1. Introduction

Giblin Partners ("we", "our", or "us") is committed to protecting your privacy and personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with us.

This policy applies to all personal information collected by Giblin Partners through our website, email communications, phone calls, and in-person meetings.

2. Information We Collect

2.1 Personal Information

We may collect the following types of personal information:

• Contact Information: Name, email address, phone number, postal address
• Business Information: Company name, industry, business structure, financial details
• Financial Information: Income details, tax information, superannuation details, investment preferences
• Identification Information: Date of birth, Tax File Number (when necessary), ABN/ACN
• Communication Records: Records of conversations, emails, and correspondence

2.2 Website Information

When you visit our website, we may automatically collect:

• IP address and location data
• Browser type and version
• Pages visited and time spent on pages
• Referring website information
• Device information

2.3 Cookies and Tracking Technologies

We use cookies and similar technologies to improve your website experience and analyze website usage. You can control cookie preferences through your browser settings.

3. How We Use Your Information

We use your personal information for the following purposes:

4. Legal Basis for Processing

We process your personal information based on:

• Contract Performance: To provide the services you have requested
• Legal Compliance: To meet our professional and regulatory obligations
• Legitimate Interests: To operate our business effectively and improve our services
• Consent: For marketing communications and optional services

5. Information Sharing and Disclosure

We may share your personal information with:

5.1 Professional Service Providers

• External accountants and tax agents
• Legal advisors and barristers
• Financial planners and investment advisors
• SMSF auditors

5.2 Government and Regulatory Bodies

• Australian Taxation Office (ATO)
• Australian Securities and Investments Commission (ASIC)
• Other regulatory authorities as required by law

5.3 Service Providers

• Cloud storage and IT service providers
• Banking and payment processors
• Document management services
• Website hosting and analytics providers

6. Data Security

We implement appropriate technical and organizational security measures to protect your personal information:

• Encryption: Data transmission and storage encryption
• Access Controls: Restricted access to authorized personnel only
• Regular Updates: Software and security systems kept current
• Staff Training: Regular privacy and security training for all team members
• Secure Storage: Physical and digital security measures for document storage
• Backup Systems: Secure backup and disaster recovery procedures

7. Data Retention

We retain your personal information for as long as necessary to:

• Provide ongoing services to you
• Meet our professional record-keeping obligations
• Comply with legal and regulatory requirements
• Resolve disputes and enforce agreements

Generally, we retain client records for seven (7) years after the completion of services, in accordance with professional accounting standards and tax law requirements.

8. Your Rights

Under Australian privacy law, you have the right to:

• Access: Request access to your personal information
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal requirements)
• Restriction: Request restriction of processing in certain circumstances
• Portability: Request transfer of your data to another provider
• Objection: Object to processing for direct marketing purposes
• Complaint: Lodge a complaint about our privacy practices

9. International Data Transfers

Some of our service providers may be located overseas. We ensure that any international transfers of your personal information are protected by appropriate safeguards, including:

• Contractual clauses ensuring equivalent protection
• Certification schemes and codes of conduct
• Transfers to countries with adequate protection levels

10. Website Specific Information

10.1 Contact Forms

Information submitted through our website contact forms is transmitted securely and used solely to respond to your inquiry and provide requested services.

10.2 Newsletter Subscriptions

If you subscribe to our newsletter, we will use your email address to send business updates and relevant information. You can unsubscribe at any time using the link provided in each email.

10.3 Analytics

We use website analytics to understand how visitors interact with our site. This helps us improve our website and services. Analytics data is anonymized where possible.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by:

• Posting the updated policy on our website
• Sending email notifications to registered clients
• Providing notice during your next service interaction

The "Last Updated" date at the top of this policy indicates when it was last revised.

12. Complaints

If you believe we have not handled your personal information in accordance with this Privacy Policy or Australian privacy laws, you can lodge a complaint with us or directly with the Office of the Australian Information Commissioner (OAIC):

• OAIC Website: www.oaic.gov.au
• OAIC Phone: 1300 363 992
• OAIC Email: enquiries@oaic.gov.au