KT&A Advisory Privacy Policy
KT&A Advisory respects your privacy and is committed to protecting the personal information we collect and hold.
This Privacy Policy explains how we collect, use, store and disclose personal information in connection with our accounting, taxation, SMSF, audit, financial advice and private wealth advisory services.
Personal information we collect
We may collect personal information including your name, contact details, date of birth, tax file number, identification information, financial information, taxation records, superannuation details, investment information, business records and other information required to provide our professional services.
We only collect information that is reasonably necessary for our services, legal obligations and professional responsibilities.
How we collect information
We may collect personal information directly from you, your authorised representatives, government agencies, financial institutions, superannuation funds, insurers, solicitors, brokers, other advisers and service providers.
Where you provide information about another person, you should ensure you have authority to do so.
How we use information
We use personal information to provide accounting, taxation, SMSF, audit, financial advice and private wealth advisory services, communicate with you, maintain client records, comply with legal and regulatory obligations, and manage our professional relationship with you.
We may also use your information for internal administration, quality control, professional compliance, risk management and business record keeping.
Disclosure of information
We may disclose personal information where necessary to provide services or where required by law. This may include disclosure to the Australian Taxation Office, ASIC, AUSTRAC, professional bodies, auditors, solicitors, financial institutions, superannuation funds, insurers, technology providers and other professional advisers or service providers.
We do not sell personal information.
External professional advisers
Where legal documentation, entity establishment, restructuring, transaction implementation or other specialist services are required, clients deal directly with the relevant solicitor or authorised service provider. We may provide information to those advisers where authorised by you or where necessary to assist with services you have requested.
Data security
We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure.
Information may be stored electronically, in paper form, in secure practice management systems, cloud-based systems and professional software platforms.
Overseas disclosure
Some technology or cloud service providers may store or process information outside Australia. Where this occurs, we take reasonable steps to ensure appropriate privacy and confidentiality protections apply.
Access and correction
You may request access to personal information we hold about you. You may also ask us to correct information if it is inaccurate, incomplete or out of date.
We may need to verify your identity before responding to access or correction requests.
Website use
Our website may collect limited technical information such as browser type, device information, pages visited and general usage data. This information helps us maintain and improve our website.
Our website may also use cookies or similar technologies. You may adjust your browser settings to disable cookies.
Data breaches
If a data breach occurs, we will assess the circumstances and take appropriate steps in accordance with our legal obligations. Where the Notifiable Data Breaches scheme applies, organisations covered by the Privacy Act must notify affected individuals and the OAIC when a data breach is likely to result in serious harm.
Complaints
If you have a privacy concern or complaint, please contact us first so we can try to resolve it.
If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner.
Updates to this policy
We may update this Privacy Policy from time to time. The current version will be available on our website