Dolman Bateman Chartered Accountants
Privacy Policy
Introduction
Dolman Bateman Chartered Accountants respects your privacy and is committed to protecting
personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy
Principles (APPs). This Privacy Policy explains how we collect, use, disclose, and manage personal
information, and how you can access or correct your information. This policy is available free of
charge and can be provided in alternative formats upon request.
The Types of Personal Information We Collect
We may collect and hold personal information such as: names, addresses, email, and contact
details; date of birth, tax file numbers, ABNs, and government identifiers; employment, income, and
financial records; superannuation and investment details; bank account details for payments and
refunds; information provided in engagement letters, forms, or supporting documents. In some
cases, we may collect sensitive information (such as health details relevant to tax offsets) where
authorised by law or with consent.
How We Collect and Hold Personal Information
We collect personal information directly from clients and, where authorised, from representatives or
third parties such as the Australian Taxation Office (ATO) or ASIC. Information may also be
collected from publicly available sources where relevant to our services. We use secure systems
and take reasonable steps to protect personal information from misuse, interference, loss,
unauthorised access, modification, or disclosure.
Purposes for Which We Collect, Use, and Disclose Information
We collect, hold, use, and disclose personal information to: provide accounting, taxation, forensic,
and advisory services; meet our legal, regulatory, and professional obligations; communicate with
clients about their financial and taxation matters; manage client relationships and improve service
delivery; support internal business operations and compliance. We will not use or disclose personal
information for any other purpose without consent, unless required or permitted by law.
Disclosure to Third Parties
We may disclose personal information to: the ATO, ASIC, and other regulators; banks,
superannuation funds, and financial institutions; professional advisers, auditors, and insurers; IT
and cloud service providers; courts or tribunals where legally required. Where disclosure is made,
we take reasonable steps to ensure the recipient manages the information in accordance with
privacy obligations.
Overseas Disclosure
Some of our technology and cloud service providers may store data overseas. Where this occurs,
we will take reasonable steps to ensure compliance with the APPs. At present, our primary service
providers host data in Australia.
Access and Correction of Personal Information
Clients may request access to their personal information held by us, or request correction where
information is inaccurate, incomplete, or out of date. Requests should be made in writing to our
Privacy Officer (contact details below). We will respond within a reasonable timeframe.
Complaints
If you believe we have breached the APPs or mishandled your personal information, you can
contact our Privacy Officer. We will investigate and provide a response promptly. If you are
unsatisfied with our response, you may lodge a complaint with the Office of the Australian
Information Commissioner (OAIC) at www.oaic.gov.au.
Contact Us
Privacy Officer
Dolman Bateman Chartered Accountants.
21 Hill St, Roseville NSW 2068
02 9411 5422