Privacy Policy

Last updated: 12 July 2025

Privacy Policy
This Privacy Policy applies to Lindberg & Gustafsson Pty Ltd as trustee for TLFG Family Trust (trading as Green Bean Accountants) (“we”, “us”, “our”). At GBA, we value your privacy and are committed to protecting your personal information. This policy outlines how we collect, store, use, and disclose personal information during the course of our business. We handle your information responsibly and in accordance with the Privacy Act 1988 (Cth), including the Australian Privacy Principles (APPs) and any other applicable laws or codes. Your privacy is important to us, and this document sets out the standards we maintain in managing your personal data.

Information We Collect
GBA collects and holds personal information necessary for delivering our services and conducting our operations. This includes details you voluntarily provide when you enquire, engage our services, or otherwise contact us. Personal information refers to data that identifies or can reasonably identify an individual and may include your name, address, phone numbers, email address, date of birth, job title, and other contact or identity details. Depending on the services provided, we may also collect financial and business-related information such as investment details, payroll and taxation information, bank account details, and details of your financial circumstances, including assets, liabilities, income, expenditure, and investment preferences.

Collection of Information
We collect personal information directly from you wherever it is reasonable and practical to do so, and with your consent. This may occur through face-to-face meetings, telephone conversations, emails, completed forms, or interactions on our website or social media. In some instances, we may collect information from third parties, such as your other advisers or publicly available sources, where appropriate. If you provide us with information about another individual, we rely on you to ensure that the person is aware their information has been shared, understands the purpose for which it may be used, and knows how to access it. All personal information collected is handled in accordance with this policy.

Our website uses cookies to enhance your browsing experience. Cookies are small files placed on your device that collect information about your site usage, such as the number of visitors and their geographic location. This data is used for statistical purposes only, and no personally identifiable information is collected. Cookies may be session-based (temporary) or persistent (stored on your device for future visits). You can manage or disable cookies through your browser’s privacy settings, though some functionality may be limited. We may also use Google Analytics to collect non-identifiable data to improve our website’s performance and user experience.

Use of Personal Information
GBA staff, including professional and reception teams, may access your personal information as required to perform their duties and provide services to you. We collect, hold, and use personal information primarily to operate our business, communicate with clients, and fulfil reporting and management tasks. Personal information is only disclosed for the purpose for which it was collected and handled confidentially, or as required by law. We may also use your personal information for internal purposes, marketing (including from related entities), or to send you updates about our services, unless you opt out. Your information may be disclosed with your consent, or if required or authorised by law.

We will not disclose your personal information except in the following situations:

  • To our related companies or government bodies, as necessary to deliver our services;

  • With your consent;

  • Where required by law, such as in cases involving law enforcement, public health, or safety.

We may also disclose your information to third parties, including (but not limited to):

  • Your personal financial advisor and their service providers;

  • Legal advisors or other authorised representatives;

  • Government bodies such as the Australian Taxation Office or the Australian Securities and Investments Commission;

  • Off-site third-party providers of storage and archiving services;

  • Other third parties as required for our business operations.

All disclosures will be consistent with this Privacy Policy and relevant laws.

Keeping Your Information Safe
We take reasonable steps to ensure that all information we collect is accurate, complete, and up to date, and stored securely. We use a range of physical and digital security measures to safeguard your information and restrict access to authorised personnel only. These measures include password-protected IT systems, firewalls, intrusion detection systems, and physical security such as alarms and surveillance systems. We retain personal information for as long as necessary to meet our business or legal obligations. When information is no longer required, it will be securely destroyed or de-identified in accordance with our data retention and disposal policies.

While we strive to protect your information, please be aware that no internet transmission or storage system is entirely secure and breaches by unauthorised parties may occur.

Your Privacy Rights
Depending on your jurisdiction, you may have rights to access, correct, or delete your personal information, or to withdraw your consent. If you would like your personal information deleted, please contact us and we will take reasonable steps to delete it (unless we are required to retain it for legal, audit, or internal risk management purposes). If your information has changed, please contact our receptionist via phone, email, or mail, and we will update your records accordingly.

You may also lodge a complaint with the Office of the Australian Information Commissioner (OAIC) if you believe your privacy rights have been breached.

Updates to This Privacy Policy
We reserve the right to update this Privacy Policy. Changes will be published on our website, and the revised policy will apply from the date of publication, whether or not you receive individual notice.

Contact Us
To exercise your rights or manage your data: Email: info@gbacc.com.au