Privacy Policy
"At McConachie Stedman, we recognise that our clients privacy is important."
"At McConachie Stedman, we recognise that our clients privacy is important."
We have created this Privacy Policy in order to demonstrate our commitment to our clients’ privacy in accordance with the Australian Privacy Principles (APPs) as defined in the Privacy Amendment (Enhancing Privacy Protection) Act 2012. If McConachie Stedman are required by law to release information about our clients or their organisation they must fully co-operate as permitted under the Privacy Amendment Act. We will advise the client where any information is provided under these conditions.
In this Privacy Policy, ‘we’, ‘us’ and ‘our’ mean the entities carrying on the business under McConachie Stedman Pty Ltd (ACN 600 130 845). This includes the entities, McConachie Stedman Brisbane Pty Ltd (ACN 624 938 709), McConachie Stedman Audit and Assurance Pty Ltd (ACN 600 384 512) and McConachie Stedman Financial Planning Pty Ltd (as trustee for Duggan Street Management Trust) (ABN: 27 334 897 940).
WHAT IS PERSONAL AND SENSITIVE INFORMATION?
Personal information is any information or opinion about you which identifies you or that could reasonably identify you. This could include
information such as your name, contact details or date of birth. Sensitive information is any information or opinion about you which is
health information or which relates to your racial or ethnic origin, political opinion, religious and/or philosophical beliefs, sexual
preferences or practices, or criminal record.
COLLECTION OF PERSONAL AND SENSITIVE INFORMATION
Our main purpose for collecting personal and sensitive information is to ensure we provide our clients with quality information and advice
within our range of services including:
McConachie Stedman is subject to certain legislative and regulatory requirements that make it necessary for us to obtain and hold detailed information that personally identifies our clients and/or contains sensitive information about them. Our ability to provide our quality services is dependent on us obtaining certain personal and/or sensitive information, such as:
Generally, we will collect personal and sensitive information from our clients directly, via face to face, phone, email and fax, although sometimes it may be necessary to request information from a third party. For example, we may collect information from their personal representative or a publicly available record, amongst other sources. We may also collect personal and sensitive information from the use of our websites and information provided to us through the registration process on our website.
USE OF PERSONAL AND SENSITIVE INFORMATION
The personal information which is provided to McConachie Stedman is used for a number of purposes including:
McConachie Stedman may also use the personal information provided for the purpose of marketing their services. If clients do not wish to receive any marketing material from us, they can use the ‘Unsubscribe’ function on any of our electronic communications or contact our Privacy Officer using the details below.
DATA QUALITY
Pursuant to the Corporations Act and Accounting Standards (AASB) we are required to collect sufficient information to ensure the services we
provide and the advice we give is accurate and valuable. If clients elect not to provide us with the personal information needed, we will
not be able to provide them with the quality of service they deserve.
DISCLOSURE OF PERSONAL AND SENSITIVE INFORMATION
McConachie Stedman will not release any personal information, except as required by law and as set out in this Privacy Policy, to any third
party, without the consent of our clients. If McConachie Stedman releases personal information to a third party, we will do so in accordance
with the purpose for which the personal information was collected, or a related purpose. We may use the information collected from clients
for the purpose of referring them to another financial service provider if required, and with their permission. The types of third parties
we may disclose information to might include:
We will not disclose personal and/or sensitive information to third parties for the purpose of allowing them to distribute marketing material to clients.
RESPONDING TO NON-COMPLIANCE WITH LAWS AND REGULATIONS
As a member in Public Practice, McConachie Stedman is subject to the requirements of the Accounting Professional & Ethical Standards
Board, including the Board’s Code of Ethics for Professional Accountants. As part of our responsibilities, we may take steps and actions as
set out in Section 225 of the Code, “Responding to Non-Compliance with Laws and Regulations”. These include but are not limited to the
following:
Where appropriate, we will inform you of our intention to disclose the matter to an appropriate authority before disclosing the matter. However, if we have reason to believe that the actual or intended conduct would constitute an imminent breach of a law or regulation that would cause substantial harm to investors, creditors, employees or the general public, we may immediately disclose the matter to an appropriate authority in order to prevent or mitigate the consequences of such imminent breach of law or regulation.
SECURITY AND RETENTION OF PERSONAL AND SENSITIVE INFORMATION
McConachie Stedman will take reasonable steps to keep any personal information that we hold secure, and protect it from misuse,
interference, loss and unauthorised access, modification or disclosure.
The security measures taken include:
The personal and/or sensitive information provided to us will be retained only for as long as necessary to fulfil the purposes for which the information was collected, as required by law or in accordance with our documentation retention policies.
TRANSBORDER DATA FLOWS
Given the current global economy and the ability for information to be shared across borders, McConachie Stedman is taking the following
reasonable steps to try and ensure data security;
ACCESS OR CORRECTION OF PERSONAL INFORMATION HELD
McConachie Stedman will allow access to a client’s own personal or sensitive information at any time by making contact with their accountant
or by contacting our Privacy Officer. This is subject to some limited exceptions permitted or required by law. Our clients also have the
right to request that we adhere to any corrections or updates to the information that is provided to us.
McConachie Stedman may charge the reasonable costs of providing our clients with access to their personal information if requested.
All personal and sensitive information we no longer require will be destroyed or permanently de-identified, however information will be
retained for as long as the law requires.
PRIVACY ON OUR WEBSITE
In general, it is not a requirement to provide McConachie Stedman with any personal information when visiting our website. However, if
clients apply to receive information, we may require them to provide certain personal information.
COOKIES
Cookies are pieces of data stored by a web browser on a computer’s hard disk. Cookies identify the computer only – they do not personally
identify individuals.
We may use cookies to track the use of our website, and to compile statistics on visits to the site. When the website is visited a cookie may be placed on the computer.
When our website is visited, a record of the visit is automatically made which collects the following non-personal information:
If clients or potential clients use the forms to send an email to someone at McConachie Stedman through the website, a record will also be made of their email address. We use the statistical information to make our website more useful and to enhance the online experience.
McConachie Stedman’s website will not use cookies until such time as you indicate your acceptance. You can accept us using cookies by clicking the accept button on the relevant prompt on our webpage (which is generally located on the [top/bottom] of your webpage).
Cookies can be monitored and deleted from your browser. Since browsers create and store cookies, they are also the most direct way to access, manage, and delete cookies.
Please keep in mind that if you disable all cookies, certain portions of our website may not work properly since certain necessary cookies and functionality cookies will be disabled.
If you require more information about the use of cookies and how to block them, visit allaboutcookies.org.
If you have any questions or comments about our use of cookies, please contact us at privacy.officer@mcconachiestedman.com.au.
THIRD PARTY WEBSITES
McConachie Stedman’s website may contain links to third parties’ websites. Please note that these websites are not subject to our privacy
policies and procedures. McConachie Stedman does not endorse, approve or recommend the services and products provided on those third party
websites.
CHANGES TO THIS PRIVACY POLICY
Our commitment to being a leading provider of quality services means that our business will continue to evolve as we develop and introduce
new services. For this reason McConachie Stedman reserves its right to change this Privacy Policy at any time without notice. Our clients
should regularly review this Privacy Policy for any changes. Any amendments to the policy will be effective immediately.
GDPR COMPLIANCE
GDPR stands for the General Data Protection Regulation and is effective as of May 25, 2018. GDPR replaces national privacy and security laws
that previously existed within the European Union (EU) with a single, comprehensive EU-wide law that governs the use, sharing, transferring
and processing of any personal data that originates from the EU. As part of McConachie Stedman’s commitment to GDPR compliance, we have
updated our Privacy Policy, and will ensure our compliance with the GDPR as per relevant EU standards.
In accordance with GDPR, McConachie Stedman has:
DELETION, RETENTION AND PORTABILITY OF PERSONAL INFORMATION
If, at any point in time, you wish for your Personal Information to:
unless we are legally allowed or required to maintain your (or part of) your Personal Information, you can submit a request to McConachie Stedman by contacting the Privacy Officer via privacy.officer@mcconachiestedman.com.au.
McConachie Stedman keeps your Personal Information only as long as necessary to provide our services to you (refer Collection of Personal and Sensitive Information section) and for legitimate and essential business purposes, such as complying with our legal obligations and / or settling disputes.
CONTACT US
If clients wish to make a complaint about any breach or potential breach of this Privacy Policy, or the Australian Privacy Principles, they
should contact us by any of the methods contained in this policy statement and request that the complaint be directed to the Privacy Officer
in writing at:
The Privacy Officer
McConachie Stedman
619 Ruthven Street TOOWOOMBA QLD 4350
Email: privacy.officer@mcconachiestedman.com.au
Telephone: (07) 46 321 966
Fax: (07) 46 385 787
The complaint will be considered within seven days and responded to accordingly. It is our intention to use our best endeavours to resolve any complaint to our client’s satisfaction.