Privacy Policy

Introduction

Keena Jordan & Associates Pty Ltd, Certified Practising Accountants, (together with its controlled entities) (“KJA”) are committed to protecting and dealing transparently with your personal information.

This Privacy Policy explains how KJA complies with the requirements of the Australian Privacy Act 1988 (Cth) (“Privacy Act”) and the Australian Privacy Principles set out in that Act in handling your personal information.

1. This Privacy Policy applies to your personal information collected by KJA.

2. KJA may update this Privacy Policy as required and will advise you of any changes on our website.

3. Please note that KJA may be required by law to provide personal information about you or your organisation.

4. This Privacy Policy relates to categories of personal information covered by the Privacy Act.

Please read this Privacy Policy before using our website or submitting any personal information. By using the site, you are accepting the practices described in this Privacy Policy.

Collection of Personal Information

KJA collects and holds personal information from individuals and businesses (including clients, customers, employees, contractors and others). We do this in order to facilitate the provision of our services.

Mostly, the information we collect is contact details of our clients, suppliers and business contacts. This type of information includes names, addresses, telephone numbers, email addresses and occupations.

This information is usually collected directly from individuals and usually from meetings, messages, completed forms, telephone calls and emails. If you contact us, we may keep a record of your details from that contact.

In providing our services to clients, we may also collect sensitive and special categories of personal information. These may include, as an example, tax file numbers, financial and credit related information, insurance and health records and possibly information regarding racial or ethnic origins.

On occasion, it may also be necessary to collect such information from clients that relates to their employees, customers, members, independent third parties, their spouse and even their dependants to adequately provide our services. In those circumstances we rely on clients to give us only such information that was obtained in accordance with the Privacy Act, and we would seek consent for KJA to collect, use and disclose that information.

How we may use your personal information

KJA collects, holds and uses personal information for the following purposes:

  • To provide our clients with professional services;
  • To respond to client’s requests;
  • To remain in contact with our clients;
  • To keep our clients and other contacts updated on current events and legislative changes that may be relevant to them and provide information on events we may be holding that may be of interest;
  • For invoicing and account management purposes;
  • For purposes related to the recruitment, employment and professional development of our staff; and
  • Other business related purposes.

KJA will also use personal details to send clients information that they have requested. Clients not wishing to receive marketing, promotional or informative material from KJA may notify us accordingly.

Disclosure of Personal Information

KJA is not in the habit of disclosing personal information to other organisations unless:

  • disclosure or use of personal information is permitted by this Privacy Policy;
  • use of the information is deemed necessary in order to provide our clients with services or products they have requested;
  • such disclosure protects the rights, property or personal safety of a client or the interests of KJA;
  • such information is in support of the sale of any part of the KJA business, in which case clients will be asked to provide their consent to provide that information;
  • the client has given KJA their consent; or
  • such disclosures are required or permitted by law, regulation, rule or relevant professional standards.

KJA may also share de-identified trend data for research or promotional purposes but will not, except as provided in this Privacy Policy, sell or trade clients’ personal information with third parties.

In instances where KJA uses the services of external parties (such as independent contractors, consultants, IT providers and so on) access to personal information held by us may be required. In these cases we require our service providers to keep such information confidential and not to use or disclose such information for any unauthorised purpose.

Website Privacy

This Privacy Policy applies to any personal information we collect via our website kjaaccountants.com.au.

Our website may include a number of links to websites operated by third parties. In such cases, KJA is not responsible for the use of personal information by the proprietors of those sites.

A link to a third party website is not an endorsement, promotion or warranty of the products or services offered by the proprietors of that site.

Cookie and Tracking Technology

Our website may use cookie and tracking technology depending on the features offered. Cookie and tracking technology is useful for gathering information such as browser type and operating system, tracking the number of visitors to our website, and providing us with a better understanding of how visitors use our website. Cookies can also help customise our website for non-client visitors. Personal information cannot be collected via cookies and other tracking technology however, if you previously provided personally identifiable information, cookies may be tied to such information. Aggregate (de-identified) cookie and tracking information may be shared with third parties. You can usually choose whether to accept or decline cookies through your internet browser.

Security of Personal Information

We hold personal information in either or both hard copy or electronic form.

Active measures are taken to protect the security of your personal information and information no longer legally required is either de-identified or destroyed.

Access to and correction of personal information

We will provide our clients with access to their personal information upon request unless to do so would adversely impact upon another person’s privacy.

Some form of identification may be required before such a request is granted.

Client who whish to know what information we hold about them may contact –

The Privacy Officer,
Keena Jordan & Associates Pty Ltd,
1/227 Barnard Street, Bendigo,
Vic. 3550

or email: partners@kjaaccountants.com.au

or call: (03) 5444 0700

It is possible that personal information we hold may become out of date or may otherwise need correcting. If you have concerns about the accuracy of your information or how it is being used, please contact us.

Please let us know it you want your personal information deleted. Information may be deleted if we are not required to keep it for legal, auditing or internal risk management reasons.

Contact our Privacy Officer at the above address if you have any issue relating to this Privacy Policy. If you are not satisfied with our handling of your issue, you may consider contacting the Office of the Australian Information Commissioner at www.oaic.gov.au or by phone on 1300 363 992.

Changes to this Privacy Policy

This Privacy Policy may be reviewed and amended from time to time. If any amendments are made, we will notify our clients by posting an updated version on our website at www.kjaaccountants.com.au.

Additional Privacy Information

Further information on privacy in Australia may be obtained by visiting the website of the Office of the Australian Information Commissioner at www.privacy.gov.au.

August 2015