effort to complete it within 30 days.

If we determine that your complaint is valid, we will determine what action we should take. We will make every effort to match the nature of your complaint and the desired outcome with our answer, but this may not always be achievable.

The following are some of the things we may decide to do:

•  take measures to resolve the problem or issue you have raised;
• give you further information or guidance so you can understand what happened and how we handled it; and/or
• change our rules or procedures if your complaint reveals a flaw in conducting business.

It is not always possible to resolve a complaint to the satisfaction of all parties involved. In that instance, you should contact the Privacy Commissioner via an online privacy complaint form, which you can find at www.oaic.gov.au/privacy/making-a-privacy-complaint.

We welcome any questions or comments you may have about this Privacy Policy. Please email us if you have any suggestions on improving our Privacy Policy.

Last updated: 19 July 2025