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PRIVACY POLICY

Last Updated: 06/11/2025

1. Introduction

Innovative Financial is the trading name of Dexan Corporation Pty Ltd (ABN 52 158 507 290) (“we”, “our”, “us”). We are committed to protecting your privacy and ensuring that your personal information is handled in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This Privacy Policy explains how we collect, use, disclose, and store your personal information, and how you may access and correct that information.

2. What personal information we collect

We may collect personal information necessary to provide our accounting, taxation, and advisory services, including:

Full name, date of birth, and contact details (address, phone number, email)

Tax file number (TFN)

Financial and accounting information (bank details, income, expenses, investments, superannuation details)

Business information (ABN, company structure, financial statements)

Identification documents (driver’s licence, passport)

Information required for Anti-Money Laundering (AML) and Know Your Client (KYC) compliance

We may also collect sensitive information (e.g., health or membership information) where relevant and only with your consent or as permitted by law.

3. How we collect your information

We may collect personal information in the following ways:

Directly from you (in person, by phone, email, through our website, or via forms)

From third parties such as your employer, financial institutions, the Australian Taxation Office (ATO), or other government bodies

From cloud accounting software and other service providers you authorise (e.g., Xero, MYOB, QuickBooks, Reckon)

From publicly available sources or with your consent

4. Why we collect and use your information

We collect and use personal information to:

Provide accounting, taxation, and business advisory services

Prepare financial statements, business activity statements, and income tax returns

Assist with business planning, budgets, and cash flow projections

Manage superannuation and estate planning services

Establish new entities such as companies, trusts, and superannuation funds

Comply with our legal, professional, and regulatory obligations

Communicate with you and manage our client relationship

We do not use your information for unsolicited marketing or promotional activities.

5. Disclosure of your information

We may disclose your personal information to:

The Australian Taxation Office (ATO) and other government agencies

Auditors, professional advisors, and insurers

IT service providers, data storage providers, and accounting platforms (including Xero, MYOB, QuickBooks, and Reckon)

Other third parties where required by law or with your consent

Some of these third parties may be located outside Australia. When we disclose information overseas, we take reasonable steps to ensure it is handled in accordance with the Australian Privacy Principles.

We do not sell, trade, or rent personal information to others.

6. Data storage and security

We store personal information in both electronic and physical formats and take reasonable precautions to protect it from misuse, interference, loss, unauthorised access, modification, or disclosure. These measures include:

Secure servers, encrypted communications, and password protection

Access controls and staff confidentiality agreements

Secure disposal of records no longer required

7. Access and correction of your information

You may request access to, or correction of, the personal information we hold about you by contacting us (see Section 10 below).

We will respond to your request within a reasonable timeframe. A small administrative fee may apply for providing copies of records.

8. Website and cookies

Our website (www.inhq.com.au

) may use cookies and analytics tools to improve your browsing experience.

You can disable cookies through your browser settings; however, this may affect website functionality.

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

9. Complaints

If you have concerns about how we handle your personal information, please contact us using the details below.

We take privacy complaints seriously and will respond promptly.

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC):

Website: www.oaic.gov.au

Phone: 1300 363 992

10. Contact us

Innovative Financial (Dexan Corporation Pty Ltd)

ABN: 52 158 507 290

Address: Suite 6 & 7 / 12–16 President Avenue, Caringbah, NSW 2229

Phone: 02 8824 5688

Email: accounts@inhq.com.au

Website: www.inhq.com.au

11. Updates to this policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website.