Privacy Statement

Privacy Statement
Trilogy Accounting
Last revised: October 2019

Who does this Privacy Statement apply to?
This Privacy Statement (“this Statement”) applies to “Trilogy Accounting” (“we” or “us”). We want you to know that we are committed to protecting your privacy and handling your personal information in an open and transparent way.
What does this Privacy Statement cover?
This Statement explains how we collect, handle, store and protect personal information when:
• We provide professional services to our clients;
• You use “this Website”; or
• Perform any other activities that form part of the operation of our business.

What laws apply to us?
When handling personal information we will comply with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (Privacy Act) and other applicable legislation (such as Australian State and Territory health privacy legislation), as well as the Spam Act 2003 (Cth) and the Do Not Call Register Act 2006 (Cth). Where applicable, we will also comply with data protection laws of other jurisdictions, such as the European General Data Protection Regulation (GDPR).

The APPs are legally binding principles that are designed to ensure that individuals’ personal information is protected throughout the information lifecycle – that is, from the time the information is collected through to its destruction. The APPs also give individuals the right to access their personal information and have it corrected if it is incorrect.

What personal information do we collect?
Information we collect when we provide professional services to our clients

We may be provided with personal information directly by our clients to enable us to deliver professional services or to perform due diligence checks before we agree to provide services. This information may relate to clients’ employees, members or customers or it may relate to third parties (for example, the spouses and dependants of a client’s employees, members or customers).

As part of providing professional services to our clients, we may also collect personal information from other sources (such as directly from individuals themselves or information that is publicly available).

The types of personal information we may collect or be provided with include, but are not limited to:
• Contact details;
• Dates of birth;
• Gender;
• Employment records;
• Financial records;
• Complaint details.

We may also collect sensitive personal information (also called ‘special category information’). For example, where we are provided with such information directly by our clients to provide professional services, or where we collect information directly from individuals with their consent. This may include:
• Government identifiers such as drivers’ licence, passport and Medicare numbers and visa/work permit status;
• Tax file numbers;
• Health records;
• Information about racial or ethnic origins;
• Information about criminal convictions;
• Membership of a political association or membership of a trade union.

Where we are provided with personal information by a client, we take steps to ensure that the client has complied with the relevant obligations under applicable data protection laws in relation to that information; this may include, for example, the client has provided you with notice of the collection (and other matters) and has obtained any necessary consent for us to collect, use and disclose that information.

We also collect personal information (such as contact details and account details) from suppliers, contractors and third party service providers that we engage to help us operate our business.

Information we collect via this Website (Log information, cookies, and web beacons)

We may collect personal contact details from you when you use this Website.

To improve your experience when you use this Website and ensure that it is functioning effectively, we also use cookies (small text files stored in a user’s browser) and Web beacons (electronic images that allow this Website to count visitors who have accessed a particular page and to access certain cookies)..

Protecting children’s privacy

We understand the importance of protecting children’s privacy. This Website is not designed for, or intentionally targeted at, children 13 years of age or younger. It is not our policy to intentionally collect or store information about anyone under the age of 13.

How do we use your personal information?
How do we use personal information collected to provide services to our clients?
We use the personal information that we collect to provide clients with agreed services. We have an agreement with each client that governs the provision of our services and sets out the purposes for which we may use any information that the client provides to us (including any personal information). We use that information as permitted by the client agreement and we do not use that information for any other purposes, unless it is necessary to comply with a legal or professional right or duty.

Because we provide a wide range of different types of services to our clients, the way we use personal information also varies. For example, we might use personal information:
• About a client’s employees to help those employees manage their tax affairs when working overseas;
• About a client’s customers to help the client improve the quality of the services they offer;
• Collected by a client as part of their ordinary business activities in the course of helping that client restructure their business; and

How we use information collected when we perform other activities that form part of the operation of our business?
When we collect personal information as part of performing other activities that form part of our business, we will take reasonable steps to provide clear information about the nature of those activities and how we will use any personal information collected.

How do we use information collected via this Website or through other sources? Do we use it to market goods and services to you?
We will not use your personal information collected via this Website or through other sources to market the goods and services of third parties to you without first notifying you and seeking your consent (usually through a separate privacy notice).

We may use your personal information collected via this Website:
• To provide you with promotional materials about services provided by us or that we feel may be of interest to you;
• To manage and improve this Website;
• To tailor the content of this Website to provide you with a more personalised experience and draw your attention to information about our services that we feel may be of interest to you;
• To seek feedback on our services; and
• For market or other research purposes (however, we will only ever report aggregated results of any research we undertake, and will never include your personal information in those results unless you explicity give us your consent).

If you do not want to receive marketing materials from us, you can:
• Click on the unsubscribe function in the communication; or
• Email for any hard copy communications that you no longer wish to receive.

At times, you may choose to register or create a user profile on this Website – for instance, to gain access to specific content, attend a hosted event, respond to a survey, or request communications about specific areas of interest. In such cases, the information you submit will be used to manage your request and to customise and improve this Website and related services offered to you. You may request at any time that we discontinue sending you emails or other communications generated in response to your registration on this Website.
Additional information on how we use cookies and other tracking technologies and how you can control these can be found in our cookie notice.

Are there any other ways we use your personal information?
We may also use personal information to protect our rights and those of our users or to comply with a legal or professional right or duty.

When will we disclose your personal information?
We will only disclose your personal information as set out below. Importantly, we will never disclose or sell your personal information to third parties for advertising purposes, or for any other secondary purpose without your authorisation.

We may disclose personal information to:
• Other entities in the Deloitte Network;
• Third parties that we engage to assist us in providing professional services to our clients or in the operation of our business (i.e. our subcontractors, advisors and suppliers).
These entities and third parties may sometimes be located in other countries, in particular the United States, Europe, Singapore, UK and India. A current list of Deloitte Offices around the world is available in the Deloitte Global Office Directory.

Where we disclose your personal information to other entities in the Deloitte Network, or to third party service providers, we will at all times remain responsible for their handling of that information. This includes taking steps to ensure that those recipients protect that information from unauthorised access, modification or disclosure, and from misuse, interference and loss.

We may also be required to disclose personal information to law enforcement, regulatory or government agencies, or to other third parties:
• To comply with legal or regulatory obligations or requests; or

On what basis do we process personal information about you?
Certain data protection laws, such as the European GDPR, require us to have a ‘legal basis’ for processing personal information. Where those laws apply, we may process your personal information for the purposes outlined above because:
(a) You have consented to the processing of your personal information for those purposes;
(b) We have a legitimate interest in processing your personal information, which may be to:
• provide services to you and/or to the entity that has engaged us to provide the services;
• support the management of our client engagements;
• evaluate, develop or improve our services or products; or
• protect our business interests; or
(c) We are subject to legal, regulatory or professional obligations.
To the extent that we process any sensitive (special category) personal information about you for any of the purposes outlined above, we will do so because either:
(a) You have given us your explicit consent to process that information;
(b) We are required by law to process that information, for example, in order to ensure we meet our ‘know your client’ and ‘anti-money laundering’ obligations;
(c) The processing is necessary to carry out our obligations under employment, social security or social protection law; or
(d) The processing is necessary for the establishment, exercise or defence of legal claims.

How do we protect your information?
We hold personal information in hard copy and electronic formats. We use a range of physical, operational and technological security measures to protect this information. These measures include:
• Staff education and training to ensure our staff are aware their privacy obligations when handling your personal information;
• Administrative and technical controls to restrict access to personal information to only those people who need access;
• Technological security measures, including fire walls, encryption and anti-virus software;

How can you access your personal information, or seek to have it corrected?

You may access your personal information, or seek to have that information corrected if you believe that it is incorrect, at any time.

To request access, or to correct your personal information, please contact the Trilogy Accounting at The privacy team will then get in contact with you (either by phone or via email) and will work with you to provide you with access to your information or to determine whether it requires correction.
Depending on the jurisdiction in which you are located, you may also have the right to:
• Ask that we delete personal information that we hold about you, or restrict the way in which we use your personal information;
• Withdraw consent to our processing of your personal information (to the extent our processing is based on your consent);
• Ask us to stop or start sending you marketing messages at any time;
• Obtain and/or move your personal information to another service provider; and/or
• Object to our processing of your personal information.
If you believe these rights apply to you and wish to exercise these right, please contact

Who can you contact if you have further questions or if you wish to make a complaint?

Who should you contact?
If you have any questions or concerns regarding your privacy, or if you would like to make a complaint, please contact the Trilogy Accounting

How do we handle complaints that we receive?
We take all the privacy complaints we receive seriously.
We will acknowledge the receipt of a complaint immediately and will work with you to resolve it.

What if you are not satisfied with how we have handled your complaint?
If you believe that Trilogy Accounting has not adequately handled your privacy complaint, you may complain to the Office of the Australian Information Commissioner (OAIC) whose contact details are as follows:
Office of the Australian Information Commissioner
GPO Box 5218
Sydney NSW 2001
1300 363 992

Where can I find out more about my privacy rights?
For further information about privacy and the protection of privacy, visit the Office of the Australian Information Commissioner’s website at

What is our process for making changes to this Privacy Statement?
We may modify or amend this Privacy Statement from time to time.
To let you know when we make changes to this Statement, we will amend the revision date at the top of this page. The new modified or amended Privacy Statement will apply from that revision date. Therefore, we encourage you to periodically review this Statement to be informed about how we are protecting your information.

The next annual review is scheduled for: October 2020.