Privacy Policy

Updated 11 August 2026

1. Your rights in relation to privacy

McLeod Accounting & Advisory understands the importance of protecting the privacy of an individual’s personal information. This policy sets out how McLeod Accounting & Advisory aims to protect the privacy of your personal information, your rights in relation to your personal information managed by McLeod Accounting & Advisory and the way McLeod Accounting & Advisory collects, holds, uses and discloses your personal information.

In handling your personal information, McLeod Accounting & Advisory will comply with the Privacy Act 1988 (Cth) (Privacy Act) and with the 13 Australian Privacy Principles in the Privacy Act. This policy may be updated from time to time.

2.  What kinds of personal information does McLeod Accounting & Advisory collect?

Personal information is information or an opinion about an identified, or reasonably identifiable, individual. During the provision of its products and/or services, McLeod Accounting & Advisory may collect your personal information.

Generally, the kinds of personal information McLeod Accounting & Advisory collects are:

(a) contact and identification information such as your name, address, telephone number and email address;
(b) information relating to your interests;
(c) where you are acting on behalf of another entity (whether as an employee, director or other representative), details of that entity and your relationship with it;
(d) financial information about your assets, occupation and income, account balances, account activities, payment history and transactions with us or third parties;
(e) details of directorships, shareholdings or other investments you hold;

(f) Sensitive information defined under the Privacy Act includes race, sexual orientation, political opinions, trade association or union membership, criminal record, or health information. 

In some circumstances McLeod Accounting & Advisory may also hold other personal information provided by you.

3. How does McLeod Accounting & Advisory collect personal information?

Generally, McLeod Accounting & Advisory collects your personal information directly from you, through the completion of a manual or online form, an interaction or exchange in person or by way of telephone, facsimile, email, post or through the use of the McLeod Accounting & Advisory website. There may be occasions when McLeod Accounting & Advisory collects your personal information from other sources such as from:

  1. an entity you represent (including but not limited to your employer or a company of which you are a director), where necessary for McLeod Accounting & Advisory to provide its products and/or services to that entity through you;

  2. the completion of an application form by another person or entity that lists you as a director, guarantor, potential guarantor or trade reference;

  3. banks and other financial institutions;

  4. other credit providers;

  5. an information services provider;

  6. a publicly maintained record or other publicly available sources of information including social media and similar websites;

  7. a government agency;

Generally, McLeod Accounting & Advisory will only collect your personal information from sources other than you if it is unreasonable or impracticable to collect your personal information from you.

McLeod Accounting & Advisory may also collect information about the way you use our website including through the use of ‘cookies’. Cookies are small files that assist us to identify website user preferences so that we can enhance and tailor your experience of our website. Sometimes cookies result in the collection of personal information. You may disable the use of cookies through your internet browser.

4. Why does McLeod Accounting & Advisory need your personal information?

McLeod Accounting & Advisory collects, holds, uses and discloses your personal information where it is reasonably necessary for the purposes of:

(a) providing to you our products and/or services;
(b) responding to your requests;
(c) providing you with further information about McLeod Accounting & Advisory ;
(d) identifying and informing you of products, services and events of McLeod Accounting & Advisory or selected third parties that may be of interest you;
(e) accounting, billing and other internal administrative purposes;
(f) any other legal requirements.

McLeod Accounting & Advisory may also use your personal information for purposes related to the above purposes and for which you would reasonably expect McLeod Accounting & Advisory to do so in the circumstances, or where you have consented or the use is otherwise in accordance with law.

Where personal information is used or disclosed, McLeod Accounting & Advisory takes steps reasonable in the circumstances to ensure it is relevant to the purpose for which it is to be used or disclosed. You are under no obligation to provide your personal information to McLeod Accounting & Advisory. However, without certain information from you, McLeod Accounting & Advisory may not be able to provide its products and/or services to you.

5. To whom does McLeod Accounting & Advisory disclose your personal information?

McLeod Accounting & Advisory discloses your personal information for the purpose for which McLeod Accounting & Advisory collects it. That is, generally, McLeod Accounting & Advisory will only disclose your personal information for a purpose set out at paragraph 4. This may include disclosing your personal information to:

  1. members of staff of McLeod Accounting & Advisory;
    (b) third parties engaged to perform administrative or other business management functions, including debtor management;
    (c) people or entities considering acquiring an interest in McLeod Accounting & Advisory’s enterprise or assets;
    (d) McLeod Accounting & Advisory’s professional advisors, contractors, consultants and related bodies corporate;
    (e) mailing houses;
    (f) debt collectors and credit management agencies;
    (g) insurance providers; and
    (h) regulatory bodies if and as necessary.

McLeod Accounting & Advisory’s disclosures of your personal information to third parties are on a confidential basis and/or otherwise in accordance with law. McLeod Accounting & Advisory may also disclose your personal information with your consent or if disclosure is required or authorised by law.

6. Overseas disclosure

McLeod Accounting & Advisory may disclose personal information to overseas recipients in order to provide our products and/or services. McLeod Accounting & Advisory may also store, process or back-up your personal information on computer servers or networks which are located overseas or in the cloud, including where services are performed by service providers who are located overseas. McLeod Accounting & Advisory does not disclose any credit information to any recipient located outside of Australia.

It is not practicable to list all countries in which recipients may be located, however, McLeod Accounting & Advisory will only disclose your personal information to an overseas recipient where reasonably necessary in order to provide its products and/or services and for administrative, data storage or other business management purposes.

Overseas recipients may have different privacy and data protection standards. However, before disclosing any personal information to an overseas recipient, McLeod Accounting & Advisory will take steps reasonable in the circumstances to ensure the overseas recipient complies with the Australian Privacy Principles or is bound by a substantially similar privacy scheme unless you consent to the overseas disclosure or it is otherwise required or permitted by law. If you have any queries or objections to such disclosures, please contact McLeod Accounting & Advisory’s Privacy Officer on the details set out in paragraph 11.

7. Direct marketing

McLeod Accounting & Advisory may use and disclose your personal information in order to inform you of products and services that may be of interest to you. In the event you do not wish to receive such communications, you can opt out by contacting McLeod Accounting & Advisory via the contact details set out in paragraph 11 or through any opt out mechanism contained in a marketing communication to you. McLeod Accounting & Advisory will not use or disclose credit-related personal information for direct marketing purposes.

8. Security of your personal information

McLeod Accounting & Advisory takes steps reasonable in the circumstances to ensure that the personal information it holds is protected from misuse, interference and loss and from unauthorised access, modification or disclosure. McLeod Accounting & Advisory holds personal information in both hard copy and electronic forms in secure databases on secure premises, accessible only by authorised staff. 

McLeod Accounting & Advisory will destroy or de-identify personal information in circumstances where it is no longer required, unless McLeod Accounting & Advisory is otherwise required or authorised by law to retain the information.

9. Can you access and correct the personal information that McLeod Accounting & Advisory holds about you?

McLeod Accounting & Advisory takes steps reasonable in the circumstances to ensure personal information it holds is accurate, up-to-date, complete, relevant and not misleading. Under the Privacy Act, you have a right to access and seek correction of your personal information that is collected and held by McLeod Accounting & Advisory. If at any time you would like to access or correct the personal information that McLeod Accounting & Advisory holds about you, or you would like more information on McLeod Accounting & Advisory’s approach to privacy, please contact McLeod Accounting & Advisory’s Privacy Officer on the details set out in paragraph 11 below. McLeod Accounting & Advisory will grant access to the extent required or authorised by the Privacy Act or other law and take steps reasonable in the circumstances to correct personal information where necessary and appropriate.

To obtain access to your personal information:

(a) you will have to provide proof of identity to ensure that personal information is provided only to the correct individuals and that the privacy of others is protected;
(b) McLeod Accounting & Advisory requests that you be reasonably specific about the information you require; and
(c) McLeod Accounting & Advisory may charge you a reasonable administration fee, which reflects the cost to McLeod Accounting & Advisory, for providing access in accordance with your request.

If McLeod Accounting & Advisory refuses your request to access or correct your personal information, McLeod Accounting & Advisory will provide you with written reasons for the refusal and details of complaint mechanisms. McLeod Accounting & Advisory will also take steps reasonable in the circumstance to provide you with access in a manner that meets your needs and the needs of McLeod Accounting & Advisory.

If you are dissatisfied with McLeod Accounting & Advisory’s refusal to grant access to, or correct, your credit related personal information, you may make a complaint to the Office of the Australian Information Commissioner.

10. Privacy complaints

Please direct all privacy complaints to McLeod Accounting & Advisory’s Privacy Officer. At all times, privacy complaints:

(a) will be treated seriously;
(b) will be dealt with promptly;
(c) will be dealt with in a confidential manner; and
(d) will not affect your existing obligations or affect the commercial arrangements 

McLeod Accounting & Advisory’s Privacy Officer will commence an investigation into your complaint within 14 days and respond accordingly. In the event that you are dissatisfied with the outcome of your complaint, or an extension to the time in which McLeod Accounting & Advisory will resolve it, you may refer the complaint to the Office of the Australian Information Commissioner.

11. How to contact us

If you have any questions about this Privacy Policy or wish to exercise your rights, please get in touch with us at: 

Address:          PO Box 4172 Shellharbour NSW 2529

Phone:              0437 011 663

Email:               ali@mcleodaccounting.com.au

Website:         www.mcleodaccounting.com.au