Privacy Policy

When we talk about ’us’, ’our’ or ’we’, it means https://tridentfinancial.com.au. The words ’you’ or ’your’ means you, the visitor to our website.

Personal information is information that would identify you, or from which you can be identified. It is important to us to protect your personal information. We don’t give it away or sell it and we have systems in place to protect it.

COLLECTION

We collect personal information about you when you give it to us, usually when you complete an online form. We don’t collect your information from anywhere or anyone else.

We may also use ‘cookies’ so that you can customize our web pages or so that you do not have to keep filling in your details repeatedly. Cookies may also track the information that you access online and affect the display of any advertisements on our website to reflect your preferences. Cookies do not necessarily collect information that can identify who you are, more about what you like. You can change your browser settings, or use anti-virus software to limit the ability of cookies to track your internet use. If you want to find out more about ‘cookies’ and how they work, we suggest you look up Wikipedia.

USE

We use your personal information in an effort to tailor your experience of our products and services specifically for you. We want to offer you products and information you want, not stuff you have no interest in.

DISCLOSURE

We don’t give away or sell your personal information. We will disclose your personal information if we are legally compelled to do so or need to provide instruction to our professional advisors.

We might use another provider to deliver our products or services to you. If they need your personal information to complete that delivery we will require them to use your information only for that purpose and then destroy it.

STORAGE OVERSEAS

We may change the host of this website from time to time in accordance with our business requirements. This may mean that the information collected through our website is hosted overseas. We do our best to use reputable companies that have appropriate information protection to host our website.

LINKS AND PUBLIC FORUMS

We have no control over the information accessed through links from our site. You use links at your own risk.

If you post your personal information in a public forum, we have no control over how it is used and no responsibility to protect it for you.

FEEDBACK

Any feedback or concerns regarding the way we manage your personal information should be directed to Trident Finacial. We will take action to fix any problems, within reason. We will update this policy from time to time to meet our legal obligations.

Information we are required to Disclose to You

As a Tax Agent, our work for you is performed in accordance with the Tax Agent Services Act 2009. Under this Act,

the Tax Agent Services (Code of Professional Conduct) Determination 2024 requires that we make the following disclosures to you:

1.Matters that could significantly influence your decision to engage us (or continue to engage us) for a Tax Agent Service from 1 July 2022 onward include the following:
– During our 7 years of operation, in the 2023 Financial Year we had one complaint to the Tax Practitioners Board which resulted in a written caution.

2.The Tax Practitioner’s Board maintains a register of Tax Agents and BAS Agents. You can access and search this register here: https://www.tpb.gov.au/public-register.

3.If you have a complaint about our Tax Agent services, you will need to contact your Accountant in the first instance with details by email. If they are unable to resolve your complaint within 5 business days, please contact Haydn Stewart by email haydn@tridentfinancial.com.au. Your complaint will be investigated by the partner who is not involved in the subject matter of the dispute where possible. We will provide you with email acknowledgement of receipt of your  complaint and our understanding of the circumstances. The email will inform you that we will attempt to resolve your complaint with 14 days and will outline the dispute resolution process. If you are unhappy with the outcome that we propose to you, you can then make a complaint to the Tax Practitioners Board (TPB) using the link listed above. The TPB will send you an email to acknowledge the receipt of your complaint and review and risk assess your complaint. If you are unhappy with how the TPB has dealt with your complaint, the above link includes details about your review rights and who can further assist you.