We collect information that is reasonably necessary for us to provide you with the services or products you have requested from us, and to manage our obligations to you under any engagement contract or applicable law. Some of the services or products we may provide include:

• Accounting & legal advice.

• Business broking activities and services.

• Business valuation advice.

• Templated documents.

We will only collect your sensitive information if you have provided us with consent to do so. Where practicable, we will give you the option of interacting with us anonymously.

The information we collect and hold generally includes your name (and satisfactory evidence of identity), supply address, billing address and contact details (such as your phone number(s) and/or email address), payment details, occupation, business details, financial information, information about staff and directors to assist us in conducting our business.

However, we may also collect and hold other information required to provide services or assistance to you, including ‘sensitive information’, and information necessary to assess your creditworthiness.

We only use your information for the purpose for which it was provided to us, related purposes that you would reasonably expect and as permitted or required by law.

Such purposes include:

• in the ordinary course of conducting our business. For example, sending you content which you have requested; providing you with accounting, legal or consultancy services; preparing documentation on your behalf, acquiring products and services; responding to your enquiries and feedback; and providing information about business opportunities listed with us, our events, news, publications and products and services that may be of interest to you;

• performing general administration, reporting and management functions. For example, invoicing and account management, payment processing, risk management, training, quality assurance and managing suppliers;

• for market research and programs so that we can improve our services and meet our clients’ needs;

• analysing broader market trends and demographics so that we may best serve our clients in the future;

• providing you with marketing information regarding other products and services (of ours or of a third party) which we believe may be of interest to you, but not if you have opted out from receiving such information;

• reporting to our shareholders and other stakeholders;

• quality assurance and training purposes;

• employment-related purposes, such as recruiting and providing services to staff;

• as part of a sale (or proposed sale) of all or part of our business;

• other purposes related to or in connection with our business, including meeting our legal and contractual obligations to third parties and for internal corporate governance purposes; and

• any other purposes identified at the time of collecting your information.

We may disclose your personal information to government agencies, our service providers, agents, contractors, business partners and other recipients from time to time, only if one or more of the following apply:

• you have consented.

• you would reasonably expect us to use or disclose your personal information in this way.

• we are authorised or required to do so by law.

• disclosure will lessen or prevent a serious threat to the life, health, or safety of an individual or to public safety.

• where another permitted general situation or permitted health situation exception applies.

• disclosure is reasonably necessary for a law enforcement related activity.

We will only use your ‘sensitive information’ for the purposes for which it was initially collected, other directly related purposes or purposes to which you otherwise consent.

We may disclose your information to our related entities and third parties who provide services to us or on our behalf, including: government bodies, regulators, law enforcement agencies and any other parties where required or otherwise permitted by law; other service providers where necessary to cross check the accuracy of your contact details; our related entities and third parties who provide services to us, or to you on your behalf, including:

• external IT service providers and other third-party service providers;

• parties that manage customer accounts and billing;

• our business partners, joint venturers, partners, or agents, including consultants that assist us in the delivery of our services;

• professional bodies, in which we are a member, as part of a quality control review program to monitor compliance and professional standards of its members.  

• mailing houses and marketing companies;

• as part of a sale (or proposed sale) of all or part of our business. For example, we may disclose information to our external advisers, to potential and actual bidders and to their external advisors;

• in the case of claims (or likely claims), assessors, repairers, and investigators;

• parties that assess your creditworthiness or assist in recovery against you if you are in breach of your obligations; and 

• other entities that may offer you related products or services if you have not opted out to receive such information.

We may disclose, and you consent to us disclosing, your personal information to any of our related bodies corporate or related entities (as both are described in the Corporations Act 2001 (Cth)) whether located in Australia or overseas. If we disclose your personal information to a Related Body Corporate, your information will be collected, stored, used, and disclosed in accordance with this Privacy Policy and the APP's.

We may disclose personal information to overseas recipients including but not limited to contracted service providers or related bodies corporate or related entities based outside Australia for processing, storage, or backup. Overseas recipients are generally located in the United Kingdom, New Zealand, or the United States of America. We will take reasonable steps (eg, contractual measures) to ensure that these providers comply with applicable APP’s. Further, certain contracted service providers may enter arrangements with overseas providers from time to time. We recommend that you view their privacy policies for details. Any overseas disclosure does not affect our commitment to safeguarding your personal information. Where reasonable in the circumstances, our contracts with overseas recipients oblige them to comply with the APP's and the Act. However, you acknowledge that, in agreeing to the disclosure of your information to overseas recipients, we will not be required to take further steps to ensure an overseas recipients’ compliance with the APP's in relation to your information and we will not be liable to you for any breach of the APP's by those overseas recipients. On this basis, you consent to such disclosure.