Privacy Policy
Bourne & Weir Pty Ltd
Updated September 2025
Bourne & Weir Pty Ltd (“Bourne & Weir”, “we”, “our”, “us”) is committed to protecting your privacy and handling your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This policy explains how we collect, use, disclose, store, and protect your personal information. A copy of the APPs is available from the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au
What Personal Information We Collect
Names, addresses, dates of birth, phone numbers, and email addresses
Tax file numbers, ABNs, and other government identifiers
Financial information, including income, assets, liabilities, and superannuation details
Sensitive information (such as health or criminal records) only where required and authorised by law.
What Personal Information We Collect
Names, addresses, dates of birth, phone numbers, and email addresses
Tax file numbers, ABNs, and other government identifiers
Financial information, including income, assets, liabilities, and superannuation details
Sensitive information (such as health or criminal records) only where required and authorised by law.
What Personal Information We Collect
Names, addresses, dates of birth, phone numbers, and email addresses
Tax file numbers, ABNs, and other government identifiers
Financial information, including income, assets, liabilities, and superannuation details
Sensitive information (such as health or criminal records) only where required and authorised by law.
How We Collect Your Information
Meetings, phone calls, emails, or correspondence
Our website or online forms
Financial planners, insurers, brokers, banks, solicitors, and other professional advisers (with your consent)
Regulatory bodies such as the Australian Taxation Office (ATO).
We may also receive information from publicly available sources or third parties, in which case we will take reasonable steps to notify you.
How We Collect Your Information
Meetings, phone calls, emails, or correspondence
Our website or online forms
Financial planners, insurers, brokers, banks, solicitors, and other professional advisers (with your consent)
Regulatory bodies such as the Australian Taxation Office (ATO).
We may also receive information from publicly available sources or third parties, in which case we will take reasonable steps to notify you.
How We Collect Your Information
Meetings, phone calls, emails, or correspondence
Our website or online forms
Financial planners, insurers, brokers, banks, solicitors, and other professional advisers (with your consent)
Regulatory bodies such as the Australian Taxation Office (ATO).
We may also receive information from publicly available sources or third parties, in which case we will take reasonable steps to notify you.
Why We Collect Your Information
Providing accounting, taxation, and advisory services
Meeting legal and regulatory requirements
Communicating with you, including sending updates and publications
Managing our business operations (e.g. billing, administration, risk management).
You may opt out of marketing communications at any time by contacting us or using the “unsubscribe” link in our communications.
Why We Collect Your Information
Providing accounting, taxation, and advisory services
Meeting legal and regulatory requirements
Communicating with you, including sending updates and publications
Managing our business operations (e.g. billing, administration, risk management).
You may opt out of marketing communications at any time by contacting us or using the “unsubscribe” link in our communications.
Why We Collect Your Information
Providing accounting, taxation, and advisory services
Meeting legal and regulatory requirements
Communicating with you, including sending updates and publications
Managing our business operations (e.g. billing, administration, risk management).
You may opt out of marketing communications at any time by contacting us or using the “unsubscribe” link in our communications.
Disclosure of Your Information
The ATO, Tax Practitioners Board, ASIC, AUSTRAC, and other regulators as required by law
Authorised representatives such as your financial planner, broker, or solicitor
Third-party service providers (e.g. IT, marketing, debt collection, audit, and cloud hosting providers)
Insurers and financial institutions where relevant to our services
Chartered Accountants ANZ (CA ANZ), in connection with our professional obligations.
We will not sell your information to third parties.
Disclosure of Your Information
The ATO, Tax Practitioners Board, ASIC, AUSTRAC, and other regulators as required by law
Authorised representatives such as your financial planner, broker, or solicitor
Third-party service providers (e.g. IT, marketing, debt collection, audit, and cloud hosting providers)
Insurers and financial institutions where relevant to our services
Chartered Accountants ANZ (CA ANZ), in connection with our professional obligations.
We will not sell your information to third parties.
Disclosure of Your Information
The ATO, Tax Practitioners Board, ASIC, AUSTRAC, and other regulators as required by law
Authorised representatives such as your financial planner, broker, or solicitor
Third-party service providers (e.g. IT, marketing, debt collection, audit, and cloud hosting providers)
Insurers and financial institutions where relevant to our services
Chartered Accountants ANZ (CA ANZ), in connection with our professional obligations.
We will not sell your information to third parties.
Security and Storage
We take reasonable steps to protect your information from misuse, loss, unauthorised access, modification, or disclosure.
Information is held in secure electronic systems and (where applicable) in locked paper files.
We retain client records for a minimum of:
5 years for taxation matters
7 years for company secretarial matters
10 years for self-managed superannuation fund matters.
After this period, records may be securely destroyed.
Security and Storage
We take reasonable steps to protect your information from misuse, loss, unauthorised access, modification, or disclosure.
Information is held in secure electronic systems and (where applicable) in locked paper files.
We retain client records for a minimum of:
5 years for taxation matters
7 years for company secretarial matters
10 years for self-managed superannuation fund matters.
After this period, records may be securely destroyed.
Security and Storage
We take reasonable steps to protect your information from misuse, loss, unauthorised access, modification, or disclosure.
Information is held in secure electronic systems and (where applicable) in locked paper files.
We retain client records for a minimum of:
5 years for taxation matters
7 years for company secretarial matters
10 years for self-managed superannuation fund matters.
After this period, records may be securely destroyed.
Access and Correction
You may request access to, or correction of, your personal information. We may require proof of identity before releasing information.
There is no charge for access requests, although an administrative fee may apply for providing copies.
Access and Correction
You may request access to, or correction of, your personal information. We may require proof of identity before releasing information.
There is no charge for access requests, although an administrative fee may apply for providing copies.
Access and Correction
You may request access to, or correction of, your personal information. We may require proof of identity before releasing information.
There is no charge for access requests, although an administrative fee may apply for providing copies.
Complaints
If you have a concern about how your personal information has been handled, please contact us:
Bourne & Weir Pty Ltd
Email: bwoffice@bourneandweir.com.au
Phone: 03 9629 1433
We aim to acknowledge complaints within 7 business days and resolve them within 30 business days. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) or the Tax Practitioners Board (TPB).
Complaints
If you have a concern about how your personal information has been handled, please contact us:
Bourne & Weir Pty Ltd
Email: bwoffice@bourneandweir.com.au
Phone: 03 9629 1433
We aim to acknowledge complaints within 7 business days and resolve them within 30 business days. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) or the Tax Practitioners Board (TPB).
Complaints
If you have a concern about how your personal information has been handled, please contact us:
Bourne & Weir Pty Ltd
Email: bwoffice@bourneandweir.com.au
Phone: 03 9629 1433
We aim to acknowledge complaints within 7 business days and resolve them within 30 business days. If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) or the Tax Practitioners Board (TPB).
Bourne & Weir Pty Ltd
Level 11, 50 Market Street Melbourne VIC 3000 Australia
PO Box 200 Collins Street West Melbourne VIC 8007 Australia
Phone: +61 3 9629 1433
Email: bwoffice@bourneandweir.com.au
ABN: 70 053 898 365
Copyright Bourne & Weir Accountants 2025
Bourne & Weir Pty Ltd
Level 11, 50 Market Street Melbourne VIC 3000 Australia
PO Box 200 Collins Street West Melbourne VIC 8007 Australia
Phone: +61 3 9629 1433
Email: bwoffice@bourneandweir.com.au
ABN: 70 053 898 365
Copyright Bourne & Weir Accountants 2025
Bourne & Weir Pty Ltd
Level 11, 50 Market Street Melbourne VIC 3000 Australia
PO Box 200 Collins Street West Melbourne VIC 8007 Australia
Phone: +61 3 9629 1433
Email: bwoffice@bourneandweir.com.au
ABN: 70 053 898 365
Copyright Bourne & Weir Accountants 2025