Privacy Policy

Taubenschlag & Associates (ABN 89 064 268 800) Privacy Policy (June 2014)

Taubenschlag & Associates was founded on principles of trust, integrity and the delivery of outstanding products and services. Taubenschlag & Associates is committed to customer satisfaction and maintains the privacy our customers expect. Taubenschlag & Associates has financial products designed to make your life easier. Security is our top priority and protecting your privacy is what you should expect from

Your privacy

Our Commitment to Your Privacy:
As a client of Taubenshlag & Associates we are committed to ensuring the privacy of your information and we understand how important the privacy of your personal information is to you. With the introduction of the amendments to the Privacy Act 1988 we appointed a Privacy Officer to ensure our policies are adhered to.

You can be assured, as a client of Taubenschlag & Associates that we will make every reasonable effort to protect and keep confidential any information you provide to us. We will not sell or release your name or information to any outside organisations except for the purposes of our own analysis (and in these cases will only do so in aggregate form without identifying individual clients) or when external companies offer a product or service which we consider would be beneficial or of interest to our clients, and subject to this policy and with your consent, if required.

The following statement addresses the relevant privacy policies Taubenschlag & Associates has in place to protect your personal information, whether it was collected directly from you via mail, e-mail, fax, telephone, our website or a visit to our office. If you have any question relating to this privacy statement, please do not hesitate to contact us.

Why do we collect, hold, use and disclose your Personal Information?
Our primary objective in collecting personal information from you is to provide you with the most efficient service making your Taubenschlag & Associates experience easier and quicker. We have also set out some of the other purposes below. If we do not collect your personal information (in whole or in part) as is described in this policy, we may not be able to provide you with the full range of products and/or services you have requested from us.

Disclosure of your Personal Information

We may disclose personal information to third parties, such as our service providers, when we contract out some of our functions and activities in order to provide the services to you, such as names and addresses to mailing houses to mail information about our company or for audit purposes to ensure the integrity of our accounting systems. We may also disclose such personal information to authorised government or regulatory bodies and in accordance with this policy. We may disclose information about you where we are required or authorised by law. We may also disclose your personal information to our parent company (H&R Block Inc.) in the United States or one of its subsidiaries.

We will not use or disclose your personal information for any purpose other than as set out in this policy or otherwise notified to you at the time of collection

Information Requested by Another Organisation: Your personal information will be used to complete your taxation return and we only share this information with authorised Government bodies such as the Australian Taxation Office.

Your personal information will be treated with respect and will not be disclosed to any other individual or organisation without your express written consent except as is otherwise set out in this policy.

Responsible Use of Contact Information for marketing purposes: With your consent, we may use your contact details to send you information about our company and about our products and services that we feel may be of interest to you, and to contact you from time to time to obtain your feedback about our products and services. We may also, with your consent, disclose contact information (name and phone number) to third parties who may offer relevant products and services which we consider may be of interest to you.

Quality of Personal Information: Our priority is to ensure that your personal information which we hold is accurate, complete and current. To assist us with this, please advise us if any of the details you have provided change. Further, if you believe that the information we have about you is not accurate, complete or up-to-date, please contact us by using the Contact Information below and we will take all reasonable steps to correct the information.

Contact Information: If you have any questions about this privacy statement, or your dealings with Taubenschlag & Associates, or would like to access your information or have a complaint that we may have breached the Australian Privacy Principles or any applicable privacy code which binds us you can contact us via the following methods:

The Privacy Officer
PO Box 147,

For complaints, we will respond to you within a reasonable time, typically one week. If you are dissatisfied with our response, you may contact the Office of the Australian Information Commissioner.

Children's privacy: Children's safety on the Internet is very important to Our site does not knowingly market itself to children, nor does it contain any material that would knowingly be inappropriate to children.

Choice/Opt-In/Out: provides you with the opportunity to opt-in when receiving communications from us and/or our partners at the point where we request information about you. Once you choose to opt-in, if at any time, you elect to discontinue receiving information from us or to end service, simply visit Contact Us and you will be promptly removed from the mailing list.

Update your information or provide feedback: Should your personal account information change or you would like to modify it in any way, or if you have a question or comment concerning this privacy policy, please visit Contact Us

Contest/Promotions and Surveys: We may elect to administer contests and online surveys where we will ask you for contact information, such as your e-mail address and demographic information. This information is used to verify your identity, determine your eligibility for special programs or services that we may offer and complete our transactions with you. You will be given the choice to opt-in to receive offers at the time the information is requested. If, at any time, you elect to discontinue receiving information from us, please visit Contact Us

Financial Information: All financial information collected by us about you will remain absolutely confidential and will never be disclosed to any non-affiliated companies except as required by law. Financial information includes information such as credit card numbers and bank account information. We may store such information on our secure servers to expedite processing of certain services and products we provide to you.

Identifying and Contact Information: From time to time, you may be asked to provide certain Identifying and Contact Information, such as your name, e-mail address, mailing address, telephone number, user name, and demographic information. This information is used to verify your identity, determine your eligibility for special programs or services we may offer and complete transactions. At times it will be necessary to use your Contact Information to communicate with you concerning administrative matters, responding to your requests and notifying you of the status of your transactions, even though you have requested to not receive marketing or promotional information from us in our Opt-In/ Out section. However, we will never disclose Identifying and Contact Information to third parties without your consent except as required by law.

Public Forums: This site may make chat rooms, forums, message boards, and/or news groups available. Please remember that any information disclosed in these areas becomes public information, and you should exercise caution when disclosing personal information in these applications.

Tax Related Information: When you prepare or file a tax return with us, the information contained in your tax return will be treated with extreme care and confidence. From time to time, we may ask your permission to share certain information contained in your tax return, such as home ownership queries, with our affiliates and business partners in order to better serve you. However, we will never disclose any tax return information without your consent except as required by law.

Use of Cookies: To remember you and to personalize your experience with features and advertisements, we use cookies and other technologies that help us know your usage patterns, track your preferences, and analyse how you use our services. You may opt-out of some of these digital technologies.

Cookies: We utilize a software technology called "cookies." Cookies allow us to customize our websites for you by placing small files on your computer or mobile device as you visit various components of our websites.

Cookies are small alphanumeric identifiers that a web server transfers to your computer via your Internet browser. When your Internet browser visits a web page, a cookie is set with a unique number. This number is recorded in a small text file that is transmitted to your computer and stored in the cookie directory of your hard drive. Then, when you visit each webpage on which the cookie technology is enabled, the website can recognize your browser as a unique user.

Through the use of cookies, we can display only those items that may be of interest to you, make it easier for you to access your account information, or measure the number of unique visitors that have viewed a particular ad or visited a particular web page. We may also use cookies, and similar technologies, to provide you with enhanced online advertising tailored to your interests. To opt out of advertising provided by Taubenshlag & Associates click here. You may also opt-out of certain advertisements by clicking on the advertisement itself or through TRUSTe's preference manager

You may also adjust your browser settings to accept or deny all cookies, or to request your permission each time a site attempts to set a cookie. Although cookies are not required for some parts of our services, our services may not work properly if you disable cookies entirely.

Flash Cookies: We may use local shared objects, also known as Flash cookies, to better organize and present website content that may be relevant to you based on previous visits to our websites. Flash cookies are not used for any online behavioural advertising purpose. Flash cookies are different from browser cookies because of the amount, type, and how data is stored. Cookie management tools provided by your browser will not remove Flash cookies.

Clear GIFs or Web Beacons. We employ a software technology called clear gifs (also known as pixel tags or web beacons), that help us better manage content on our websites by allowing us to understand usage patterns, fix issues, and improve the products and services offered to you on our websites. We may use clear gifs in our emails to let us know which emails have been opened by recipients. This allows us to gauge the effectiveness of certain communications and the effectiveness of our marketing campaigns. These activities may be performed by us or a service provider acting on our behalf.

Log Files: Like most websites, Taubenshlag & Associates uses log files. Information collected in log files may include Internet Protocol (IP) addresses, unique device IDs, browser type, Internet Service Provider (ISP), referring/exit pages, platform type, date/time stamp, and number of clicks. We utilise this information to analyse trends, administer the site or mobile application, track user's movement in the aggregate, and gather broad demographic information for aggregate use. When you use certain online tax services, IP addresses and unique device IDs may be tied to personally identifiable information to enable users to file or transmit tax returns to the IRS.

Online Behavioural Advertising: We allow third-party companies to serve ads and collect certain pseudonymous information when you visit our websites. These companies may use this information (e.g., click stream information, browser type, time and date, subject of advertisements clicked or scrolled over) during your visits to our websites and other websites in order to provide advertisements about goods and services likely to be of greater interest to you. These companies typically use a cookie or third-party web beacon to collect this information. We may engage different providers to provide similar services from time to time.

Your Information: From time to time, you may be asked to submit information in order for us to better serve you. How we handle such information depends upon the nature of such information. We will notify you at the time you are asked for such information what purposes we may use such information for if the collection of such information and/or such purposes are different from those set out in this policy.

Your IP address: We use your IP address to help diagnose problems with our server and to administer our Web site. Your IP address is also used to help identify you and to gather broad demographic information.