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Data Security

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Data Security & Confidentiality

We understand that your customers’ financial data is highly sensitive and should be controlled with highest level security and privacy. Our system is designed with industry-grade encryption, safe access control and regular data audit to ensure that the information is always preserved. Whether we are providing SMSF accounting services, data integrity and customer privacy remain our top priorities. All data transfers are safely encrypted, and only authorized personnel have access to client files. With our safe infrastructure and commitment to privacy, you can trust that your customer’s financial information is safe at every step.

SMSF backoffice services in Melbourne

We use bank-grade AES -256 encryption for data storage and secure SSL/TLS protocol for data transfer. Our system is preserved for unauthorized access and protection against cyber threats by firewall, multi-factor authentication, and real-time network monitoring. 

All client data is stored on a safe server in a controlled environment, either the ISO 27001 and SOC2 compliance on our personal cloud infrastructure or reliable cloud service providers. Your data is never transferred or shared without your clear authority.

Yes. Each team member handling client data is bound by a strict privacy and Non-Disclosure Agreement (NDA). Access is restricted on a requirement-to-people, and we apply role-based permissions to reduce exposure, especially in sensitive areas such as SMSF accounting services.

Absolutely. We comply with the Australian Privacy Act 1988, including the Notifiable Data Breaches (NDB) scheme. We also follow professional codes of ethics such as APES 110, ensuring integrity, fairness and privacy when handling bookkeeping services.

No, your data remains strictly confidential and any third party is never shared, sold or disclosed. If we use safe hosting providers, they are internationally certified and bound by strict data security agreements.

We apply multi-factor authentication (MFA), strong password policies and regular security audits. Our IT team actively monitors to ensure fishing efforts, ransomware risks and intrusion efforts to ensure maximum security. As part of our commitment across all services, including Tax planning services, data protection remains a top priority.

While our preventive measures are strong, we have a formal data breach response plan. In an unexpected incident of a violation, we will inform you immediately, examine the event, and take all the necessary steps to reduce risks in all outsourcing accounting workflows. 

We use encrypted file-sharing platforms and safe client portals. If you prefer, we can work directly within your own cloud system (Xero, Myob, Quickbooks online, or other safe environment. So that data can never leave your controlled infrastructure. 

All employees undergo regular cyber security training, privacy awareness programs and professional morality workshops. We also have strict internal monitoring and audit trails to ensure compliance with data security policies, especially in business activity statement services handling. 

Yes. Our office complex is preserved with a restricted biometric entry, CCTV surveillance, and safe server room with controlled access. No unauthorized personnel can reach sensitive systems or files.

Yes. Many of our clients prefer that we log in through their safe VPN or cloud accounting platforms, meaning that data never leaves your environment. 

If you choose to close our services, we will safely remove all data according to your instructions, ensuring that there will be no residual copies on our system. This is a standard part of our SMSF support and exit protocol. 

Yes. We maintain professional compensation and cyber liability insurance to give additional assurance against unexpected risks, especially valuable in high-transport areas. 

We have safe data backups, disaster recovery protocols and redundant infrastructure, ensuring that your work remains safe and accessible even in the event of technical disruption. 

Yes. We all follow ISO 27001 information safety practices and globally recognized cyber security structures to maintain the highest standards of privacy, integrity and availability in professional tax scheme operations.

Queries about Data Security?

We know that data security can raise a lot of questions and we welcome them.
Whether it is our privacy remedy or internal policies, we are happy to provide detailed
information before starting or enter into the privacy agreement. 


Let us connect and make sure you are confident at every step.