Legal & the TASA Disclosure

Win for Business is committed to protecting the privacy of your personal information.

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This privacy policy explains how Win for Business manages the personal information that we collect, use, and disclose and how to contact us if you have any further queries about our management of your personal information.

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Win for Business is required by the Privacy Act 1988 (Cth) (“Privacy Act”) to comply with the Australian Privacy Principles (“APP”).

The APPs regulate the way personal information is managed throughout its life cycle, from collection to use and disclosure, storage, accessibility, and disposal.

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Win for Business is a tax agent registered under the Tax Agent Services Act 2009 and are subject to the Taxation Administration Act 1953.

 

What is personal information?

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Personal information is information or an opinion, in any form and whether true or not, about an individual whose identity is apparent or can be ascertained from the information or opinion. Examples include an individual’s name, address, contact number and email address.

Special provisions apply to the collection and handling of tax file numbers (“TFN’s”). Win for Business are lawful tax file number recipients and are bound by the Tax File Number Guidelines 2011 (TFN Guidelines) issued under the Privacy Act.

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Collection of personal information by Win for Business

 

To the extent required by the Privacy Act:

• Win for Business will not collect personal information about you unless that information is necessary for one or more of our functions or activities.

• Win for Business will collect personal information only by lawful and fair means and not in an unreasonably intrusive manner.

 

When Win for Business collects personal information directly from you, we will take reasonable steps at or before the time of collection to ensure that you are aware of certain key matters, such as the purposes for which we are collecting the information, the organisations (or types of organisations) to which we would normally disclose information of that kind, the fact that you are able to access the information and how to contact us (for example, where personal information is collected on a form, we will generally include a written privacy statement with the form that sets out these details).

Win for Business will collect your personal information directly from you where it is reasonable and practicable to do so.

Where Win for Business collects information about you from a third party, we will still take reasonable steps to ensure that you are made aware of the details set out above.

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Use and disclosure of personal information by Win for Business

 

If Win for Business uses or discloses your personal information for a purpose (secondary purpose) other than the main reason for which it was originally collected (primary purpose), to the extent required by the Privacy Act, we will ensure that:

• The secondary purpose is related to the primary purpose of collection, and you would expect that Win for Business would use or disclose your information in that way.

• You have consented to the use or disclosure of your personal information for the secondary purpose.

• The use or disclosure is required or authorised by or under law; or

• The use or disclosure is otherwise permitted by the Privacy Act (for example, as a necessary part of an investigation of suspected unlawful activity).

 

Why does Win for Business collect personal information?

 

Win for Business collects personal information including TFNs for the management and administration of taxation, superannuation, and personal assistance affairs of their clients. This includes individuals, partnerships, companies, self-managed superannuation funds and trusts.

From time-to-time Win for Business will use personal information for marketing and business development purposes including issuing monthly newsletter, sending invitations to events, notification of group services and discounts, administering client survey and contests.

Each piece of information sent to you for these purposes will include a provision for you to opt-out of the communication. Alternatively if you do not wish to participate in any of these activities, please let us know (our contact details are provided at the end of this policy).

 

We may contact you in a variety of ways, including by post, email, SMS, telephone call or facsimile.

Any electronic message that we send will identify Win for Business as the sender and will include our contact details. If you wish to opt-out of these messages at any time, please contact our administration team.

When does Win for Business disclose personal information to third parties?

 

In providing our services we may need to disclose personal information to third parties, namely the Australian Taxation (“ATO”) and other authorised government bodies.

Personal information including TFNs collected for the purposes of administering your taxation, superannuation and personal assistance affairs will be disclosed to the ATO through the lodgement of income tax returns and supporting schedules.

In providing our services we may need to disclose personal information to other third parties besides the ATO. These include but are not limited to financial institutions, finance brokers, financial planners, auditors, legal professionals, suppliers of client offers and services, etc.

This information will not be provided without obtaining your express consent to do so.

Your consent will be obtained at the time of and for each individual request made.

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Data quality and security

 

To the extent required by the Privacy Act, Win for Business will take reasonable steps to:

• Make sure that the personal information that we collect, use, and disclose is accurate, complete and up to date.

• Protect the personal information that we hold from misuse and loss and from unauthorised access, modification, or disclosure; and

• Destroy or permanently de-identify personal information that is no longer needed for any purpose that is permitted by the Privacy Act.

 

Anonymity

 

Due to the nature of our business it is not practicable for Win for Business to provide individuals with the option of not identifying themselves by remaining anonymous or using a pseudonym when entering transactions with us.

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Use of Commonwealth government identifiers

 

Win for Business will not use Commonwealth government identifiers (“Identifiers”) (such as Tax File Numbers) as its own identifier of individuals. We will only use or disclose Identifiers in circumstances permitted by the Privacy Act.