Privacy Policy

Our Commitment to Your Privacy

Yorke Advisory (we, us, our) acknowledges the importance of protecting your privacy and is committed to complying with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This Privacy Policy explains how we collect, hold, use and disclose personal information, and how you can access and correct that information or make a privacy complaint.

What Is Personal Information?

Personal information is information or an opinion about an identified individual, or an individual who is reasonably identifiable.

Some personal information is classified as sensitive information and is given a higher level of protection under the Privacy Act. This includes information such as health details, racial or ethnic origin, religious beliefs, or biometric data.

What Personal Information We Collect

The personal information we may collect includes, but is not limited to:

• Your name, date of birth and contact details
   
• Residential and postal addresses
   
• Telephone numbers and email addresses
   
• Tax file numbers (where required by law)
   
• Australian Business Numbers (ABN) and registered business names
   
• Financial, taxation, accounting and superannuation information
   
• Records of communications and services provided

We only collect personal information that is reasonably necessary for the provision of professional accounting, taxation, bookkeeping, SMSF administration or advisory services.

How We Collect Personal Information

We usually collect personal information directly from you, including when you:

• Meet with us
   
• Provide information by email, phone or document
   
• Complete online forms or enquiries via our website
   
• Engage us to provide professional services 

In some cases, we may receive personal information from third parties authorised by you, such as financial institutions, superannuation funds, the Australian Taxation Office, or other professional advisers.

Why We Collect Personal Information

We collect personal information so that we can:

• Provide accounting, taxation, SMSF and advisory services
   
• Communicate with you and manage our professional relationship
   
• Meet our legal, regulatory and professional obligations
   
• Manage our practice and improve service delivery
   
• Provide information about services that may be relevant to you 

Personal information is collected fairly, lawfully and in a non-intrusive manner.

Sensitive Information

We will only collect sensitive information where:

• You have provided your consent
   
• It is required or authorised by law
   
• It is reasonably necessary for the provision of services 

Sensitive information is handled with an additional level of care and protection.

Use and Disclosure of Personal Information

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

Personal information may be disclosed to:

• Government agencies (such as the ATO or ASIC) where required by law
   
• Superannuation funds and financial institutions
   
• Professional advisers such as lawyers or auditors
   
• Software and service providers that support our practice (e.g. cloud accounting and document management platforms) 

We do not sell personal information under any circumstances.

Direct Marketing

From time to time, we may contact you with information about services or updates relevant to your engagement with us.

You may opt out of receiving marketing communications at any time by contacting us or using the unsubscribe option provided in communications.

Website Collection of Information

When you visit our website, we may collect non-identifying information such as:

• IP address
   
• Browser type
   
• Pages visited and time spent on the site 

Cookies may be used to improve website functionality and analytics. This information is anonymous and does not identify you personally.

If you submit personal information through our website (such as an enquiry form), that information will be used only to respond to your request or provide relevant services.

Data Security

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

Information may be stored electronically using secure, cloud-based systems. While we take appropriate safeguards, the internet is not completely secure and we cannot guarantee absolute security.

If an eligible data breach occurs, we will notify affected individuals and the Office of the Australian Information Commissioner as required by law.

Accessing and Correcting Your Information

You have the right to access personal information we hold about you and request corrections if the information is inaccurate, incomplete or out of date.

Access may be refused in certain circumstances permitted by law, such as where it would unreasonably impact another person’s privacy.

Requests can be made using the contact details below. A reasonable fee may apply where permitted by law.

Complaints

If you believe we have breached this Privacy Policy or the Privacy Act, you may lodge a complaint with us.

We will acknowledge your complaint promptly and aim to respond within 30 days.

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC):

 https://www.oaic.gov.au/privacy/privacy-complaints

Anonymity and Pseudonyms

Where lawful and practicable, you may interact with us anonymously or using a pseudonym. However, for most professional services, we will need to verify your identity to comply with legal and regulatory obligations.

Overseas Disclosure

Some service providers we use may store data outside Australia (for example, cloud-based software providers). We take reasonable steps to ensure that overseas recipients comply with privacy obligations consistent with the Australian Privacy Principles.

Updates to This Policy

This Privacy Policy may be updated from time to time. The most current version will always be available on our website.

Contact Us

If you have any questions about this Privacy Policy and would like further information, please contact us via the contact form or by calling us during business hours.