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Sharyn Long Chartered Accountants – SLCA

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SLCA Privacy Policy & Data Collection Statement

 Introduction

  1. In this Privacy Policy, ‘slca’, ‘we’, ‘us’ and ‘our’ means slca Pty Ltd (ABN 98 115 039 613) carrying on business as Sharyn Long Chartered Accountants.
  2. slca is a professional services firm providing accounting and financial reporting, APRA reporting, tax compliance and advice, payroll and other specialist consulting services to multi-employer, corporate and government superannuation funds as well as private clients.
  3. slca must receive private information from others to perform its professional services.

Privacy Policy

  1. We are committed to treating the personal information we collect to provide services to our clients in accordance with the National Privacy Principles in the Privacy Act 1988 (Cth) (Privacy Act) and codes of professional conduct prescribed by regulations and standards of Chartered Accountants Australia and New Zealand, the Accounting Professional and Ethical Standards Board and the Tax Practitioners Board.
  2. We take active measures to ensure the security of personal information we hold, including protecting such information from misuse, interference, loss, unauthorised access and disclosure.
  3. We will also take reasonable steps to destroy or de-identify the personal information we hold as soon as it is no longer needed for any purpose for which it may be used or disclosed under the APPs.
  4. Our Data Collection Statement sets out how in Australia we collect, store, use, and protect disclosure of personal information. Note that this statement does not apply to personal information collected by slca that is exempted under the Privacy Act, for example our employee records.

Data Collection Statement

Personal information we collect

  1. We only collect personal information necessary for us to provide our services.
  2. The main types of personal information we collect to provide our services includes names, addresses, job titles, date of birth, ACNs and ABNs, bank accounts, TFNs, employment records, superannuation records, investment records and details of transactions.
  3. It may also be necessary in some circumstances to collect sensitive information, for example, professional memberships and criminal record or health information. We will only collect sensitive information as permitted under the Privacy Act.

How we collect personal information

  1. We collect personal information from our clients directly, for example, when we deal with you in person or over the phone, when you send us correspondence and when you upload documents and information through our SharePoint service.
  2. For some services we provide our clients, it may be necessary for us to collect personal information from or about client employees and agents.
  3. We only collect related party or third-party personal information as instructed or permitted by our client, or you, from our client, for example, as pertains to your employment or an authorised third-party, for example, a custodian, administrator, or investment manager.
  4. We may collect personal information as an authorised tax agent directly from the ATO or from your personal representative or a publicly available record, amongst other sources. We may also collect personal information about you from your use of our website and information you provide to us through our SharePoint service.
  5. If you provide us with someone else’s personal information, you should only do so if you have their authority or consent to provide us with their personal information, and you have made them aware of our collection of their data, including taking reasonable steps to inform them of the matters set out in this Privacy Policy.

Use of personal information

  1. slca collects personal information for different purposes including:
  • to provide professional services.
  • to provide technology services and solutions.
  • to respond to requests.
  • to maintain contact with our clients and other contacts (including alumni).
  • to keep our clients and other contacts informed of our services, industry developments and to notify of seminars and other events.
  • for administrative purposes.
  • for recruitment purposes.
  • for purposes related to the employment of our personnel, providing internal services to our partners and staff and for matters relating to slca.
  • for the engagement of service providers, contractors or suppliers relating to the operation of our business, or
  • for other business-related purposes.
  1. slca may also use your personal information for the purpose of marketing its services. If you do not want to receive marketing material from us, you can contact us as detailed below.
  2. If you do not provide us with the personal information we have requested, we may not be able to complete or fulfil the purpose for which such information was collected, including providing our clients with the services we were engaged to perform.

Disclosure of personal information

  1. slca will not disclose your personal information to third parties unless as set out in this Privacy Policy, or permitted by law, some of slca’s business is offered for sale, or you consent.
  2. If we do disclose personal information to third parties, we will do so in accordance with the purpose for which the personal information on was collected, or a related or ancillary purpose. The types of third parties we may disclose your personal information to include:
  • government agencies such as the ATO or ASIC.
  • experts or other third parties contracted as part of an engagement.
  • our service providers or our professional advisers.
  • other firms associated with slca, or
  • if you are an employee, a contractor or supplier of services to a client, then we may disclose your personal information as part of providing services to that client.
  1. We do not disclose personal information to third parties for the purpose of allowing them to send marketing material to you. However, we may share non personal, de-identified or aggregated information to them for research or promotional purposes.

Security and retention of personal information

  1. We take reasonable steps to protect any personal information that we hold from misuse and loss. We also take reasonable steps to protect it from unauthorised access, modification, and disclosure.
  2. The security measures we take include physical security measures (including security passes to enter our offices and storage of files in lockable cabinets), and technology security measures (including restriction of access, firewalls, the use of encryption, passwords, and digital certificates).
  3. The personal information you provide to us will be retained only for as long as necessary to fulfil the purposes for which the information was collected, as required by law or in accordance with our documentation retention policies.

Privacy on our website

Your choices

  1. You have several choices regarding your use of slca’s website. In general, you are not required to provide personal information when you visit our website. However, if you apply to receive information about our services, events and industry updates or wish to apply for a job, we may require you to provide certain personal information.

Links to third party websites

  1. slca’s website may contain links to third parties’ websites. Those other websites are not subject to our privacy policies and procedures. You will need to review those websites directly to view a copy of their privacy policies.
  2. slca does not endorse, approve, or recommend the services or products provided on those third-party websites.

Children

  1. We understand the importance of protecting children’s privacy, especially in an online environment. Our website is not intentionally designed for or directed at children under the age of 13. It is our policy to never knowingly collect or maintain information about anyone under the age of 13, except as part of a specific engagement to provide professional services or for the purposes of ensuring compliance with our auditor independence policies.

Gaining access to personal information

  1. You can gain access to your personal information from slca on request in writing, subject to some limited exceptions permitted or required by law.
  2. Factors that affect your right to access your personal information include whether:
  • the request is frivolous or vexatious.
  • the information relates to a commercially sensitive decision-making process.
  • access would be unlawful.
  • access would prejudice enforcement activities relating to criminal activities and other breaches of law, or
  • denying access is required or authorised by or under law.
  1. If slca denies you access, we will let you know the reason why access is denied.
  2. slca may charge the reasonable costs of providing you with access to your personal information.

Keeping personal information current

  1. If you believe that any personal information slca has collected about you is inaccurate, incomplete, or not up to date, please contact us and we will take reasonable steps to correct it in accordance with the requirements of the Privacy Act.

How to contact us

  1. If you would like to access your personal information, have a query in relation to this Privacy Policy & Data Collection Statement or would like to make a complaint about slca’s handling of your personal information, please contact:

Sharyn Long Chartered Accountants
Suite 284 MBE Perth CBD
50 St Georges Tc
Perth WA 6000
Phone: 0412 940 007

  1. We may modify this Privacy Policy & Data Collection Statement from time to time to reflect our current privacy practices.