Enjoy a Simple, Cost-Effective Solution to Meet Your Business Compliance Needs

Minimise risk and spend less time worrying about the ATO and ASIC with business compliance services that provide peace of mind and leave you
to focus on the bigger picture.
*Custom Solutions Tailored To You

We Manage Your Accounting and Compliance so You Can Focus
on the Bigger Picture

At Fusion Financial, we help you meet the core challenges of compliance, whether you’re struggling with complexity, a lack of resources or the time-consuming challenge of meeting your annual obligations. From lodgements to correspondence, we can help you with…

Administration &
General Advice

Receive support dealing with ad hoc queries and correspondence, ATO correspondence and general administration so you can focus on running your business knowing you’re compliant.

ATO
Communication

Offload your time-consuming and complicated ATO responsibilities including payment plan negotiation, activity statement amendments and due date extensions.

Business Activity
Statements

Benefit from monthly or quarterly reviews of your bookkeeping data, BAS preparation and lodgements with the ATO so you can satisfy your tax obligations with confidence.

*Custom Solutions Tailored To You

Keeping Up With Accounting and Tax Compliance Is Time-Consuming…

… But it doesn’t need to be. If you’re like most business owners, you don’t have time to manage daily ATO and ASIC compliance details because you’re busy running your business. Unfortunately, this approach can leave you falling short of regulatory requirements and place your company at risk. Our business compliance services handle the time-consuming tasks for you so you can be confident you’re meeting your legal obligations with accurate and reliable financial information.

While you stay focused on growing your business, our team will help you to:

*Custom Solutions Tailored To You

Enjoy Peace of Mind Knowing Your Business Activities Are Compliant

Our Process is Simple:

Step 1: Book a Free
Introductory Call

Chat with our team to understand how we can help you focus on what you’re good at - running your business, while we take care of your compliance obligations.

Step 2: Receive Zero
Cost Advice

From contemplating an entity change to seeking improved ATO and ASIC compliance and legally minimising your tax obligations, we’ll provide clear and practical fixes for free during our initial call.

Step 3: Leave Your
Compliance to Us

If you choose to work with us, we’ll manage your financial service compliance needs so you can make informed, effective and proactive business decisions.

*Custom Solutions Tailored To You

Let Us Help Keep You on Top of Changing
Rules and Regulations With Accurate
and Time-Saving Business
Compliance Services

At Fusion Financial, our business compliance services can help you satisfy your tax and legal obligations with confidence, manage your ATO and ASIC correspondence, and minimise your tax bill while you focus on running your business.

If you’re ready to explore how we can help you save time and money, book a free introductory call today.

*Custom Solutions Tailored To You

Privacy Policy

Fusion Financial & Accounting Services is committed to treating the personal information we collect in accordance with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (the Privacy Act). This policy outlines how we handle your personal information.

Personal information we collect

The types of personal information we collect depend on the nature of the services we are providing to you. Personal information may include:

  • General identification information such as names, date of birth, gender and occupation.
  • Contact details such as address, email address, phone and mobile phone number.
  • Payment details including PAYG Payment Summaries, payslips, and other income earning information, for example payment summaries from your employer and super fund, statements from banks and financial institutions showing interest received, employment termination payment summaries, receipts for gifts, donations and work-related expenses.
  • Information contained in identification documents such as passport or driver’s licence.
  • Government-issued identification numbers such as tax file numbers.
  • Financial information such as credit card and bank account details, shareholdings and details of investments (eg., if you have shares, units, managed funds or other investments, details of dividend payments and distributions from managed funds, any investment gains or losses from the disposal of shares, units and rental properties, including associated income and expenditure).
  • Details of superannuation and insurance arrangements.


It may also be necessary in some circumstances for us to collect sensitive Information about you in order to deliver the specific service to you. Sensitive Information may include information about a person’s race, disability, ethnic origin, political opinions, health, religious or criminal history. We will only collect and use sensitive information with your consent, in accordance with applicable laws or in a de-identified aggregated manner.

You might need to provide personal information about other individuals to us (eg., about your spouse or dependants). If so, we rely on you to have informed those individuals that you are giving their personal information to us, to have advised them about this Privacy Policy and how they can obtain a copy of it and that you have the necessary authority to provide that personal information to us.

How we collect personal information

Personal information is primarily obtained from direct interaction with you, including consultations, correspondence (including via email), by telephone and from the use of our website. In some circumstances we may be provided with information by third parties (ie. The Australian Taxation Office).

Holding personal information

We hold personal information in both electronic and hard copy. In some cases, we engage third parties to host electronic data on our behalf. We take security measures to protect the personal information we hold which includes physical controls (eg. storage of physical records in lockable cabinets) as well as technological controls (eg. restriction of access, single sign on password management). We also have policies and processes which govern document retention and data breach incidents.

We endeavour to maintain the currency of the personal information held. 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. Where data is deemed irrelevant or excessive, we will delete or anonymise as soon as reasonably practicable. However, some personal information may be retained for varying time periods to ensure we comply with legal and regulatory obligations and for other legitimate business reasons.

Purpose for collecting, holding, using or disclosing


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, such as email communication campaigns. You may unsubscribe from our mailing/marketing lists at any time by contacting us in writing.

When we collect personal information, we will, where appropriate and where possible, explain to you why we are collecting the information and how we plan to use it.

Disclosure of personal information


Your personal information may be disclosed in a number of circumstances, primarily:

  • to third parties where you consent to the use or disclosure; and
  • where required or authorised by law.


Accessing 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 wish to access your personal information, please contact us in writing. We may charge you reasonable costs for providing you access to your personal information. In order to protect your personal information, we may require identification from you before releasing the requested information.

Policy Updates


This Policy may change from time to time and is available on our website.

Privacy Policy Complaints and Enquiries


If you have any queries or complaints about our Privacy Policy, please contact us at:

Postal Address: PO Box 19, Mentone VIC 3194
Email: admin@fusionfas.com.au
Phone: +61 438 549 257