PRIVACY POLICY

Spalding Advisory Pty Ltd (hereon referred to as Spalding Advisory) is committed to respecting and safeguarding your privacy and personal information. This Privacy Policy outlines how we collect, use, disclose, store, and protect your personal data.

We comply with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs) outlined in the Act. All personnel—including officers, employees, and subcontractors—are trained and regularly updated on their responsibilities under the Act and Spalding Advisory’s internal privacy practices.

SCOPE OF APPLICATION

This Privacy Policy applies to all interactions with Spalding Advisory—whether through telephone, email, facsimile, our website, or in person—except where a permitted general situation under Section 16A of the Act applies. These situations include when collection, use or disclosure is reasonably necessary to establish, exercise or defend legal claims, or for a confidential alternative dispute resolution process.

OBJECTIVES OF THIS POLICY

This Policy is designed to:

Provide transparency on the types of personal information we collect and hold.

Explain how and why we collect, use, disclose, and store personal information.

Inform you of your rights to access and correct your information.

Describe how you can raise privacy concerns or lodge complaints.

Disclose any likelihood of transferring personal data overseas.

DEFINITIONS

Personal Information: Any information or opinion that identifies an individual or could reasonably identify an individual.

Sensitive Information: A subset of personal information including racial or ethnic origin, political or religious beliefs, health and genetic information, biometric data, sexual orientation, and criminal records.

Health Information: Information relating to the health, disability, or health services provided to an individual, as well as genetic information that could predict health outcomes.

COLLECTION OF PERSONAL INFORMATION

We collect personal information only where necessary to deliver our services or fulfil our legal obligations. This information is generally collected directly from you through forms, communication, or online interactions. It may also be sourced from third parties (e.g., credit agencies, legal advisers, or employers) where relevant and lawful.

Types of information we may collect include:

Full name and date of birth

Contact details (e.g., residential and email address, phone numbers)

Employment and financial details

Details of family members or dependents

Property ownership information

Government identifiers (e.g., Tax File Number)

Criminal history, if applicable

We may incidentally collect sensitive information (e.g., health-related wishes in a Will) and will do so only where:

It is directly relevant to our services;

You have provided consent; and

Collection is legally authorised.

You may choose to remain anonymous or use a pseudonym, where practical and lawful. In certain cases, such as dealing with government entities, accurate identification may be required.

USE AND DISCLOSURE OF PERSONAL INFORMATION

Your information is used only for the purposes for which it was collected or as permitted by law. This may include:

Delivering our accounting and taxation services

Personalising client interactions

Managing transactions

Sending newsletters or promotional materials (opt-out is available at any time)

We do not sell, trade, or transfer your information to external parties without your consent, except where:

Required by law or court order

Necessary for enforcement or regulatory compliance

Essential to deliver services (e.g., using IT providers or government agencies)

DATA SECURITY

We take your privacy seriously and implement robust measures to secure your personal information. These include:

Confidentiality clauses in employment agreements

Physical security (e.g., locked filing systems)

Password-protected systems and secure network access

Secure website hosting and encrypted data storage

Information no longer needed will be securely destroyed or de-identified, provided legal requirements allow.

INTERNET PRIVACY AND COOKIES

Our website uses cookies to enhance your experience. Cookies are small files that track website usage and preferences but are not linked to your identity.

We may use third-party analytics or advertising partners. These partners are contractually obligated to maintain confidentiality and use your data solely for agreed purposes. You can disable cookies via your browser settings, though doing so may affect website functionality.

EMAIL COMMUNICATION

Your email address may be used to send updates, respond to inquiries, or communicate service-related information. You may unsubscribe from these communications at any time by contacting us at: admin@spaldingadvisory.com.au

ACCESS AND CORRECTION OF PERSONAL INFORMATION

You have the right to request access to and correction of personal information we hold about you. Requests can be made via the contact details below.

We aim to acknowledge requests within 7 business days and provide access or an explanation within 10–14 days. You may be required to verify your identity before we grant access. No application fee is charged, but reasonable reproduction costs may apply.

Access may be denied if:

It would pose a risk to safety

It would unreasonably impact others' privacy

It is prohibited by law

It involves legal or commercially sensitive information

If access or correction is denied, we will provide written reasons and outline available complaint mechanisms.

COMPLAINTS AND CONCERNS

If you believe we have breached your privacy rights, please contact us immediately. If you are dissatisfied with our response, you may escalate your complaint to:

Office of the Australian Information Commissioner (OAIC)
GPO Box 5218
SYDNEY NSW 2001
Email: enquiries@oaic.gov.au
Phone: 1300 363 992

To make an enquiry, lodge a complaint, or update your information, contact:

The Privacy Officer
P.O Box 5242
Algester QLD 4115
Email: admin@spaldingadvisory.com.au

UPDATES TO THIS POLICY

This Privacy Policy may be updated periodically to reflect changes in law or business operations.