DISCLAIMER & PRIVACY POLICY
Glance Consultants (ABN: 30 166 743 282) ("Glance Consultants", "we", "us" or "our") recognises the importance of protecting your personal information.
This Privacy Policy explains how we collect, hold, use and disclose personal information and how you can contact us regarding the information we hold about you.
We are committed to handling personal information in accordance with applicable Australian privacy laws, including the Australian Privacy Principles where they apply.
What personal information do we collect?
The personal information we collect depends on the nature of our relationship with you and the services we provide.
This may include:
your name, address and contact details;
date of birth;
Tax File Number;
employment and business information;
bank account details;
information about your income, expenses, assets and liabilities;
taxation and superannuation information;
details relating to your business activities, investments and entities;
payroll and bookkeeping information;
family or personal circumstances where relevant to the services we provide;
information submitted through our website, contact forms, emails or other communications; and
any other information reasonably required for us to provide our services.
In some circumstances we may also need to collect sensitive information where it is reasonably necessary to provide a service and where permitted by law.
If we cannot collect the information we reasonably require, we may not be able to provide some or all of our services.
Accounting, Taxation and Business Advisory Services
Glance Consultants provides accounting, taxation, bookkeeping, payroll, SMSF, business advisory and related professional services.
We may collect personal and financial information for purposes including:
providing accounting and taxation services;
preparing tax returns, financial statements and reports;
assisting with business structures and entity management;
providing bookkeeping and payroll services;
assisting with SMSF accounting and compliance;
providing business and strategic advisory services;
assisting with cash flow, profitability and financial planning for your business;
satisfying our professional, taxation and regulatory obligations; and
managing our ongoing relationship with you.
Where required to provide taxation services, we may collect and use your Tax File Number and disclose it to relevant government agencies, including the Australian Taxation Office, where authorised or required.
How do we collect personal information?
Where reasonable and practical, we collect personal information directly from you.
This may occur when you:
meet or speak with one of our team;
provide information by telephone or email;
complete a form or questionnaire;
use our website;
engage us to provide professional services; or
provide information through accounting, bookkeeping or other software platforms.
We may also receive information from third parties where appropriate, including your previous accountant, financial adviser, solicitor, bank, government agency, software provider or another person you have authorised to provide information to us.
How do we store and protect personal information?
Personal information may be stored electronically, in cloud-based systems or, where required, in physical form.
We take reasonable steps to protect the information we hold against misuse, interference, loss, unauthorised access, modification and disclosure.
We may use third-party software and cloud service providers to operate our business. As a result, some information may be stored or processed outside Australia.
We retain information for as long as reasonably necessary to provide our services and meet our legal, taxation and professional record-keeping obligations.
When information is no longer required, we will take reasonable steps to destroy or de-identify it securely where appropriate.
How do we use your personal information?
We may use your personal information to:
provide the services you have requested;
communicate with you;
manage our relationship with you;
prepare accounting, taxation and financial documentation;
meet our legal and professional obligations;
improve our services and business operations;
respond to enquiries or complaints;
administer our website and online systems; and
provide information about relevant Glance Consultants services where permitted.
You may ask us to stop sending marketing communications at any time.
Who may we disclose personal information to?
Where reasonably necessary, we may disclose personal information to third parties involved in providing services to you or operating our business.
These may include:
the Australian Taxation Office and other government bodies;
auditors and professional advisers;
banks and financial institutions;
solicitors;
financial advisers;
superannuation funds;
software and cloud service providers;
IT and administrative service providers;
contractors assisting Glance Consultants;
insurers and professional bodies; and
other parties you have authorised us to deal with.
We may also disclose information where required or authorised by law.
We do not sell your personal information.
Our website
When you visit the Glance Consultants website, certain information may be collected automatically.
This may include information about your browser, device, IP address, pages viewed, time spent on the website and how you arrived at the website.
We may use website analytics and similar technology to help us understand how visitors use our website and improve its performance.
Cookies
Our website may use cookies and similar technologies.
Cookies can be used to:
help the website function correctly;
remember preferences;
understand website usage;
measure website performance; and
support analytics and marketing activities.