At Mindful Accounting, we respect your right to privacy and are committed to safeguarding your personal information.

As Registered Tax Agent and a Member of Chartered Accountants Australia and New Zealand, we are bound by requirements of TASA Code of Professional Conduct and APES Code of Ethics to protect your confidentiality.

Your personal information collected by us will be handled in accordance with this Privacy Policy and the terms of Engagement.

Personal Information Collection

We collect personal and financial information that is necessary to enable us to provide our professional services to you. We may also collect sensitive information such as details of memberships, health and health insurance information.

We may collect your personal information from the following sources:

–          Directly from you

–          From persons acting on your behalf

–          From third parties, including Government Agencies authorised to provide your information to us

–          From publicly available sources.

Use and Disclosure of Personal Information

The purpose of collecting your personal information is to carry out the Services that you are requiring. Mindful Accounting Advisory is bound by a professional obligation of confidentiality and will continue to treat and protect Information, including personal information in addition to financial and income tax information, which we receive, in accordance with these obligations.

To whom we may disclose your personal information

As part of our professional services we may be required by law to provide your personal information to third parties including:

• Australian Taxation Office (ATO), Australian Securities and Investment Commission (ASIC), Australian Business Register (ABR)

• Providers of products and services (such as information technology, cloud storage, and cyber security providers)

• External financial and legal advisers

• Consultants and brokers under existing referral arrangements for credit and financial products and services

• Other third parties where you request or authorise such disclosure.

Quality Review

As a member of the Chartered Accountants board, as Principal I am subject to periodic Professional Practice Quality Assurance reviews. Unless otherwise advised, you are consenting to your files being part of such a quality review. This review is of our client records and not of you as a client and you have full assurances that complete confidentiality will be maintained throughout.

In the event that you require your personal information held by our firm to be provided by us to third parties, for example financial institutions, such requests must be made with full details and in writing to our firm.

Data Storage and Security

The personal information we collect may be stored in paper or electronic form. We are committed to ensuring that the personal information we collect is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the personal information and protect it from misuse, interference, loss and unauthorised access, modification and disclosure.

We cannot guarantee the security of any information that is transmitted to or by us over the Internet. The transmission and exchange of information is carried out at your own risk. Although we take measures to safeguard against unauthorised disclosures of information, we cannot assure you that the personal information we collect will not be disclosed in a manner that is inconsistent with this Privacy Policy.

Website Use and Automatic Collection of Non-Personal data

Some information will be collected automatically from all visitors of our website. This may include IP address, date and time of visit, pages viewed, type of browser you are using, URL from which you linked to our website. We may aggregate and use non-personal data internally for statistic, analysis and research to make improvements to our service and navigation of the website.

Accessing, Updating or Correcting Your Information

You have the right to request access to your personal information we hold about you.

If at any time you become aware that information we hold about you is incorrect, incomplete or out-of-date, you can request to correct your information.

Privacy Policy Updates

We may, at any time and at our discretion, vary this Privacy Policy by publishing the amended Privacy Policy on our site. We recommend you check our Site regularly to ensure you are aware of our current Privacy Policy.

Queries

For any questions or notices, please contact us at:
laura@mindfulaccountingadvisory.com.au