Detailed below is the Medicus Finance Pty Ltd policy towards your privacy. We follow the National Privacy Principles for the protection of your personal information, as detailed in the Privacy Act 1988.

What is ‘personal information’?

As per the Office of the Australian Information Commissioner “Personal information includes a broad range of information, or an opinion, that could identify an individual.”

Why do we collect your personal information?

To assist you with tax advice and lodgment, bookkeeping or broking, we require your personal and financial information to accurately and adequately assist you achieve your needs and requirements. 

How do we collect your personal information?

Information collected by us is collected via correspondence from you or your company. This may be via the telephone, email, or directly through our website.

We will always aim to collect your personal information directly from you. If we are unable to do so, we may involve another organisation. For example, we may need to contact another professional you deal with, such as a financial advisor, to obtain a report for your tax lodgment or request a credit report from a credit reporting agency when you apply for a credit facility. 

Before doing so or prior to collecting the information we need, we will inform you of the type of organisations we intend to disclose your personal information to.

Why we may need to disclose information to another organisation.

At times, we may partner with another organisation to support the products and services we offer. In these situations, we will need to share the personal information you have given us.

As you will appreciate, in certain circumstances we may be compelled by law to disclose your personal information to various authorities. For instance, we may be required under the Financial Transaction Reports Act to disclose details of financial transactions, and we may also be compelled under tax laws to provide such information. This is to your benefit and helps us to provide the products and services you would expect.

Whom will we disclose information to?

Before we disclose any of your personal information to any other organisation, we will take reasonable steps to ensure that:

• the organisation has the same commitment as us to the protection of your personal information; and
• you have consented to us doing so.

By consent, we mean approval in writing, orally, or implied from your dealings with us.

Keeping your personal information accurate and up to date.

It is important for us, and for you, that the information we hold is accurate and up to date. In this, we rely on you to help us. We ask that you contact us whenever there are any changes to your personal details, so that we can update our records.

Access to your personal information

The information we hold about you is yours to access and correct, and as such we can provide you with general information, such as your name, address and contact details quite easily. If you need to access your detailed information, just write to us at admin@medicusfinance.com.au

How long do we keep your information?

By law, we are required to hold certain information about you, even after you are no longer a customer. However, after such a time you can be assured, we will destroy your personal information thoroughly and safely. 

How safe and secure is the information we hold about you?

Our aim is to ensure that any details are securely protected from misuse, loss, and unauthorised access, modification, or disclosure. We will take reasonable care to make sure that we keep your information in an accurate, complete, and up to date manner. When that information is no longer needed, it will be permanently destroyed or de-identified.

Online security

We follow generally accepted industry standards to protect the personal information submitted to us, both during transmission and once we receive it.
Cookies are used on our website. We track a visitor’s journey through our site. This allows us to see briefly which pages, and information is of most interest to visitors. This type of cookie contains no personal information at all, simply a record of your journey through the site.
Most browsers can be configured to refuse to accept cookies. You can also delete cookies from your hard drive. However, doing so may hinder your access to valuable areas of information within our site.

 

If you have a complaint regarding privacy

If you have a complaint or concerns about the service(s) we have provided or with regards to management of your personal information, please contact us at admin@medicusfinance.com.au. We will make all efforts possible to investigate your complaint and advise you of the outcome as soon as possible. If the matter is not resolved to your satisfaction, you can then refer your complaint to the Federal Privacy Commissioner, who can be contacted at:

Office of the Federal Privacy Commissioner
Level 8, Piccadilly Tower
133 Castlereagh Street
Sydney NSW 2000

Direct marketing offers and information.

The details you give us may be used to inform you about any special offers we think will be of interest to you, and to update you on new products and services or changes to our website.  You may at any time choose not to receive these communications. Doing so will not cost you anything, and we will aim to ensure you stop receiving any unwanted communications as soon as possible.

Disclosure to other countries.

We will not disclose your personal information to any company outside Australia.
We take steps to protect your personal information against misuse or loss.