Privacy Policy

GlobalTaxMate is committed to protecting your personal information. This Privacy Policy explains what information we collect, why we collect it, how it is stored, and your rights in relation to it.

We handle personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

We may collect the following types of information when you use the Platform:

Information you provide directly:

• Assessment inputs (e.g. your visa status, PR application date, approximate income, account types held, property ownership)
• Any details entered into calculators or tools
• Messages sent via the AI chat widget
• Your email address, if you create an account or opt in to communications

Information collected automatically:

• Basic usage and analytics data (pages visited, time on site) via Vercel's platform analytics
• Device type and browser type (no fingerprinting)

We do not collect:

• Tax file numbers (TFNs) or Social Security Numbers (SSNs)
• Bank account or financial account numbers
• Government-issued identification documents

We use your information to:

• Generate your personalised educational assessment and accountant preparation document
• Improve the accuracy and relevance of the Platform's educational content
• Respond to support queries
• Send you relevant updates, if you have opted in

We do not use your information to:

• Provide you with financial or tax advice
• Share your data with advertisers
• Sell your data to any third party

Personal information entered into the Platform is stored securely using Supabase infrastructure hosted in the AWS Sydney (ap-southeast-2) region, keeping your data within Australia.

We apply reasonable technical and organisational measures to protect your data, including row-level security controls and encrypted storage.

Assessment data is retained for as long as your account is active. You may request deletion at any time (see Section 7).

We do not sell or share your personal information with third parties except:

• Service providers necessary to operate the Platform (e.g. Vercel for hosting, Supabase for database infrastructure, Anthropic for AI processing) — these providers are bound by appropriate data processing terms
• If required by law — we may disclose information in response to a valid legal request

If you choose to contact a referred specialist (e.g. a tax accountant listed as a referral partner), any information you share with them directly is subject to their own privacy policy.

When you use the AI chat widget or generate an accountant preparation document, your inputs are sent to Anthropic's Claude API for processing. Anthropic's data handling is governed by their own privacy policy and API usage terms. We do not store raw AI conversation logs beyond the current session unless you have an account and save your session.

Under the Australian Privacy Principles, you have the right to:

• Access the personal information we hold about you
• Correct inaccurate or incomplete information
• Request deletion of your personal information
• Opt out of marketing communications at any time

To exercise any of these rights, contact us at: hello@globaltaxmate.com

We will respond to access and correction requests within 30 days.

The Platform uses minimal cookies necessary for session management and basic analytics. We do not use third-party advertising cookies. When you first visit the Platform, you will be presented with a cookie preference notice.

The Platform is not directed at individuals under 18 years of age. We do not knowingly collect personal information from minors.

We may update this Privacy Policy from time to time. The “last updated” date at the top of the document will reflect any changes. Continued use of the Platform after updates constitutes acceptance of the revised policy.

If you believe we have mishandled your personal information, you may contact us at hello@globaltaxmate.com to raise a complaint. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.