Privacy Policy

Privacy Policy
UHY Haines Norton PRT Busselton
ABN 84 103 496 300

1. Commitment to Privacy

UHY Haines Norton PRT (“the Firm”) understands the importance of protecting the privacy of individuals’ personal information. This Privacy Policy explains how the Firm collects, holds, uses, and discloses your personal information, and your rights in relation to that information.

 The Firm complies with the Privacy Act 1988 (Cth), including the 13 Australian Privacy Principles (APPs), which set out standards, rights, and obligations in relation to handling personal information.

 This Policy applies toall of the Firm’s entities in Australia and associated entities.

2. What Personal Information We Collect

Personal informationmeans information or an opinion about an identified, or reasonablyidentifiable, individual. Depending on your dealings with us, the Firm maycollect the following types of personal information:

- Contact and identification details (e.g. name, address, phone, email, date of birth).

- Financial information(e.g. assets, income, account balances, investments, superannuation and insurance details).

- Employment and education history, qualifications, salary, and CV details (including for recruitment purposes).

- Sensitive information(e.g. health, medical history, criminal record, professional memberships) —only with your consent and if necessary to provide services.

- Information relevant to your engagement with us or required by law.

3. How We CollectPersonal Information

We collect personal information:

- Directly from you (via meetings, phone, email, forms, post, or through our website).

- From your employer, contractors, banks, fund managers, insurers, or product issuers.

- From government or regulatory authorities.

- From recruiters, background screening providers, or professional references.

- From publicly available sources such as public registers and social media.

 We will generally only collect information from sources other than you when it is unreasonable or impracticable to collect it directly from you, or if required or permitted bylaw.

4. Collection via Our Website & Cookies

When you use ourwebsite, we may collect:

- The personal information you provide (e.g. online forms, email enquiries).

- Technical information(e.g. server logs, browser type, pages viewed).

 We may also use cookies to collect anonymous, aggregate data on website usage to help us improve our services. Cookies do not contain personal information. You can choose to disable cookies in your browser settings, though this may affect website functionality.

 5. Why We Collect, Hold, Use, and Disclose Your Information

The Firm collects,holds, uses and discloses your personal information for purposes including:

- Providing professional services (audit, tax, accounting, valuations, corporate advisory, superannuation, succession planning, litigation support, etc.).

- Administrative, billing, and internal management purposes.

- Managing client relationships and responding to enquiries.

- Sending updates, newsletters, invitations, and information about our services (you may opt out at any time).

- Assessing employment applications and engaging contractors.

- Managing compliance obligations, conflicts of interest, or independence issues.

- Conducting surveys, events, or corporate transactions.

- Any other business-related purposes you would reasonably expect.

‍6. Disclosure of Personal Information

We may disclose yourpersonal information to:

- Our business partners, advisors, contractors, and consultants.

- Financial institutions, insurers, superannuation funds, and product providers.

- Government, regulatory, and law enforcement bodies.

- Third-party service providers (IT, administration, document storage, cloud hosting).

- Other member firms of the association of UHY ANZ Association Manager and UHY International (within Australia and overseas) where necessary.

- Parties to corporate transactions involving the Firm.

- Any other parties where you have consented, or where disclosure is required or authorised by law.

 All disclosures are made on a confidential basis or otherwise in accordance with the law.

7. Overseas Disclosure

We may disclose personal information to recipients overseas in order to provide services. Where we do so, we will take reasonable steps to ensure that the recipient complies with the APPs or is subject to a substantially similar privacy regime, unless you consent otherwise or the disclosure is required or permitted by law.

8. Direct Marketing

We may use your information to inform you about products and services that may be of interest. ou can opt out of receiving marketing communications by using the unsubscribe function in our communications or contacting us directly.

9. Security of Your Personal Information

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification, or disclosure.

 We hold personal information insecure premises, systems, and databases (both electronic and hardcopy). Access is restricted to authorised personnel and protected by security measures including firewalls, passwords, and physical access controls.

 When personal information is no longer required, we will take reasonable steps to destroy or de-identify it, unless required by law to retain it.

10. Access and Correction

You may request access to, or correction of, the personal information we hold about you. Requests should be directed to our Privacy Officer (see contact details below).

Proof of identity willbe required.

We may charge areasonable administration fee for providing access.

We aim to respond toall requests within 30 days.

If we refuse access orcorrection, we will provide written reasons and explain how you can complainabout the decision.

11.  How to contact UHY Haines Norton PRT

If you have any questions about this Privacy Policy or require more information please contact:

          Privacy Compliance Officer
          UHY Haines Norton PRT
          Suiter 3, 46-48 Albert Street
          Busselton WA 6280 
          Postal: PO Box556, Busselton WA 6280
          Phone: +61 08 9752 3222
          Email: admin@uhyhnpt.com.au       

12. Privacy Complaints

If you have a concern or complaint about how we have handled your personal information, please contact our Privacy Officer. All complaints will be:

- Treated seriously and confidentially.

- Acknowledged promptly.

- Investigated by the Privacy Officer, without comes communicated to you.

 If you are dissatisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC) (www.oaic.gov.au)

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