Forrester Korfiatis Privacy Statement

Last revised: July 2023

We would like to assure you of our continued commitment to protecting your privacy and managing your personal information responsibly at all times. This Privacy Statement applies to our firm, our staff and the entities we own and control.

All personal information we collect prior to and through the course of our engagement with you remains totally confidential. This Statement explains how we collect, handle, store and protect personal information when we provide professional services to you or when you use our website.

The Privacy Act 1988

Our obligation to you is that we comply with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) together with other applicable State and Territory privacy legislation. The APPs are legally binding principles that are designed to ensure that individuals’ personal information is protected throughout the information lifecycle – that is, from the time the information is collected through to its destruction. The APPs also give individuals the right to access their personal information and have it corrected at any time.

We take our obligations under the Privacy Act together with other applicable data protection laws seriously. Therefore, in addition to this statement, we also:

• Maintain an internal privacy policy; and

• Where appropriate, include terms in our engagement agreements with our clients that describe how we handle personal information during the delivery of our professional services.

What is personal information?

We may be provided with personal information directly by you to enable us to deliver professional services or to perform due diligence checks before we agree to provide services. This information may relate to your employees, members or customers or it may relate to third parties.

The types of personal information we may collect or be provided to us with your consent, include, but are not limited to:

• Contact details;

• Dates of birth;

• Gender;

• Employment records;

• Financial records;

• Tax file numbers;

• Other records, such as driver's licence, passport, Medicare number and visa/work permit status.

Where we are provided with personal information by you, we take steps to ensure that you have complied with the relevant obligations under applicable data protection laws in relation to that information. This includes the obtaining of your consent for us to collect, use and disclose that information about you, your related entities, your employees or contractors.

We may also collect your personal contact details via our website. For example, if you sign up to receive tax update materials or are applying for employment with our firm.

Using your personal information

We use your personal information to provide the professional services outlined and permitted within the scope of our engagement agreement. We do not sell, trade or participate in any unauthorised transfer or use of personal information. Should the situation arise, you will be given notice if it becomes necessary to comply with a legal or professional right, obligation or duty, that your personal details are required to be disclosed to any law enforcement, regulatory or government agency, without your consent.

Protecting your information

We hold personal information in hard copy and electronic formats. We use a range of physical, operational and technological security measures to protect this information. These measures include:

• Staff education and training to ensure our staff are aware their privacy obligations when handling your personal information;

• All client engagements and work is performed in-house and always remains in Australia. No client work is outsourced domestically or overseas;

• Administrative and technical controls to restrict access to personal information to only those people who need access;

• Technological security measures, including fire walls, encryption and anti-virus software, including data backup platforms aligning with our disaster recovery policy;

• Physical security measures, such as staff security passes to our office premises, clean desk policies and the use of privacy screens where appropriate. 

We may modify or amend this Privacy Statement from time to time.

To let you know when we make changes to this Statement, we will amend the revision date at the top of this page. The new modified or amended Privacy Statement will apply from that revision date. Therefore, we encourage you to periodically review this Statement to be informed about how we are protecting your information.

The next annual review is scheduled for July 2025. 

Contact Us

If you have any questions about this privacy statement or concerns regarding your privacy, please contact us .