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Privacy Policy

Background

This privacy policy applies to Dodgshun Medlin Professional Services Pty Ltd (ACN 095 928 019) as trustee for the Professional Services Trust (ABN 12 946 645 286) (Dodgshun Medlin) and any related body corporate or related entity of Dodgshun Medlin.

This policy describes how Dodgshun Medlin collects, holds, uses and discloses personal information consistent with the Privacy Act 1988 (Act) and the Australian Privacy Principles found in the Act.

Dodgshun Medlin aims to review this policy and keep it current. Any amendments to this policy will apply whether or not you have received specific notice of any change.

Overview

Dodgshun Medlin guides enterprise and personal wealth strategies throughout a broad sweep of rural Australia. It collects, holds, uses and discloses personal information to carry out its services which include:

  • chartered accountancy
  • tax advisory
  • business development services
  • wealth growth and protection
  • finance sourcing
  • risk management
  • insurance
  • agronomic advice
  • farm management guidance and support.

Policy

Collection of Personal Information

Dodgshun Medlin collects and holds personal information from you, contractors, employees and other individuals such as service providers including but not limited to Banklink, BT Wrap and other financial institutions. Personal information is only collected and held when it is necessary for business purposes.

The kind of personal information that Dodgshun Medlin collects and holds includes the contact details and organisational positions of its clients, suppliers and other contacts in business. Often, the type of information that Dodgshun Medlin may collect is determined by the professional services being provided.

Some examples of the personal information are (without limitation):

  • name
  • gender
  • date of birth
  • marital status
  • contact details (for example, postal address, e-mail address, telephone number(s), facsimile number)
  • occupation – company and position
  • bank, credit card and loan account details
  • driver license information
  • tax file number
  • investment information
  • Centrelink information
  • land holdings and farm maps
  • cropping and pasture history
  • chemical and fertiliser history.

It may occasionally be necessary to collect sensitive information about you, for example, your professional membership or health information. Except as otherwise permitted by law, we only collect, use and disclose sensitive information about you if you consent to the collection, use and disclosure of the information and if the information is reasonably necessary for the performance of our functions and activities.

Use of Personal Information

Generally, personal information submitted through the website is used and disclosed for the purpose for which it is submitted (primary purpose) and any secondary purpose related to the provision of our services. If Dodgshun Medlin collects, holds or uses personal information in ways other than as stated in this policy, it will ensure that it does so in accordance with the Act.

Some of the reasons why Dodgshun Medlin collects, holds and uses personal information include: providing services to you, such as:

  • farm and business development and improvement
  • preparing financial statements and income tax returns
  • preparing business activity statements and instalment activity statements
  • preparing budgets
  • providing advice in relation to personal financial situations and business decisions
  • reviewing current financial and personal positions
  • portfolio construction, proposal and review
  • risk insurance needs analysis, proposal and recommendations
  • administration of superannuation funds and investment portfolios
  • providing agronomic recommendations
  • administering and accounting for the services Dodgshun Medlin provides to you, and to enhance Dodgshun Medlin’s delivery of these services
  • performing administrative functions, including monitoring, auditing, evaluation, and answering queries communicating with you, customers, contractors and service providers
  • for marketing purposes relating to Dodgshun Medlin’s services
  • to maintain contact with you
  • to keep you and other contacts informed of the services Dodgshun Medlin offers and industry developments that may be of interest including any seminars or events
  • other purposes related to Dodgshun Medlin’s business.

Dodgshun Medlin may be unable to provide its services without collecting the personal information it requires from time to time or if the information you provide is incorrect, incomplete or inaccurate.

Disclosure of Personal Information

Dodgshun Medlin may disclose your personal information under the following circumstances:

  • as part of an engagement to a third party service provider
  • where such disclosure is permitted by this policy
  • where such disclosure is necessary to provide a product or service which has been requested
  • to protect the rights, property or personal safety of any member of the public
  • as part of an actual or proposed acquisition, merger, demerger, joint venture or referral arrangement involving Dodgshun Medlin
  • when consent to such disclosure is provided
  • where such disclosure is permitted or required by law, rule, regulation or professional standard.

Dodgshun Medlin uses service providers to assist with the quality and efficiency of its business operations and services. This means that individuals and service providers outside of Dodgshun Medlin will have access to the personal information held by Dodgshun Medlin. Dodgshun Medlin requires its service providers to adhere to this privacy policy and not to keep, use or disclose personal information for any unauthorised purposes.

Transfer of Personal Information Overseas

Some of the service providers engaged by Dodgshun Medlin who have access to personal information held by Dodgshun Medlin are located overseas in countries whose privacy laws do not provide the same level of protection as the Act. These service providers are typically located in the Philippines.

The use of overseas service providers does not change Dodgshun Medlin’s commitment to safeguard privacy and personal information in accordance with this policy and as such service providers are required to adhere to this policy.

By providing information to Dodgshun Medlin, you are consenting to the disclosures described above.

Privacy on Dodgshun Medlin Websites

This policy applies to any personal information that Dodgshun Medlin collects on its websites. To ensure that Dodgshun Medlin’s websites are well managed and to improve usability, to collect data, Dodgshun Medlin may also use cookies which are small text files stored in a user’s browser, or web beacons which are electronic images that allow Dodgshun Medlin’s website to count visitors who have accessed a particular page and to access certain cookies.

Dodgshun Medlin may provide links to websites and content controlled by third parties that may also use cookies. Dodgshun Medlin is not responsible for the privacy policies of such sites and does not endorse, approve or recommend the services or products provided on third party websites.

Personal Information Security

Dodgshun Medlin places reasonable commercial standards of technology and operational security to protect personal information, whether electronically or in hard copy.

Access to Personal Information

You can request access to personal information that Dodgshun Medlin holds about you, and you can request that Dodgshun Medlin corrects that personal information.

Dodgshun Medlin will give you access to your personal information, and take reasonable steps to correct it if Dodgshun Medlin considers that it is incorrect.

Before giving you access to your personal information, Dodgshun Medlin will require you to prove your identity by providing some form of identification.

If Dodgshun Medlin refuses to give you access to your personal information, or to correct it, Dodgshun Medlin will notify you in writing and will provide reasons within 30 days.

If you would like to access or correct your personal information, contact Dodgshun Medlin’s Privacy Officer in writing at:
Privacy Officer
Dodgshun Medlin
PO Box 505
Swan Hill Victoria 3585
Email: privacy@dodgshunmedlin.com.au

Dodgshun Medlin may use personal information to market its services including by email. You always have the opportunity to not receive such marketing by writing to Dodgshun Medlin’s Privacy Officer.

If you wish to have your personal information deleted, contact Dodgshun Medlin’s Privacy Officer in writing. Dodgshun Medlin will take reasonable steps to delete such personal information unless it is unable to do so for auditing, legal or internal risk management reasons.

Dodgshun Medlin will notify you in writing of the status of any written request to delete personal information within 30 days of receipt of such a request.

Queries or Concerns About Personal Information

If you have any queries, concerns or complaints about how Dodgshun Medlin is handling your personal information, please write to Dodgshun Medlin’s Privacy Officer.

If you are unsatisfied with Dodgshun Medlin’s response to any complaint, you may refer your complaint to the Office of the Australian Information Commissioner (OAIC).

Contact details can be found at the OAIC’s website: www.oaic.gov.au.

Last updated February 2016

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