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Privacy Policy

Lovetts takes the privacy of your personal information seriously. This policy explains what we collect, why we collect it, and how we look after it, in line with the Australian Privacy Principles in the Privacy Act 1988 (Cth).

Effective 16 October 2026

Who we are

In this policy, “Lovetts”, “we” and “us” means Lovetts (Brisbane) Pty Ltd (ACN 136 548 804), a registered tax agent (No. 7964 3008) based at Level 6, 355 Queen Street, Brisbane QLD 4000.

What we collect

When you contact us, through our website form, by phone or by email, we collect your name, email address, phone number, your preferred contact method and anything you tell us about what you need help with.

When you subscribe to Tax Insight, our weekly email, we collect your name and email address.

When you send us a question through the Ask Andrew form on our Tax Insight page, we collect your first and last name, city, email address and your question.

When you become a client, we collect the information we need to provide our services. Depending on the work, this can include your date of birth, address, tax file number, financial records, details of your business, trusts, super fund or investments, and identity documents.

We handle tax file numbers in line with the Privacy (Tax File Number) Rule 2015, and only use them for purposes allowed by law.

Why we collect it

  • To respond to your enquiry and talk about whether we can help.
  • To provide our tax, accounting and advisory services.
  • To meet our legal and professional obligations as a registered tax agent, including lodging returns and dealing with the Australian Taxation Office on your behalf.
  • To manage our relationship with you, including billing.
  • To send you our Tax Insight email, if you subscribe or send us a question.
  • To answer reader questions in our articles.

We don’t sell your personal information, and we don’t use it for marketing without your consent.

Tax Insight emails and reader questions

If you subscribe to Tax Insight, we’ll send you our weekly email. When you send a question through the Ask Andrew form, you agree that you’ll also be subscribed to Tax Insight, and that we may answer your question in a published article that shows your first name and city. We never publish your last name, email address or other contact details.

Every Tax Insight email has an unsubscribe link, and you can unsubscribe at any time. If you’d rather we didn’t publish your question, or want it removed from an article, contact us using the details below.

Who we share it with

We only share personal information where it’s needed to provide our services, where you’ve agreed, or where the law requires it. This can include:

  • the Australian Taxation Office and other government agencies;
  • other professionals you ask us to work with, such as your bookkeeper, lawyer, financial adviser or auditor;
  • service providers who help us run the practice, including cloud accounting and practice software (such as Xero, ATOmate, Dext, Class Super and NowInfinity), IT and office services;
  • D&V Philippines, which provides administration and team members for our business;
  • our email platform, Klaviyo, which stores subscriber details and sends our Tax Insight email;
  • artificial intelligence applications we use in our work, such as those from OpenAI, Anthropic (Claude) and Google.

These arrangements are also set out in our Standard Terms & Conditions.

Information sent overseas

Some of the people and services above are located, or store data, outside Australia, including in the Philippines and the United States. Where we disclose personal information overseas, we take reasonable steps to make sure it’s handled in line with the Australian Privacy Principles.

Our website

Messages sent through our contact and Ask Andrew forms are delivered to our inbox by a third-party form service (FormSubmit). When you subscribe or send a question, your details are also sent to Klaviyo. Our contact page shows an embedded Google Map, and our website uses Google Fonts. These services may collect technical information such as your IP address and browser type, under their own privacy policies.

How we store and protect it

We store information securely, in our cloud systems and, where needed, in paper files. We take reasonable steps to protect it from misuse, loss and unauthorised access. We keep client files for seven years, then securely destroy them, unless the law requires us to keep them longer.

Accessing or correcting your information

You can ask to see the personal information we hold about you, or ask us to correct it, at any time. Contact us using the details below. We’ll respond within a reasonable time, and if we can’t give you access, we’ll explain why.

Questions and complaints

If you have a question or concern about how we’ve handled your personal information, please contact us first so we can try to resolve it. If you’re not satisfied with our response, you can contact the Office of the Australian Information Commissioner at oaic.gov.au or on 1300 363 992.

Contact us

Lovetts (Brisbane) Pty Ltd
Level 6, 355 Queen Street, Brisbane QLD 4000
Postal: GPO Box 3323, Brisbane QLD 4001

Call 07 3012 9580·Email info@lovetts.com.au

Changes to this policy

We may update this policy from time to time. The current version will always be on this page.

Brisbane tax accountants since 1953. Clear tax advice and personal business support for clients across Australia and overseas.

Services

  • Tax returns & planning
  • Business advice & cash flow
  • Succession, super & retirement
  • International tax
  • Property & investment structures
  • Business setup & restructuring

Contact

  • Level 6, 355 Queen Street
    Brisbane QLD 4000
  • Monday to Friday, 8:30am to 5pm
  • 07 3012 9580
  • info@lovetts.com.au

Legal

  • Privacy Policy
  • Standard Terms & Conditions
  • Lovetts (Brisbane) Pty Ltd
    ACN 136 548 804
  • Registered Tax Agent 7964 3008

© 2026 Lovetts (Brisbane) Pty Ltd. Liability limited by a scheme approved under Professional Standards Legislation.

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