MSI Taylor Privacy Policy

This privacy policy applies to MSI Taylor Business Services (ABN 68 434 010 491), Taylor Finance Group (ABN 18 646 208 099), MSI Taylor Audit Services (ABN 37 649 220 921), MSI Taylor Wealth Management (ABN 36 591 792 596), TrackMyNumbers (ABN 53 934 115 915), and any entity owned or controlled by MSI Taylor Business Services (“MSI Taylor”) in relation to MSI Taylor’s operations in Australia. This policy explains how MSI Taylor handles personal information and complies with the requirements of the Australian Privacy Act 1988 (Cth) (“Privacy Act”). If you have any further questions in relation to this policy, please contact The Privacy Officer at mail@msitaylor.com.au.

WHY WE HAVE A PRIVACY POLICY

MSI Taylor is committed to providing you with the highest quality professional service while recognising the importance of protecting and maintaining your personal information and protecting your privacy.

MSI Taylor abides by the Australian Privacy Principles established under the Privacy Amendment (Enhancing Privacy Protection) Act 2012 and the Privacy Act 1988 (Cth) (Privacy Act).

This Privacy Policy sets out how MSI Taylor collects, processes and handles personal information that is covered by the Privacy Act. It does not apply to categories of personal information that are not covered by the Privacy Act, for example employee records.

This policy may be modified from time to time to reflect our current privacy practices.

PERSONAL INFORMATION WE COLLECT & HOW WE COLLECT IT

MSI Taylor collects personal information from clients, customers, employees, contractors and other individuals when it is necessary for business purposes.

Typically, this information includes names, addresses, telephone numbers, and e-mail addresses. In the course of providing professional services to our clients, we may collect more detailed personal information such as dates of birth, Tax File Numbers, shareholdings / other investments, superannuation and insurance arrangements and financial details necessary to undertake accounting and business advisory services. If you do not provide the personal information we request it is likely we will not be able to provide our services to you.

We collect most information directly from individuals when we deal with them. The personal information we collect may be provided in forms filled out by individuals, face to face meetings, email messages, or telephone conversations.

We may also collect personal information from other sources, such as the Australian Taxation Office, Centrelink, paid search providers, your other advisers or entities within the MSI Taylor Group, your suppliers or creditors, through marketing or business development events, or from banks or other credit providers. We will only collect the personal information from these other sources if it is necessary to provide you with the accounting or business advisory service, or you have instructed us to collect your personal information from those sources.

USE OF PERSONAL INFORMATION

The primary purpose in collecting personal information about individuals is to provide professional services and fulfil our legal obligations in doing so, but also

to maintain contact with our clients;
to keep clients and other contacts informed of our services and industry developments that may be of interest, and to notify them of service offerings, seminars and other events we are holding;
for general management and reporting purposes, such as invoicing and account management; and
all other purposes related to our business.

Under our professional obligations, we are also required to issue you with an engagement agreement for some matters (see APES 230 and 305). For this reason, we will need to collect your contact details before proceeding with the engagement.

We may use personal information about individuals to market our services, including by email. However, individuals always have the opportunity to elect not to receive further marketing information from us by unsubscribing to such emails or by emailing mail@msitaylor.com.au. Please allow 14 days for your request to be processed.

If we collect or use personal information in ways other than as stated in this policy, we will ensure we do so pursuant to the requirements of the Privacy Act. We do not disclose personal information to third parties for the purpose of allowing them to send marketing material to you.

DISCLOSURE OF PERSONAL INFORMATION

MSI Taylor does not routinely disclose personal information to other organisations unless:

required by law;
use or disclosure is permitted by this policy;
we believe it necessary to provide you with a product or service which you have requested;
to protect the rights, property or personal safety of any member of the public or a client of MSI Taylor or the interests of MSI Taylor; or
you give your consent.

Your personal information may be disclosed to other entities, such as government agencies, our external auditors, contractors and consultants in order to provide the accounting and professional services to you, or to assist our functions or activities (such as debt collection agencies or law firms), entities within the MSI Taylor Group, third party software providers that you use and our third-party technology providers such as our data storage providers and email filter providers. We require our service providers to adhere to our privacy guidelines and not to keep this information or use it for any unauthorised purposes.

We may also share non-personal, de-identified and aggregated information for research or promotional purposes. Except as set out in this policy, we do not sell or trade personal information to third parties, or allow such third parties to use that personal information.

If MSI Taylor’s staff obtain products or services offered by a third party pursuant to an agreement or arrangement between that third party and MSI Taylor, such as a financial planner, we may provide your personal information to that third party, including information that relates to your use of such services.

TRANSFER OF INFORMATION OUTSIDE AUSTRALIA

MSI Taylor may transfer or send your personal information to an overseas partner for the purpose of providing the accounting or business advisory services to you. If we do disclose personal information to an overseas partner, to fulfil the purpose for which the personal information was collected, including a related purpose, we are required to take reasonable steps to ensure that the recipient of your personal information does not breach the Australian Privacy Principles or a similar law in relation to your personal information.

MSI Taylor uses various third-party providers like Google Apps for Business, Dropbox, Microsoft, as well as supporting cloud solutions for clients provided by MYOB, Xero, Quickbooks, Class & Reckon. We are not in a position to influence the privacy policies of these organisations and we recommend you refer to the individual websites of these companies for copies of their own privacy policies.

PRIVACY ON OUR WEBSITE/S

This policy also applies to any personal information we collect via our website/s. Such information would normally be personal information you provide to us directly (such as where you make a request or complete a registration form).

MSI Taylor uses cookies to analyse our website traffic. We also share information about your use of our site with our social media, advertising and analytics partners who may combine it with other information that you’ve provided to them or that they’ve collected from your use of their services. In order to properly manage our websites, we may log certain statistics about the users of the sites. None of this information specifically identifies an individual and it is used solely to ensure that our website is easily navigable.

MSI Taylor may also provide links to websites operated by third parties. MSI Taylor is not responsible for the privacy practices or policies of those sites. A link to another website is not an endorsement, approval or recommendation of the products or services offered by or through that site.

SECURITY OF PERSONAL INFORMATION

Depending on the purpose for which we have collected personal information (for example, registration for a MSI Taylor seminar or a request for particular information or material), we may store some of the information electronically in our customer database. Some or all of this personal information may be available to employees of MSI Taylor for use in accordance with this policy.

MSI Taylor will endeavour to take all reasonable steps to keep secure any information which we hold about you, whether electronically (using restricted access, passwords, firewalls and encryption) or in hard-copy (using secure and locked facilities), and to keep this information accurate and up to date. We also require our employees to respect the confidentiality of any personal information held by us.

It is our policy to destroy personal information once there is no longer a legal or business need for us to retain it.

ACCESS TO INFORMATION

We will provide access to personal information upon request by an individual, subject to some limited exceptions permitted or required by law.
When you make a request to access personal information, we may require you to provide some form of identification so we can verify that you are the person to whom the information relates.

CORRECTIONS & COMPLAINTS

If you believe that information we hold about you is incorrect or out of date, or if you would like to make a complaint, please contact us and we will attempt to address your concerns.

If you wish to have your personal information destroyed, please let us know and we will take reasonable steps to destroy it (unless we need to keep it for legal, auditing or internal risk management reasons).

If MSI Taylor becomes aware of any ongoing concerns or problems concerning our privacy practices, we will take these issues seriously and work to address these concerns. If you have any further queries relating to our privacy policy, or have a problem or complaint, please contact mail@msitaylor.com.au.

EFFECT OF POLICY

MSI Taylor operates in a changing business environment and aspects of our business may change as we respond to changing market conditions. This may require our policies to reviewed and revised. MSI Taylor reserves the right to change its privacy policy at any time and notify you by posting an updated version of the policy on this website.

The amended policy will apply between us whether or not we have given you specific notice of any change.