About Us
We have built our reputation on our close relationships with our clients, and our ability to help them succeed.
RTAG began as a team of sisters born and raised in the Macedon Ranges. After obtaining our degrees, we started doing tax returns for friends and keeping books for a few local businesses to allow them to focus on their trade.
Ten years later, over 1,000 individuals and businesses entrust RTAG with their most valuable resources and information. They rely on our knowledge, diligence, and insight to help their businesses grow and their families thrive.
We invest in our community, and care deeply about helping local businesses reach their full potential.
Our clients stick with RTAG because they know that we will help them deliver the best results possible, every time.
Our Commitment to Your Privacy
RTAG is committed to providing quality services to you and this policy outlines our ongoing obligations to you in respect of how we manage your Personal Information.
We have adopted the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (the Privacy Act). The NPPs govern the way in which we collect, use, disclose, store, secure and dispose of your Personal Information. We also adhere to all regulations and requirements imposed on accountants by all relevant regulatory and licensing bodies, including the Australian Tax Office, the Tax Practitioners Board of Australia, and CPA Australia.
A copy of the Australian Privacy Principles may be obtained from the website of The Office of the Australian Information Commissioner at https://www.oaic.gov.au/.
What is Personal Information and why do we collect it?
Personal Information is information or an opinion that identifies an individual. Examples of Personal Information we collect includes names, addresses, email addresses, phone and facsimile numbers.
This Personal Information is obtained in many ways including interviews, correspondence, by telephone and facsimile, by email, via our website www.rtag.com.au, from forms you may fill out on our website, and from third parties.
We collect your Personal Information for the primary purpose of providing our services to you. We may also use your Personal Information for secondary purposes closely related to the primary purpose, in circumstances where you would reasonably expect such use or disclosure.
Sensitive Information
Sensitive information is defined in the Privacy Act to include information or opinion about such things as an individual's racial or ethnic origin, political opinions, membership of a political association, religious or philosophical beliefs, membership of a trade union or other professional body, criminal record or health information.
Sensitive information will be used by us only:
• For the primary purpose for which it was obtained
• For a secondary purpose that is directly related to the primary purpose
• With your consent; or where required or authorised by law..
Disclosure of Information
Your Information may be disclosed in a limited number of circumstances including the following:
• Third parties where you consent to the use or disclosure, or where such use or disclosure is required to provide a service that you consent to; and
• Where required or authorised by law.
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. Documentation including but not limited to a working paper file and any tax forms we prepare and lodge will be retained by RTAG for the appropriate statutory time period, with continued confidentiality assured. This retention is required under Australian law and there is no charge for retention or maintenance of these records.
Access to your Personal Information
You may access the Personal Information we hold about you and to update and/or correct it, subject to certain exceptions. If you ever wish to access your Personal Information, please contact us in writing.
RTAG may charge an administrative fee for providing a copy of your Personal Information.
In order to protect your Personal Information, RTAG may require identification from you before releasing the requested information.
Maintaining the Quality of your Personal Information
It is an important to us that your Personal Information is up to date. We will take reasonable steps to make sure that your Personal Information is accurate, complete and up-to-date. If you find that the information we have is not up to date or is inaccurate, please advise us as soon as practicable so we can update our records and ensure we can continue to provide quality services to you.