Privacy Policy

1. Introduction

Clearview Business Solutions Pty Ltd (CVBS) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, store and protect your information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

By using our website or engaging our services, you agree to this Privacy Policy.

2. Information We Collect

We may collect personal and business information that is necessary for us to provide accounting, taxation and advisory services. This information may include:

• Your name, address, email and phone number
• Business name, ABN, ACN and financial details
• Tax file number (TFN) and superannuation details (where relevant)
• Bank account details for payment and refund purposes
• Any other information required to meet legal or professional obligations
  
  

We only collect information directly from you or from third parties with your consent, such as your bank, ATO, or other advisers.

3. How We Use Your Information

CVBS uses your personal information to:

• Provide accounting, taxation, superannuation and business advisory services
• Prepare and lodge tax and regulatory documents
• Communicate with you about your business or our services
• Comply with our legal, professional and regulatory obligations
• Improve our website, services and client experience
  
  

We do not sell, rent or trade your personal information under any circumstances.

4. Disclosure of Your Information

We may disclose your personal information to:

• The Australian Taxation Office (ATO) and other government bodies as required by law
• Auditors, insurers, and professional associations (such as CA ANZ) for compliance purposes
• External service providers such as IT support, cloud storage or payment processors, who assist us in operating our business
• Other professionals (lawyers, financial planners, mortgage brokers, etc.) only with your consent
  
  

All third parties we engage are required to handle your information securely and in accordance with privacy laws.

5. Data Security

We take reasonable steps to protect your information from unauthorised access, misuse, loss or disclosure. This includes secure servers, password protection, and encrypted storage systems.

If personal information is no longer required, we will take reasonable steps to destroy or de-identify it securely.

6. Access and Correction

You may request access to the personal information we hold about you at any time. If any details are inaccurate or incomplete, you have the right to ask for correction. Please contact us using the details below, and we will respond within a reasonable timeframe.

7. Website and Cookies

Our website may use cookies or analytics tools to improve user experience and track website performance. Cookies do not personally identify you and can be disabled through your browser settings.

Our website may contain links to external websites. CVBS is not responsible for the privacy practices or content of those sites.

8. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website, with the “last updated” date clearly shown.

9. Contact Us

If you have any questions, concerns, or complaints about our Privacy Policy or how your personal information is handled, please contact us:

Clearview Business Solutions (CVBS)
 Level 2, Suite 2, 28 Burwood Road, Burwood NSW 2134
 Phone: (02) 7901 8003
 Email: admin@cvbs.com.au

We take all privacy concerns seriously and will respond promptly.