Purposes for which we collect, hold, use and disclose personal information
We collect, hold, use and disclose personal information for purposes relating to our accounting activities. We may collect, hold, use or disclose your personal information for one or more of the following purposes:
- providing you with our products or services;
- managing our client relationship with you;
- providing you with information about our products, services or events;
- carrying out our accounting functions and activities; and
- complying with our legal or regulatory obligations.
- Communicate with you by a variety of measures including, but not limited to, by telephone, email, SMS or mail and
- Investigate any complaints.
You have the right not to provide information that can identify you. If however, you withhold your personal information, it may not be possible for us to provide you with our products or services, or alternatively may affect the adequacy or appropriateness of advice or services provided.
Types of personal information we collect
The types of personal information that we collect and hold about you depends on the type of product or service that we are providing to you.
The personal information that we may collect and hold about you includes:
- name, address and contact details, including email addresses;
- date of birth, Tax File Numbers, Australian Business Numbers, marital status details of your dependents and beneficiaries;
- financial information such as bank accounts (required when completing your Income Tax Return;
- your employment details (including your occupation, details of your employer, the nature of your employment and salary);
- details of any corporate structure which may be used by you to own and/or operate your business (and details of the relevant corporate entities);
- legal documents to which you are a party; and
- documentation which verifies your identify (which, in some cases, we are required to collect by the Commonwealth Anti-Money Laundering and Counter-Terrorism Financing Act 2006).
Manner of collection of personal information
We usually collect personal information directly from you in person or when you communicate with us by telephone, email, our website, standard form, e-form, letter, facsimile or other means.
We may use your personal information to send you publications that may be of interest to you (such as newsletters), invitations to events and product information alerts.
Disclosure of personal information
We may disclose your personal information to third parties for the purpose of carrying out our accounting, taxation or bookkeeping functions and activities including implementing and administering your legal, taxation and accounting matters. Third parties to whom we may disclose your personal information include:
other professional advisors such as accountants, auditors, lawyers, financial planners and corporate solicitors.
Our service providers that assist us to carry out our accounting, financial or lending functions and activities including information technology providers and marketing providers;
We do not sell personal information to other organisations or allow third parties to whom we disclose personal information to do this.
Quality of personal information
It is in our interests to ensure that the personal information that we have about you is accurate, complete and up-to-date. To assist us with this, please advise us as soon as practicable if you believe that any of the information that we have about you is not accurate, complete or up to-date, and all reasonable effort will be made to correct your information.
Personal Information Security
We are committed to keeping your personal information secure. We will use all reasonable steps to protect the personal information which we hold, from misuse, loss and from unauthorised access, modification and disclosure. We store your personal information in different ways, including in paper and electronic format. The measures we take to protect the security of your personal information include electronic and physical security measures, such as:
- securing our premises
- placing passwords and varying access levels on databases to limit access and protect electronic information;
- the use of Firewalls, encryption, passwords and digital certificates;
- providing locked cabinets and rooms for the storage of physical records
Where the information we collect is no longer required, we will delete the information or permanently de-identify it.
Access to Personal Information
Under the Australian Privacy Principles you have rights to access the personal information that we hold about you, except as set out below. If you wish to access the information, please contact our office at firstname.lastname@example.org
In some circumstances, we may refuse to give you access to your personal information. Those circumstances are set out in the Australian Privacy Principles and Health Privacy Principles respectively and include situations when your request may unreasonably impact on another person’s right to privacy and frivolous or vexatious requests.
Contact us about Privacy
If you have a complaint, we will respond and advise whether we agree with your complaint. If we do not agree, we will provide reasons. If we do agree, we will advise what (if any) action we consider appropriate to take in response. If you are still not satisfied after having contacted us, then if your complaint relates to our handling of your personal information you may contact the Office of the Australian Information Commissioner.
You may contact the Office of the Australian Information Commissioner by:
- Phone: 1300 363 992
- Post: GPO Box 5218, Sydney, NSW 2001
- Email: email@example.com