Privacy Policy
About this policy
Malkoun Tanios Pty Ltd (“Malkoun Tanios”, “we”, “us” or “our”) respects your privacy.
This policy explains how we collect, hold, use and disclose personal information in connection with our accounting, tax, audit, assurance and advisory services, our website and our business activities.
We handle personal information in accordance with applicable Australian privacy laws, including the Privacy Act 1988 (Cth) and the Australian Privacy Principles where they apply.
Personal information we collect
The personal information we collect depends on your relationship with us and the services we provide. It may include:
– Your name, contact details, date of birth and identification information.
– Information about your business, employment, qualifications and financial affairs.
– Tax file numbers and other government identifiers where authorised by law.
– Financial statements, tax records, banking details, payroll information and supporting documents.
– Information about directors, shareholders, trustees, beneficiaries, employees and other individuals relevant to our engagements.
– Information provided through enquiries, correspondence, meetings, job applications and feedback.
– Technical information associated with visits to our website.
We collect sensitive information only where permitted by law, including with your consent where required.
How we collect personal information
We generally collect personal information directly from you through correspondence, meetings, forms, documents and our online systems.
Where permitted by law, we may also collect information from clients, authorised representatives, professional advisers, financial institutions, government agencies and publicly available sources.
In providing professional services, we may collect personal information about individuals who are not directly our clients. For example, an audit may involve reviewing records containing information about a client’s employees, customers or suppliers.
If you provide personal information about another person, please ensure you are authorised to do so and, where appropriate, make them aware of this policy.
You may deal with us anonymously or use a pseudonym where practicable and lawful. However, we may need to identify you to provide our services or meet legal requirements. If necessary information is not provided, we may be unable to provide some or all of our services.
Why we collect and use personal information
We collect, hold and use personal information to:
– Respond to enquiries and provide professional services.
– Establish and manage client relationships and engagements.
– Verify identity and undertake client acceptance, independence and conflict checks.
– Meet applicable legal, regulatory and professional obligations, including anti-money laundering requirements where relevant.
– Manage billing, administration, quality reviews and risk.
– Assess employment applications.
– Investigate concerns and complaints.
– Maintain our systems and improve our services.
– Send relevant updates, invitations and information about our services where permitted by law.
You may opt out of marketing communications by using the unsubscribe facility provided or contacting us. We may still send communications necessary to administer your engagement or meet our obligations.
When we disclose personal information
We may disclose personal information where reasonably necessary for the purposes described in this policy and permitted by law, including to:
– Your authorised representatives and professional advisers.
– Our personnel, contractors and specialists involved in providing services or supporting our business.
– Technology, cloud storage, document management and other service providers.
– Government agencies, regulators and professional bodies.
– External reviewers, auditors, insurers and legal advisers.
We may also disclose personal information with your consent or as otherwise required or authorised by law.
How we hold and protect personal information
We hold personal information in electronic systems and, where relevant, physical records, including systems operated by service providers.
We take reasonable steps in the circumstances to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure.
Please contact us to arrange an appropriate method for providing sensitive documents, identification records or financial information.
Retaining personal information
We retain personal information for as long as needed for our services and business purposes, taking into account applicable legal, regulatory and professional requirements.
When personal information is no longer required, we take reasonable steps to destroy or de-identify it as required by law.
Our website
Our website uses session cookies to support website functionality, including enquiry forms. You can manage cookies through your browser settings, although disabling them may affect some website features.
When you submit an enquiry, we collect the information you provide to respond to your request and manage any resulting relationship.
Our website may contain links to external websites or services, including payment facilities. Those websites and services operate under their own privacy policies.
Accessing and correcting your information
You may request access to personal information we hold about you or ask us to correct information that is inaccurate, out of date, incomplete, irrelevant or misleading.
Please direct requests to the contact details below. We may need to verify your identity before responding.
We will deal with requests within a reasonable period and in accordance with applicable law. Access and correction rights are subject to exceptions provided by law. If we refuse a request, we will provide reasons and information about complaint options where required.
There is no charge to make a request. Where permitted by law, a reasonable charge may apply to providing access. We will advise you of any applicable charge beforehand.
Privacy enquiries and complaints
If you have any questions about this policy, would like to access or correct your personal information, or wish to raise a privacy concern, please contact us:
Malkoun Tanios Pty Ltd
Email: admin@mtadvisory.com
Telephone: +61 2 8626 7562
Postal address: Suite 602 Level 6, 3 Rider Blvd
Rhodes NSW 2138
We encourage you to raise any concerns with us first so we have the opportunity to address them. We will review your complaint, make appropriate enquiries and respond within a reasonable period. If additional time is required, we will keep you informed.
If you remain dissatisfied with our response, you may pursue available external dispute resolution options.
Changes to this policy
We may update this policy to reflect changes to our practices or applicable requirements.