Privacy Policy

Last updated: 16 April 2026

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

1. Who we are

Summit Tax is a CPA public-practice firm operating in Australia.

2. Information we collect

We collect personal information that is reasonably necessary to provide our accounting, tax, and bookkeeping services, including:

  • Contact details, name, email, phone, business name, postal address
  • Tax and financial information, TFN, ABN, income, expenses, bank statements, invoices, payroll data (collected only when you engage us for services)
  • Identification documents, driver licence or passport, where required by anti-money-laundering or ATO verification rules
  • Website usage data, IP address, browser, device, pages viewed, referring URL, collected via cookies and analytics tools
  • Communication records, emails, contact-form submissions, chat messages, meeting notes

3. How we collect it

  • Directly from you via our website forms, email, phone, or meetings
  • Through third-party tools we use to run this site and our practice (see Section 6)
  • From the Australian Taxation Office, your previous accountant (with your authority), or other parties you authorise

4. Why we collect it

We use your personal information to:

  • Provide the accounting, tax, bookkeeping, and advisory services you have engaged us for
  • Meet legal and regulatory obligations, including the Tax Agent Services Act 2009, AML/CTF rules, and ATO reporting requirements
  • Respond to your enquiries, deliver quotes, and book meetings
  • Send you requested resources such as our Free Tax Guide and periodic updates (you can unsubscribe at any time)
  • Improve our website and services through analytics

5. Who we share it with

We never sell your personal information. We may share it with:

  • The Australian Taxation Office, ASIC, and other government agencies as required by law
  • Cloud accounting and practice-management providers we use to deliver services (for example, Xero)
  • Professional bodies we are members of (CPA Australia, Tax Practitioners Board) where compliance reviews require it
  • Our professional advisors (legal, insurance) under strict confidentiality

6. Third-party services this website uses

  • Netlify, hosting and form processing (US-based; data in transit)
  • Google Analytics 4, anonymised website usage statistics
  • Google Calendar, handles strategy-session bookings
  • Google Fonts, Font Awesome, Shopify CDN, Unsplash, serve fonts, icons, and images; your browser's IP may be logged by these providers as part of normal web delivery

Some of these providers are based overseas (primarily the United States). Where we disclose personal information to an overseas recipient, we take reasonable steps under Australian Privacy Principle 8 to ensure they handle it consistently with the Australian Privacy Principles, including through the terms of our agreements with them. We do not send your tax file number, tax returns or source financial records to overseas providers as part of this website's operation. If we ever need to disclose that kind of information overseas, we will ask you first.

7. Cookies

This website uses cookies and similar technologies for: remembering your light/dark theme preference (stored locally in your browser) and Google Analytics measurement. You can disable cookies in your browser settings; some features may stop working correctly.

8. How we store and protect your information

We store information in secure cloud systems with encryption in transit and at rest. Access is limited to Travis Krantz and any authorised staff bound by confidentiality. We review our security practices regularly.

Tax file numbers. Your TFN gets extra protection under the Privacy (Tax File Number) Rule 2015, on top of the Australian Privacy Principles. We collect it only where taxation law authorises us to, we use and disclose it only for the tax purposes you have engaged us for (principally lodging with the ATO), and we never use it as a general identifier for you in our own systems. Please don't send your TFN by ordinary email, it isn't a secure channel; we will tell you how to provide it safely when we need it.

9. How long we keep it

Tax records are retained for at least five years as required by Australian tax law, and longer where professional-standards or indemnity requirements apply. Marketing information is kept until you unsubscribe or request deletion.

10. Your rights

Under the APPs you have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate or out-of-date information
  • Request deletion, subject to our legal retention obligations
  • Withdraw consent to marketing communications
  • Complain about how we have handled your information

To exercise any of these rights, email info@summittax.com.au. We will respond within 30 days.

11. Complaints

If you are not satisfied with our response, you can lodge a complaint with the Office of the Australian Information Commissioner at oaic.gov.au (opens in new window).

12. Changes to this policy

We may update this policy from time to time. The "Last updated" date at the top of this page reflects the most recent change.

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