Tegus Pty Ltd (ABN 13 680 308 758) trading as Tegus Business Advisory is committed to protecting the privacy of our clients, website visitors, and anyone who interacts with us. This policy explains what personal information we collect, how we use it, and your rights in relation to it.
We are bound by the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). By using our website or engaging our services, you agree to the collection and use of information as described in this policy.
Note: This policy covers both our website (tegus.com.au) and our client advisory engagements. The nature and volume of information collected during a client engagement is substantially greater than information collected through the website alone.
1. Who We Are
Tegus Pty Ltd
ABN 13 680 308 758
Trading as Tegus Business Advisory
Suite 6, 108-120 Young Street, Frankston VIC 3199
info@tegus.com.au
tegus.com.au
2. Information We Collect
Via Our Website
When you interact with our website we may collect:
- Your email address when you subscribe to our articles or newsletter
- Your email address when you register interest in our Business Blueprint course
- Booking details (name, email, and any information provided) when you book a call via Microsoft Bookings
- Technical data such as IP address, browser type, and pages visited via analytics tools (if enabled)
During Client Engagements
During the course of providing business advisory services, we collect substantially more information. This may include:
- Personal identifying information — name, address, date of birth, contact details
- Financial information — revenue, expenses, profit and loss, balance sheets, cash flow data, bank account details, tax records
- Business information — structure, ownership, staff, operations, systems, processes
- Strategic and personal goals — both business and personal in nature
- Information about third parties connected to your business — employees, directors, partners, suppliers
- Any other information reasonably necessary to provide advisory services
We collect only what is necessary to provide our services effectively. You are not obligated to provide information, but withholding it may limit the advice we can offer.
3. How We Use Your Information
We use personal information to:
- Provide, manage and improve our business advisory services
- Communicate with you about your engagement, appointments and enquiries
- Send articles, newsletters and course updates you have opted into
- Comply with our legal and professional obligations as a CPA practice
- Maintain proper records of our professional engagements
- Improve our website and understand how visitors use it
We do not sell, rent or trade your personal information to third parties for marketing purposes.
4. How We Store and Protect Your Information
We take reasonable steps to protect personal information from misuse, loss, unauthorised access, modification or disclosure. Information is stored using reputable third-party platforms with appropriate security measures in place.
Client engagement data is retained for a minimum of seven years in accordance with professional and legal obligations. Website subscription data is retained until you unsubscribe or request deletion.
While we take every reasonable precaution, no method of electronic storage or transmission is 100% secure. We cannot guarantee absolute security.
5. Third Party Services
We use the following third-party services which may collect or process personal information:
- Formspree — processes email signup form submissions on our website
- Microsoft Bookings — manages appointment scheduling
- Google reCAPTCHA — protects our forms from spam and abuse
- Microsoft 365 — email and business communications
- Mailerlite (when activated) — email list management and newsletter distribution
Each of these services operates under their own privacy policies. We encourage you to review them if you have concerns about how your data is handled by these providers.
6. Disclosure of Information
We do not disclose your personal information to third parties except in the following circumstances:
- Where you have given consent
- Where required or authorised by law
- To professional advisors (legal, accounting) where necessary in the course of providing services
- To third-party service providers who assist us in operating our business, under strict confidentiality obligations
- Where disclosure is necessary to protect the rights, property or safety of Tegus, our clients or others
7. Your Rights
Under the Australian Privacy Act you have the right to:
- Access the personal information we hold about you
- Request correction of inaccurate or outdated information
- Request deletion of your information (subject to our legal retention obligations)
- Opt out of marketing communications at any time
- Make a complaint about how we have handled your personal information
To exercise any of these rights, please contact us at the details below. We will respond within 30 days.
8. Complaints
If you believe we have breached the Australian Privacy Principles, you may make a complaint by contacting us directly. We will investigate and respond within 30 days.
If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.
9. Updates to This Policy
We may update this privacy policy from time to time. The current version will always be available at tegus.com.au/privacy-policy. We encourage you to review it periodically.
This policy was last updated in May 2025.
Professional advice notice: This privacy policy has been prepared based on the requirements of the Australian Privacy Act 1988 (Cth) and the Australian Privacy Principles. It is recommended that this document be reviewed periodically by a qualified legal practitioner to ensure ongoing compliance.
10. Contact Us
For any privacy-related enquiries, requests or complaints:
Tegus Pty Ltd
ABN 13 680 308 758
Suite 6, 108-120 Young Street, Frankston VIC 3199