Our commitment to you
In this privacy policy, we explain how we collect, store, use and disclose personal information and the steps we take to comply with privacy laws. It also explains how you may access and seek correction of the personal information we hold about you and make privacy-related enquiries or complaints.
This privacy policy may be updated from time to time if our practices or obligations change.
Application of this privacy policy
This policy applies to the personal information we collect about our clients, their nominated contacts and their representatives (including trustees, company directors and officers, officers of co-operatives and associations, spouses and dependents) and to other individuals whose personal information we collect, or that our clients or their representatives provide to us in the course of our services. It also applies to applicants for positions with us.
In this policy, “we” or “us” means Australian Taxation Services (Aust) Pty Ltd trading as Expat Taxes Australia (ABN 60 119 976 948) and its related entities.
We may also provide you with separate privacy notices when we collect your personal information. These notices may outline additional uses and disclosures not detailed in this policy. If there is any inconsistency between these separate privacy notices and this policy, you should rely on the information in those notices.
This policy does not apply to the personal information we collect and hold about our employees, nor to the websites of third parties we may link to — always check the privacy policy of any website you access.
Types of personal information we may collect
We will only ask for personal information that is relevant to our relationship with you and the services we provide to you, if it is reasonably necessary for one or more of our functions or activities. We may ask you for:
- Name, address, telephone number, email and other contact details
- Date of birth, gender and marital status
- Financial and investment information including shareholdings, debts or debts owed, bank account details, shareholder reference numbers
- Government identifiers, including your tax file number
- Superannuation and insurance information
- Your opinion about our services and our team
- Occupation and employment details, including past employment (for job applicants)
- Sensitive information such as professional memberships, racial or ethnic origin, criminal record and health information (from job applicants)
How we collect personal information
We will usually collect personal information directly from you — in person, over the phone, via email or via our website. In the course of providing our services, we collect information from:
- Conversations with you in person and over the telephone
- Mail and electronic communications
- Documents and materials you provide when you visit our website, make an enquiry, subscribe to a mailing list, respond to a survey, become a client or apply for a job with us
Sometimes we may collect information about you from someone else — representatives such as financial advisers, accountants and solicitors, your employer (if they are our client), insurers or brokers, publicly available sources, referees, referrers or other intermediaries. When you provide us with someone else’s personal information you should only do so with their authority or consent, or if required or authorised by law.
Cookies, analytics & similar technologies
We and various third parties use cookies, web beacons and other technologies to receive and store information whenever you interact with our website. A cookie is a small piece of data sent from a website and stored on the user’s computer by the user’s web browser. You can reset your browser to refuse all cookies or to indicate when a cookie is being sent — however, some website features may not function properly without cookies.
We may collect: your name and email address; the pages you have visited; the date and time of your visit; details of your web browser and device; your IP address; referring and onward URLs of websites you have visited or will visit; and how you interact with us online. We use this information to identify you and personalise our content, improve the quality of our service, store your preferences, and track usage trends.
We may also allow third parties (including Google) to use cookies and similar technologies to inform, report, optimise and serve advertisements based on your visits to other websites.
How we use the information we collect
Personal information is used only for the purpose for which it is submitted, unless we disclose other uses in this policy or at the time of collection. Some of the purposes include:
- Providing you with professional services
- Communicating with you, including responding to enquiries and feedback, sending you articles and other material we believe may be of interest to you, and keeping you informed of news and events
- Conducting client satisfaction surveys and feedback activities
- Conducting administration activities
- Undertaking recruitment
- Complying with legislative and regulatory requirements, including under the Corporations Act, the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth), and taxation and employment laws
- Marketing our services (see below)
Copies of correspondence sent from the website that may contain personal information are stored electronically as archives for record-keeping and backup purposes only. We will not sell or pass on your details to third parties.
Use of information for a secondary purpose
We may sometimes use the personal information we collect for a secondary purpose — that is, in a way different from the original reason for collection. We will only do this where you have consented; where the secondary purpose is directly related to the primary purpose and you would reasonably expect us to use or disclose the information in such a way; or where we are permitted or required by law, or it is in the interests of public safety to do so.
Correcting your information
You can request that information we hold about you be corrected or deleted. This is part of our commitment to take all reasonable steps to ensure that the information we hold about you is accurate, complete and up to date.
Marketing our services
From time to time we may use and disclose your personal information to inform you about other services and products we provide, and/or that other companies offer, which we think may be of interest to you. If at any time you do not wish to receive direct marketing communications from us, you may:
- Use the opt-out link provided on direct marketing-related material
- Contact us via our website
- Email us at info@expattaxes.com.au
- Telephone our office on +61 1300 762 001
Disclosure
We may be required to disclose your personal information by law — for example, under court orders or statutory notices, or under laws relating to sanctions, anti-money laundering, counter-terrorism financing, corporations law, taxation and employment.
Security
We strive to ensure the security, integrity and privacy of personal information submitted to our site. Unfortunately, no data transmission over the internet can be guaranteed to be totally secure. However, we will endeavour to take all reasonable steps to protect the personal information you may transmit to us, or via our online products and services. Once we receive your transmission, we will also make our best efforts to ensure its security on our systems.
Our employees and the contractors who provide services related to our information systems are obliged to respect the confidentiality of any personal information held by us. However, we will not be held responsible for events arising from unauthorised access to your personal information.
Links to other sites
We provide links to websites outside of our own, as well as to third-party websites. These linked sites are not under our control, and we cannot accept responsibility for the conduct of companies linked from our website. Before disclosing your personal information on any other website, we advise you to examine the terms and conditions of using that website and to examine its privacy statement.
Further information about privacy
For more information about privacy issues in Australia and protecting your privacy, visit the Office of the Australian Information Commissioner.
