Privacy Policy

We respect your privacy

Pascoes Accounting & Advisory respects your right to privacy and this policy sets out how we collect and treat your personal information.

We understand that you value your privacy and wish to have your personal information kept secure. As an accounting firm, Pascoes Accounting & Advisory collect and hold a large range of highly sensitive personal and commercial information. For these reasons, we place a high priority on the security of information held by our firm. This policy describes how we manage your personal information to maintain its integrity and security.

“Personal information” is information we hold which is identifiable as being about you.

1. What personal information we collect

We collect only personal information that is relevant and necessary to providing the service you have requested from us.
In general, you can assume that we collect and hold the following information:

• Name:
• Address:
• E-mail address:
• Web-site address:
• Telephone and fax number:
• Tax file number:
• ACN:
• ABN:
• ARBN:
• Bank Account Details:
• Date of birth:

We collect and hold a broad range of personal information during the course of providing our services. However, we strive to ensure that we collect and hold only that personal information which is relevant and necessary to advise on the specific matters you have asked us to address.

2. How we collect your personal information

We collect your personal information in a variety of ways, including, when you interact with us electronically or in person; when you access our website; and when we provide our services to you.

Generally, we will collect personal information directly from you. Sometimes it may be necessary for us to collect your personal information from a third party, or from a publicly available source. We will only collect personal information this way where you have consented or you would reasonably expect us to collect personal information in that way, or if it is necessary for a specific purpose in the delivery of our services.

3. Use of your personal information

We primarily collect information to allow us to provide the services you have asked us to provide.
We may also use the information:

• to send newsletters containing information that we believe would be of interest to you
• to invite you to seminars or events that we conduct or host
• to inform you of developments at Pascoes Accounting & Advisory including new and additional services that we can provide
• to assist us to manage our practice

We will not sell, rent or trade any of your personal information to any person. We will not disclose information about you unless the disclosure:

• is required by law
• is authorised by law
• you have consented to our disclosing the information

Third Parties

Information may be disclosed to the following third parties:

• Australian Taxation Office, Centrelink, your bank
• Authorised Third Party Advisors

The following third parties may have access to personal information at times:

• IT technicians working under supervision to provide on-site support
• CPA Australia’s quality review auditors

4. Disclosure of your personal information overseas

We will not disclose your personal information to recipients outside of Australia.

5. Security of your personal information

We take reasonable steps to protect your personal information. However, we are not liable for any unauthorised access to this information.

6. Access to your personal information

You can access and update your personal information by contacting us at reception.bunbury@pascoesaa.com.au
We may charge a reasonable administration fee for this access.

7. Concerns about privacy

If you have any concerns about our privacy practices, please feel free to contact us at reception.bunbury@pascoesaa.com.au We take concerns and complaints very seriously and will respond shortly after receiving written notice.

8. Changes

Please be aware that we may change this Privacy Policy in the future. The revised versions will be uploaded onto our website, so please check back from time to time.

9. Website

When you visit our website we may collect certain information such as browser type, operating system, website visited immediately before coming to our site. This information is used in an aggregated manner to analyse how people use our site, so we can improve our service.

Cookies

We use cookies on our website. Cookies are very small files, which identify you when you return to the site and to store details about your use of the site. Cookies will not access or damage your computer. We use cookies to improve your experience of using our website.

Third party sites

Our site has links to other websites not owned or controlled by us. We are not responsible for these sites or for the consequences of your access to those sites.