Legal
These Terms govern your use of the Numbiz website, member portal and services. Please read them carefully. By using any of them you agree to be bound by these Terms.
Last updated 22 September 2026
These Terms of Service (Terms) are a legally binding agreement between you and Numbiz [insert legal entity name] (ABN [insert ABN]) (Numbiz, we, us, our). They apply to numbiz.com.au and any related subdomain (Website), the Numbiz member portal and dashboards (Portal), and the bookkeeping, accounting, payroll, BAS, advisory and consulting services we provide (Services).
By accessing the Website, creating an account, uploading documents or engaging us for Services, you accept these Terms. If you are acting for a business or other entity, you confirm you are authorised to bind that entity, and "you" includes that entity. If you do not agree to these Terms, do not use the Website, Portal or Services.
Where you have signed an engagement letter, proposal or scope document with us (Engagement), that document applies together with these Terms. If there is any inconsistency, the Engagement prevails for the Services it covers.
The specific Services we provide to you, and their scope, are set out in your Engagement. Anything not expressly included in your Engagement is out of scope. Out-of-scope work will only be performed if agreed in writing and may attract additional fees.
Services that require registration under the Tax Agent Services Act 2009 (Cth) are only provided by, or under the supervision of, an appropriately registered agent. Where we are not registered to provide a particular service, we will tell you and may refer you to a suitably qualified person.
We do not provide legal advice, financial product advice, investment advice, credit advice or insurance advice. Nothing we provide should be taken as a recommendation to buy, sell or hold any financial product, or as a substitute for advice from an appropriately licensed professional.
We do not audit, verify or independently confirm the information you give us unless your Engagement expressly says so. Our work is based on the records, documents and instructions you provide, and we are entitled to rely on them as complete, accurate and current.
To use the Portal you must create an account with accurate, current and complete information and keep it updated. You must be at least 18 years old and able to enter into a binding contract.
You are responsible for keeping your login details confidential and for everything that happens under your account, whether or not you authorised it. Tell us immediately at hello@numbiz.com.au if you suspect unauthorised access.
We may suspend, restrict or close your account at any time, without liability, if we reasonably believe you have breached these Terms, if required by law, or to protect the Portal, other users or us.
You are and remain solely responsible for:
– providing complete, accurate and timely information, records and documents, and telling us promptly about anything that may affect our work;
– the accuracy and completeness of your financial records and the underlying transactions, including those recorded before you engaged us or by anyone other than us;
– reviewing and approving every return, statement, lodgement and report before it is finalised or lodged, and confirming its accuracy;
– meeting your own legal, tax, superannuation, payroll, record-keeping and reporting obligations and deadlines, including keeping source documents for the periods required by law;
– maintaining your own subscriptions to, and compliance with the terms of, any third-party software (for example Xero) used in connection with the Services;
– making your own decisions about your business, finances and tax affairs, including whether and how to act on anything we provide;
– keeping backups of your own records and data.
Where information is late, incomplete or inaccurate, we may be unable to meet deadlines. Any penalties, interest, charges, lost entitlements or other consequences that result are your responsibility.
Our fees are set out in your Engagement or, for Website prices, are indicative only, exclude GST and are confirmed in writing before any Engagement begins. Fixed monthly fees are billed in advance and are payable by the due date on the invoice.
We may adjust fees on 30 days' written notice, or immediately where the scope, volume or complexity of the work materially changes from what was agreed. Work outside your Engagement will be quoted separately.
If an invoice is overdue we may suspend the Services, withhold deliverables and lodgements, charge reasonable costs of recovery, and terminate the Engagement. Fees for work already performed are not refundable.
Engagements have no minimum term or lock-in unless your Engagement says otherwise. Either party may cancel an ongoing Engagement by giving 30 days' written notice. Fees remain payable for the notice period and for any work performed up to the end of the Engagement.
We may terminate immediately, without liability, if you breach these Terms or your Engagement, fail to pay by the due date, provide false or misleading information, ask us to act unlawfully or unethically, or where continuing would place us in breach of any law or professional obligation.
On termination you remain responsible for all obligations and lodgements falling due after the end date. On request and once all fees are paid, we will provide reasonable assistance to hand over your records to you or your new adviser. We may retain copies of our working papers and your records as required by law or our professional obligations.
You own your business records and data. You grant us a licence to access, copy, store and process them as needed to provide the Services and to comply with our legal and professional obligations.
Third-party software and services we use or recommend (including accounting, payroll, banking, storage and e-signature platforms) are supplied by their providers under their own terms. We do not control and are not responsible for their availability, security, accuracy, pricing or performance, or for any loss arising from your or our use of them.
Working papers, templates, processes, tools and know-how we create in delivering the Services remain our property. Deliverables we prepare for you are provided for your internal business use only and may not be relied on by, or distributed to, any third party without our written consent.
Each party must keep the other's confidential information confidential and use it only for the purposes of the Engagement, except where disclosure is required by law, a regulator, a court, a professional body, or is authorised in writing. We may disclose your information to our staff, contractors and service providers who need it to deliver the Services and who are bound by confidentiality obligations. Our handling of personal information is described in our Privacy Policy.
The Website, Portal and all content on them (including text, graphics, logos, the Numbiz name and mark, the Numbi character, layouts, calculators, code and design) are owned by or licensed to us and protected by intellectual property laws. You may view and print content for your personal or internal business use only. You must not copy, reproduce, modify, distribute, publish, scrape, reverse engineer or commercially exploit any part of the Website or Portal without our prior written consent.
You must not use the Website, Portal or Services to do anything unlawful, misleading, fraudulent or harmful; to upload malicious code or content you do not have the right to share; to interfere with security, availability or other users; to attempt unauthorised access to any system or data; or to use automated tools to access or extract content. We may remove content and suspend access without notice if we believe this clause has been breached.
Everything on the Website, including articles, guides, calculators, time-saving estimates, package descriptions, pricing and any interactive tool, is general information only. It does not take into account your objectives, financial situation or needs, is not advice of any kind, and must not be relied on as such. Outputs of calculators and estimators are illustrative only and are based on assumptions that may not apply to you. You should obtain advice specific to your circumstances before acting.
We may change, suspend or remove any part of the Website, Portal or Services at any time without notice.
To the maximum extent permitted by law, the Website, Portal and Services are provided "as is" and "as available", and we exclude all conditions, warranties, guarantees and representations of any kind, whether express, implied, statutory or otherwise, including as to accuracy, completeness, timeliness, reliability, fitness for purpose, merchantability, non-infringement, security, and uninterrupted or error-free operation.
We do not guarantee any particular outcome, including any tax position, refund, deduction, entitlement, timing, or the response or decision of the Australian Taxation Office or any other regulator, lender, court or third party.
To the maximum extent permitted by law, we (including our directors, officers, employees, contractors and agents) exclude all liability to you and to any third party, whether in contract, tort (including negligence), equity, under statute or otherwise, for any loss, damage, cost or expense of any kind arising out of or in connection with the Website, Portal, Services, any Engagement, any information or deliverable we provide, or these Terms.
Without limiting the above, we are not liable for any indirect, incidental, special, consequential or exemplary loss or damage; loss of profit, revenue, business, opportunity, goodwill or anticipated savings; loss, corruption or unavailability of data; penalties, interest, fines or charges imposed by any regulator or third party; or any loss arising from information or instructions you provide (or fail to provide), your reliance on Website content, delays caused by you or third parties, third-party software or services, events beyond our reasonable control, or your failure to review and approve our work.
Where the law implies a guarantee, condition or warranty that cannot be excluded, our liability for breach of it is limited, to the maximum extent permitted by law and at our election, to the resupply of the relevant Services or the payment of the cost of having them resupplied.
In every case, and to the maximum extent permitted by law, our total aggregate liability arising out of or in connection with the Website, Portal, Services, any Engagement and these Terms, however arising, is limited to the fees you actually paid to us for the specific Services giving rise to the claim in the three months immediately before the event giving rise to the claim.
You must notify us in writing of any claim within 30 days of becoming aware of it, and in any event within 12 months of the act or omission giving rise to it, after which any claim is released to the maximum extent permitted by law.
Australian Consumer Law: nothing in these Terms excludes, restricts or modifies any consumer guarantee, right or remedy conferred by the Competition and Consumer Act 2010 (Cth) or any other law that cannot lawfully be excluded, restricted or modified. Where such a law applies, our liability is limited to the extent that law permits.
To the maximum extent permitted by law, you indemnify us and our directors, officers, employees, contractors and agents against all claims, liabilities, losses, damages, costs and expenses (including legal costs on a full indemnity basis, and any penalties, interest or fines) arising out of or in connection with: your breach of these Terms or any Engagement; any information, records, documents or instructions you provide, or your failure to provide them accurately and on time; your business, tax, payroll or superannuation affairs; your use of the Website, Portal or Services; any claim by a third party relating to your business; or any negligent, unlawful or wilful act or omission by you or anyone acting on your behalf.
Where a Service is a tax agent service, we are bound by the Code of Professional Conduct under the Tax Agent Services Act 2009 (Cth), and nothing in these Terms limits any right you have under that Act. If you have a concern about our Services, please contact us first at hello@numbiz.com.au and we will aim to resolve it promptly. You may also contact the Tax Practitioners Board (tpb.gov.au) in relation to registered tax agent services.
The Website may contain links to third-party websites, tools or content. They are provided for convenience only. We do not endorse them, are not responsible for their content, privacy practices or availability, and accept no liability for any loss arising from your use of them.
We may update these Terms at any time by publishing the updated version on the Website. Changes take effect when published (or on a later date stated). Your continued use of the Website, Portal or Services after that date means you accept the updated Terms. The date at the top of this page shows when these Terms were last updated.
These Terms are governed by the laws of New South Wales, Australia, and each party submits to the non-exclusive jurisdiction of the courts of New South Wales and the courts entitled to hear appeals from them. Before starting proceedings (other than for urgent relief or debt recovery), the parties must attempt in good faith to resolve any dispute by negotiation for at least 21 days.
These Terms, together with your Engagement and our Privacy Policy, are the entire agreement between you and us about their subject matter and replace all earlier communications. If any part of these Terms is invalid or unenforceable, it is severed and the rest continues in force. Our failure to enforce a right is not a waiver of it. You may not assign or transfer your rights without our written consent; we may assign ours on notice to you. Neither party is liable for delay or failure caused by events beyond its reasonable control (other than payment obligations). Notices may be given by email to the addresses on record. Clauses 7, 8, 9, 12, 13, 14, 18 and 19 survive termination.
Questions about these Terms: Numbiz [insert legal entity name] (ABN [insert ABN]), hello@numbiz.com.au, Sydney, Australia.