We are committed to forming close partnerships with our clients. This way we can understand your unique situation and customise the assistance we provide to suit your needs. Our commitment to excellence is evident in the hardworking nature of our staff, and the exceptional service we offer.
Our enthusiasm for our work means you are provided with a friendly team of professionals who are eager to use their expertise to help you succeed.
111 years is the combined experience of the ACUMON TEAM, business and financial advisers. Evolving from a two-partner practice in 1990, the present – day ACUMON is still a two partner practice and a team of fifteen other professionals. Operating out of East Maitland and Morisset, but travelling all around Australia, we have been working with small and medium businesses from all over the Country. The principals and team are keen to work with businesses on their own “turf”, to put a human face and understanding to our service. Nothing is too much. No problems are unsolvable. We look to build long-term, real, trusting relationships. We care. Acumons’ expertise is wide and varied. Clients constantly benefit from: Taxation Compliance Business planning and structuring Cashflow management Wealth creation and financial planning Taxation planning (including Capital Gains Tax). Retirement and superannuation planning Succession planning for business Estate planning and wills GST advice and compliance Evaluation of businesses for purchase of sale Computerisation advice Business Development.
Privacy Policy
Acumon understands that you value your privacy and wish to have your personal information kept secure. As an accounting firm, Acumon collects and holds a large range of highly sensitive personal and commercial information. For these reasons, Acumon places a high priority on the security of information held by our firm. We have developed this policy to inform you how we manage your personal information to maintain its integrity and security.
We are bound by the Privacy Act 1988 and must comply with the National Privacy Principles. You can find more information about the Privacy Principles. You can find more information about the Privacy Act and the
National Privacy Principles on the Federal Privacy Commissioner’s website at www.privacy.gov.au.
While we believe in keeping your personal information highly secure, we also believe that you have the right to be informed about how we deal with that information so if on reading this policy you are unclear on any of the matters or simply want more information, please do not hesitate to contact us on the telephone number or address provided below.
Collecting Personal Information
We aim to collect only personal information which is relevant and necessary to providing the service you have requested from us. In general you can assume that we collect and hold the following information:
- Name
- Address
- E-mail address
- Website address
- Telephone and fax number
- Tax file number
- ACN
- ABN
- ARBN
- Bank account details
- Date of birth
Naturally we collect and hold a broad range of personal information gathered during the course of providing our services. However as stated above, we strive to ensure that we collect and hold only that personal information which is relevant and necessary to advise on the specific matters.
Purposes of Collection
We primarily collect information to allow us to provide the services you have requested. We may also use the information:
- to send newsletters concerning various matters which we believe would be of interest to you;
- to invite you to seminars or events that we conduct or host;
- to inform you of developments at Acumon and other services that we can provide; and
- to assist us manage our practice
We will not sell, rent or trade any of your personal information to any person. Otherwise, we will not disclose information about you unless the disclosure:
- is required by law;
- is authorise by law; or
- you have consented to our disclosing the information about you.
Third Parties
Information may be disclosed to the following third parties:
- Australian Taxation Office, APRA, Centrelink, your bank;
- Our solicitors
The following third parties may have access to personal information at times:
- IT technicians may have access when providing on-site support (although it is our practice for them to work under supervision);
- Potential Purchasers of our Practice
- Institute of Chartered Accountants quality assurance auditors conducting periodic review of our practice.
Personal Information Quality
We aim to ensure that your personal information is accurate, complete and up to date. To assist us in this, you need to provide true, accurate, current and complete information about yourself as requested and maintain and properly update the information to keep it true, accurate, current and complete.
If you find that the information is inaccurate or incomplete, please contact us and we will make all reasonable effort to correct the information.
Securing your Personal Information
We are committed to maintaining the security and confidentiality of the data you provide us and we will take all reasonable precautions to protect your personal information from unauthorised disclosure, use or alteration.
We have the following security systems in place to protect your information:
- all computers linked to our intranet are password protected to protect your information;
- our employees and contractors all sign confidentiality agreements when commencing with Acumon.
Accessing your Personal Information
You can ask us to provide you with access to all personal information that we hold about you. If we are able to, we will give you that access. If we refuse your request for access, we will give you the reason for that refusal.
We are not required to provide access where:
- the information relates to existing or anticipated legal proceedings between ourselves and an individual, and the information would not be accessible by the process of discovery in those proceedings; or
- where denying access is required or authorise by law;
- providing access would be unlawful.
Information the Law Requires us to Collect
We are not required to collect any information by law.
Changes to this Statement
This Privacy Policy is not a static document, we may make changes to this Privacy Policy from time to time for any reason. We will publish these changes on our website.
Contacting Us
If you would like further information regarding this privacy statement or if you think we have breached any aspect of this Privacy Policy please contact Scott Atkins at:
Telephone: (02)4931 1100
E-mail: mail@acumon.net.au
Post: PO Box 2204 GREEN HILLS NSW 2323
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