ROBERTS & MORROW PRIVACY POLICY

Introduction

What follows is the privacy policy of Roberts & Morrow (ABN 32 164 318 016) and its related entities (“Related Entities”) regarding their businesses. It outlines how Roberts & Morrow handles personal information and complies with the requirements of the Australian Privacy Act 1988 (Cth) (“Privacy Act”). Any questions in relation to this policy should be directed to our Privacy Officer at privacy.officer@rm.net.au.

The policy relates to our collection and handling of personal information covered by the Privacy Act. It does not cover categories of personal information that are not covered by the Privacy Act.

Collection of personal information

Roberts & Morrow collects personal information from clients, customers, employees, contractors and others when it is necessary for its business.

The principal personal information collected relates to the organisational roles of our clients, suppliers and other business contacts and their contact details. Usually this information includes names, addresses, telephone numbers, e-mail addresses and job titles. Also we may collect more detailed personal information to enable us to undertake work on your behalf

Most information is collected directly from clients when we deal with them. The information collected may be provided in forms filled out by individuals, meetings, email communications, telephone discussions or from third parties. When you contact us usually we will keep a record of that contact.

Use of personal information

The main purposes in collecting personal information are:
• to provide services to you;
• to respond to any request you may make of us;
• to maintain contact with you;
• to keep you and other contacts informed of the services we offer to clients and any developments that may be of interest to you.
• to notify you of any service offerings and events we are holding;
• for management and reporting purposes
• for purposes related to the employment of our Staff including recruitment and providing internal services to our staff; and
• any other purpose related to our business.
Personal information may be used to market our services, including by email.

However, you will always be able to tell us not to send marketing information to you by writing to The Privacy Officer, Roberts & Morrow, 137 Beardy Street Armidale NSW 2350, or by emailing us at privacy.officer@rm.net.au. We will process your request when received by us..

When we have contacted you by email, an “unsubscribe” function will be available in that email so you may tell us that you do not want to receive further emails from us other than those relating to work we do for you.

Should we obtain personal information about you other than as outlined in this policy, it shall only be pursuant to the requirements of the Privacy Act.

Employee records are not generally subject to the Privacy Act and therefore this policy may not apply to the handling of information about employees by Roberts & Morrow. For information about our practices relating to employee information, please contact us directly.

Disclosure of personal information

Roberts & Morrow does not disclose personal information to other organisations unless:
• required by law;
• use or disclosure is permitted by this policy;
• you give your consent which you may not unreasonably without. When we request your consent no reply will be considered to be your consent.
We may share non-identified, aggregated information for research or promotional purposes. We do not sell or trade personal information to third parties, or allow such third parties to use that personal information.

We use a range of service providers to help us ensure the quality and efficiency of our services and our business Therefore individuals and organisations outside of our organisation may have access to personal information held by Roberts & Morrow and may collect or use it for or on behalf of Roberts & Morrow. This may include, but is not limited to, independent contractors and consultants, travel service providers, mail houses, off-site security storage providers, website hosts, electronic database managers, event managers, credit managers and debt collecting agencies. Our service providers must adhere to our privacy guidelines and not to retain or use this information for any purpose unauthorised by Roberts & Morrow.

Transfer of information Between Offices

Roberts & Morrow has offices in a number of regional centres within New South Wales.

As a result there is a need to exchange information, including personal information, between our offices. Therefore we may transfer personal information between our offices all of which comply with this privacy policy.

Any transfer of information does not diminish our commitment to safeguard your privacy.

Web Sites

This policy applies to any personal information we collect via our websites. In addition to private information you provide directly such as where you make a request or complete a registration form we may also collect personal information from you via its websites.

Tools known as “cookies” may be used on our websites. A cookie is an application which allows the recognition of a prior user and may observe how you navigate a website. Cookies are now used as a standard by many websites. When Roberts & Morrow uses cookies it is only to enhance your experience of our websites and to increase ease of use.

You will be able to refuse a cookie and still view the Roberts & Morrow websites.

Like many companies we may log certain statistics about the users of the sites,. This information will not identify an individual.

If a registered member logs in to our websites, they will be identified by their user name and password.

Our website provides a number of links to websites operated by third parties. Roberts & Morrow is not responsible for the privacy practices or policies of those sites. You should review each website's privacy policy, especially if you intend to disclose any personal information via that site. A link to another website is not an endorsement, expressed or implied, or promotion or recommendation of the products or services offered by that site including any services advertised on it.

Information - Security

From time to time we may electronically store some of the information in Roberts & Morrow's computer system. This information may be available to partners and authorised staff of Roberts & Morrow for use in accordance with this policy.

Roberts & Morrow will take all reasonable steps to secure any information which we hold about you and attempt to keep it accurate and up to date. We also require our employees and contractors to respect the confidentiality of any personal information held by Roberts & Morrow.

We aim to achieve best practice in the security of personal information we hold. It is our policy that personal information is destroyed when there ceases to be a legal or business need for it to be retained.

Information - Access

Your personal information may be accessed upon request by you, except in circumstances where we are obliged to withhold this information. An example is where granting access may infringe another's privacy.

At the time a request to access personal information is made, you will be required to provide some identification (such as a driver's licence or passport) to us so we are able to ensure you are the person to whom the information relates.

If you wish to know what personal information we hold about you, you may contact us by writing to: The Privacy Officer, Roberts & Morrow, 137 Beardy Street Armidale NSW or emailing us at privacy.officer@rm.net.au.

Incorrect Information or Concerns

If you believe any information about you that we hold is incorrect or out of date, or if you have a concern about how we are handling that personal information, please let us know and we will attempt to address the concerns you have.

Should you want us to delete your personal information you should let us know and we will take reasonable steps to do so. In some cases we will not be able to delete the information if must retain it for legal or other professional reasons).

If we become aware of any continuing concerns or problems about our privacy practices, we address those issues and work to address them. Should you have any other queries relating to this privacy policy, have a problem or complaint, please contact our Privacy Officer at privacy.officer@rm.net.au.

Effect of Policy

Accounting firms operate in a dynamic business environment. Aspects of our business may change over time when we respond to changes in market and business conditions. Our policies may be reviewed and revised in these circumstances. Accordingly we reserve the right to change this privacy policy at any time placing a revised version of the policy on this website.

We will be bound by a revised even if we have not given you specific notice of any changes.

This policy was promulgated in May 2010.

Further information

For information about this policy please contact:; privacy.officer@rm.net.au.