Privacy Collection Notice

Taxmatters Accountants provides accounting and tax services, including individual income tax return preparation and lodgement.

Taxmatters Accountants is operated by The Trustee for YMS Trust, ABN 14 309 557 258, trading as Taxmatters Accountants.

For this online individual tax return engagement, tax agent services are provided by, or under the supervision of, Yoo Min Son, registered tax agent, TPB registration number 26220474.

We collect your personal information so we can:

• verify your identity
• assess your individual tax return requirements
• prepare and lodge your individual income tax return
• communicate with you about your return
• request additional information or documents where required
• manage billing and payment
• maintain proper client and practice records
• meet our tax agent, ATO, TPB, privacy and professional obligations
• comply with legal, regulatory and professional requirements

If you do not provide the information we request, we may be unable to prepare or lodge your tax return or include certain income items, deductions, offsets, rebates or credits.

We may collect personal information including:

• your name, date of birth, contact details and address
• Tax File Number and ATO-related details
• proof of identity information
• visa, residency and citizenship information
• bank account details for tax refund or payment purposes
• spouse, dependant and family information
• Medicare, Medicare levy exemption and private health insurance information
• income, deduction, offset, rebate and tax loss information
• employment, investment, rental, business, foreign income and capital gains information
• uploaded documents, receipts, statements, contracts, schedules, logbooks, diary records and calculations
• information required to verify or support claims made in your tax return
• payment, billing and administrative information

Some information we collect may be sensitive information.

Tax File Number information will be collected, used, stored and disclosed only where necessary for tax agent services, identity verification, tax return preparation, lodgement, legal compliance or as otherwise authorised by law.

We will take reasonable steps to protect Tax File Number information from misuse, interference, loss, unauthorised access, modification or disclosure.

We may collect information directly from you through:

• the Taxmatters Accountants online intake portal
• online questionnaires and forms
• uploaded documents
• email, phone, SMS or other electronic communication
• electronic signature systems
• payment or billing systems
• follow-up questions and client correspondence

We may also collect information from other sources where authorised, permitted or reasonably necessary, including:

• the Australian Taxation Office
• government agencies
• employers
• banks and financial institutions
• health funds
• superannuation funds
• managed funds
• brokers and investment platforms
• insurers
• prior accountants or advisers
• other third parties relevant to your tax return

We use the Taxmatters Accountants online intake portal and selected business systems to collect, process, store and manage your information.

These systems may include:

• secure document storage
• identity verification tools
• tax and accounting software
• workflow and client management systems
• electronic signature systems
• payment processing systems
• email and SMS systems
• cloud hosting and data storage services
• administrative and technical support systems

We use these systems only where reasonably necessary to provide our services, manage our practice, communicate with you, comply with the law or meet our professional obligations.

We may disclose your information where reasonably necessary to:

• provide tax agent services to you
• prepare and lodge your tax return
• verify your identity
• communicate with the ATO or other government agencies
• use tax software, secure storage, identity verification, payment, email/SMS or electronic signature systems
• manage our practice and client files
• comply with legal, regulatory or professional obligations
• respond to ATO, TPB, court, regulator or professional body requirements
• obtain professional, legal, insurance or technical support where appropriate

We will not disclose information relating to your affairs to a third party unless you have authorised us to do so, the disclosure is reasonably necessary for the services described in this notice, or we are permitted or required by law to do so.

Some selected business systems or service providers, including cloud, software, hosting, payment, email, SMS or support providers, may store, process or access your information outside Australia.

Where this occurs, we will take reasonable steps to ensure your information is handled appropriately.

Countries or regions where your information may be stored, processed or accessed may include Australia, New Zealand, the United States and other countries where our selected business systems or service providers operate.

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure.

However, no online system, electronic communication method or cloud service can be guaranteed to be completely secure.

You should notify us promptly if you believe your information has been sent to us incorrectly, accessed by an unauthorised person, or if your email, phone or portal account may have been compromised.

We may retain copies of information and documents reasonably required for our professional, legal, tax, insurance, quality control, audit and record-keeping purposes.

Original documents you provide remain your property. Copies retained by Taxmatters Accountants form part of our client file and working records.

You may contact us to request access to, or correction of, personal information we hold about you.

We may need to verify your identity before responding to your request.

If you have a concern about how we handle your personal information, please contact us first.

Privacy enquiries and complaints may be sent to: info@tmcpa.au

If you are not satisfied with our response, you may complain to the Office of the Australian Information Commissioner at oaic.gov.au.

By continuing with the online intake process, you acknowledge and authorise Taxmatters Accountants to collect, use, store and disclose your personal information as described in this Privacy Collection Notice, including through the Taxmatters Accountants online intake portal and selected business systems used for tax return preparation.

Version 1.0 — 10 June 2026 — Issued. Standalone privacy notice for the Taxmatters Accountants online intake portal.