Terms of Service
Bourne & Weir Pty Ltd
Updated September 2025
Professional Standards
Our Services will be conducted in accordance with the relevant professional and ethical standards issued by the Accounting Professional & Ethical Standards Board Limited (APESB). The extent of our engagement will be limited exclusively to provision of the Services. As a result, no audit or review will be performed and, accordingly, no assurance will be expressed. Our engagement cannot be relied upon to disclose irregularities including fraud or other illegal acts and errors that may exist. However, we will endeavour to inform you of any such matters that come to our attention.
Professional Standards
Our Services will be conducted in accordance with the relevant professional and ethical standards issued by the Accounting Professional & Ethical Standards Board Limited (APESB). The extent of our engagement will be limited exclusively to provision of the Services. As a result, no audit or review will be performed and, accordingly, no assurance will be expressed. Our engagement cannot be relied upon to disclose irregularities including fraud or other illegal acts and errors that may exist. However, we will endeavour to inform you of any such matters that come to our attention.
Professional Standards
Our Services will be conducted in accordance with the relevant professional and ethical standards issued by the Accounting Professional & Ethical Standards Board Limited (APESB). The extent of our engagement will be limited exclusively to provision of the Services. As a result, no audit or review will be performed and, accordingly, no assurance will be expressed. Our engagement cannot be relied upon to disclose irregularities including fraud or other illegal acts and errors that may exist. However, we will endeavour to inform you of any such matters that come to our attention.
Insurance
Bourne & Weir takes out professional indemnity insurance in relation to our practice each year.
Funds Held on Trust:
From time to time, we may receive money on your behalf. These funds will be held in our practice trust account, which is audited on an annual basis.
Insurance
Bourne & Weir takes out professional indemnity insurance in relation to our practice each year.
Funds Held on Trust:
From time to time, we may receive money on your behalf. These funds will be held in our practice trust account, which is audited on an annual basis.
Insurance
Bourne & Weir takes out professional indemnity insurance in relation to our practice each year.
Funds Held on Trust:
From time to time, we may receive money on your behalf. These funds will be held in our practice trust account, which is audited on an annual basis.
Clients Records
Unless agreed to the contrary, source documents such as ledgers, receipts, invoices and journals, correspondence between the ATO and you, ATO notices of assessment, letters of advice, books of account, tax returns and financial statements prepared by us remain your property. Our working papers and documents remain our property.
You are required by law to keep full and accurate records relating to your tax affairs. It is your responsibility to keep those records depending on the relevant legislation for anywhere between five (5) and seven (7) years.
Clients Records
Unless agreed to the contrary, source documents such as ledgers, receipts, invoices and journals, correspondence between the ATO and you, ATO notices of assessment, letters of advice, books of account, tax returns and financial statements prepared by us remain your property. Our working papers and documents remain our property.
You are required by law to keep full and accurate records relating to your tax affairs. It is your responsibility to keep those records depending on the relevant legislation for anywhere between five (5) and seven (7) years.
Clients Records
Unless agreed to the contrary, source documents such as ledgers, receipts, invoices and journals, correspondence between the ATO and you, ATO notices of assessment, letters of advice, books of account, tax returns and financial statements prepared by us remain your property. Our working papers and documents remain our property.
You are required by law to keep full and accurate records relating to your tax affairs. It is your responsibility to keep those records depending on the relevant legislation for anywhere between five (5) and seven (7) years.
Lien over Documents
In the event of the termination of services, you are advised that we may invoke a lien over certain documents we have prepared, and we will hold these documents until all outstanding fees have been paid, or satisfactory agreements have been made. A lien is a right to hold certain documents or property until the debt incurred in respect of those documents or property has been paid.
Lien over Documents
In the event of the termination of services, you are advised that we may invoke a lien over certain documents we have prepared, and we will hold these documents until all outstanding fees have been paid, or satisfactory agreements have been made. A lien is a right to hold certain documents or property until the debt incurred in respect of those documents or property has been paid.
Lien over Documents
In the event of the termination of services, you are advised that we may invoke a lien over certain documents we have prepared, and we will hold these documents until all outstanding fees have been paid, or satisfactory agreements have been made. A lien is a right to hold certain documents or property until the debt incurred in respect of those documents or property has been paid.
Your Grant of Authority to us
By engaging us to act on your behalf, you authorise us to send, receive and obtain correspondence and information to and from the Australian Taxation Office and other regulatory and government bodies and to obtain information, records and documents from your financial planner, risk insurer, share registry, brokers, bankers, solicitors, investments and finance companies and other relevant bodies where necessary to provide the Services.
Your Grant of Authority to us
By engaging us to act on your behalf, you authorise us to send, receive and obtain correspondence and information to and from the Australian Taxation Office and other regulatory and government bodies and to obtain information, records and documents from your financial planner, risk insurer, share registry, brokers, bankers, solicitors, investments and finance companies and other relevant bodies where necessary to provide the Services.
Your Grant of Authority to us
By engaging us to act on your behalf, you authorise us to send, receive and obtain correspondence and information to and from the Australian Taxation Office and other regulatory and government bodies and to obtain information, records and documents from your financial planner, risk insurer, share registry, brokers, bankers, solicitors, investments and finance companies and other relevant bodies where necessary to provide the Services.
Limitation of Liability
Our Liability is limited by a scheme approved under Professional Standards Legislation. For more information please visit: Chartered Accounts ANZ
Limitation of Liability
Our Liability is limited by a scheme approved under Professional Standards Legislation. For more information please visit: Chartered Accounts ANZ
Limitation of Liability
Our Liability is limited by a scheme approved under Professional Standards Legislation. For more information please visit: Chartered Accounts ANZ
Termination
Either Bourne & Weir or you may terminate this Agreement at any time subject to any applicable law.
Any provision of this Agreement which is capable of having effect after its termination will survive and remain in full force and effect after its termination.
On the termination of this Agreement you agree to immediately pay to us:
(fees and charges) our professional fees to date including work in progress, and charges for all Services and any other additional work provided for you or any associated entity.
(disbursements) the amount of any disbursements that we have incurred either as Principal or as your agent on your behalf, professional fees, charges, and disbursements properly incurred before or after termination; and
(collectively "Final Payment") if you have entered into a direct-debit agreement with a third-party provider to pay our professional fees, you agree that your Final Payment will be paid via that direct-debit agreement.
On the termination of this Agreement, we are entitled to retain custody of your papers, documents, and files until you have paid all our accounts in full and for the purposes of complying with our statutory obligations. In addition, for any reason:
(licences) any licence which you have been expressly or impliedly granted to use, any physical or electronic documents, files or other materials in which the intellectual property rights are owned or licensed by us (including, without limitation, any copyright in such materials) will be deemed to be null and void, having no force or effect; and
(materials) you must, at our option, either return to us or destroy copies of all such materials in your possession or control immediately upon our request, except where you have paid all our accounts for the matter and all related matters in full on or before termination of this Agreement.
On termination of this Agreement, you authorise us to destroy any of your papers, documents or files relating to a matter which you have not retrieved within five (5) years for tax related services, seven (7) years for company secretarial services and ten (10) years for self-managed superfund after the completion of the matter.
Termination
Either Bourne & Weir or you may terminate this Agreement at any time subject to any applicable law.
Any provision of this Agreement which is capable of having effect after its termination will survive and remain in full force and effect after its termination.
On the termination of this Agreement you agree to immediately pay to us:
(fees and charges) our professional fees to date including work in progress, and charges for all Services and any other additional work provided for you or any associated entity.
(disbursements) the amount of any disbursements that we have incurred either as Principal or as your agent on your behalf, professional fees, charges, and disbursements properly incurred before or after termination; and
(collectively "Final Payment") if you have entered into a direct-debit agreement with a third-party provider to pay our professional fees, you agree that your Final Payment will be paid via that direct-debit agreement.
On the termination of this Agreement, we are entitled to retain custody of your papers, documents, and files until you have paid all our accounts in full and for the purposes of complying with our statutory obligations. In addition, for any reason:
(licences) any licence which you have been expressly or impliedly granted to use, any physical or electronic documents, files or other materials in which the intellectual property rights are owned or licensed by us (including, without limitation, any copyright in such materials) will be deemed to be null and void, having no force or effect; and
(materials) you must, at our option, either return to us or destroy copies of all such materials in your possession or control immediately upon our request, except where you have paid all our accounts for the matter and all related matters in full on or before termination of this Agreement.
On termination of this Agreement, you authorise us to destroy any of your papers, documents or files relating to a matter which you have not retrieved within five (5) years for tax related services, seven (7) years for company secretarial services and ten (10) years for self-managed superfund after the completion of the matter.
Termination
Either Bourne & Weir or you may terminate this Agreement at any time subject to any applicable law.
Any provision of this Agreement which is capable of having effect after its termination will survive and remain in full force and effect after its termination.
On the termination of this Agreement you agree to immediately pay to us:
(fees and charges) our professional fees to date including work in progress, and charges for all Services and any other additional work provided for you or any associated entity.
(disbursements) the amount of any disbursements that we have incurred either as Principal or as your agent on your behalf, professional fees, charges, and disbursements properly incurred before or after termination; and
(collectively "Final Payment") if you have entered into a direct-debit agreement with a third-party provider to pay our professional fees, you agree that your Final Payment will be paid via that direct-debit agreement.
On the termination of this Agreement, we are entitled to retain custody of your papers, documents, and files until you have paid all our accounts in full and for the purposes of complying with our statutory obligations. In addition, for any reason:
(licences) any licence which you have been expressly or impliedly granted to use, any physical or electronic documents, files or other materials in which the intellectual property rights are owned or licensed by us (including, without limitation, any copyright in such materials) will be deemed to be null and void, having no force or effect; and
(materials) you must, at our option, either return to us or destroy copies of all such materials in your possession or control immediately upon our request, except where you have paid all our accounts for the matter and all related matters in full on or before termination of this Agreement.
On termination of this Agreement, you authorise us to destroy any of your papers, documents or files relating to a matter which you have not retrieved within five (5) years for tax related services, seven (7) years for company secretarial services and ten (10) years for self-managed superfund after the completion of the matter.
Conflict of Interest
In accordance with our obligations under the Tax Agent Services Act 2009 and the Code of Professional Conduct issued by the Tax Practitioners Board (TPB), we have an ongoing duty to avoid or appropriately manage conflicts of interest.
We confirm that, at the time of this engagement, we are not aware of any actual or potential conflict of interest that may impact our ability to act in your best interests.
If we become aware of a conflict of interest during our engagement:
We will notify you promptly.
We will disclose the nature of the conflict clearly.
We will take all reasonable steps to manage the conflict, including withdrawing from the engagement if necessary.
Your informed consent will be obtained before continuing to act where a conflict may exist.
Conflict of Interest
In accordance with our obligations under the Tax Agent Services Act 2009 and the Code of Professional Conduct issued by the Tax Practitioners Board (TPB), we have an ongoing duty to avoid or appropriately manage conflicts of interest.
We confirm that, at the time of this engagement, we are not aware of any actual or potential conflict of interest that may impact our ability to act in your best interests.
If we become aware of a conflict of interest during our engagement:
We will notify you promptly.
We will disclose the nature of the conflict clearly.
We will take all reasonable steps to manage the conflict, including withdrawing from the engagement if necessary.
Your informed consent will be obtained before continuing to act where a conflict may exist.
Conflict of Interest
In accordance with our obligations under the Tax Agent Services Act 2009 and the Code of Professional Conduct issued by the Tax Practitioners Board (TPB), we have an ongoing duty to avoid or appropriately manage conflicts of interest.
We confirm that, at the time of this engagement, we are not aware of any actual or potential conflict of interest that may impact our ability to act in your best interests.
If we become aware of a conflict of interest during our engagement:
We will notify you promptly.
We will disclose the nature of the conflict clearly.
We will take all reasonable steps to manage the conflict, including withdrawing from the engagement if necessary.
Your informed consent will be obtained before continuing to act where a conflict may exist.
Dispute or Complaint
We are committed to providing high-quality professional services and maintaining open and respectful communication with our clients. If you are dissatisfied with any aspect of our service, please raise your concern with us directly as soon as possible so that we can attempt to resolve the issue promptly and fairly.
In the first instance, please contact your key contacts as per engagement letter.
We will aim to acknowledge your complaint within seven (7) business days and seek to resolve it within 14 business days, depending on complexity.
If we are unable to resolve your complaint to your satisfaction, you may escalate the matter to the Tax Practitioners Board (TPB), which regulates registered tax practitioners under the Tax Agent Services Act 2009.
Dispute or Complaint
We are committed to providing high-quality professional services and maintaining open and respectful communication with our clients. If you are dissatisfied with any aspect of our service, please raise your concern with us directly as soon as possible so that we can attempt to resolve the issue promptly and fairly.
In the first instance, please contact your key contacts as per engagement letter.
We will aim to acknowledge your complaint within seven (7) business days and seek to resolve it within 14 business days, depending on complexity.
If we are unable to resolve your complaint to your satisfaction, you may escalate the matter to the Tax Practitioners Board (TPB), which regulates registered tax practitioners under the Tax Agent Services Act 2009.
Dispute or Complaint
We are committed to providing high-quality professional services and maintaining open and respectful communication with our clients. If you are dissatisfied with any aspect of our service, please raise your concern with us directly as soon as possible so that we can attempt to resolve the issue promptly and fairly.
In the first instance, please contact your key contacts as per engagement letter.
We will aim to acknowledge your complaint within seven (7) business days and seek to resolve it within 14 business days, depending on complexity.
If we are unable to resolve your complaint to your satisfaction, you may escalate the matter to the Tax Practitioners Board (TPB), which regulates registered tax practitioners under the Tax Agent Services Act 2009.
Responsibilities of Each Party
In accordance with our obligations under the Tax Agent Services Act 2009 and the TPB Code of Professional Conduct, it is important that both parties clearly understand their responsibilities in this engagement.
Your Responsibilities as the Client:
You agree to provide all information required for us to complete the agreed services in a timely, accurate, and complete manner.
You are solely responsible for maintaining proper records, including original documentation to support your financial and taxation affairs.
You must advise us promptly of any changes to your circumstances that may affect the scope or nature of our services.
You are responsible for reviewing all documentation we prepare on your behalf before lodgement, to confirm its accuracy and completeness.
You acknowledge that under the self-assessment system, the ATO accepts most lodged returns without manual review, making the accuracy of your information critical.
Our Responsibilities as Your Tax Practitioner:
We will act with honesty, integrity, independence, and in your best interests, in accordance with the TPB Code of Professional Conduct.
We will use reasonable care and due diligence in preparing your tax and financial documentation based on the information you provide. This includes:
advising you promptly of any significant developments, issues, or risks that arise during the engagement that may affect your tax affairs or compliance obligations.
Advising you on the application of the Taxation Law, including any possible penalties and other legal tax consequence, to allow you to make an informed decision of the course of action to be taken;
Informing of your rights, responsibilities, and the options available under Taxation Law, including your ability to lodge objections and appeals against any adverse decisions made by the Australian Taxation Office or other federal or state revenue authorities, where applicable.
We will also notify you of any information or documents we require from you in a timely manner to ensure that the services can be completed effectively and on time.
We will take reasonable steps to ensure you understand your obligations and the consequences of decisions made based on our advice.
We will comply with all relevant tax laws and professional standards.
We will maintain the confidentiality of your personal and financial information, except where disclosure is legally required or authorised by you.
As a registered accounting firm and provider of tax agent services, we are committed to maintaining the highest standards of integrity in all communications with regulatory authorities, including the Tax Practitioners Board (TPB) and the Australian Taxation Office (ATO). This includes:
make false or misleading statements to the TPB or the Commissioner of Taxation, whether intentionally or through negligence.
Misrepresenting facts in client matters
Omitting relevant information from submissions or correspondence
Providing inaccurate declarations, documents, or statements
Responsibilities of Each Party
In accordance with our obligations under the Tax Agent Services Act 2009 and the TPB Code of Professional Conduct, it is important that both parties clearly understand their responsibilities in this engagement.
Your Responsibilities as the Client:
You agree to provide all information required for us to complete the agreed services in a timely, accurate, and complete manner.
You are solely responsible for maintaining proper records, including original documentation to support your financial and taxation affairs.
You must advise us promptly of any changes to your circumstances that may affect the scope or nature of our services.
You are responsible for reviewing all documentation we prepare on your behalf before lodgement, to confirm its accuracy and completeness.
You acknowledge that under the self-assessment system, the ATO accepts most lodged returns without manual review, making the accuracy of your information critical.
Our Responsibilities as Your Tax Practitioner:
We will act with honesty, integrity, independence, and in your best interests, in accordance with the TPB Code of Professional Conduct.
We will use reasonable care and due diligence in preparing your tax and financial documentation based on the information you provide. This includes:
advising you promptly of any significant developments, issues, or risks that arise during the engagement that may affect your tax affairs or compliance obligations.
Advising you on the application of the Taxation Law, including any possible penalties and other legal tax consequence, to allow you to make an informed decision of the course of action to be taken;
Informing of your rights, responsibilities, and the options available under Taxation Law, including your ability to lodge objections and appeals against any adverse decisions made by the Australian Taxation Office or other federal or state revenue authorities, where applicable.
We will also notify you of any information or documents we require from you in a timely manner to ensure that the services can be completed effectively and on time.
We will take reasonable steps to ensure you understand your obligations and the consequences of decisions made based on our advice.
We will comply with all relevant tax laws and professional standards.
We will maintain the confidentiality of your personal and financial information, except where disclosure is legally required or authorised by you.
As a registered accounting firm and provider of tax agent services, we are committed to maintaining the highest standards of integrity in all communications with regulatory authorities, including the Tax Practitioners Board (TPB) and the Australian Taxation Office (ATO). This includes:
make false or misleading statements to the TPB or the Commissioner of Taxation, whether intentionally or through negligence.
Misrepresenting facts in client matters
Omitting relevant information from submissions or correspondence
Providing inaccurate declarations, documents, or statements
Responsibilities of Each Party
In accordance with our obligations under the Tax Agent Services Act 2009 and the TPB Code of Professional Conduct, it is important that both parties clearly understand their responsibilities in this engagement.
Your Responsibilities as the Client:
You agree to provide all information required for us to complete the agreed services in a timely, accurate, and complete manner.
You are solely responsible for maintaining proper records, including original documentation to support your financial and taxation affairs.
You must advise us promptly of any changes to your circumstances that may affect the scope or nature of our services.
You are responsible for reviewing all documentation we prepare on your behalf before lodgement, to confirm its accuracy and completeness.
You acknowledge that under the self-assessment system, the ATO accepts most lodged returns without manual review, making the accuracy of your information critical.
Our Responsibilities as Your Tax Practitioner:
We will act with honesty, integrity, independence, and in your best interests, in accordance with the TPB Code of Professional Conduct.
We will use reasonable care and due diligence in preparing your tax and financial documentation based on the information you provide. This includes:
advising you promptly of any significant developments, issues, or risks that arise during the engagement that may affect your tax affairs or compliance obligations.
Advising you on the application of the Taxation Law, including any possible penalties and other legal tax consequence, to allow you to make an informed decision of the course of action to be taken;
Informing of your rights, responsibilities, and the options available under Taxation Law, including your ability to lodge objections and appeals against any adverse decisions made by the Australian Taxation Office or other federal or state revenue authorities, where applicable.
We will also notify you of any information or documents we require from you in a timely manner to ensure that the services can be completed effectively and on time.
We will take reasonable steps to ensure you understand your obligations and the consequences of decisions made based on our advice.
We will comply with all relevant tax laws and professional standards.
We will maintain the confidentiality of your personal and financial information, except where disclosure is legally required or authorised by you.
As a registered accounting firm and provider of tax agent services, we are committed to maintaining the highest standards of integrity in all communications with regulatory authorities, including the Tax Practitioners Board (TPB) and the Australian Taxation Office (ATO). This includes:
make false or misleading statements to the TPB or the Commissioner of Taxation, whether intentionally or through negligence.
Misrepresenting facts in client matters
Omitting relevant information from submissions or correspondence
Providing inaccurate declarations, documents, or statements
Execution in Counterparts and Electronic Signatures
The parties give their consent to one another for this Agreement being given, signed or produced by electronic communication in accordance with sections 8, 9 and 10 of the Electronic Transactions (Victoria) Act 2000 (Vic).
The parties to this Agreement agree that, despite any other clause of this Agreement and despite custom, practise otherwise followed in respect of engagement or service agreements, this Agreement:
is made on its execution by all parties to it (including electronic signature);
need not be executed and exchanged in counterparts; and
constitutes an original document in an electronic format.
Execution in Counterparts and Electronic Signatures
The parties give their consent to one another for this Agreement being given, signed or produced by electronic communication in accordance with sections 8, 9 and 10 of the Electronic Transactions (Victoria) Act 2000 (Vic).
The parties to this Agreement agree that, despite any other clause of this Agreement and despite custom, practise otherwise followed in respect of engagement or service agreements, this Agreement:
is made on its execution by all parties to it (including electronic signature);
need not be executed and exchanged in counterparts; and
constitutes an original document in an electronic format.
Execution in Counterparts and Electronic Signatures
The parties give their consent to one another for this Agreement being given, signed or produced by electronic communication in accordance with sections 8, 9 and 10 of the Electronic Transactions (Victoria) Act 2000 (Vic).
The parties to this Agreement agree that, despite any other clause of this Agreement and despite custom, practise otherwise followed in respect of engagement or service agreements, this Agreement:
is made on its execution by all parties to it (including electronic signature);
need not be executed and exchanged in counterparts; and
constitutes an original document in an electronic format.
Confirmation of the terms in this Engagement Letter
Acceptance of our services in conjunction with this information indicates that you understand and accept the arrangements. This information will be effective for future engagement unless we advise you of any change.
Confirmation of the terms in this Engagement Letter
Acceptance of our services in conjunction with this information indicates that you understand and accept the arrangements. This information will be effective for future engagement unless we advise you of any change.
Confirmation of the terms in this Engagement Letter
Acceptance of our services in conjunction with this information indicates that you understand and accept the arrangements. This information will be effective for future engagement unless we advise you of any change.
Confidentiality
We have an ethical duty of confidentiality, which means we must not share or disclose any of your details obtained under this engagement to anyone, except as otherwise specified in this clause, without your consent unless required by law.
Confidentiality
We have an ethical duty of confidentiality, which means we must not share or disclose any of your details obtained under this engagement to anyone, except as otherwise specified in this clause, without your consent unless required by law.
Confidentiality
We have an ethical duty of confidentiality, which means we must not share or disclose any of your details obtained under this engagement to anyone, except as otherwise specified in this clause, without your consent unless required by law.
Privacy
You acknowledge and agree that:
We may collect your personal information (as defined in the Privacy Act 1988 (Cth)) from you and your authorised representatives—such as your financial planner, share registry, broker, risk insurer, bankers, solicitors, and investment or finance companies—for the purpose of delivering our services to you.
In certain circumstances, we may also be required to collect your personal information to verify your identity in accordance with the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth).
We may use your personal information to send you publications, newsletters, event invitations, and product updates that may be relevant or of interest to you.
If you prefer not to receive such communications, you can opt out at any time by emailing us at or by clicking the "unsubscribe" link provided in our communications.
We may disclose your personal information to the following third parties, as necessary to provide our services:Authorised representatives: including your financial planner, share registry, broker, insurer, bankers, solicitors, and other professional advisors such as accountants, auditors, and lawyers.
Service providers: who assist in delivering our accounting, financial, and lending services (e.g. IT providers, marketing consultants, debt collection agencies).
Insurers: as required to assist with insurance-related matters.
Financial institutions: including banks and lenders for the purpose of procuring finance where you have authorised us to do so.
Product and service providers: offering financial products or services you are interested in.
Regulatory and government authorities: in connection with our legal and professional obligations.
If you provide us with personal information about another individual, you confirm that you have informed them of the details outlined in our Privacy Policy and obtained any required consent to share their information with us.
Privacy
You acknowledge and agree that:
We may collect your personal information (as defined in the Privacy Act 1988 (Cth)) from you and your authorised representatives—such as your financial planner, share registry, broker, risk insurer, bankers, solicitors, and investment or finance companies—for the purpose of delivering our services to you.
In certain circumstances, we may also be required to collect your personal information to verify your identity in accordance with the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth).
We may use your personal information to send you publications, newsletters, event invitations, and product updates that may be relevant or of interest to you.
If you prefer not to receive such communications, you can opt out at any time by emailing us at or by clicking the "unsubscribe" link provided in our communications.
We may disclose your personal information to the following third parties, as necessary to provide our services:Authorised representatives: including your financial planner, share registry, broker, insurer, bankers, solicitors, and other professional advisors such as accountants, auditors, and lawyers.
Service providers: who assist in delivering our accounting, financial, and lending services (e.g. IT providers, marketing consultants, debt collection agencies).
Insurers: as required to assist with insurance-related matters.
Financial institutions: including banks and lenders for the purpose of procuring finance where you have authorised us to do so.
Product and service providers: offering financial products or services you are interested in.
Regulatory and government authorities: in connection with our legal and professional obligations.
If you provide us with personal information about another individual, you confirm that you have informed them of the details outlined in our Privacy Policy and obtained any required consent to share their information with us.
Privacy
You acknowledge and agree that:
We may collect your personal information (as defined in the Privacy Act 1988 (Cth)) from you and your authorised representatives—such as your financial planner, share registry, broker, risk insurer, bankers, solicitors, and investment or finance companies—for the purpose of delivering our services to you.
In certain circumstances, we may also be required to collect your personal information to verify your identity in accordance with the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth).
We may use your personal information to send you publications, newsletters, event invitations, and product updates that may be relevant or of interest to you.
If you prefer not to receive such communications, you can opt out at any time by emailing us at or by clicking the "unsubscribe" link provided in our communications.
We may disclose your personal information to the following third parties, as necessary to provide our services:Authorised representatives: including your financial planner, share registry, broker, insurer, bankers, solicitors, and other professional advisors such as accountants, auditors, and lawyers.
Service providers: who assist in delivering our accounting, financial, and lending services (e.g. IT providers, marketing consultants, debt collection agencies).
Insurers: as required to assist with insurance-related matters.
Financial institutions: including banks and lenders for the purpose of procuring finance where you have authorised us to do so.
Product and service providers: offering financial products or services you are interested in.
Regulatory and government authorities: in connection with our legal and professional obligations.
If you provide us with personal information about another individual, you confirm that you have informed them of the details outlined in our Privacy Policy and obtained any required consent to share their information with us.
Bourne & Weir Pty Ltd
Level 11, 50 Market Street Melbourne VIC 3000 Australia
PO Box 200 Collins Street West Melbourne VIC 8007 Australia
Phone: +61 3 9629 1433
Email: bwoffice@bourneandweir.com.au
ABN: 70 053 898 365
Copyright Bourne & Weir Accountants 2025
Bourne & Weir Pty Ltd
Level 11, 50 Market Street Melbourne VIC 3000 Australia
PO Box 200 Collins Street West Melbourne VIC 8007 Australia
Phone: +61 3 9629 1433
Email: bwoffice@bourneandweir.com.au
ABN: 70 053 898 365
Copyright Bourne & Weir Accountants 2025
Bourne & Weir Pty Ltd
Level 11, 50 Market Street Melbourne VIC 3000 Australia
PO Box 200 Collins Street West Melbourne VIC 8007 Australia
Phone: +61 3 9629 1433
Email: bwoffice@bourneandweir.com.au
ABN: 70 053 898 365
Copyright Bourne & Weir Accountants 2025