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Privacy

Introduction

Your privacy has always been important to us at DFK Crosbie. Our staff are trained to preserve your privacy in accordance with the law, our own standards and policies and those of the governing bodies of the accounting profession.

Collecting Your Personal Information

We will collect and retain personal information in order to:

  • Provide you with the appropriate service and advice.
  • Manage and administer your account with us.

We may also use your personal information to let you know about our services or other information that might serve your investment, taxation and business needs, or in which you may be interested for other reasons. You may however choose at any time not to receive such material from us.

The information we collect would include your name, postal or email address, date of birth, government identities, and other information that is necessary in the ordinary course of our business. We will, if practicable, collect your personal information from you. In some cases we may need to collect your personal information from third parties.

These might include a credit reporting agency, your authorised representative, your bank or financial adviser, your employer, government instrumentalities including the Australian Taxation Office. If we ask you for personal information or ask your consent to obtain your personal information, and it is not provided or inaccurately provided, this may adversely affect the service and advice we can provide to you.

Using and Disclosing Your Personal Information

The types of organisations to which we may disclose your personal information are described below.

Such disclosure is in line with common business practice and we will always seek to ensure that the information is held, used or disclosed in accordance with the law and not otherwise.

The organisations are those:

  • Involved in providing, managing or administering aspects of your business and investment affairs such as Government Departments, third party suppliers, service providers, printers, posting services, archival services, lenders, insurers and our advisers and experts;
  • Who are your financial advisers, bankers and their service providers;
  • Involved in maintaining, reviewing and developing our business systems, procedures and infrastructure including testing or upgrading our computer systems;
  • Involved in the payments system including financial institutions, merchants and payment organisations;
  • Involved in policy planning and development for our firm;
  • Who are your authorised representatives;
  • As required or authorised by law, for example, to government or regulatory bodies;
  • Where you have given your consent.
  • Protecting Your Personal Information

We store information in different ways, including in paper and electronic form.

  • The security of your personal information is vital and we take every reasonable step to protect it from misuse or loss or unauthorised access or disclosure.
  • Some of the ways we do this are:
  • Observance of confidentiality requirements by all our employees;
  • Document storage security policies;
  • Security measures for systems access;
  • Providing a private environment for confidential discussions;
  • Allowing access to personal information only where the individual seeking access has satisfied our identification requirements;
  • Access control in our building.

Where you are a member of a partnership, family or other financially related group we may mail income tax returns, financial statements, tax assessments and other documents containing personal information for the group or members of the group in one envelope. We may also conduct meetings with various members of the group where personal information is discussed.

If you wish to retain some information from certain members of the group then please advise us. We will assume that members of a family or financially related group are authorised to have access to all personal information of the group.

Gaining Access to Your Personal Information

You may gain access to your personal information. This is subject to some exceptions allowed by law or we will give you reasons if we deny you access to your personal information.

Using Government Identifiers

Although in certain circumstances we are required to collect government identifiers such as your tax file number, Medicare number or pension card number, we do not use or disclose this information other than when required or authorised by law.

Keeping Your Personal Information Accurate and Up-to-date

We aim to make sure that personal information we collect, use or disclose is accurate, complete and up-to-date.

We will take reasonable steps to make sure this is the case. This way we can provide you with better service. If you believe your personal information is not accurate, complete or up-to-date, please contact us.

Privacy On Our Website

Our website features some links to external websites operated by third parties. These are there to provide you with quick and easy access to useful information. You should be aware that we are not in any way responsible for the privacy practices or policies of these sites. A link to another website is not an express or implied endorsement, promotion or warranty of the products or services offered by or accessible through that site or advertised on that site.

To obtain more information about how we manage your personal information, to raise a privacy issue or if you want to request access to your information, please contact our Privacy Officer on (02) 4923 4000, email This email address is being protected from spambots. You need JavaScript enabled to view it. , or write to;

The Privacy Officer
DFK Crosbie
Box 29
Hunter Region Mail Centre
Warabrook NSW 2310