Privacy Policy | LYI Financial & Taxation Services

Last updated: May 2026

1. About This Policy

LYI Financial & Taxation Services (ABN available on request), trading as LYI Accountants and 立信达会计事务所, is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, store, and disclose personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

2. What Personal Information We Collect

We may collect the following types of personal information:

Full name and contact details (email address, phone number, postal address)
Tax File Number (TFN) and other government-issued identifiers
Financial and taxation information (income, deductions, bank account details)
Business information (ABN, company structure, financial records)
Employment and payroll information
Information you provide via our online tax return forms or contact form

We collect personal information only where it is reasonably necessary to provide our accounting, taxation, and advisory services.

3. How We Collect Personal Information

We collect personal information in the following ways:

Directly from you when you complete our online forms (via JotForm or our website contact form)
When you email, call, or message us via WeChat
When you attend our offices in Brisbane or Canberra
From third parties with your consent (e.g. the ATO, your employer)

4. How We Use Your Personal Information

We use your personal information to:

Provide accounting, taxation, and business advisory services
Prepare and lodge tax returns and other documents with the ATO and ASIC
Communicate with you about your account and our services
Comply with legal and regulatory obligations
Improve our services and website

We will not use your personal information for direct marketing without your consent.

5. Disclosure of Personal Information

We may disclose your personal information to:

The Australian Taxation Office (ATO) and other government bodies as required by law
ASIC and other regulatory bodies where required
Third-party service providers (e.g. JotForm for form hosting, Netlify for website hosting) who are bound by confidentiality obligations
Other parties with your explicit consent

We do not sell your personal information to third parties.

6. Cross-Border Disclosure

Some of our third-party service providers (including JotForm and Netlify) may store data on servers located outside Australia. We take reasonable steps to ensure these providers protect your information in accordance with the Australian Privacy Principles.

7. Security

We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access, modification, or disclosure. Our website is served over HTTPS and online forms are hosted on secure, encrypted platforms. Physical documents are stored securely at our offices and destroyed in accordance with our retention policy.

8. Retention

We retain personal information for as long as necessary to fulfil the purpose for which it was collected, or as required by law. Under Australian taxation law, we generally retain financial records for a minimum of five years.

9. Access and Correction

You have the right to request access to the personal information we hold about you, and to request that we correct any inaccuracies. To make a request, please contact us using the details below. We will respond within a reasonable timeframe.

10. Complaints

If you believe we have not handled your personal information in accordance with this policy or the Australian Privacy Principles, please contact us in the first instance. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.

11. Contact Us

For any privacy-related enquiries, please contact us:

Email: Email us
Phone: (07) 3219 3252
Post: 342 McCullough St, Sunnybank QLD 4109

12. Changes to This Policy

We may update this Privacy Policy from time to time. The current version will always be available on this page. We encourage you to review this policy periodically.