At Nagle & Co we care about the importance of your personal data and privacy. We are committed to providing quality services to you and this policy outlines our ongoing obligations to you in respect of how we manage your Personal Information.
We have adopted the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (the Privacy Act). The NPPs govern the way in which we collect, use, disclose, store, secure and dispose of your Personal Information.
A copy of the Australian Privacy Principles may be obtained from the website of The Office of the Australian Information Commissioner at https://www.oaic.gov.au/.
This Privacy Policy will explain how we collect and process your personal data.
Information we collect and use
Our company collects the following information:
Personal information to identify individuals and entities including:
- Names
- Addresses
- Date of Births
- ABN, ACN and TFN details
- Bank Account Details
- Emails and Telephone Numbers
- Financial data
We collect and process your data to provide services to you including preparation of financial reports and income tax returns to meet your tax compliance requirements. We may also use to provide to authorized third parties with your permission.
Sensitive information will be used by us only:
- For the primary purpose for which it was obtained
- For a secondary purpose that is directly related to the primary purpose
- With your consent; or where required or authorised by law.
Security of Personal Information
Your Personal Information is stored in a manner that reasonably protects it from misuse and loss and from unauthorized access, modification or disclosure.
When your Personal Information is no longer needed for the purpose for which it was obtained, we will take reasonable steps to destroy or permanently de-identify your Personal Information. However, most of the Personal Information is or will be stored in client files which will be kept by us for a minimum of 7 years.
Sharing personal information to third parties
Where reasonable and practicable to do so, we will collect your Personal Information only from you. However, in some circumstances we may be provided with information by third parties. In such a case we will take reasonable steps to ensure that you are made aware of the information provided to us by the third party.
In order to protect your Personal Information, we may require identification from you before releasing the requested information.
Maintaining the Quality of your Personal Information
It is important to us that your Personal Information is up to date. We will take reasonable steps to make sure that your Personal Information is accurate, complete and up-to-date. If you find that the information we have is not up to date or is inaccurate, please advise us as soon as practicable so we can update our records and ensure we can continue to provide quality services to you.
Privacy Policy Complaints and Enquiries
If you have any queries or complaints about our Privacy Policy, please contact us at:
Kelly Claassen
Email – kelly@nagle-co.com.au
Phone – 0352218255
Changes to this privacy policy
We regularly review and update this Privacy Policy in order to reflect the best practices and current laws and will update our policy on this webpage. This privacy policy was published on 1st August 2024.
