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.