Privacy Policy

1. Privacy Policy

1.1 Kidmans Partners Holdings Pty Ltd and its related bodies corporate (collectively ‘Kidmans Partners’, ‘we’, ‘us’, ‘our’) respect your privacy and are committed to protecting your privacy.

1.2 We are bound by, and committed to supporting, applicable privacy legislation including the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

2. How do we collect and hold personal information about you?

2.1 We collect personal information from you in a variety of methods. Examples include:

through communications between you and our representatives or your adviser or accountant;
your use of our website;
you completing application forms in relation to products and services;
through other avenues, where required to meet regulatory requirements and comply with the law;
you apply for employment with us; and
through marketing activities which request information from you, such as surveys, subscribing to our newsletter or mailing list.

2.2 You are able to deal with us anonymously or by pseudonym unless impractical.

2.3 We will only collect personal information where reasonably necessary.

2.4 Sensitive information will only be collected with consent, except in permitted situations.

2.5 We may hold your information electronically or physically with appropriate security measures.

2.6 We may collect biometric information (facial images, voiceprints) with your express consent.

Job applicants and employees

2.7 If you apply for employment, we may collect, hold, use and disclose personal information for identity, background, qualifications, compliance and regulatory checks.

2.8 Sensitive information (such as criminal history or biometric data) will only be collected with consent or where permitted by law.

3. What type of personal information do we collect?

3.1 The type of personal information we may collect includes (but is not limited to):

names, address, email, phone numbers and job titles;
identification documents such as passport or driver’s licence;
tax file numbers (TFNs) and other identification numbers;
date of birth and gender;
financial information;
details of superannuation and insurance arrangements;
sensitive information (with consent), such as health or biometric data;
bank account details, shareholdings and investments;
educational qualifications, employment history and salary;
visa or work permit status;
personal information about spouse and dependants;
ownership, control and beneficial ownership structures, and source of funds/wealth.

4. How do we use your personal information?

4.1 To deliver agreed services (accounting, advisory, compliance).

4.2 For internal business processes, website improvement, company news, or as required by law.

4.3 For marketing purposes (with opt-out options).

5. How do we disclose your personal information?

5.1 Disclosure may occur:

to employees, contractors, consultants, dealers, agents or advisers;
to suppliers and service providers;
where you have consented;
where required or authorised by law;
in permitted health situations;
for enforcement-related activities;
in connection with a business sale, reorganisation or transfer.

5.2 Data may be stored overseas (Philippines, India) with safeguards to comply with Australian privacy laws.

6. Access to your personal information

6.1 You can request access by emailing privacy@kidmanspartners.com.au or writing to PO Box 718, Balwyn VIC 3103.

6.2 Access may be provided via inspection, copies, or summaries. Any charge will be reasonable.

6.3 Access may be refused if frivolous, a threat to health/safety, interferes with another’s privacy, or breaches the law. Reasons will be provided.

7. Accuracy and correction

7.1 Notify us if information is inaccurate, incomplete or out of date. Contact via email or PO Box 718, Balwyn VIC 3103.

8. Our security procedures

8.1 Reasonable steps are taken to protect personal information from misuse, interference, loss, unauthorised access, modification and disclosure.

8.2 Personal information is deidentified or destroyed when no longer needed, unless required by law.

8.3 Transmission of data over the internet is not guaranteed secure; third parties may intercept.

9. Data breach notification

9.1 We must notify the OAIC and affected individuals of an “eligible data breach.”

9.2 “Serious harm” includes identity theft, threats to safety, economic harm, reputational harm, embarrassment, discrimination or harassment.

9.3 Notification will include:

nature of the breach;
type of information accessed/disclosed;
steps taken to reduce harm;
assistance offered (e.g. credit monitoring);
suggestions for self-help;
OAIC notification status;
contact details;
OAIC complaint process.

9.4 Notification will use usual communication methods, or be published on the website.

9.5 Exceptions: remedial action taken, notified by another entity, secrecy laws, or OAIC exemption.

9.6 Other parties (police, regulators) may be informed depending on harm.

10. Anti-Money Laundering and Counter-Terrorism Financing

10.1 Personal information may be collected, held, used and disclosed to comply with AML/CTF laws.

10.2 Includes identifying and verifying clients, beneficial owners, controllers, and due diligence.

10.3 Verification may be electronic using third-party providers and government data.

10.4 Information collected will be limited to what is necessary.

11. Identifiers

11.1 Government identifiers (e.g. TFN) will not be adopted as our own. TFNs may be collected, held, used and disclosed only as permitted by law.

12. Links to other sites

12.1 External sites are not subject to this Policy. Contact them directly for privacy standards.

13. Cookies

13.1 Cookies and pixel tags are used to collect website usage information. Cookies identify browsers, not individuals. No personal information is stored. Third-party pixel tags allow web analytics.

14. Changes to our Privacy Policy

14.1 Policy may be varied and changes published on the website.

14.2 Continued use of the website and provision of information confirms acceptance of changes.

15. Complaints resolution

15.1 Complaints can be made via email or PO Box 718, Balwyn VIC 3103.

15.2 If unresolved, complaints may be referred to the OAIC at www.oaic.gov.au.

16. Disclaimer

16.1 Use of the website signifies agreement with this Policy.

16.2 If you do not agree, do not use the website or provide personal information.

17. Business Assignment

17.1 In the event of a sale, reorganisation or transfer of business, personal information may be transferred to the purchaser.

17.2 Notification of transfer will be provided where practicable.

Document control

Document number: Version 2.0
Effective from: 23 July 2026
Date approved: 23 July 2026
Approved by: Managing Director
Last review date(s): 23 July 2026