1. Introduction
Underline Advisory (“we”, “our”, “us”) is committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Policy outlines how we collect, use, disclose, and store your personal information in accordance with the Australian Privacy Principles (APPs) set out in the Privacy Act 1988 (Cth).
By using our website and services, you consent to the collection and use of your personal information in accordance with this Privacy Policy.
2. Personal Information We Collect
We collect personal information that is reasonably necessary for us to provide you with accounting and taxation services. The types of personal information we may collect include:
- Name, address, phone number, and email address
- Financial information, including tax file numbers (TFNs), bank account details, and business information
- Employment and income details
- Information required to meet legal and regulatory obligations
- Other information relevant to the provision of our services
3. How We Collect Personal Information
We collect personal information through various channels, including but not limited to:
- Directly from you when you contact us, engage our services, or fill out forms
- From third parties such as your accountant, financial institutions, or regulatory bodies, where you have authorised them to share your information
- From publicly available sources, where applicable
4. Use of Personal Information
We may use your personal information for the following purposes:
- To provide accounting, taxation, and financial services
- To comply with legal and regulatory obligations
- To communicate with you regarding our services, including updates, newsletters, and invitations to events
- To improve our services and customer experience
We will not use your personal information for any other purpose without your consent, unless authorised by law.
5. Disclosure of Personal Information
We may disclose your personal information to third parties in the following circumstances:
- To our employees, contractors, and professional advisers to the extent necessary for them to provide services on our behalf
- To government authorities, regulators, or law enforcement agencies where required by law
- To third parties such as your financial institution or accountant, where you have authorised the disclosure
We will take all reasonable steps to ensure that these third parties are bound by confidentiality and privacy obligations.
6. Data Security
We are committed to protecting the security of your personal information. We take reasonable steps to ensure that your information is stored securely, and is protected from misuse, loss, and unauthorised access, modification, or disclosure.
Where your personal information is no longer needed, we will take reasonable steps to destroy or de-identify it.
7. Access to and Correction of Personal Information
You have the right to access and correct the personal information we hold about you. If you believe that any information we hold is inaccurate, incomplete, or outdated, please contact us, and we will take reasonable steps to correct it.
To request access to or correction of your personal information, please contact us using the details provided below.
8. Cookies and Website Use
Our website may use cookies to enhance your browsing experience. Cookies are small text files placed on your device that allow us to collect information such as your browser type, IP address, and usage data. You can choose to disable cookies through your browser settings, but this may affect the functionality of our website.
9. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of other sites, and we encourage you to read their privacy policies before providing any personal information.
10. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. The most recent version will be available on our website, and we encourage you to review it periodically.
11. Contact Us
If you have any questions, concerns, or complaints about this Privacy Policy or how we handle your personal information, please contact us at:
Underline Advisory
Phone:
(02) 6324 1555
Email:
megan@underlineadvisory.com.au
Address:
103 George Street, Bathurst NSW 2795
We will aim to respond to your query or complaint promptly and work with you to resolve any issues.