Last updated: 1 October 2024
1 Privacy Act 1988 (Cth) and accordingly we will only collect Personal Information (PI) about you that relates to the Terms of Engagement (TE). We may disclose PI about you for the primary purpose of this TE or to third parties by express consent or as required by law. This PI may be stored overseas in as per the software as a service (SaaS) provider’s terms and conditions. If you would like to access any PI we might hold about you, please contact us.
2 We may collect PI about you, your representatives, your clients and others when we provide services to you. If we do, you agree to work with us to ensure that we both meet our respective obligations under the Privacy Act 1988 (Cth). Your obligations may include ensuring your privacy policy and contracts include a reference to your collection practices, how you will use the PI and that you may disclose the PI to an agent for public accounting services.
3 Where an outsourced service requires the disclosure of PI to an overseas recipient, we take care to ensure that other third parties outside Australia to whom we disclose PI are subject to contractual obligations relating to privacy and the handling of your personal information and can only use the information for the purposes stipulated by us.
4 In providing our services to you, we utilise cloud computing provided by Xero Limited, Microsoft Incorporation, and GoDaddy Inc and we rely on their security measures. We also store client information in a data server managed in United States, which may subject to Australian privacy law.
5 If your PI is disclosed to CPA Australia for the purpose of conducting a CPA Australia Best Practice Program assessment on the services provided, your personal information will be handled as outlined in the CPA Australia Privacy Policy.