What personal and other Information we collect – INFORMATION
In this policy personal information means information from which an individual is either identified or reasonably identifiable. We also means information in relation to any other entity in which we deal to include Trusts, Partnerships, Companies and Self Managed Super Funds. Personal information also pertains to Directors, Officers, Registered Offices, Email addresses and Trustee details. This is not an exhaustive list. Information means any piece of data we hold in relation to our clients.
Clients or Potential Clients
The Information we collect and store about you is specific to and required for the particular service that we provide to you. It comprises your name, address details, date and place of birth, contact details. This can include, but is not limited to, tax file number, Australian business number, bank account and credit card details, business and financial information and data from previous or current insurance policies.
Sensitive Information is a subcategory of personal information which may include information or opinion about an individual. The sensitive information we collect about you may include information about your health, occupational information, professional associations, lifestyle information that relates to insurance and any criminal convictions you may have.
Employees and Potential Employees
When recruiting and employing staff, we collect personal information such as your name, address details, telephone numbers, email address and other information specific to the recruiting/ employment activities. This can include, but is not limited to previous work experience, education, references, tax file number and superannuation details.
How we collect personal information
We collect information from you in various ways.
- Face to face meetings;
- Telephone enquiries;
- When you submit an online query form;
- When you subscribe to our newsletters and seminars online
- When we receive information from other bodies such as the Australian Taxation Office
- When we receive information from third parties such as your Financial Advisor
We do not collect personal information without your consent.
When you provide personal information to us about other individuals, we rely on you to have made them aware that you will or may provide the information to us and the relevant purposes for which we will use this information. You also need to inform them how they can access this information. for example details about your spouse, business partner or child to name a few possibilities.
Website and Client Portal Users
When using our website or client portal you may provide us with personal information. We will use all reasonable measures to protect any such information from being used for any other purpose, other than the purpose for which it was intended.
As well as the information, you specifically provide above, we may gather statistics on its web site to collect information about the number of visitors coming to the site and their location. No identifying information is collected during this process. We use this information for statistical purposes only.
Why we collect personal information
The information collected allows us to:
- Provide accounting services;
- Provide financial and investment advice;
- Source and facilitate finance;
- Initiate and maintain your and/or your employee’s membership of superannuation funds;
- And other services so required
We distribute to our clients and contacts, general information and newsletters regarding services provided by the Shuriken group of companies. We may also send you information of new services; events or articles we think will be of interest to you.
Direct Marketing Opt Out
If you do not want to receive marketing correspondence from us, you can choose to opt out. To opt out, you can either:
- Use the unsubscribe function in our emails;
- Contact us using the Contact Details below
How we store personal information
We will store your personal information in a number of ways:
- In firewall and password protected electronic record management systems
- In paper files stored in physically secure premises
- We use the following software systems to hold information on your and your business – The main software being used it
- BGL 360
- Office 365 suite of Products
- Gmail and the G Suite platform
- Active Campaign
- Survey Monkey
- Mail Chimp
- IPractice Apps
- Now Infinity
- various other software applications –
The only people who are permitted to access personal information are those employees or contractors who need personal information to do their jobs. All employees and contractors are contractually bound by the confidentially agreements in place on how personal information must be treated.
We take all reasonable steps to ensure that all personal information we hold is secure from any unauthorised access, misuse or disclosure, however we cannot guarantee that unauthorised access will not occur.
Disclosure and exchange of Information
The personal information that we collect from you may be disclosed to other parties who are involved with the provision of our products and services to you.
This may include Auditors, Bankers mortgage brokers and financial advisers. We would get your permission before sending sensitive information to these parties.
Information may be exchanged within the Shuriken group of companies and include
Shuriken Consulting Manly Pty Ltd
Shuriken Consulting Lindfield Pty Ltd
Shuriken Holdings Pty Ltd
Shuriken Wealth Pty Ltd
Shuriken Insurance Pty Ltd
Shuriken Consulting Dural Pty Ltd
Shuriken Consulting Hornsby Pty Ltd
Shuriken India Pte Ltd
Shuriken Consulting Sydney Pty Ltd
Access to and accuracy of personal information
If you wish to access or correct the personal information, we hold about you at any time you can do so by contacting us using the Contact Details noted below.
If we are unable to provide you with the requested information, we will provide you with a written explanation.
We do not charge for receiving a request for access to personal information or for complying with a correction request. Where the information requested is not a straightforward issue and will involve a considerable amount of time we may charge a reasonable fee. In such an instance we will advise you of the fee prior to proceeding with the request.
We are committed to resolving complaints you may have, please contact us at any time by using the Contact Details below.
We will consider your complaint through our internal complaints resolution process and we will try to respond with a decision within 20 days of you making the complaint.
If we cannot resolve the complaint to your satisfaction within a reasonable time, you or we may refer the complaint to the Office of the Australian Information Commissioner. https://www.oaic.gov.au/