Castlevale Bookkeeping is a business operated by The Trustee for Castlevale Investment Trust
Effective Date: 01/07/2025

Castlevale Bookkeeping ("we", "us", or "our") is committed to protecting the privacy of our clients, website users, and stakeholders. This Privacy Policy outlines how we collect, use, store, and protect personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

We may update this policy from time to time by publishing an updated version on our website. You should check this page periodically to ensure you are aware of any changes.

1. Collection of Personal Information

We may collect and hold the following types of personal information:

• Name and job title

• Business name and ABN

• Contact details including email address, phone number, and postal address

• Financial, accounting, or business-related information necessary for providing bookkeeping or BAS agent services

• Other information relevant to your business needs, inquiries, or communications with us

We collect this information when you:

• Contact us via phone, email, web forms, or social media

• Subscribe to our newsletters or marketing materials

• Engage our services directly

• Interact with our website or online content

2. Use of Personal Information

We collect personal information to:

• Provide our services, including bookkeeping and BAS agent support

• Improve our service offerings

• Respond to inquiries and provide client support

• Send updates, promotions, and newsletters (only where consent has been provided)

• Comply with our legal and regulatory obligations

We will not use your personal information for any purpose not disclosed in this policy or not reasonably related to the core purpose for which it was collected.

3. Security of Personal Information

We are committed to ensuring your information is secure. To prevent unauthorised access, disclosure, alteration, or destruction, we have implemented appropriate physical, electronic, and managerial procedures to safeguard and secure the information we collect.

These measures include:

• Secure data storage systems

• Restricted access to authorised personnel only

• Regular reviews of data security policies

4. Cookies and Website Tracking

Our website uses cookies—small files stored on your device—to enhance user experience and track website usage.

Cookies may be used to:

• Analyse website traffic and improve performance

• Identify popular pages or user preferences

• Customise web content according to your interests

You can choose to accept or decline cookies through your browser settings. Declining cookies may affect the functionality of certain website features.

5. Links to Third-Party Websites

Our website may contain links to other websites. Please note that we do not control and are not responsible for the privacy practices or content of third-party websites. You access those sites at your own risk and should review their privacy policies before providing any personal information.

6. Disclosure of Personal Information

We will not sell, distribute, or lease your personal information to third parties unless:

• You have provided your consent

• It is required or authorised by law

• It is necessary for service provision (e.g. professional advisers, software providers like Xero or Hubdoc)

Any third parties we engage are required to comply with this policy and applicable privacy laws.

7. Access to and Correction of Personal Information

You may request access to personal information we hold about you at any time. You may also request corrections if you believe the information is inaccurate, out of date, incomplete, or misleading.

Please contact us using the details provided below. We will respond to your request within a reasonable timeframe.

8. Opting Out of Communications

If you have previously agreed to receive marketing materials from us, you may opt out at any time by:

• Using the unsubscribe link in marketing emails, or

• Contacting us directly using the contact details below

9. Contacting Us

If you have any questions, concerns, or complaints about this Privacy Policy or our handling of your personal information, please contact us at:

Castlevale Bookkeeping
Email: admin@castlevalebookkeeping.com.au

We take all privacy complaints seriously and will investigate your concerns promptly.