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Legal

Privacy Policy

How GBTax handles the personal information you provide to us.

Last updated 4 September 2026

Who this policy applies to

This policy applies to General Books & Tax Pty Ltd, trading as GBTax, and to this website. We handle personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.

What we collect

The personal information we collect depends on the service you ask us to provide. Through this website, that is limited to what you enter into the enquiry form.

  • Your name, email address and, if you provide it, your phone number
  • The enquiry type you select and the message you write

If you go on to become a client, we will collect the further information needed to carry out the work, which typically includes tax file numbers, income and expense records, identity documents and details of your business or investments. That information is collected directly from you, or from the ATO and other parties where you have authorised us to do so.

How we use it

We use your information to respond to your enquiry, to provide the tax and accounting services you have engaged us for, to meet our own legal and professional obligations, and to contact you about your matters.

We do not sell your personal information, and we do not use it for unrelated marketing.

Who we disclose it to

We may disclose your information to the Australian Taxation Office and other government agencies where this is part of the service you have engaged us for or is required by law. We may also use third party software and service providers to store records and prepare lodgements. Where we do, we take reasonable steps to ensure they handle your information appropriately.

We will not disclose your information to anyone else without your consent, unless we are required or authorised to do so by law.

Storage and security

We take reasonable steps to protect the information we hold from misuse, loss and unauthorised access, including access controls and secure storage of both electronic and paper records. Records are retained for the periods required under tax and corporations law, and destroyed or de‑identified when no longer needed.

This website

This website does not use advertising or tracking cookies. The enquiry form is processed only to deliver your message to us.

Accessing or correcting your information

You can ask us for a copy of the personal information we hold about you, and ask us to correct it if it is inaccurate or out of date. Contact us using the details below and we will respond within a reasonable period.

Complaints

If you believe we have mishandled your personal information, contact us first so we can look into it. If you are not satisfied with our response, you can raise the matter with the Office of the Australian Information Commissioner at oaic.gov.au.

Contact

General Books & Tax Pty Ltd
Glenhaven, Sydney NSW 2765
Phone 0413 741 115
Email info@gbtax.com.au

GBTax

Professional tax and accounting services in Sydney.

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  • About
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  • Contact

Services

  • Individual
  • SMSF
  • Company Accounting & Compliance
  • Not-for-Profit Organisations
  • Bookkeeping, BAS & IAS
  • Business Advisory
  • Capital Gains Tax Management
  • Investment Property
  • Cryptocurrency & Share Trading

Contact

  • Glenhaven, Sydney NSW 2765
  • 0413 741 115
  • info@gbtax.com.au

© 2026 General Books & Tax Pty Ltd.

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GBTax is a registered tax agent practice. Tax Agent Number 26296413. Information on this website is general in nature and does not take your personal circumstances, objectives or financial situation into account. Please seek advice specific to your situation before acting on it.

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