Privacy Policy

Last Updated: June 2026

1. Introduction

ValueWise Management Accountants ("we", "us", "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal and business financial information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

2. Information We Collect

We collect information that is necessary to provide you with our Virtual CFO, management accounting, BAS compliance services, and business intelligence solutions. This includes:

• Contact Details: Name, email address, phone number, and physical office addresses.
• Business Profile Information: Business name, ABN, financial statements, ledgers, Xero access details, CRM data, and operational logs (collected only upon formal engagement).
• Web Traffic Analytics: Anonymous usage statistics collected via Google Analytics 4 and Microsoft Clarity (e.g. browser type, pages viewed, time on site).

3. How We Use Your Information

We use the information we collect to:

• Deliver strategic Virtual CFO guidance and compile monthly management reports.
• Lodge GST, IAS, and superannuation statements securely as a Registered BAS Agent.
• Respond to enquiries submitted through our contact forms.
• Monitor and optimise website performance, speed, and usability.

4. Data Security and Storage

Security is critical to our operational control systems. We employ industry-standard security measures, including multi-factor authentication (MFA), encrypted cloud connections, and secure API data pipelines to protect your financial records from unauthorised access, loss, or disclosure.

5. Disclosure of Information

We do not sell, rent, or lease your personal or business data to third parties. We only disclose information to:

• Authorised regulatory bodies (such as the Australian Taxation Office) in connection with our Registered BAS Agent compliance work, strictly under your instruction.
• Secure third-party cloud applications (such as Microsoft Power BI or Xero) integrated to deliver your reporting dashboards.

6. Access and Correction

You have the right to request access to the personal and business records we hold about you, and to request corrections if the information is inaccurate or out of date. To make a request, contact us at the email address listed below.

7. Contact Us

If you have questions about this Privacy Policy or wish to lodge a privacy enquiry, please contact us:

ValueWise Management Accountants
Email: enquiries@valuewise.com.au
Location: Melbourne CBD, VIC, Australia