Privacy Policy

1. Introduction

1.1 Wolfe Kershaw Law Pty Ltd (ABN 91 700 793 166) is an incorporated legal practice. In this Privacy Policy we are referred to as we, us or our.

1.2 This Privacy Policy explains how we manage personal information. It describes what we collect, why we collect it, who we disclose it to, your rights to access and correct the personal information we hold about you, and how to lodge a complaint. It is in addition to our obligations of confidentiality to clients and others, which arise separately and which nothing in this Privacy Policy reduces.

1.3 Application of this Policy

We handle personal information in the way this Privacy Policy describes, and in accordance with any privacy law that applies to us.

1.4 Policy updates

We may update this Privacy Policy from time to time to reflect changes in our practices or in the law. The current version is available at wolfekershaw.com.au/privacy. This version is dated 1 October 2026.

2. Personal information: what we collect

2.1 Types of personal information

We act for people and businesses in taxation disputes. What we collect reflects that work. For a client, and for the people and entities connected with a dispute, it usually includes:

• name, contact details, date of birth and identification documents
• tax file numbers and Australian business numbers
• financial and taxation records, including returns, assessments, statements and accounting records
• correspondence with the Commissioner of Taxation, including audit material, position papers, assessments and notices
• information about the dispute itself, and about the people and entities involved in it
• payment and trust account details

Some of this is sensitive information. Some of it is about people who are not our client, such as directors, family members, employees and other parties to a dispute.

For an accountant, lawyer or barrister who refers a matter to us or works on one with us, we collect name, firm, contact details and a record of our dealings.

If you use our website, we may collect technical and usage information such as your IP address, device and browser details, pages viewed, the page that referred you, your approximate location and how you interact with the site. If you send an enquiry or book a call through the website, we collect the details you enter, which are your name, contact details, the general nature of your enquiry and, for a booking, your chosen time. Please do not include confidential documents, tax file numbers or detailed information about your matter in a website form or booking.

2.2 Identity verification

We verify the identity of our clients. Identification documents may also be required for court and tribunal proceedings, for dealings with the Commissioner of Taxation, and where money is held in our trust account.

3. How we collect personal information

3.1 Sources of information

We collect information directly from our clients, and from the accountant or lawyer who refers the matter. We also receive it from the Commissioner of Taxation, from other parties to a dispute and their representatives, from courts and tribunals, and from government and public sources such as registers. Some website information is collected automatically through our website, booking and analytics systems, including through cookies and similar technologies, as described in section 8.

3.2 Anonymity and pseudonymity

You cannot instruct us anonymously or under a pseudonym. If we cannot verify your identity, we cannot act for you.

4. Why we collect personal information and how we use it

4.1 We collect, hold, use and disclose personal information for the primary purpose of providing legal services to our clients. That means identifying the client and checking for conflicts, advising on and advancing the client's position, corresponding with the Commissioner of Taxation, conducting proceedings, and giving advice.

4.2 Secondary purposes include running and administering the practice, billing and administering our trust account, enforcing our right to be paid, meeting our obligations under the Solicitors Conduct Rules and the other laws, rules and requirements that govern legal practice, meeting the requirements of our insurer, improving our systems, and managing our relationship with former clients after a matter has ended.

4.3 We do not sell personal information.

4.4 We use website, enquiry and booking information to operate and secure the website, respond to enquiries, arrange and confirm calls, understand how the website is used, measure whether our advertising leads to enquiries and, if you accept advertising cookies, show our advertising to people who have visited the website. We do not use website analytics to make any decision about a person or their matter.

5. Disclosure of personal information

5.1 We may disclose personal information where you instruct us to, or where the law requires it. That could include disclosure to:

• the Commissioner of Taxation and other government and regulatory agencies
• courts and tribunals
• other parties to a dispute or transaction and their representatives
• barristers, expert witnesses and agents we engage on the matter
• your accountant or other adviser
• our insurer, our regulator, our external accountant, and the providers that hold or process information for us

5.2 Limited technical, usage, campaign, enquiry and booking information is disclosed to the providers that operate our website and marketing systems, currently HighLevel (website, forms, bookings and contact management) Google (analytics, advertising measurement and advertising) and Meta (advertising measurement and advertising on Facebook and Instagram). If an enquiry progresses, we transfer the minimum contact details needed to our practice management system.

6. Overseas disclosure

6.1 A tax dispute sometimes reaches outside Australia. Where a matter involves an overseas entity, an overseas adviser or a foreign revenue authority, we will discuss and seek client instruction prior to any disclosure being made.

6.2 Our website, enquiry, booking, analytics and advertising providers may store or process information outside Australia, including in the United States and India. You can ask our Privacy Officer for current details.

7. Security of personal information

7.1 Where information is held

We use established third party providers for document storage and email, for practice management and trust accounting, and for our accounts. Each of them holds our information in Australia. The providers that operate our website, enquiry forms, booking calendar, analytics and advertising measurement are described in section 8, and some of them process information outside Australia, as set out in section 6.2. It is our practice to require the providers we use to be reputable, and to seek assurances from them about security and confidentiality.

7.2 Artificial intelligence tools

We use artificial intelligence tools to help prepare documents, extract facts from records and organise files. In line with legal requirements, no AI tool has access to any sensitive information where that AI tool is not certified to hold all information in Australia only and not overseas. A lawyer reviews everything these tools produce before it is used or sent, and client material is not used by these providers to train their systems.

7.3 Security measures

We hold personal information in access-controlled systems with multi-factor authentication, and we back it up. We take reasonable steps to protect it against loss, misuse, unauthorised access, modification and disclosure. Like all data security systems, ours mitigates that risk rather than eliminating it.

7.4 Retention and destruction

We retain personal information for as long as necessary to fulfil the purposes for which it was collected, to comply with our legal and professional obligations, and to ensure that relevant evidence remains available if it is reasonably required. We keep client files for at least seven years after a matter ends, and longer where a limitation period, a statutory obligation or the nature of the matter requires it. We destroy or de-identify personal information securely once we no longer need it and are no longer required to keep it.

8. This website

8.1 Our website provides information about Wolfe Kershaw Law and lets you send a general enquiry or book an initial call. Sending an enquiry, booking a call or otherwise contacting us does not create a solicitor and client relationship, and does not mean that we have accepted your matter.

8.2 The website is hosted by HighLevel. Like any web host, its servers process technical information, such as your IP address and the pages requested, in order to deliver and secure the site.

8.3 Enquiries and bookings made through the website are received in HighLevel, which we use to manage prospective client contact, send booking confirmations and reminders, and record how you found us (for example, the search or advertising campaign that led to your visit).

8.4 We use Google Tag Manager, Google Analytics 4, Google Ads and the Meta Pixel to understand how people find and use the website, to measure whether our advertising leads to calls, enquiries or bookings and, if you accept advertising cookies, to show our advertising to people who have visited the website when they use Google services, other websites, Facebook or Instagram. These services use cookies and similar technologies and collect information about your device, browser, approximate location, referring source, pages viewed and interactions with the site. We do not send your name, contact details or anything about your enquiry to Google or Meta.

8.5 When you first visit, you can accept or decline analytics and advertising cookies. If you decline, we do not use these services, and declining does not affect your use of the website. You can change your choice at any time using the Cookie settings link at the foot of each page, or clear cookies in your browser. You can also manage the advertising you see through your Google and Meta account settings.

8.6 We keep website analytics data for 14 months and enquiry and booking information in accordance with section 7.4.

8.7 If you email or telephone us using the details on this site, or send an enquiry or booking through it, we keep what you provide, and the rest of this Privacy Policy applies to it.

9. Access and correction

9.1 You have the right to request access to, or correction of, the personal information we hold about you. To make a request, contact our Privacy Officer at the details in section 10. We will respond within 30 days.

9.2 The Privacy Act permits us to refuse access in some circumstances. If we refuse access, or refuse to correct your personal information, we will give you written reasons unless it is unreasonable or unlawful to do so, and we will advise you how to lodge a complaint should you wish to.

10. Complaints and questions

10.1 If you have a question about this Privacy Policy, or a complaint about how we have managed your personal information, contact our Privacy Officer. We ask that you provide the details of your complaint in writing. We will acknowledge your complaint within five business days and investigate it promptly. We aim to resolve complaints within 30 days, and if we need longer we will keep you informed of our progress.

10.2 Privacy Officer

Teigen Kershaw
Wolfe Kershaw Law Pty Ltd
Level 10, 95 North Quay, Brisbane QLD 4000
[email protected]
(07) 3188 5643