STRATEGIC. LOCAL. IMPACT.​ ​​ Making a Lasting Impact Together At Collins Hume, our purpose is simple: to inspire business owners to achieve success in powerful and meaningful ways. True success goes beyond financial growth. It’s about creating a positive, lasting legacy that benefits our local community and the world—a living legacy that will endure for future generations. We’re proud and feel privileged to live, work, and contribute to one of the most beautiful and prosperous regions in Australia. Every day, our efforts support the beauty and success of our community, and we’re committed to giving back to ensure its continued prosperity. But our impact extends far beyond our local communities. Like you, we care deeply about a better future—for your family and families worldwide. Access to essentials like clean water, education, and food is a cause we all share. Through our partnerships with 1% for the Planet and B1G1, every time you engage with Collins Hume, you’re helping make a meaningful difference on a global scale. Together, we’re supporting high-impact initiatives that provide clean drinking water, education, and vital resources to needy communities. We sincerely thank you for partnering with us. Through our shared commitment to purpose-driven success, we’re not just building a better future for you but helping create a better world. As a Business For Good, we can (and do) change lives. ​ ​ ​​ GLOBAL.

​​CHANGE. Changing your current accountant may feel like a stressful scenario you'd rather avoid. Perhaps you've justified staying with your current firm because you've always been with them. Or maybe you tell yourself the hassle of changing is too hard - even with an accountant who isn't providing the level of service your business demands. We get it. If you feel you're not getting all that you should from your existing relationship, it costs you nothing to get a second opinion. We are happy to offer that second opinion at no cost to you. ​ Why not meet us to discuss exactly what you need? There's no obligation; this is just an opportunity to talk with specialised business professionals who aim to do their utmost for YOU, your family and your business.​​​ No stress; we will make it simple for you. If you decide the time has come for a change, we'll take care of everything else, including: ​ Contacting your current accountant explaining that you are moving your business to Collins Hume​ ​ Arranging for any of your books or records which they currently hold to be transferred to us;​ ​ Obtaining copies of your previous financial statements, tax returns and any other necessary information;​ ​ Advising the ATO, ASIC and any other government offices that we're now looking after your affairs. ​ We limit the number of new clients we take on each year to ensure we continue to offer our existing clients exceptional services. So please don't delay in contacting us. ​ ​ Let's Begin

YOU. ​ ​​​That’s all we focus on. ​ You, your family, your wealth, your business and the legacy you (and we) leave. ​ That’s it. ​ Join us on this amazing journey. ​ Let's Begin NEWS. Collins Hume 9 hours ago Challenges in Accountability Creating a culture of accountability in your business can be a game-changer, but it’s no small feat. 0 Collins Hume Nov 11 SMBs Face Mounting Challenges As business conditions continue to tighten, small and medium businesses are facing significant challenges. But there's help. 3 Collins Hume Nov 4 Refinancing a home loan: the process explained Check out this step-by-step guide on what’s involved in refinancing and why, in most cases, it pays to consider it. 6 Collins Hume Oct 31 More women using ‘downsizer’ contributions to boost super How downsizer contributions work and why more women are taking advantage of this opportunity. 1 1 2 3 4 5 Our purpose is to inspire business owners to achieve success in powerful and meaningful ways. ​ Giving. Always give more than we receive. Inspiring. Today and every day, we will inspire others to achieve their best. Caring. We care for our team, clients and everyone we connect with. Lifestyle. We work to live, not live to work. Make it enjoyable and meaningful in every way.

PRIVACY. ​ 1. INTRODUCTION ​ 1.1 In the course of our business in Australia, there may be circumstances where we collect personal information. Our privacy policy has been developed to ensure that such information is handled appropriately. 1.2 We are committed to complying with the Privacy Act 1988 (Cth) (Privacy Act) in relation to all personal information we collect. This commitment is demonstrated in this policy. The Privacy Act incorporates the Australian Privacy Principles (APPs). The APPs set out the way in which personal information must be treated. 1.3 This privacy policy also incorporates our policy on managing credit information (see particularly section 8 onwards). Who does this privacy policy apply to? 1.4 This policy applies to any person for whom we currently hold, or may in the future collect, personal information. What information does this privacy policy apply to? 1.5 In broad terms, 'personal information' is information or opinions relating to a particular individual who can be identified. 1.6 Information is not personal information where they cannot be linked to an identifiable individual. ​ 2. HOW DO WE MANAGE THE PERSONAL INFORMATION WE COLLECT? ​ 2.1 We manage the personal information we collect in numerous ways, such as by: a. implementing security systems for protecting personal information from misuse, interference and loss from unauthorised access, modification or disclosure; b. regularly providing staff with training on privacy issues; c. appropriately supervising staff who regularly handle personal information; d. implementing procedures for receiving and responding to complaints; e. appointing a privacy officer within the business to monitor privacy compliance. f. having access to audit trails of information accessed and printed; g. allowing individuals the option of not identifying themselves, or using a pseudonym, when dealing with us in particular circumstances; and h. allowing our clients to access their tax returns and other information on secure portals in particular circumstances. 2.2 As with all personal information, we will take reasonable steps to destroy or permanently de-identify personal information if that information is no longer needed for the purposes for which we are authorised to use it. 2.3 In limited circumstances, it may be possible for you to use a pseudonym or remain anonymous when dealing with us. If you wish to use a pseudonym or remain anonymous you should notify us when making first enquiries or providing initial instructions. We will use our best endeavours to deal with your request, subject to our professional obligations and ability to perform the accounting service to you without using your name. In most cases, our professional obligations will require you to deal with us using your real name. 2.4 We are also subject to professional obligations which may affect how we deal with personal information. ​ 3. WHAT KINDS OF PERSONAL INFORMATION DO WE COLLECT AND HOLD? ​ Personal information 3.1 We may collect and hold personal information about you, which may include: a. sensitive information (see below); b. contact information; c. financial information; d. date and place of birth; e. employment arrangements; f. tax returns and tax file numbers; g. credit information; h. banking details; and i. any other personal information required to perform the financial or accounting service for you. Sensitive information 3.2 'Sensitive information' is a subset of personal information and includes personal information that may have serious ramifications for the individual concerned if used inappropriately. 3.3 The sensitive information we collect and hold about an individual may include any of the following if it is relevant in providing the accounting or financial service to the individual (such as completing tax returns etc): a. health information; b. religious affiliation; c. political opinions; d. membership of professional or trade associations; and e. membership of trade unions. 3.4 We will not collect sensitive information without the individual's consent to whom the information relates unless permitted under the Privacy Act. ​ 4. HOW AND WHEN DO WE COLLECT PERSONAL INFORMATION? ​ 4.1 Our usual approach to collecting personal information is to collect it directly from you. 4.2 We may also collect personal information in other ways, which may include: a. from marketing and business development events; b. through referrals from individuals or other entities; c. from third party providers and suppliers; d. from government agencies (such as the ATO); and e. from paid search providers. ​ 5. HOW DO WE HOLD PERSONAL INFORMATION? ​ 5.1 Our usual approach to holding personal information includes: (a) physically at our premises (securely); and (b) electronically: (i) on secure online servers; (ii) on a private cloud; (iii) by a third party data storage provider; and (iv) on our website. 5.2 We secure the personal information we hold in numerous ways, including: a. using unique access codes to access our premises after hours; b. using audit trails on printer access; c. using secure servers to store personal information; d. using unique usernames, passwords and other protections on systems that can access personal information; and e. holding certain sensitive documents securely. ​ 6. WHY DO WE COLLECT, HOLD, USE OR DISCLOSE PERSONAL INFORMATION? ​ 6.1 We take reasonable steps to use and disclose personal information for the primary purpose for which we collect it. The primary purpose for which information is collected varies, depending on the particular service being provided, but is generally to provide accounting or financial services to you or your business. 6.2 In the case of potential employees, the primary purpose the information is collected is to assess the individual's suitability for employment. 6.3 Personal information may also be used or disclosed by us for secondary purposes which are within your reasonable expectations and which are related to the primary purpose of collection. 6.4 For example, we may collect and use your personal information: a. to provide you with updates that are relevant to you or your business; b. to invite you to events; and c. other marketing purposes. 6.5 We may disclose personal information: a. to other service providers or referral partners in order to provide the accounting or financial service to you, or to assist our functions or activities (such as debt collection agencies or law firms); b. to our external auditors; c. to government agencies (such as the ATO); and d. to our third party technology providers (such as our data storage providers). 6.6 Otherwise, we will only disclose personal information to third parties if permitted by the Privacy Act. ​ 7. WILL WE DISCLOSE PERSONAL INFORMATION OUTSIDE AUSTRALIA? ​ 7.1 We do not disclose personal information outside of Australia ​ 8. HOW DO WE MANAGE YOUR CREDIT INFORMATION? ​ What kinds of credit information may we collect? 8.1 In the course of providing accounting or financial services to you, we may collect and hold the following kinds of credit information: a. your identification information; b. information about any credit that has been provided to you; c. your repayment history; d. information about your overdue payments; e. if terms and conditions of your credit arrangements are varied; f. if any court proceedings are initiated against you in relation to your credit activities; g. information about any bankruptcy or debt agreements involving you; h. any publicly available information about your credit worthiness; and i. any information about you where you may have fraudulently or otherwise committed a serious credit infringement. 8.2 In some circumstances, we may collect credit information and personal information from credit reporting bodies (e.g. Veda). The kinds of information we collect may include any of those kinds of information mentioned above in sections 3.1 and 8.1. 8.3 We may also collect personal information from other credit providers (e.g. banks) that collect information, which may affect your credit worthiness, from credit reporting bodies. The kinds of personal information we collect may include any of those kinds of information mentioned above in section 3.1. How and when do we collect credit information? 8.4 In most cases, we will only collect credit information about you if you disclose it to us and it is relevant in providing you with the accounting or financial service. 8.5 On occasions, we may also collect credit information from a credit reporting body (eg Veda or Dun & Bradstreet). We usually do not collect credit information from other sources. How do we store and hold the credit information? 8.6 We store and hold credit information in the same manner as outlined in section 3 of this policy. Why do we collect the credit information? 8.7 Our usual purpose for collecting, holding, using and disclosing credit information about you is to enable us to provide you with the accounting or financial service. 8.8 We may also collect the credit information to process payments. Overseas disclosure of the credit information 8.9 We will not disclose your credit information to entities without an Australian link unless you expressly request us to. How can I access my credit information, correct errors or make a complaint? 8.10 You can access and correct your credit information, or complain about a breach of your privacy in the same manner as set out in section 9 of this policy. ​ 9. HOW DO YOU MAKE COMPLAINTS AND ACCESS AND CORRECT YOUR PERSONAL INFORMATION? ​ 9.1 It is important that the information we hold about you is up-to-date. You should contact us if your personal information changes. Access to information and correcting personal information 9.1 You may request access to the personal information held by us or ask us for your personal information to be corrected by using the contact details in this section. 9.2 We will grant you access to your personal information as soon as possible, subject to the request circumstances. 9.3 In keeping with our commitment to protect the privacy of personal information, we may not disclose personal information to you without proof of identity. 9.4 We may deny access to personal information if: a. the request is unreasonable; b. providing access would have an unreasonable impact on the privacy of another person; c. providing access would pose a serious and imminent threat to the life or health of any person; d. providing access would compromise our professional obligations; or e. there are other legal grounds to deny the request. 9.5 We may charge a fee for reasonable costs incurred in responding to an access request. The fee (if any) will be disclosed prior to it being levied. 9.6 If the personal information that we hold is not accurate, complete and up-to-date, we will take reasonable steps to correct it so that it is accurate, complete and up-to-date, where it is appropriate to do so. Complaints 9.7 If you wish to complain about an alleged privacy breach, they you must follow the following process: a. The complaint must be firstly made to us in writing, using the contact details in this section. We will have a reasonable time to respond to the complaint. b. In the unlikely event the privacy issue cannot be resolved, you may take your complaint to the Office of the Australian Information Commissioner. Who to contact 9.8 A person may make a complaint or request to access or correct personal information about them held by us. We will take reasonable steps to ensure the personal information we hold is accurate and complete. Such a request must be made in writing to the following address or contact officer: Contact: Clare Busch (Privacy Officer) Postal Address: PO Box 731, Ballina NSW 2478 Telephone number: (02) 6686 3000 Email address: mail@collinshume.com.au ​ 10. CHANGES TO THE POLICY ​ 10.1 We may update, modify or remove this policy at any time without prior notice. Any changes to the privacy policy will be published on our website. 10.2 This policy was last updated in December 2022. If you have any comments on the policy, please contact the privacy officer with the contact details in section 9 of this policy.

​​WHY US?​ ​ Great Question. ​ ​ It's a simple answer. Our purpose is to inspire business owners to achieve success in powerful and meaningful ways. ​ Our clients say it's a journey that starts where the others stopped. ​ Of course, the challenge is that many business owners have a limited perception of what an accountant is or does. We broke the mould at Collins Hume and changed that perception many years ago. ​ Your journey with Collins Hume does start where the others stop. ​ Because we have one focus — YOU —with us, you'll look way beyond the traditional horizons most accountants restrict themselves to. We challenge the status quo and ask tough 'What if…' questions. ​ We employ holistic strategies that will benefit YOU well in the future. ​ All with the ultimate aim of giving you precisely what you're seeking. ​ Let's Begin

MISSION. ​ Well, in case you missed it, it’s just a 3-letter word:​ YOU​ And we do that in a way that makes us and the people in our team (and you) feel great, too.​ We give our clients something great to belong to - something they feel great about . Let's Talk

DISCLAIMER. ​ Every effort has been made to offer the most current, correct and clearly expressed information possible within this site. Nonetheless, inadvertent errors can occur and applicable laws, rules and regulations may change. ​ The information contained in this site is general and is not intended to serve as advice. No warranty is given in relation to the accuracy or reliability of any information. Users should not act or fail to act on the basis of information contained herein. Users are encouraged to contact Collins Hume professional advisers for advice concerning specific matters before making any decision?

WORKING TOGETHER. Would you like assistance from Collins Hume to enhance your business profits, valuation and lifestyle? * YES NO Would you like an obligation-free review of your superannuation and wealth creation strategies with a financial adviser? * YES NO Would you like our finance broker to contact you for a complimentary review of your home loan or investment loans? * YES NO Submit Thanks for submitting!

PAYMENTS

​YOU. You'll love our honesty, energy, focus and fairness in our dealings. Above all, you'll love that we listen to ensure that we help you reach the highest levels of your dreams and goals. We turn our knowledge into great value for you; it's as simple as that. There's no smoke and mirrors. There are no 'cookie-cutter solutions. And there's total transparency, too; we simplify the complex for you. OUR COMMITMENT​ Not surprisingly, it's a total commitment to YOU: to proactively pursue the objective of maximising your wealth. Whether that be more significant revenue, greater profits, international growth, better structures, asset protection, reduced risk, lower tax bills, better personal wealth management, more holidays or extra time off. HOW WE COMMUNICATE​ Openly, confidentially, and simply​. ​​ ​ Let's Begin

TEAM. Christopher Atkinson Partner & CEO B Bus, FCPA chris.atkinson@collinshume.com.au "People in small to medium business are the backbone of the community" Kelly Crethar Partner B Bus (Acc & Bus Law), CPA kelly.crethar@collinshume.com.au "You'll never know what's possible until you try" Jamie Doyle Partner B Bus (Acc), CPA jamie.doyle@collinshume.com.au "To provide my clients with the knowledge, solutions and tools they need to succeed" Peter Fowler Partner MBA, FCPA, B Acc, SSA, JP, SA Fin peter.fowler@collinshume.com.au "We work to live, we don't live to work" Nathan McGrath Senior Business Adviser MBA, Dip Financial Planning, Foundations of Directorship (AICD) nathan.mcgrath@collinshume.com.au "Don't wait for tomorrow; now is the time to start working on your business” Naomi Monk Practice Manager Cert Bookkeeping naomi.monk@collinshume.com.au "No Mud, No Lotus" Kristy Dooley Senior Accountant B Com, B Laws, Dip Financial Planning, CA kristy.dooley@collinshume.com.au "You do you" Chris Horne Senior Accountant B Bus (Accounting), Grad Dip Super (UNSW), CA chris.horne@collinshume.com.au "Porteus fidelis" Marisa Worling Senior Accountant B Bus (Accounting) Xero Certified Adviser, CPA marisa.worling@collinshume.com.au "Don't sweat the small stuff" Shannon McDonald Senior Accountant B Bus (Accounting & Finance), Xero Certified Advisor, Xero Migration & Xero Payroll Champion, CPA shannon.mcdonald@collinshume.com.au "There are three ways to ultimate success: The first way is to be kind. The second way is to be kind. The third way is to be kind." Riley Gollan Accountant B Bus (Acc & Fin), Dip Sport Development riley.gollan@collinshume.com.au "It's supposed to be hard. If it were easy, everyone would do it" Annalisa Hill Accountant B Bus (Accounting) annalisa.hill@collinshume.com.au "Stay away from those people who try to disparage your ambitions. Small minds will always do that, but great minds will give you a feeling that you can become great too." Kim Roy Accountant B Bus (Coms) kim.roy@collinshume.com.au "Try seeing the world from other people's perspective not just your own" Jonathan Walsh Accountant BA (Business) MA (Accounting) ASA jonathan.walsh@collinshume.com.au ​ Brodie Cook Accountant CA brodie.cook@collinshume.com.au "When you can’t find the sunshine, be the sunshine" Kaleb Morhaus Undergraduate Accountant Xero Certified Advisor kaleb.morhaus@collinshume.com.au "You'll never walk alone" Nerida Byron Bookkeeper Cert IV Accounting & Bookkeeping, Xero Certified Advisor, Xero Payroll Certified nerida.byron@collinshume.com.au "If you stop learning, you just stop, so learning is magic" June Henry Bookkeeper Cert IV Bookkeeping (Distinction), Certified Xero Bookkeeper, Xero Payroll Champion, MYOB Partner, Registered BAS Agent june.henry@collinshume.com.au "It's just gotta be fun!" Carol Holton Business Host Cert IV in Frontline Management carol.holton@collinshume.com.au "Life's too short to sweat the small stuff; things always have a way of working themselves out" Lucy Flanagan Executive Assistant Cert III (TAFE Award Recipient) & Cert IV Business Admin, JP lucy.flanagan@collinshume.com.au "If everything is too precious or perfect, you lose that little bit of spark" Kylie Griffith Executive Assistant JP kylie.griffith@collinshume.com.au "Life is a journey not a destination" Tamara Hepburn Executive Assistant Dip Accounting, Dip Hosp & Events Management, Cert III IT tamara.hepburn@collinshume.com.au "Vulnerability isn’t a weakness. It’s the ability to show up even when you can’t control the outcome." Lani Winston Executive Assistant Cert III Business Admin lani.winston@collinshume.com.au "The more you know, the less you don’t" Kirra Connell Administration Trainee Studying Business Cert lll kirra.connell@collinshume.com.au "Nothing will work unless you do" Join our team — we make accounting fun! ​ We're an award-winning team of family-friendly accountants and business advisers passionate about quality work and exceptional service. We also give back to our community. We're an inspiring and caring bunch. Our workplace is about lifestyle, fun, enjoyment, and leaving a legacy of a better world. Our business is also a bit different. We are members of 1% for the Planet, and our Climate Neutral Certification supports this. We always seek talented professionals who align with our values and vision. If you're interested, don't hesitate to contact us and join our team. ​

Let's TALK Ballina Location