Privacy Policy

Who We Are
Information We Collect
How We Use Your Information
Sharing Your Information
Data Security
Your Rights
Cookies
Contact Us

YSE Finance is committed to protecting your privacy. This policy explains how we collect, use, and safeguard your personal information in accordance with the Australian Privacy Act 1988 and the Australian Privacy Principles (APPs).

1. Who We Are

YSE Finance is a registered tax agent operating in Sydney, New South Wales, Australia. We provide tax return preparation, BAS lodgement, and related advisory services to individuals and small businesses.

Contact:
📧 lawrence.yi@ysefinance.com.au
📞 0433 807 771
🌐 ysefinance.com.au

2. Information We Collect

We collect personal information that is necessary to provide our tax and financial services. This may include:

Full name, date of birth, and contact details (phone, email, address)
Tax File Number (TFN) — collected only when required for lodgement
Income information (payslips, payment summaries, bank statements)
Business financial records (for BAS, company returns)
Investment and property information (for CGT, rental income)
Information submitted via our website contact form

We only collect information that is reasonably necessary for the purpose of providing our services.

3. How We Use Your Information

Your personal information is used to:

Prepare and lodge your tax returns, BAS, and related documents with the ATO
Communicate with you about your tax affairs
Comply with our legal obligations as a registered tax agent
Respond to your enquiries submitted through our website
Send you relevant tax updates or reminders (only with your consent)

We will not use your information for any purpose beyond providing our professional services without your explicit consent.

4. Sharing Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following circumstances:

With the Australian Taxation Office (ATO) as required for lodgement
With third-party software providers used for tax preparation (e.g. Xero, MYOB) — under strict confidentiality agreements
When required by law or court order
With your explicit written consent

5. Data Security

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

Encrypted email communication where possible
Password-protected document storage
Limiting access to your information to only those who need it
Secure disposal of physical documents when no longer required

Client records are retained for a minimum of 5 years in compliance with the Tax Agent Services Act 2009.

6. Your Rights

Under the Australian Privacy Act 1988, you have the right to:

Access the personal information we hold about you
Request correction of inaccurate or outdated information
Withdraw consent for marketing communications at any time
Lodge a complaint about how we handle your information

To exercise any of these rights, please contact us at the details below. We will respond within 30 days.

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).

7. Cookies & Website

Our website may use basic cookies to improve your browsing experience. These cookies do not collect personally identifiable information. You can disable cookies in your browser settings at any time.

Our website does not use advertising trackers, and we do not sell website visitor data to any third party.