Privacy Policy

Introduction

Lockwood Partners Pty Ltd and Provide Group (we, us, our) are committed to respecting your privacy and protecting your personal information.

This Privacy Policy explains how we collect, use, store and disclose personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

What personal information we collect

We may collect personal information including, but not limited to:

• name, address, email address and telephone number
• date of birth and occupation
• financial, taxation and accounting information
• payroll, superannuation and employment-related information
• identification information required for legal or regulatory purposes
• health information where relevant and authorised

Sensitive information is only collected where you have provided consent or where collection is permitted or required by law.

How we collect personal information

We usually collect personal information directly from you when you:

• engage us to provide services
• contact us by phone, email or through our website
• attend meetings or provide documents or information
• apply for employment with us

In some circumstances, we may also collect information from third parties such as government agencies, financial institutions or service providers, where authorised.

Why we collect personal information

We collect personal information to:

• provide accounting, taxation, advisory, finance, insurance, payroll and related services
• manage client relationships and communications
• comply with legal and regulatory obligations
• manage and improve our services and business operations

Use and disclosure of personal information

We use and disclose personal information for the primary purpose for which it was collected, or for a related purpose you would reasonably expect.

We may also use or disclose personal information where:

• you have consented
• the use or disclosure is required or authorised by law
• it is necessary to prevent a serious threat to health or safety
• it is required for regulatory, investigative or law enforcement purposes

We do not sell personal information.

Overseas disclosure

In some cases, personal information may be stored or processed overseas, including through the use of cloud-based systems or service providers.

Where this occurs, we take reasonable steps to ensure that overseas recipients handle personal information in a manner consistent with Australian privacy requirements.

Data security

We take reasonable steps to protect personal information from misuse, loss, unauthorised access, modification or disclosure.

Our security measures include secure systems, access controls, confidentiality obligations for staff and contractors, and secure record disposal.

Access and correction

You may request access to personal information we hold about you. We will respond within a reasonable timeframe.

If you believe your personal information is inaccurate, incomplete or out of date, you may request that it be corrected.

Access may be refused in certain circumstances permitted by law. If access is refused, we will provide reasons.

Anonymity and pseudonymity

Where lawful and practicable, you may deal with us anonymously or by using a pseudonym. In many cases, we are required to verify your identity to provide professional services or comply with legal obligations.

Complaints

If you have a concern or complaint about how your personal information has been handled, please contact our Privacy Officer in writing.

We will investigate complaints promptly and provide a written response.

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC).

Changes to this policy

We may update this Privacy Policy from time to time. The current version will always be available on our website.