Last Updated: 28 May 2020
Collection, Storage, Use and Disclosure
- Full name
- Contact details (address, phone, email)
- Spouse name and address
- Occupation details
- Tax File Number
- Date of birth
- Taxation, superannuation, financial and other related details when relevant to the type of service that you have instructed us to provide
The type of Personal Information required is dependent on the legal service that DBA Lawyers has been instructed to provide. These services can include but are not limited to:
- Producing and reviewing tailored documents
- Providing superannuation advice
- Providing taxation advice
All personal information and correspondence provided by email/and or other communication is electronically stored in DBA Lawyers’ internal database. Should we receive any hardcopy order forms, original deeds or relevant documents concerning instructions, these will be converted to electronic form for filing and promptly returned to the address from which they were sent. We do not store executed DBA documents once they have been sent to the relevant client.
We require clear and timely instructions to complete your assignments. We ask that you keep us informed of any changes to your instructions and provide us with any relevant documentation. We prefer all instructions in writing and will not prepare any work without your consent. By agreeing to our terms of engagement (eg, in writing, signing our costs agreement, or via other methods), you authorise us to destroy contents of the related file at the expiration of 7 years from the date that we initially received instructions.
We confirm that upon providing your details in writing, you agree to receive our electronic newsletters and for your details to be used in internal marketing assignments unless we are otherwise instructed. You may unsubscribe from our monthly newsletter at any time by clicking the unsubscribe button or by contacting us on (03) 9092 9400 or emailing us [email protected].
Third party companies and individuals may be exposed to your Personal Information while collaborating with our firm to assist us with improving the facilitation of our services and handling technical issues. However, they are obligated not to disclose or use the information for any other purpose. In the event that Personal Information is to be disclosed to a third-party overseas recipient, DBA will ensure that the handling of Personal Information complies with the Australian Privacy Principles.
Access to your Personal Information
Subject to the above terms, there are some special circumstances where we may consider the release of details or documents to someone other than our Original Instructor. However, in the event of such a special request, we may still require authorisation from our Original Instructor prior to releasing any details or documents. Fees may be applicable for the investigation, processing and release of any Personal Information or details of work for a special circumstances request.
Protection and Security
We maintain records of your Personal Information and/or your firm in our internal database and online portals (eg, DBA Online, DBA Network and Annual Update Service).
Please be aware that while we manage your Personal Information with great IT and office security, we cannot guarantee that your Personal Information is entirely safe when providing information through an online/internet service. It is important that you monitor your activities to protect your own information when using an online service. Refer to our Disclaimer for further information regarding using our website and our online portals.
We appreciate and value the relationships with our clients and strive to ensure that your information is safe and protected at our firm.