In order to provide the best possible accounting, taxation related and/or financial advisory services to you, Harris Black needs to collect and store your personal information.
Personal information is any information which might identify you or by which your identity might reasonably be determined. Personal information collected by Harris Black may include, but is not limited to, your name, birthdate, place of residence, email address, telephone number, bank account details, superannuation details, taxation details (both past and present), accounting and financial information.
Whilst you can of course choose not to provide us with your personal information, Harris Black will be unable to provide you with services unless you opt to do so.
Harris Black will, whenever possible collect your personal information from you directly. Where we are unable to obtain personal information directly from you we may request your consent, either written or verbal as appropriate, to obtain your personal information from a third party.
Ultimately, we may collect your personal information in a number of ways during the course of our relationship with you, including the following:
- during personal conversations with you;
- from documentation, hardcopy or digital media provided by you;
- from communications sent from you by fax, email, post or other means;
- when you forward or upload electronic data to our office network;
- when you provide us with direct access to your electronic records or systems;
- from forms completed by you and returned to our office;
- from third parties when you have authorised us to do so;
- from event enrolment forms;
- when you visit our website; or
- when you connect with us using social media.
It is possible also that we may collect personal information about you from other sources without your direct knowledge such as when funds are transferred from your bank account to our trust or general accounts and your bank account details are advised to us.
Harris Black uses your personal information for the following purposes:
- to verify your identify;
- to contact and communicate with you;
- to provide you with agreed services;
- to notify you of any new or amended services offered by Harris Black relevant to the agreed service or otherwise;
- to assist you with technical support or support relating to the agreed service or otherwise;
- to carry out marketing initiatives relating to the services provided by Harris Black;
- to offer you additional services; and
- to comply with laws or regulations in relevant jurisdictions.
Whenever possible, Harris Black will require you to specifically consent to any disclosure of your personal information to a third party where the disclosure of personal information is not in accordance with, or is unrelated to, the provision of services to you.
In order to provide
quality, efficient and affordable services to you, it is possible that your
personal information may be viewed by third parties with whom Harris Black has
a vested relationship such as providers of auditing and bookkeeping services,
audit insurance providers, accounting contractors, providers of financial
services, IT contractors, and providers of software support. We may use
Cloud Based Software during the analysis of your data and during the provision
of some services, it is possible that your information may be reviewed by our
overseas contractors, Backoffis Pty Ltd, with whom Harris Black has a close,
long standing and valued association.
If at any time Harris Black is required by law to release your personal information, we must cooperate fully.
Once the provision of services to you is complete your personal information, both electronic and otherwise may be retained by Harris Black for a period of seven years or more in the event that future instruction for the provision of additional or ongoing services may be forthcoming.
Harris Black is committed to the protection of your personal information whether stored electronically or on file, and takes all reasonable precautions to protect it from unauthorised disclosure, access or modification. We incorporate a number of systems and procedures to ensure your personal information remains secure, including the following:
- a requirement for all staff to agree in writing to client and work related confidentiality at the time they commence employment with Harris Black;
- electronically secure premises accessible only to Harris Black staff with access cards;
- client and third party meeting rooms external to a secure work area;
- onsite servers;
- computer firewall protection;
- up to date technology / computer systems / servers and ongoing maintenance to ensure data security and prevent unauthorised access;
- the use of secure links and folders for the transfer of sensitive documents between ourselves, our clients and other external parties;
- protocols for fast and effective action in accordance with the Office of the Australian Information Commissioner's (OAIC) Notifiable Data Breach (NDR) scheme;
- training for all staff regarding the protection of client personal information in keeping with the Privacy Act and the NDR scheme;
- the use of passwords for access to our network and restrictions within our database to ensure that staff only access the information required to perform their duties; and
- security shredding bins for the disposal of written information.
Harris Black will correspond with you by email if you indicate that this is appropriate and acceptable to you. In providing this direction you acknowledge also that the internet is not a secure environment and that the transmission of personal information over the internet is at your own risk and cannot be guaranteed by Harris Black.
Harris Black will, on occasion, use your personal information such as your address or contact details, to provide you with industry information or to introduce you to additional services that we offer. In this regard, we may, for example, send you written communications, electronic newsletters and/or invitations to events. If at any time you do not wish to receive information such as this, we invite you to contact us on 07 3032 0200 or to unsubscribe where offered when the communication is electronic and we will not send you any further information.
We encourage you to always communicate with us immediately there is a need to access or update your personal information.
You can at any time request access to your personal information or request that we update your personal information by contacting us on 07 3032 0200, by written communication, or by emailing us at firstname.lastname@example.org.
You may only access your own personal information. We will attempt to handle all requests for access to personal information in a reasonable time period. In the event that information requested is substantial, Harris Black may charge a fee to cover the cost of retrieval and provision of the information to you. Additionally, Harris Black reserves the right to deny access to personal information where the request for same is considered to be frivolous or vexatious.
If at any time you believe Harris Black to be in breach of the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APP's) set out in the Privacy Act, we encourage you to contact us on 07 3032 0200 or to lodge a complaint in writing addressed as follows:
The Practice Manager
GPO Box 646
BRISBANE QLD 4001
If you are unsatisfied with our response you may contact the Federal Privacy Commissioner on 1300 363 992. Alternatively you may write to the Director of Complaints, Office of the Federal Privacy Commissioner, GPO Box 5218, Sydney NSW 1042.
|This Policy was last updated on 8 February 2018.