The primary purpose we collect personal information from you is to provide you with an accounting or financial service. We may also use or disclose the personal information for another purpose such as to inform you of relevant updates that may affect you or your business and to invite you to events that may interest you. You may choose not to receive such communications at any time.
We generally do not collect sensitive information from you unless it is relevant to provide you with the accounting or financial service.
Our usual process of collecting personal information is to collect the personal information directly from you. We may also collect personal information from other sources, such as your other advisers, from your suppliers or creditors, or from banks or other credit providers. We will only collect the personal information from these other sources if it is necessary to provide you with the accounting or financial service, or you have instructed us to collect your personal information from those sources.
The information is usually collected before and during the course of providing the accounting or financial service to you.
Under our professional obligations, we are also required to issue you with an engagement agreement for some matters (see APES 230 and 305). For this reason we will need to collect your contact details before proceeding with the accounting or financial service.
We may also need to collect other kinds of personal information from you in order to provide the accounting or financial service. It is not possible to exhaustively list all kinds of personal information collected as it will depend on what is required to provide the accounting or financial service to you. For example, the other kinds of personal information we may collect could include: financial information, tax returns and tax file numbers, credit information, banking details, date and place of birth, and any other personal information required to perform the financial or accounting service for you.
If you do not provide us with the requested information, we may not be able to provide you with the accounting or financial service. In some cases it may be possible for you to provide us with some but not other personal information. You can ask us if this is possible before providing us with your instructions.
Your personal information may be disclosed to other entities, such as the ATO or our external auditors.
We do not usually disclose your personal information to other entities, unless it is necessary to provide you with the accounting or financial service, or you have requested us to disclose the information to another entity.
We do disclose some limited personal information to former employees located in Asia and the United Kingdom who we engage for limited functions from time to time. We take reasonable steps to ensure they are accessing the information in a secure manner, and in away that is compliant with the APPs. Otherwise, we do not disclose personal information to overseas recipients.