Disclaimer
The information contained on this site is provided solely for information purposes and is not intended to constitute legal or professional advice.
We believe that the information contained therein has been obtained from reliable sources. However, we cannot guarantee that the information is always accurate and up-to-date.
Therefore, you should not act on the basis of this information without first obtaining appropriate professional advice.
We disclaim all liability for any loss or damage (which includes incidental, special, or consequential damages) to any person or organization, whether a user of this site or not, that may arise in connection with the use or non-use of any of the facilities provided on the site, even if such loss or damage is reasonably foreseeable.
Links to External Websites
The site contains a number of links to external websites. We make no representation or warranty as to the accuracy or any other aspect of the information on those linked sites. Furthermore, no link to another site should be constructed as an endorsement or recommendation of any information, or goods or services that are referred to therein.
Privacy Policy
1. Purpose of the Policy
Our practice (including any related entities) is committed to protecting your privacy and personal information obtained through its operations as a Professional Services Firm.
2. Kinds of personal information we collect and hold
We collect personal information such as names, contact details, financial and employment data and other details relevant to the following purposes:
- Provision of Accounting and Assurance
- Taxation and Business Advisory
- Corporate Finance
- Financial Planning and Insolvency
- Marketing and Human Resources
Information that is not directly and specifically provided by third parties, such as an IP Address, Browsing Pattern on the site, Click Stream, and the Status of Cookies placed on a computer may also be collected.
3. How we collect personal information
Personal Information is collected from that which has been directly provided to us by our clients or prospective or potential employees or is otherwise available in the public domain where this information will assist us with the provision of services to our current and prospective client. Information may have been provided verbally or in writing (including by email, phone, forms or our website).
Our practice may at times use and disclose personal information about an individual for the ‘Primary Purpose’ of collection (i.e. the Dominant or Fundamental purpose for which that information is collected).
As well as abovementioned purposes, that ‘Primary Purpose’ includes facilitating our internal business processes, communication with clients, prospective clients and other external parties, providing ongoing marketing information about our products and services, complying with our legal obligations and dealing with enquiries and complaints.
In certain circumstances, the law may permit or require us to use or disclose personal information for other purposes (for instance where a client would reasonably expect us to and when the purpose is related to the purpose of collection).
4. Disclosure of personal information
Our practice will ordinarily make the following disclosure of your personal information where it is necessary to support the delivery of the client services or other related activities to:
- Third party service providers utilized in connection with and administrative matters;
- Service in providing (including IT service providers and consultants) who assist in providing or marketing our services;
- Related entities and related Bodies Corporate or our Practice;
- Third parties in connection with the sale of any part of our practice;
- Our Contractors and Agents;
- Superannuation details to Fund Administrator;
- Where we are required by Law to provide personal information so as to comply with Court Orders, Subpoenas or other legislation that required us to provide personal information;
- Your Superannuation Company; and
- The Australian Taxation Office.
In using or disclosing your personal information we are not required to seek your additional consent.
Disclosure may also be made:
- If we reasonably believe that the use or disclosure is necessary to lessen or prevent a serious or imminent threat to an individual’s life or to public health.
- If we have reason to suspect that unlawful activity has been, or is being, engaged in
- If it is required or authorized by Law.
Should it be necessary for our practice to forward personal information to third parties outside the firm, we will make every effort to ensure that the confidentiality of the information is protected.
The nature of our business activities may on occasion require that personal information be disclosed to overseas recipients’ (e.g. cloud services) including IT services and contractual arrangements with third party service providers to assist us with providing our products and services to you.
By submitting your personal information to us, you expressly agree and consent to the disclosure, transfer, sorting or processing of your personal information outside of Australia.
5. How we store your personal information
Once we collect your personal information, we will either hold it securely and store it on infrastructure owned or controlled by us or with a third-party service provider who have taken reasonable steps to ensure the confidentiality of the information provided is protected.
By using our website or arranging us to provide you with services, you acknowledge and agree that you:
- Give the consents given by you in the policy; and
- Have been informed of all the matters in this policy.
6. Staff confidentality
All team members are bound by strict confidentiality obligations. Any unauthorised disclosure of client information is treated as a serious breach of policy.
7. Government agency work
Information obtained through work with government agencies is strictly confidential and will only be disclosed if legally required or explicitly authorised by the agency.
8. Policy updates
We may update this Privacy Policy from time to time to reflect changes in our business practices or legal obligations. When updates occur, we will take reasonable steps to notify you—either directly or by publishing the revised policy on our website.
9. Your rights
You have the right to access and request correction of your personal information. To make a request or raise a concern, please contact us directly.
Please find below the link to the Tax Practitioners Board (TPB) “Information for Clients” titled: YOUR OBLIGATIONS TO THE ATO AND YOUR TAX PRACTITIONER’S OBLIGATIONS TO YOU, THE TPB AND ATO.
Information for clients – Taxpayers -
New Code Obligations from the Tax Practitioners Board
The Tax Practitioners Board (TPB) Register contains details of registered tax and BAS agents, as well as certain unregistered entities and individuals. It also includes any breaches of the Code of Professional Conduct and sanctions imposed that are on the public record.
The register can be searched here:
https://www.tpb.gov.au/public-register
The following webpage contains details of how clients can make complaints to the TPB:
https://www.tpb.gov.au/complaints
The following webpage contains an Information for Clients PDF document prepared by the TPB. This document provides some general information about your rights, responsibilities and obligations as our client’s:
https://www.tpb.gov.au/factsheets
