PRIVACY
PEAK TAX RECLAIM maintains a policy of strict confidentiality regarding your personal information. This privacy policy applies to related businesses including PEAK Business Consultants Pty Limited (ABN: 97 103 143 559).We are committed to protecting the privacy and confidentiality of information collected from our clients, service providers and contractors. In acting for clients, the firm adheres to its fiduciary duties, duty of confidentiality and legal professional privilege in all actions taken on clients' behalf. Further, in the conduct of this practice, we are bound by the Privacy Act 1988 and therefore must comply with the National Privacy Principles which govern the collection, use, handling and disclosure of personal and sensitive information.
Collection of information
In most circumstances we collect information directly from you. This may be through correspondence, e-mail, our website, in person and by telephone. Information we may collect includes your name, contact details, date of birth and information about your business that is related to the matter you are seeking advice or representation on. We may also obtain information from a third party such as an event organizer or other supplier to you.In relation to individuals acting as service providers, contractors or agents of the firm, we collect your name, contact details and relevant information concerning your dealings with us.
Collecting information using this website
We generally only collect personal information from this website when it is provided voluntarily by you – for example, when you fill in an enquiry form or complete ATO forms and forward them to us.
Purpose of Collection
We collect information from our clients to provide taxation compliance or business advice. For example, at your instruction the Australian Taxation Office may be approached to evaluate your eligibility for a refund claim.
We may also access your information to forward you information newsletters about our firms' activities or taxation developments that we believe will be of interest to you. At any time you may UNSUBSCRIBE to such newsletter services.
Use and Disclosure of Information
We use and disclose your information for the primary purpose for which you have provided the information. In addition to the use and disclosure of information outlined above and under ‘Purpose of Collection', we also use and disclose information for purposes ancillary and consequential to the primary purpose of collection such as invoicing, related correspondence and accurate file management. To this end the firm may use the services of agents, service providers or contractors. All such third parties must comply with fiduciary and confidentiality duties and the Privacy Act in their handling and management of information.
At your instruction or according to the requirements of law, we may disclose your information to organisations such as regulatory authorities, government departments, courts, or other parties or advisers.
Security of Information
The information you provide us is stored on computer and paper based files as appropriate. The secure storage and use of information is of paramount importance to us so that all reasonable steps are taken to protect the information from misuse or loss, or unauthorised access, modification or disclosure by means such as password and network protection, and secure storage of paper based and other records.
In addition, all staff with access to your personal information are bound by a strict duty of confidentiality.
However, the Internet is not a secure environment. If you use the Internet to send us any information, including your email address or business records, it is sent at your own risk.
Accuracy of Personal Information
We take all reasonable steps to ensure that the information we collect is accurate, complete and up to date at the time of collection. If your circumstances change or you have reason to believe our records are not accurate, complete or up to date, please contact us immediately and we will take all reasonable steps to amend the information in accordance with the above criteria or an alternative may be discussed with you.
Access
You may request access to personal information that we hold on you. However, our discretion, duties and obligations under law may restrict your access. Given this, all reasonable actions will be taken to assist access or to address any reasons you have to seek access. If access is denied, we will provide you with reasons in accordance with law. If access is provided, a reasonable fee may be charged for time and other costs incurred in providing access.