Privacy Policy

1. Introduction

Amato Private [ABN: 12 693 910 226] (est. 1984) ("Amato Private", "we", "us", "our") is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

As an accounting and advisory firm, we are often entrusted with sensitive financial and personal information, and we take our obligations around that information seriously. This policy explains what we collect, how we use it, and how you can access, correct, or raise concerns about your information.

This policy applies to all interactions with us, whether through our website, in person, by phone, or by written correspondence.

2. What this policy covers

This policy explains:

• the types of personal information we collect and hold;
• how and why we collect, use, store and disclose that information;
• how you can access or correct your personal information; and
• how to make a complaint if you believe we have mishandled your information.

3. Information we collect

Depending on our engagement with you, we may collect:

• your name, contact details (address, phone, email) and date of birth;
• financial information, including income, assets, liabilities and expenses;
• tax file numbers and other information required to provide accounting, tax or advisory services;
• business and company information where we act for an entity; and
• information you provide when contacting us through our website or booking a consultation.

We only collect sensitive information (such as health information) where it is necessary for the services we provide, where you consent, or where we are otherwise required or authorised by law.

4. How we collect information

We usually collect personal information directly from you — through our website contact and enquiry forms, during consultations, or via email and phone correspondence. Where relevant and with your knowledge, we may also collect information from third parties such as the ATO, other government bodies, or professionals you've authorised us to liaise with (e.g. financial planners, solicitors).

5. How we use and store your information

We use your personal information to provide accounting, tax and advisory services, to communicate with you, and to comply with our legal and professional obligations. We do not use your information for any purpose beyond what it was collected for, unless you consent or the law requires otherwise.

Your information is stored securely, whether in physical form (in a secured office) or electronically (via access-controlled systems and secure backups). Access is limited to staff and contractors who need it to carry out our services, and all are bound by confidentiality obligations.

6. Disclosure of your information

We do not sell or trade your personal information. We may disclose it to:

• the ATO and other relevant government or regulatory bodies, as required by law;
• third-party service providers who support our operations (e.g. software or cloud storage providers), under confidentiality obligations;
• other professionals acting on your behalf, with your consent (e.g. a financial planner or solicitor).

We will not otherwise disclose your information to third parties without your consent, except where required or authorised by law.

7. Accessing or correcting your information

You may request access to the personal information we hold about you, or ask us to correct it if it's inaccurate or out of date. We'll respond to reasonable requests within 14 business days. We may need to verify your identity before providing access, and in most cases there is no charge for this.

8. Complaints

If you believe we have breached the Australian Privacy Principles, you can lodge a complaint directly with us at admin@amatoprivate.com.au. We'll acknowledge your complaint within 14 days and aim to resolve it within 30 days.

If you're not satisfied with our response, you can contact the Office of the Australian Information Commissioner (OAIC):

Office of the Australian Information CommissionerGPO Box 5218, Sydney NSW 2001 Email: enquiries@oaic.gov.au Phone: 1300 363 992

9. Contact us

If you have any questions about this policy or how we handle your information, contact us at:

Amato PrivateGround Floor, Unit 19, 45 Church Street, Hawthorn VIC 3122 Email: admin@amatoprivate.com.au Phone: 03 9853 0322

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