Qaccounts (ACN
135 853 342)
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PRIVACY POLICY
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Provided by:
Prepared by:
DISCLAIMER
*This Privacy Policy has been prepared and is
provided as a template based on a typical accounting firm scenario. Please be
aware that factors specific to your firm such as what type of personal
information you collect and how it is used will need to be considered in order
to make sure this document is best suited to your firm’s needs and to make sure
you follow the correct steps to comply with your obligations in accordance with
the relevant privacy law.
Your firm is provided with a limited, non-exclusive, non-transferable, non-sublicenseable, revocable licence to use and modify this document while you are subscribers of Practice Protect’s Cloud Best Practice service (the Licence). The granting of this Licence to you is contingent upon all Practice Protect and Robert James Lawyers logos remaining on the document. The licence is revoked if you (1) remove any logos, or (2) when you cease being a Practice Protect Cloud Best Practice subscriber. If your Licence has been revoked you must immediately cease using any associated documents (including this one), and delete all copies of any Practice Protect documents in your possession (including this one). By using and continuing to use this document you confirm and accept the terms of this Licence.
Privacy Policy
1.
About this Document
This
Privacy Policy has been adopted by Qaccounts (ACN 135 853 342) “Qaccounts”,
“we”, “us” and “our” including any
corporate entity owned or controlled by this company.
Our
employees, contractors, consultants, partners and any other third party
entities that at our direction have access to your personal information are
bound by and must adhere to this Privacy Policy
By providing personal information to us you consent to our collection,
use and disclosure of your personal information in accordance with this Privacy
Policy.
We
reserve the right to make amendments to this Privacy Policy at any time and
will make available to you details of the changes we make. If you have objections to our Privacy Policy,
you should notify us immediately and not submit personal information to us.
2.
Commitment
As
responsible data custodians we are committed to protecting your personal
information. This Privacy Policy outlines how we collect, use, store and
disclose your personal information in accordance with the Australian Privacy
Principles 2014 (APPs) established
under the Privacy Act 1988 (Privacy Act).
You can
obtain further information regarding the APPs and your privacy rights at the
Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.
3.
Personal or sensitive information we collect
We may collect personal information that you have
supplied to us such as your name, age, date of birth, address, and other contact
details. We may also collect sensitive
information from you with your consent (in specific circumstances).
The type
of information we may collect depends on your dealings with us and may include:
·
Name,
contact details;
·
Identification
information – e.g. your tax file number, driver’s licence;
·
Employment
information – e.g. current and historical;
·
Financial
information – e.g. bank accounts, shareholdings, loans;
·
Financial
circumstances – e.g. assets and
liabilities, credit reporting, income, expenditure, insurance, superannuation;
and
·
Information
provided to us via client surveys.
4.
Collection & Use
We may
collect personal information from you or from third parties by:
·
Having face-to-face
meetings and telephone discussions with you;
·
Asking
you to complete client questionnaires;
·
You using
our website and interacting with our social media sites;
·
You
communicating with us through correspondence;
·
Conferring
with third parties such as financiers or the Australian Taxation Office on your
behalf;
·
Using
“cookies” or other similar tracking technologies on our website that track website
usage, preferences and personal account information; and
·
Requesting
information from a publicly available source.
We
collect personal information from you to be able to provide you with the services
you have requested us to provide including:
·
Providing
you with financial planning advice;
·
Preparing
tax returns and financial accounts; and
·
Liaising
with third parties on your behalf such as financial institutions, government
organisations, insurance.
5.
Disclosure
We may
disclose your personal information for the following purposes:
·
To enable
you to access and use our services and in turn provide our services to you;
·
To
provide you with direct marketing materials that may be of interest to you such
as articles or product brochures or
correspondence from our business partners;
·
For
purposes that you consent to such disclosure or for a related purpose where you
would reasonably expect such disclosure; and
·
Any circumstance otherwise authorised by the
APPs and/or the Privacy Act.
We will
only use sensitive information for the primary purpose it was obtained for or
for a secondary purpose that is directly related to the primary purpose (or
where otherwise required by law).
We may
disclose your personal and sensitive information to trusted third parties,
including the following entities:
·
Our
representatives, advisers, employees, dealers, agents and related bodies
corporate;
·
third
party suppliers and service providers such as the providers for the operation
of our website or business services;
·
The
Australian Taxation Office (ATO) to meet ongoing compliance;
·
The
Australian Securities & Investments Commission (ASIC) or Financial Planning
Association (FPA) on request to meet ongoing compliance, mandatory professional
standards and other legal obligations;
·
Specific
third parties authorised by you to receive information held by us; and
·
As
required by law or directed by legal decision/process;
·
Any
industry body, tribunal, court or otherwise connected with any complaint
regarding our services.
6.
Security
We take
our security obligations seriously and your personal information is regarded as
confidential and may be held in both hard copy and/or electronic versions. We
will take all reasonable steps to safeguard your information so that it is not
misused, lost, modified, accessed by unauthorised persons or disclosed without
authorisation.
As responsible data custodians we are familiar with
the requirements of the Notifiable Data Breaches scheme and are committed to
responding to data breaches in accordance with our obligations under the
Privacy Act. We will notify the Office of the Australian Information
Commissioner and you if there is unauthorised
access to, unauthorised disclosure of, or loss of, personal information held by us and the access, disclosure
or loss is likely to result in serious harm to any of the individuals to whom the information relates in
accordance with the Privacy Act.
Our website may contain links to external websites
operated by third parties. The privacy polices of these other websites may not
accord with this Privacy Policy and we cannot be held responsible and do not
have control of the use of your personal information by these third parties.
As
responsible data custodians, any breach of this Privacy Policy by our
employees, contractors, consultants, partners and any other entity that at our
direction have access to your personal information will invoke disciplinary and
possible legal action against the offending party.
7.
Accessing, Updating and Correcting Your Personal
and Sensitive Information
You have
a right to access your personal information, subject to exceptions allowed by
law. If you would like to do so, please provide us with a request in writing to
the contact details listed below. Depending
upon the complexity of the request, we will endeavour to respond to you within
four weeks of receiving your request. We reserve the right to charge a fee for
searching for, and providing access to, your information on a per request
basis. Where we cannot provide you with access to all of your personal
information, we will provide you with reasons why. We may also require your
identity to be verified when you send in your request and prior to sending any substantive
response.
If at any
time you believe that information we hold about you is incomplete, inaccurate,
irrelevant, misleading or not up-to-date, please contact us and we will take reasonable
steps to correct the information in accordance with the Privacy Act.
8.
Complaints and Inquiries
If you
have a complaint regarding the way we have handled your information, or have
any questions about this Privacy Policy, or your personal information we hold, please
contact us by any of the following means:
·
Contact Person:
Simon Nechepurenkov
·
Address:
Suite 1, Ground Floor, 4 Railway Parade, BURWOOD NSW 2134
·
Phone:
1300 117 829
Please
make sure to include your name and return contact details with any inquiry.
We will
endeavour to respond to your complaint or inquiry within a reasonable period
from when it is received.
If you
are not satisfied with our response to your complaint or inquiry you can
contact the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.
Policy
Effective: 30 August 2019