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McMILLAN PARTNERS PRIVACY POLICY & COLLECTION STATEMENT We appreciate the importance of protecting your personal information and
recognise the trust placed in us when you supply your personal information to
us. We are bound by the National Privacy Principles (‘the NPPs’) under the
Privacy Act 1988 (‘Privacy Act’) in the way we handle personal
information. To comply with the
NPPs and in recognition of your trust in us, we have implemented a Privacy
Policy. This Policy explains how
we handle personal information relating to individuals, whether or not they
are clients. Nothing in this
policy limits any of our other obligations at law. 1
McMillans Pty Ltd trading as McMillan Partners and McMillans Financial
Planning Pty Ltd (McMillan Partners) has created this Privacy Policy and
Collection Statement (together referred to as ‘this Privacy Policy’) in
order to demonstrate our commitment to privacy. 2
McMillan Partners is bound by the Privacy Act and the National Privacy
Principles (NPPs). 3
McMillan Partners will update this privacy policy as required. If it is changed, the changes will be posted on McMillan
Partners website, so that you are always aware of the sort of information
collected, how the information may be used, and under what circumstances it
may be disclosed by McMillan Partners. 4
Please note that if at any time McMillan Partners is required by law to
release information about you or your organisation, McMillan Partners must
cooperate fully. 5
This Privacy Policy does not apply to acts or practices of McMillan
Partners that are directly related to employee records of current or former
employees. What
sort of information does McMillan Partners collect? 6
McMillan Partners collects personal information about you (‘the
Information’) when you engage the organization so that we may provide
you with financial planning / tax /management accounting / audit
services you have requested.
This may include collecting details such as your ● Tax File Number
● full name ● address ● telephone number ● date of
birth ● e-mail address ● occupation ● marital status ●
financial position and ● circumstances. What happens if you do not provide the information? 7
Whilst you are not obliged to provide us with the Information
requested, if you decline to do so, we may be unable to provide the level of
service and advice required and expected of us. Why does McMillan Partners collect the information and how is your
information used by McMillan Partners? 8
McMillan Partners collects
the Information to provide you with a specific service.
For example, we may use the Information you provide us to:
(a)
Provide accounting and financial planning services both initially and
on an on-going basis; (b)
Complete associated
documentation and application forms; (c)
Inform you of services that
are available, which may be of interest to you. 9
McMillan Partners also uses
the Information to send you information (either by email or post) that you
request. If at any time you
receive material that you did not request or do not want to receive, please
contact us.
Who does McMillan
Partners disclose personal information to? 10
McMillan Partners will not sell, rent, trade or otherwise supply to
third parties any personal information obtained from you unless you consent.
With your consent, it may be necessary for us to disclose your
personal information to other
professionals and organizations such as: (a)
Government departments e.g.
Australian Securities and Investment Commission, Australian Taxation Office,
RBL Office and Centrelink; (b)
Financial institutions
(including fund managers, life companies, superannuation trustees, share
brokers);
(c) External service providers
and auditors.
How will McMillan
Partners keep your personal information secure? 11
McMillan Partners has security measures designed to protect against the
loss, misuse and / or alteration of the Information under its control.
These security measures are:
(a)
Clauses in employment
agreements requiring confidentiality from staff
members; (b)
Secure computer passwords;
(c)
Electronic information is
protected by firewalls via the internet to restrict external access to
information;
(d) Information no longer
required is destroyed securely;
(e)
Electronic information is
backed up and stored in a secure off-site location;
(f)
Paper records are stored
either securely on-site or archived in a secure off-site location in line with
the Australian Taxation Office record keeping time lines. Correcting and
Updating Your Profile 12
You may gain access to Information that McMillan Partners has collected
about you, by contacting Margery Morris.
We will not charge you for responding to such a request, unless we
incur costs in providing the information. Contacting McMillan Partners If you have any questions about this Privacy
Policy, you should contact McMillan Partners Privacy Officer: Margery Morris Privacy Officer McMillan Partners
PO
Box 828 Traralgon
VIC 3844 Telephone
(03) 5174 6699 Fax (03)
5174 9932 Email margerymorris@mcmillanpartners.com.au MCMILLAN
PARTNERS PRIVACY POLICY AND COLLECTION STATEMENT
Definitions Access Access may include allowing an individual to
inspect personal information or giving a copy of it to them. Collection Collection of personal information includes where
we gather, acquire or obtain personal information from any source and by any
means. In addition, collection
includes when we keep personal information we have come across by accident or
have not asked for. Consent Clients must understand what they are agreeing to
and agree voluntarily. The consent
is not valid or acceptable if there is extreme pressure or coercion, for
example, where consent is given under threat. Consent
can be express or implied Express consent is given explicitly: verbally or
in writing. Implied consent: consent may reasonably be
understood in the circumstances from the conduct of the person. Disclosure In general terms McMillan Partners discloses
personal information when it releases it to others outside the firm.
It does not include giving individuals information about themselves (this
is ‘access’ see above). Firm The firm is McMillans Pty Ltd trading as McMillan
Partners and McMillans Financial Planning Pty Ltd. NPPs Abbreviation for National Privacy Principles.
These are the default rules which organisations and businesses must
comply with. The ten National Privacy Principles in the
Privacy Act set the minimum standards for handling personal information. The Privacy Act protects personal information
about individuals handled by organizations who are subject to the Act, or who
elect to be bound by the Act. Personal
Information This is information or an opinion about an
individual whose identity is apparent, or can reasonably be ascertained, from
the information or opinion. This
includes information or an opinion forming part of a database.
The information may or may not be true. Trading
in personal information Trading in personal information happens where
businesses collect or disclose an individual’s personal information for a
‘benefit, service or advantage’ (see below), for example, they buy or sell a
list of personal information for income, concessions or some other return.
The Act does not prevent trading in personal information but does set
principles that need to be followed. The Privacy Act will not apply where the trading
happens with the consent of the individual concerned or is authorised or
required by law. Note: In some
circumstances, sale of the assets of a business that include personal
information will also be trading in personal information. Benefit,
service or advantage This includes income, financial concessions,
subsidies or some other return to the firm.
For example, where the firm sells its customer list to a marketing
company or gives its own list in return for another list. Use In general terms, use of personal information
refers to the handling of personal information within the firm including ‘the
inclusion of information in a publication’.
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