Privacy policy

Privacy policy

Consideration

Bluebird Accounting values and respects privacy and personal information. We protect the personal information of clients, customers, employees, contractors and others. Bluebird Accounting is a CPA Practice and is committed to providing you with the highest quality professional service which includes protecting your privacy. Our privacy policy outlines how we collect, use, disclose, store and manage your personal information and how we comply with the Australian Privacy Principles established under the Privacy Amendment (Enhancing Privacy Protection) Act 2012.

Collection of personal information

We will collect personal information in an open and transparent manner to allow us to provide a professional service to you. We collect this information in order to, provide our services, maintain contact with you , keep you informed of the services we offer and current developments, provide administration and manage your file.

Our ability to provide you with a comprehensive service is dependent on us obtaining certain personal information. This information may include: 

  • Your name 
  • Your personal contact details 
  • Business name 
  • Business contact details 
  • Employment details and history  
  • Tax File Number 
  • Australian Business Number 
  • Australian Company Number 
  • Bank details 
  • Director and shareholding details  
  • Details of your current financial circumstances 
  • Employee details 
  • Documentation that allows us to satisfy the identification and verification obligations with the Anit-Money Laundering and Counter-Terrorism Financing Legislation. 

Failure to obtain such information may limit our ability to provide services you require. 

We generally will not collect sensitive information, however, if  necessary we will gain your explicit consent to collect and use this information. 

It is important that the personal information we hold is up to date and accurate. If you become aware or believe any personal information we hold is inaccurate, incomplete or out of date please contact us. 

Use of information

Bluebird Accounting will not use or disclose information collected for any purpose other than the purpose for which it was collected. Where information is needed for additional purposes your consent will be requested. 

Bluebird Accounting will not transfer your personal information outside Australia. If we are required to transact with, or send information on your behalf to, an overseas organisation, we will seek your consent with regard to the transfer.

We may use your personal information to market our services to you, including by email. If you do not wish to receive such information you can choose to unsubscribe from this service. 

Personal information is held for as long as it is required to fulfil the purposes for which it was collected or as required by law. 

With your consent we may share your details with third parties who we contract to assist in providing services requested by you. 

Bluebird Accounting may be permitted under Australian law, court/tribunal order, to provide personal information. 

Storage and Security

Bluebird Accounting takes reasonable measures and precautions to protect the personal information we hold from such risks as loss or unauthorised access, destruction, modification or disclosure. Reasonable steps are taken to destroy or permanently de-identify any personal information no longer required. 

The firm uses physical and electronic procedures to ensure the privacy of information is safeguarded. 

Please note the internet is not secure and we cannot guarantee the security of any information sent to us via the internet. 

Any personal information or content that you contribute to any social medial applications can be real, collected and used by others. Bluebird Accounting has no control over this. We are not responsible for any use, misuse or misappropriation by others of your personal information for content that you contribute. 

Access

At any time you may request access to your personal information. Please allow 2 – 3 business days for the firm to complete this request. Where possible Bluebird Accounting will provide you with access to the information either by returning the originals or providing copies. You will be provided time to inspect the information requested. In the situation where we are unable to provide you with access to information the firm will provide a reason why. 

Bluebird Accounting enforces this policy on all employees and its values are upheld. If you feel any concerns or have any questions regarding this content we encourage you to contact our office on (03)9999 3230 or office@bluebirdaccounting.com.au

It's time to take flight

Book in a consultation with one of our experienced team to discover how we can help you achieve financial goals.

The financial happiness blog