As your business prospers, we can assist you in expanding your entity structure and portfolios. We can prepare and lodge the relevant documentation such as:

• Company Incorporations
• Trust Establishments
• Business and Trade Names
• Deeds

RjS Accounting Services Pty Ltd are registered partners of the latest versions of standard accounting software packages including:

• MYOB
• Xero
• Quickbooks

We have also worked with many other specialist programs – Attaché, ABM, Constructor, Console, Cashflow Manager and Phoenix to name a few.

There are a range of strategies to help your business function fabulously, which enable you to monitor its progress and identify any improvements that may be necessary.  These include (but are not limited to):

• Business Plans
• Cashflow Forecasts
• Budgets
• Quarterly Business Reviews
• Business Valuations
• Monthly/Quarterly monitoring
• Coaching/Mentoring

Whilst death and/or incapacity are not dinner conversation topics, they are essential. Besides gaining the peace of mind that your loved ones will be cared for, there are many “hidden” taxes that, if structured correctly, you can avoid your estate paying.

We will assist you through this process gently, and can provide you with a booklet which we have prepared as a record of all information that is needed when the times comes.

We happily keep a copy of this booklet for safe-keeping on our system for you and your family.

As a registered tax practitioner, our firm is required under the Tax Agent Services Act 2009 (TASA) and the Tax Practitioners Board (TPB) Code of Professional Conduct (Determination 2024) to inform you of the following:

• You can verify Kylie Anderson’s registration status via the TPB Register:  www.tpb.gov.au/public-register
• If you have concerns regarding the tax services provided, you may file a complaint with the TPB at www.tpb.gov.au/complaints
• Our firm is legally obligated to act in your best interest and comply with taxation laws.  In return, we ask that you provide truthful and timely financial information necessary for compliance and advisory services.
• Please see this factsheet for further information https://www.tpb.gov.au/sites/default/files/2025-03/Information%20for%20clients%20factsheet%202025_0.pdf

RJS ACCOUNTING SERVICES PTY LTD

PRIVACY POLICY

RJS Accounting Services Pty Ltd ACN 010 649 984 (RJS Accounting) is committed to treating the personal information we collect in accordance with the Australian Privacy Principles in the Privacy Act 1988 (Cth) (Privacy Act). This Privacy Policy sets out how RJS Accounting handles all personal information.

This Privacy Policy does not apply to personal information collected by RJS Accounting that is exempted under the Privacy Act, for example employee records.

RJS Accounting will modify this Privacy Policy if required to reflect its current privacy practices.

PERSONAL INFORMATION – WHAT WE COLLECT

The types of personal information we collect includes:

• Contact Information & Personal Data: your name, date of birth, age, gender, address, email address, and telephone details.
• Government Related Identifiers: your tax file number, Medicare number, Individual Healthcare identifier, Australian Business Number, director identification numbers and others.
• Sensitive Information: In some circumstances, RJS Accounting may collect information that is considered sensitive information. For example, current financial and accounting information, legal information, information about family and entity structures, Centrelink eligibility and commitments.
• Payment Details: your credit card, bank account details, and billing information to complete purchases.
• Financial Details: your financial details and occupation, which may include budget information, wages/salary information, and general expenditure.
• Employer & Profession: your professional details and information about your employer or an organisation you represent.
• Identification Documents: your driver’s licence, passport or other photographic identification documents.
• Employment Information: We collect personal information when recruiting personnel, such as your name, contact details, qualifications and work history. Generally, we will collect this information directly from you. We may also collect personal information from third parties in ways which you would expect (for example, from recruitment agencies or referees you have nominated). Before offering you a position, we may collect additional details such as your tax file number and superannuation information and other information necessary to conduct background checks to determine your suitability for certain positions.
• Other Information: It may be necessary in some circumstances for RJS Accounting to collect sensitive information about you in order to provide specific services or for recruiting purposes.

PERSONAL INFORMATION – HOW WE COLLECT IT

We collect your personal information from you directly (for example, when we deal with you in person or over the phone, when you send us correspondence (including via email), when you complete a questionnaire or forms. Sometimes it may be necessary for us to collect your personal information from a third party.

Purpose of Collection

RJS Accounting collects, holds and uses personal information for a number of purposes including:

• to provide professional services
  • to provide technology services and solutions
  •    to respond to requests or queries
  •    to maintain contact with our clients and other contacts
  •    to keep our clients and other contacts informed of our services
  •    to notify of seminars and other events
  •    for administrative purposes
  •    for recruitment purposes
  •    for purposes relating to the employment of our personnel, providing internal services or       benefits to our partners and staff and for matters relating to the partnership
  •    for seeking your feedback
  •    to meet any regulatory obligations
  •    for any other business related purposes

Security of Personal Information

Your Personal Information is stored in a manner that reasonably protects it from misuse and loss and from unauthorized access, modification or disclosure.

When your Personal Information is no longer needed for the purpose for which it was obtained, we will take reasonable steps to destroy or permanently de-identify your Personal Information.

However, most of the Personal Information is or will be stored in client files which will be kept by us for a minimum of 5 years.

Your Personal Information may be disclosed in a number of circumstances including the following:

• Third parties where you consent to the use or disclosure; and
• Where required or authorised by law.

KEEPING PERSONAL INFORMATION CURRENT

If you believe that any personal information RJS Accounting obtains about you is inaccurate, not up-to-date, incomplete, irrelevant or misleading, you may request correction. Please contact us and we will take reasonable steps to correct it in accordance with the requirements of the Privacy Act.

COMPLAINTS

If you wish to make a complaint to RJS Accounting about our handling of your personal information, please contact us.  You will be asked to set out the details of your complaint in writing.

RJS Accounting will endeavour to reply to you within 30 days of receipt of the complaint and, where appropriate, will advise you of the general reasons for the outcome of the complaint. If you are not satisfied with the outcome of your complaint, you can refer your complaint to the Office of the Australian Information Commissioner.

HOW TO CONTACT US

We welcome any comments or questions about our Privacy Policy. Please contact us as follows:

RJS Accounting Services Pty Ltd
Suite 19, 97 Poinciana Avenue
TEWANTIN QLD 4565

PO Box 11
TEWANTIN QLD 4565

Ph: 07 5449 9299
Email: info@rjsaccounting.com.au