Introduction

First Estate Accounting and its associated entities ("we," "our," or "us") are committed to protecting your privacy and ensuring the security of your personal information. This privacy policy outlines how we collect, use, disclose, and safeguard your data in compliance with the Privacy Act 1988 (Cth), including the Australian Privacy Principles (APPs).

Definition of Personal Information

For the purposes of this policy, "personal information" has the same meaning as in the Privacy Act 1988 (Cth). It refers to any information or opinion about an identified individual or an individual who is reasonably identifiable, such as your name, contact details, or financial information.

Collection of Personal Information

We may collect personal information relevant to the services we provide, including but not limited to:

• Your name, contact details, and date of birth.
• Financial and tax-related information necessary for our accounting services.
• Government identification details such as a Tax File Number (TFN) or Australian Business Number (ABN).
• Information you provide directly or through third parties (e.g., law firms or estate administrators).

Methods of Collecting Personal Information

We collect personal information primarily through direct interactions with you, such as:

• Consultations or meetings.
• Forms and documents you provide to us.
• Communications via phone, email, or our website.
• In some cases, we may collect information from third parties with your consent or where legally required.

Consequences of Not Providing Personal Information

Without certain personal information, we may be unable to:

• Provide our accounting and tax compliance services.
• Assist with ATO matters or resolve tax obligations.
• Advise you on your responsibilities as an executor or beneficiary.

Utilisation of Your Personal Information

We use your personal information to:

• Deliver accounting and tax-related services for deceased estates.
• Communicate with you regarding our services.
• Fulfill our legal and regulatory obligations.
• Improve our services and client experience.

We will only use your information for the purposes for which it was collected or for related purposes in compliance with the Australian Privacy Principles.

Disclosure of Your Personal Information

We may disclose your personal information to:

• Our staff, contractors, or professional advisers.
• Legal representatives or associated probate service providers.
• Third parties such as the Australian Taxation Office (ATO), as required by law.

All disclosures will comply with the Privacy Act 1988 (Cth) and its principles.

Direct Marketing

From time to time, we may provide you with information about our services. You can opt-out of receiving marketing materials at any time by contacting us directly.

Accessing and Amending Personal Information

Under the Privacy Act 1988 (Cth), you have the right to access and correct your personal information. To request access or amendments, contact us at the details provided below. We will respond promptly, in accordance with our legal obligations.

Privacy Concerns

If you believe we have breached your privacy rights, you can raise your concerns with us. We take all complaints seriously and will respond promptly in compliance with the Privacy Act 1988 (Cth).

Overseas Disclosure

If your personal information is transferred or stored overseas, we will take reasonable steps to ensure it is managed in accordance with Australian privacy standards.

Security

We take the security of your personal information seriously. While we employ measures to safeguard your data, no transmission over the internet can be guaranteed as entirely secure. By providing us with your information, you acknowledge this inherent risk.

External Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites and recommend reviewing their privacy policies before sharing your information.

Contact Us

If you have any questions about this policy or wish to exercise your rights, please contact us:
Email: info@firstestateaccounting.com

Policy Updates

This privacy policy may be updated periodically to reflect changes in our practices or legal obligations. We encourage you to review this policy regularly on our website to stay informed of any updates.