Privacy Policy

Ledgix (Australia) Pty Ltd (ABN 48 699 144 235) (“Ledgix”, “we”, “us” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, hold and disclose your personal information.

We handle personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). By using our website and services, you agree to the collection and use of information as described in this policy.

We collect personal information that is reasonably necessary to provide our services to you. This may include:

• Identity and contact details, such as your name, email address, phone number and postal address.
• Financial and tax information, such as your ABN, income, invoices, expenses, bank account details and tax file number.
• Account and usage information, such as login details and how you interact with our website and app.
• Communications you have with us, including messages, calls and support requests.

Where it is lawful and practicable, you may choose to deal with us anonymously or using a pseudonym.

We use your personal information to:

• Provide, manage and improve our services, including calculating, setting aside and paying your tax.
• Prepare and lodge tax returns, BAS and other documents on your behalf.
• Communicate with you and provide support.
• Meet our legal, regulatory and compliance obligations.
• Keep our services secure and prevent fraud.

We may disclose your personal information to:

• Government bodies such as the Australian Taxation Office, where required to deliver our services or comply with the law.
• Trusted service providers who help us operate, such as payment, identity verification and cloud hosting providers, under strict confidentiality obligations.
• Professional advisers, regulators or law enforcement where permitted or required by law.

We do not sell your personal information. We only disclose it to overseas recipients where appropriate safeguards are in place.

We take reasonable steps to protect your personal information from misuse, interference, loss, and unauthorised access, modification or disclosure. This includes encryption, access controls and independently reviewed security practices.

We retain personal information only for as long as necessary to provide our services and to meet our legal and record-keeping obligations.

You have the right to request access to the personal information we hold about you, and to ask us to correct it if it is inaccurate, out of date or incomplete.

To make a request, please contact us using the details below. We will respond within a reasonable period and may need to verify your identity first.

Our website uses cookies and similar technologies to help it function, remember your preferences and understand how it is used. You can control cookies through your browser settings, though some features may not work as intended if you disable them.

We may update this Privacy Policy from time to time. We will post any changes on this page and update the “last updated” date above. We encourage you to review it periodically.

If you have any questions, requests or complaints about your privacy, please contact our Privacy Officer at privacy@ledgix.com.au, or by post at Level 8, 120 Collins Street, Melbourne VIC 3000.

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