GENERAL COLLECTION NOTICE

Detailed information based on your interaction with Us, excluding member and employees

This collection notice should be read in conjunction with the Elder Tax and Advisory Privacy Policy (Privacy Policy). This collection notice applies to anyone who interacts with Us (excluding employees and applicants for employment (including Our contingent workforce)) such as when you:

make a general enquiry or visit Our office
sign up to receive communications from Us
supply to or purchase goods and/or services from Us
inquire about, apply for, enrol, or participate in Our activities including educational or training programs
are a party to any disciplinary or professional misconduct proceedings
are involved in the quality assurance process, or
engage with Us, for example as an industry partner, sponsor, presenter, member benefit provider or subject expert.

If you have made an application for employment with Us, your personal information will be handled in accordance with the Employee Collection Notice.

Types of personal information We collect and handle

We will collect and retain the information and supporting documentation you provide during your interactions with Us. This may include your contact details, the details of your interactions with Us, communication preferences, fee payments, courses undertaken, attendance at and participation in Elder Tax and Advisory activities, purchase or supply details including payment, delivery, and order details.

We may also use targeted internet searches and publicly available information to maintain Our records.

Sensitive or special category data

We will only collect this type of information with your consent and when necessary for the provision of the services you have requested. Examples may include medical information in the course of assessing applications for reasonable adjustments connected with your employment or as part of professional misconduct proceedings to which you are a party.

What We do with your personal information

We process your personal information, or have it processed on Our behalf, for the purpose of facilitating your interaction with Us and to assist Us to improve your experience. This may include doing so for a secondary purpose for which you would reasonably expect Us to use or disclose your personal information.

In addition to the purposes outlined in our privacy policy, We may collect, use and/or disclose your personal information:

to correspond with you
to inform you of Our activities, including educational opportunities, seminars and conferences, and to support and administer such activities
to seek your feedback when you engage with Us
to provide educational offerings
for a secondary purpose for which you would reasonably expect Us to use or disclose your personal information, and
for purposes to which you consent or as otherwise permitted by law.

We will obtain your consent for any specific use of your personal information not covered by this collection notice.

With whom do We share your personal information

We may disclose your personal information to third parties including the following:

contracted service providers as identified in Our Privacy Policy.

We may provide your contact details to service providers We engage for use in direct marketing, but We do not sell your personal information to third parties.

If you are involved in a complaint, disciplinary or professional conduct proceedings, your personal information may be disclosed to:

parties involved in the dispute resolution process
transcript recording service providers.

Please contact Our Privacy Officer if you have questions relating to this privacy collection notice by:

email: jodi@elderta.com.au
telephone: 0428 123 648
mail: Elder Tax and Advisory, PO Box 249, Chinchilla Qld 4413.

You have the right to request access to and correction of the personal information We hold about you. Please see Our Privacy Policy for more information.

Updated November 2022.