Ps Bal Pty Ltd · Business Services · Perth WA ABN 91 702 471 038

Privacy Policy

How Ps Bal Pty Ltd collects, uses, stores and protects your personal information.

Last updated: 1 July 2025 · ABN 91 702 471 038

Our commitment to your privacy

Ps Bal Pty Ltd (ABN 91 702 471 038) is committed to protecting the privacy and confidentiality of the personal information we handle. This Privacy Policy explains how we manage personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs) contained within it.

By using our website at https://psbal.site or engaging our business and financial services, you agree to the practices described in this policy.

Who we are

Ps Bal Pty Ltd is a business and financial services provider based in Perth, Western Australia. We support small businesses, sole traders and companies with accounting, bookkeeping, taxation support, business advisory and related compliance services.

The kinds of personal information we collect

The types of personal information we may collect include:

  • Your name, contact details (email address, mailing address) and business details;
  • Information you provide when requesting a quote or making an enquiry through our website;
  • Financial and business information reasonably required to provide our services, such as taxation records, financial statements, business activity statements and payroll information;
  • Information required to meet our obligations under Australian law, including tax file number and Australian Business Number details where relevant to the services we provide;
  • Communication records, including emails and correspondence between you and our team.

Where lawful and practicable, you have the option of dealing with us anonymously or using a pseudonym. However, in most cases we are unable to provide business or financial services without the necessary personal and business information.

How we collect personal information

We collect personal information in a number of ways, including:

  • Directly from you when you complete forms on our website, send us an email or correspond with us in writing;
  • When you engage our services and provide documentation relevant to the work we perform;
  • From third parties you authorise to provide information on your behalf, such as your bookkeeper, bank or other professional advisers;
  • From publicly available sources where it is unreasonable or impracticable to collect the information directly from you.

Why we collect and use personal information

We collect, hold, use and disclose personal information for purposes including:

  • Providing business, accounting and financial services to you;
  • Responding to enquiries and preparing quotations for prospective clients;
  • Managing our client relationships, invoicing and accounts;
  • Meeting our legal and regulatory obligations under Australian law, including the Corporation Act and taxation legislation;
  • Improving our website and the services we offer.

We will only use or disclose personal information for the primary purpose for which it was collected, or for a related purpose you would reasonably expect, unless you have consented to another use or the use is otherwise permitted by the APPs.

Disclosure of personal information

We do not sell, rent or trade personal information. We may disclose personal information to:

  • Professional advisers engaged to assist in delivering services to you, such as auditors or specialist consultants;
  • Government agencies, statutory bodies or regulators where we are required or authorised by law, including the Australian Taxation Office;
  • Third-party service providers who assist us with our operations, such as secure cloud hosting, document storage and email providers, under contractual confidentiality obligations;
  • Any other person you authorise us to disclose information to.

Some of our service providers may store data outside Australia. Where personal information is disclosed to an overseas recipient, we take reasonable steps to ensure the recipient handles the information in accordance with the APPs.

Direct marketing

We may use your contact details to send you updates about our services that we believe may be relevant to your business. Every marketing communication will include a simple way for you to opt out, and you may withdraw consent at any time by emailing ceo@psbal.site. We do not send direct marketing communications to individuals who have opted out, and we comply with the Spam Act 2003 (Cth).

Cookies and website analytics

Our website may use cookies and similar technologies to improve functionality, understand how visitors use the site and enhance your browsing experience. Cookies are small text files stored on your device. You can adjust your browser settings to refuse cookies or delete existing cookies; however, some features of the website may not function correctly without them. Information collected through cookies is generally de-identified and does not reveal your identity.

Data security and retention

We take reasonable steps to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure. These steps include access controls, secure storage systems and, where appropriate, encryption of data in transit and at rest.

We retain personal information only for as long as is reasonably necessary for the purposes for which it was collected, or as required by Australian record-keeping laws, including taxation record-keeping requirements. When information is no longer required, we take reasonable steps to destroy or de-identify it securely.

Access to and correction of your personal information

Under the APPs, you have a right to request access to the personal information we hold about you and to request corrections if you believe the information is inaccurate, out of date, incomplete, irrelevant or misleading. To make a request, please email ceo@psbal.site with details of your request.

We will respond to access and correction requests within a reasonable timeframe. In limited circumstances permitted by the APPs, we may decline a request and will provide reasons where we do so.

Making a privacy complaint

If you believe we have breached the APPs or mishandled your personal information, you may lodge a complaint by emailing ceo@psbal.site. Please include details of the concern so we can investigate appropriately.

We will acknowledge your complaint promptly and aim to provide a written response within 30 days. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au for further assistance.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, services or legal obligations. The current version will always be published on this page. Continued use of our website or services after an update constitutes acceptance of the revised policy.

Contact us about privacy

If you have any questions about this Privacy Policy or how we manage your personal information, please contact us:

Ps Bal Pty Ltd · ABN 91 702 471 038 · Business Services · Perth WA