Privacy and personal information

Our clients’ privacy is important to us at Perpetuity Legal and we always endeavour to handle personal information in a professional and secure manner.

What type of personal information is collected?

We collect and hold personal information relating to our clients and to other people and entities associated with our clients as may be provided or disclosed to us in the course of business. Such personal information may include, but is not limited to, names, tax file numbers, addresses, telephone numbers, social media details, email addresses, occupations, bank account details, asset and investment details, financial planning records, taxation records, medical records and relationship details.

Personal information is collected from our clients in the following ways:

a) by providing it to us directly;

b) by authorising third parties to provide it to us;

c) by other parties providing it to us either voluntarily or pursuant to
compulsory processes we conduct on our client’s behalf.

How is personal information received and held?

Personal information may be received and held either as a hard copy, paper, or a soft copy being electronic data, in any available form. In either case, we take the security of personal information seriously. We secure hard copy documents carefully in and out of our office. We use cyber-security systems to protect soft copy documents.

For what purpose is personal information collected, held, used and disclosed?

All data is processed by the business on a lawful basis. The purposes for which we collect, hold, use and disclose personal information are:

a) to provide legal services to our clients. In doing so we may disclose personal information to other people or entities involved in the provision of the service, including other individuals, organisations and government departments. Unless compelled by law, we will never disclose personal information without the client’s knowledge and consent;

b) to facilitate our internal and external administrative processes including financial and business operations and reporting requirements;

c) to obtain, maintain and comply with the terms of our professional indemnity and other insurance policies; and

d) to comply with applicable laws.

How can personal information be accessed or corrected?

Clients may access their personal information and seek correction of it at any time by contacting our office in person or in writing.

Clients will be formally identified before releasing or amending any personal information.

What is the complaints process relating to personal information?

If there is a breach of this privacy policy, a complaint may be made by the client to our Practice Manager by contacting our office in person or in writing.