Privacy Policy

SBR Accounting Services , is an accounting firm located in Brisbane. In this Privacy Policy, ‘SBR Accounting Services’, ‘we’, ‘us’ and ‘our’ refers to an entity owned by Susan Riccobon and outsourced services provided by trusted professional advisors. The protection and proper use of the personal information you entrust to us is a responsibility we take seriously. Your trust and loyalty are our most valued assets. Our Privacy Policy is designed to provide information about our privacy and data collection practices used by this website.

Collection of personal information

Our ability to provide you with a comprehensive service is dependent on us obtaining certain personal information. This might include:

name and contact details
date of birth
bank account details
employment details
current and prospective financial circumstances, including assets and liabilities, income and expenditure.
documentation used for identification and verification purposes. Personal information includes ‘sensitive information’ (as defined in the Privacy Act) such as your Tax File Number, professional memberships and health information.

How personal information is collected

Your personal information is collected when you send us a message through the Contact form, complete the Consultation form or when you purchase a service. Our primary purpose for collecting and holding personal information from our clients is so we can supply our services to you.

We collect personal information by lawful and fair means and not in an unreasonably intrusive way and will take reasonable steps to ensure that you are aware of:

our identity and how to contact us
the fact that you are able to gain access to your personal information held by us
the purposes for which the personal information is collected
any law that requires the personal information to be collected

Purpose for collecting personal information

We may collect, hold, use or disclose personal information to provide professional services

to manage any conflict of interest or independence (including auditor independence) obligations or situations
for any other business-related purposes. The types of third parties to whom we may disclose your personal information include:
as part of an engagement, if you are a customer, an employee, a contractor or supplier of services to one of our clients, then we may disclose your personal information as part of providing services to that client
government or regulatory bodies or agencies, as part of an engagement or otherwise, (for example, the Australian Taxation Office).

Use or disclosure of personal information

We will not use or disclose your personal information that we collect other than for the primary purpose for which it is collected. We may disclose your personal information to any of our professional advisers if requested by you and by email as confirmation. Email confirmation is accepted under the Electronic Transaction Act 1999 as evidence ‘in writing’.

Client information is only disclosed to a third party if we receive their permission or there is a legal duty to do so. A ‘third party’ is any entity other than SBR Accounting Services and our client and includes the ATO, ASIC, Centrelink and banks as a third party.

Information collected through this website

Statistical information

When visiting this site, a record of your visit is logged. This ‘clickstream data’ is collected for statistical purposes and is used to help improve this website. The following information is supplied by your browser (for example, Google Chrome) and collected by us:

the operating system and browser you are using
the address of the referring site (the previous site you visited that linked to ours, typically a search engine)
your IP address (the network address of your internet connection)
the date and time of your visit
the pages you visited and files you downloaded

This information is recorded for statistical purposes and is used by us to monitor the use of the site, and to make improvements.

A cookie is an electronic token (small piece of text), that is passed to your browser when you access a website, typically used to store preferences. This site may use cookies including industry-standard Google Analytics web statistics.

In our analytical reports, we may obtain other identifiers including public IP addresses, but this is for the purpose of identifying the number of unique visitors to our web site and geographic origin of visitor trends, and not to identify individual visitors, such as email addresses.

Links to other websites

This website contains links to other websites. We are not responsible for the privacy practices or the content of these linked sites and have no knowledge of whether cookies or other tracking devices are used on these linked sites. You will need to review those websites to view a copy of their privacy policy.

Security of your personal information

We are committed to ensuring that the information you provide us is secure. As a professional CPA firm, we are required to apply the principles of The Privacy Act 1988 which is an Australian law that regulates the handling of personal information.

In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure information and protect it from misuse, interference, loss and unauthorised access. There are, of course, inherent risks in the storage and transmission of information electronically (including over the internet) which are not practicable to eliminate entirely.

We know how important it is to keep your details secure and that’s why we have a whole range of processes in place to protect that information, including:

Using secure servers and other appropriate measures to protect electronic data
Making sure only we have access to your information – using internal access policies, physical access restrictions and network structures
Ensuring any credit card payments to us are made through STRIPE , a secure gateway service

If you have any questions about this Privacy Policy or wish to exercise any of your rights, please contact the Data Protection Officer team at contact@sbrservices.com.au. We will attempt to resolve any complaints regarding the use of your Personal Information in accordance with this Privacy Policy.

(07) 3200 0545

PRIVACY POLICY