Privacy Policy

MATAX (Mentor Accounting Tax Services) ABN 40 679 843 157 is an accounting and tax services firm and registered NDIS Plan Manager based in Tarneit VIC 3029. This Privacy Policy explains how we collect, use, disclose, and protect your personal information in accordance with the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

We collect personal information necessary to deliver our services, including: • Contact details: name, email address, phone number, and postal address • Financial information: tax file numbers (TFNs), income details, business records, bank account details, and transaction history • Identity documents: where required by law or for identity verification • NDIS information: NDIS participant numbers, plan details, provider invoices, and support budgets • Website usage data: IP address, browser type, and pages visited (collected automatically via analytics tools) We only collect sensitive information (such as TFNs and health-related NDIS data) where it is reasonably necessary and with your consent or as required by law.

We use your personal information to: • Provide accounting, bookkeeping, tax preparation, and financial advisory services • Fulfil our obligations to the Australian Taxation Office (ATO) and other regulatory bodies • Administer your NDIS plan, including processing provider payments, tracking budgets, and lodging claims with the NDIS Commission • Communicate with you about your account, appointments, and services • Comply with our legal and professional obligations under the Tax Agent Services Act 2009 and the NDIS Act 2013 • Improve our website and services

We may share your personal information with: • The Australian Taxation Office (ATO), as required by tax law • The NDIS Quality and Safeguards Commission, for plan management compliance • NDIS service providers, to process payments on your behalf • Our professional service providers, such as cloud accounting software, email delivery platforms, and secure document storage (all subject to confidentiality obligations) • Our accountants, advisers, or insurers, where necessary for our business operations We do not sell, rent, or trade your personal information to third parties for marketing purposes.

We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access, modification, or disclosure. This includes: • Encrypted communications and file storage • Secure, password-protected systems • Limiting access to personal information to authorised staff only • Regular review of our data security practices While we take these precautions, no data transmission over the internet is completely secure. If you believe your information has been compromised, please contact us immediately.

We retain your personal information for as long as necessary to provide our services and comply with our legal obligations. Under Australian tax law, financial records must generally be kept for a minimum of five years. NDIS records are retained in accordance with NDIS Commission requirements. When records are no longer needed, we securely destroy or de-identify them.

Under the Australian Privacy Act 1988, you have the right to: • Access the personal information we hold about you • Request correction of inaccurate, incomplete, or outdated information • Make a complaint if you believe we have mishandled your personal information To exercise any of these rights, contact us using the details below. We will respond within a reasonable timeframe (generally within 30 days).

Our website may use cookies and similar technologies to improve your browsing experience and understand how visitors use the site. You can disable cookies through your browser settings, though this may affect some functionality. We do not use cookies to collect sensitive personal information.

If you have a complaint about how we have handled your personal information, please contact us first. We will investigate and respond promptly. 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 or by calling 1300 363 992.

For privacy enquiries, requests to access or correct your information, or complaints: MATAX (Mentor Accounting Tax Services) 642 Hogans Road, Tarneit VIC 3029 Phone: 0425 191 786 Email: imran@matax.com.au This Privacy Policy was last updated in 2026. We may update it from time to time. The current version will always be available on this page.