As a professional accounting firm, AMD has a comprehensive protocol for the management of client information. At all times, AMD respects your right to privacy and is committed to protecting your personal information. We are bound by the provisions of the Privacy Act 1988, and have set standards for the collection, use, disclosure and storage of personal information we hold about our clients.
Privacy Policy.
Our approach to the management of your personal information is in accordance with the National Privacy Principles – more detail can be viewed about the legislation at www.privacy.gov.au.
Collection.
As an AMD client, we will request personal information about you for the purpose of providing accounting, taxation, superannuation and other services relating to your financial affairs. We collect this personal information in a variety of ways, including paper-based forms, email, through the internet and via our website, over the telephone and by fax. As part of this role, AMD administers some of your financial affairs and may be required to liaise with the Australian Taxation Office, your bank, your solicitor or another party.
Where possible, AMD will collect the personal information directly from you. In some cases, the information may be required from your relatives, appointed advisers or a government department. Through our provision of accounting and financial services, we may be required to collect government identifiers such as your Tax File Number (TFN), Medicare number or pension card number. However, government identifier information will not be used or disclosed other than when required or authorised. If you choose not to provide the requested information, we may not be able to provide our services to you.
Disclosure of personal information.
In order to provide accounting, taxation, superannuation and other services related to your financial affairs, it is necessary for AMD to liaise with third parties. The parties that we may disclose information to when appropriate are listed below: Australian Taxation Office; Australian Securities and Investments Commission; Government Departments; your bank or other appointed financial institution; legal and other professional advisers as appointed by you; superannuation fund trustees, administrators and custodial services; other parties where you have consented for release of information.
No information relating to a private individual will be provided to a third party without the written consent of that individual. This will usually be by way of a broad written consent provided on appointment of AMD. In the case of clients where we communicate with a number of client employees, information will only be provided to persons to whom we have been authorised to provide such information.
Use of your information.
From time to time, we may also use our database records to provide additional information to our clients. This may include Taxation law updates, other relevant announcements, or to advise of changes or additions to our services. From time to time, basic demographic details from our database may be aggregated and profiled by AMD for statistical analysis and improving our understanding of client needs.
These activities will be performed and the information interpreted in house only. Our use of your contact details for promotional purposes will be limited to information sent directly from AMD to you.
Management of information.
AMD protocol ensures that client information is collected in a proper manner and used for the intended purpose. Your information is kept securely and up-to-date (where appropriate). It is accessed or transmitted only with the consent of the individual or organisation concerned.
AMD stores information in paper-based files and electronically. We aim to protect your personal information from unauthorised access, use, modification or disclosure, and against other misuse in the following ways: confidentiality requirements for our staff; secure document storage and access protocols; security barriers for electronic systems; private meeting rooms for confidential client discussions and meetings; building security systems.
Accessing and correcting your personal information.
You have a right to access personal information we hold about you, and to correct the information if it is incorrect. You can request access to the personal information we hold about you by writing to AMD, and fees will apply.
You will need to provide full details of what you would like to know or see, however, in some circumstances requested information may not be available. If access is denied, reasons will be provided with respect to the exemptions allowed or required by law. Please note that personal information older than five years may not necessarily be available for access.