

Privacy Policy
Tick Legal Services Pty Limited (ABN 29 137 698 367) Trading As
Countrywide Legal & Business Services
Countrywide Strata Management
Prepared: August 2021
Policy Number: 08/2021A
YOUR PRIVACY IS IMPORTANT TO US
Tick Legal Services Pty Limited is committed to providing our clients with a high standard of accounting and legal advice as well as strata management services.
This includes taking steps to protect the confidentiality of clients and stakeholders.
Tick Legal Services Pty Limited is also required to comply with the Commonwealth Privacy Act 1988 (the Privacy Act), setting out the Australian Privacy Principles which concern the protection of your personal information. This is outlined in our Privacy Policy below.
From time to time, we may be obliged to review the terms and references included in our policy to ensure it remains pertinent and relevant. A copy of the latest version can be accessed via our website or by writing to:
The Privacy Officer
PO Box 166
MOONBI NSW 2353
WHAT SORT OF INFORMATION DO WE COLLECT?
Personal Information is any information or opinion about an individual who is already identified or could reasonably be identified.
We only collect information that is necessary to assist us in providing our services. We do not collect personal information unless we first ask you for it, you provide it to us or authorise another party to provide it to us, or the information is publicly available.
Examples of the types of information we collect include:
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Your individual and/or organisation identity and contact details;
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Financial and income information, including government identifiers like tax file numbers;
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Share portfolio and other asset information;
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Creditor information;
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Personal health information for insurance applications and claims management purposes;
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Details of your dependants;
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Details required for your legal matter;
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Details of your estate planning; and
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Other information as required by taxation or other laws.
WHAT IF YOU DO NOT GIVE US THE INFORMATION WE REQUEST?
You are not required to provide information we request of you. You may also, in some circumstances, elect to be identified by pseudonym or remain anonymous. It is not an offence to decline to provide your government identifier like your tax file number, however it may adversely impact our ability to provide our services
to you, for example:
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Our advice may be different or be less relevant to your circumstances if additional facts or events are not disclosed when requested;
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The provision of (some of) services may be delayed; and/or
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In certain circumstances failure to provide some information may result in documents being submitted to the ATO, ASIC, Court or other statutory bodies late, or not being able to be submitted at all, possibly incurring penalties.
WHAT ABOUT UNSOLICITED INFORMATION?
If we receive personal information that we did not request, or you did not authorise us to receive, we must determine if this is information, we could reasonably have requested from you. If it is not, then we are obliged to destroy the information or ensure it is de-identified (so you cannot be
identified from it) as soon as practicable. If we decide that the information is something we could have collected, we are obliged to keep this in the same manner as if you had provided it to us yourself.
HOW DO WE COLLECT INFORMATION?
We collect information about you and your associates (individuals and organisations) in a number of different ways including:
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From you, when you engage our firm so that we may provide you with tax consulting / legal advice / business services / training / information technology / administration / corporate secretarial services;
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From external sources, with prior consent from you, including the Australian Security and Investments Commission (ASIC), the Australian Taxation Office (ATO), the Australian Business Register, Revenue NSW, etc. We ensure that external sources are permitted under the Australian Privacy Principles to disclose the information to us, or have received prior consent from you to release the information to us.
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You may provide this consent when we are appointed by you, in writing, as your:
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tax agent;
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registered office for a company;
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legal advisor
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Strata Manager; or
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agent for other purposes (for example power of attorney).
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When you make contact with us to enquire about our services;
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When you e-mail us:
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we will use your e-mail address for the purpose for which you provided it and to
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raise awareness about recent developments that may be of relevance or interest;
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your e-mail address will not be added to a commercially available mailing list; and
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we will not disclose it without your consent.
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Other personal information:
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will be collected by us by lawful and fair means;
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will be used for a lawful purpose;
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will be collected by us with your consent;
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will be collected for a clear and explicit purpose; and
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will be collected in accordance with the Australian Privacy Principles.
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WHY DO WE COLLECT YOUR INFORMATION AND HOW DO WE USE IT?
We will only collect and use your personal information to provide you with a specific service such as:
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Government body and regulator reporting requirements (under taxation, personal assistance or superannuation law);
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Provide other services you require;
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Administer and manage those services, including charging, billing and collecting debts;
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Inform you of ways the services provided to you could be improved;
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Advising events, business opportunities and service provision available to clients;
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Providing you with news and information relevant to you;
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Research and develop our services; and
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Maintain and develop our business systems and infrastructure.
Your personal information is also collected to promote and market other services provided by our company which we consider may be of interest to you. You may notify us at any time that you do not wish to receive marketing or promotional material by contacting our Privacy Officer.
There may be circumstances where we are required or authorised by law, court or tribunal order to collect and/or release information about you or your organisation, including your government related identifiers. Other sensitive information such as religion; race; political opinion; membership of a political association; religious beliefs or affiliations; sexual preferences or practices; criminal records; or health information will only be collected and/or used where this is required by law or by the service, we are providing to you.
WHO CAN WE DISCLOSE YOUR PERSONAL INFORMATION TO?
We may provide your information to various organisations and/or parties in order to fulfil our client services and legal obligations, including, but not limited to:
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Your legal representative;
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Professional bodies, such as the Institute of Public Accountants (IPA),Law Society of New South Wales and Strata Community Australia, for quality control purposes or to satisfy our membership obligations;
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Banking, financial and insurance institutions and their associated service providers;
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Superannuation bodies;
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Fund managers;
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Government, regulatory and other statutory bodies;
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Law enforcement agencies;
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Your professional advisers, or entities who have referred you to us; and
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Auditors.