Protecting Your Privacy
Mora Wealth Accountants (MWA) respects your privacy and is committed to treating the personal information we collect in accordance with the Australian Privacy Principles in the Privacy Act 1988 (Cth) (Privacy Act)and the subsequent 2012 and 2016 amendments (Mandatory Data Breach Notification),and the APES 110 Code of Ethics for Professional Accountants.
Personal Information
To provide the best possible accounting, taxation related and/or advisory services to you, MWA needs to collect and store your personal information.
Personal information is any information which might identify you or by which your identity might reasonably be determined.
Personal information collected by MWA may include, but is not limited to, your name, birthdate, place of residence, email address, telephone number, bank account details, superannuation details, taxation details (both past and present), accounting and financial information.
Whilst you can of course choose not to provide us with your personal information, MWA will be unable to provide you with services if you opt to do so.
How We Collect Your Personal Information
MWA will, whenever possible collect your personal information from you directly. Where we are unable to obtain personal information directly from you we may request your consent, either written or verbal as appropriate, to obtain your personal information from a third party.
Ultimately, we may collect your personal information in a number of ways during the course of our relationship with you, including the following:
- during personal conversations with you;
- from documentation, hardcopy or digital media provided by you;
- from communications sent from you by email, post or other means; when you forward or upload electronic data to our client portal;
- when you provide us with direct access to your electronic records or systems;
- from forms completed by you and submitted to our office;
- from third parties when you have authorised us to do so;
Regardless of how we collect your personal information, MWA will deal with your personal information in accordance with this privacy policy.
How We Use Your Personal Information
MWA uses your personal information for the following purposes:
- to verify your identify;
- to contact and communicate with you;
- to provide you with agreed services;
- to notify you of any new or amended services offered by MWA relevant to the agreed service or otherwise;
- to assist you with technical support or support relating to the agreed service or otherwise; to carry out marketing initiatives relating to the services provided by MWA;
- to offer you additional services.
When instructing MWA to provide an agreed service you consent to the collection, storage and use of your personal information as outlined in this policy and for any other use you may otherwise authorise. MWA will only use your personal information for the provision of services to you and/or the purposes outlined in this Privacy Policy or as otherwise expressly authorised by you.
MWA will require you to specifically consent to any disclosure of your personal information to a third party where the disclosure of personal information is not in accordance with, or is unrelated to, the provision of services to you.
In order to provide quality, efficient and affordable services to you, it ispossible that your personal information may be viewed by third parties withwhom MWA has a vested relationship such as providers of auditing andbookkeeping services, audit insurance providers, accounting contractors,providers of financial svices, IT contractors, and providers ofsoftware support. We use Cloud Based Software during the analysis of your dataand during the provision of services.
If at any time MWA is required by law to release your personal information, we must cooperate fully.
Once the provision of services to you is complete your personal information, both electronic and otherwise may be retained by MWA for a period of seven years or more in the event that future instruction for the provision of additional or ongoing services may be forthcoming.
Keeping Your Personal Information Secure
MWA is committed to the protection of your personal information whether stored electronically or on file, and takes all reasonable precautions to protect it from unauthorised disclosure, access or modification. We incorporate a number of systems and procedures to ensure your personal information remains secure, including the following:
- a requirement for all staff to agree in writing to client and work related confidentiality at the time they commence employment with MWA;
- computer firewall protection;
- up to date technology / computer systems / servers and ongoing maintenance to ensure data security and prevent unauthorised access;
- the use of passwords for access to our network and restrictions within our database to ensure that staff only access the information required to perform their duties;
- and security shredding bins for the disposal of written information.
MWA will correspond with you by email if you indicate that this is appropriate and acceptable to you. In providing this direction you acknowledge also that the internet is not a secure environment and that the transmission of personal information over the internet is at your own risk and cannot be guaranteed by MWA.