How CAQA Accounting protects the confidential financial and business information clients share with us.
This Confidentiality Policy explains how CAQA Accounting, part of CAQA Groups and an initiative of Career Calling International Pty Ltd (ABN 53 162 651 238), protects the confidential information entrusted to us by the education providers, businesses and individuals who use this website and who engage our accounting, taxation, bookkeeping, payroll, financial viability risk assessment (FVRA) and advisory services. Financial information is among the most sensitive material an organisation holds, and treating it with discretion is fundamental to how we work.
We treat as confidential all non-public information received in connection with an enquiry or engagement, including financial statements, management accounts, general ledgers, bank and loan records, payroll and remuneration data, tax records and lodgement history, FVRA projections and assumptions, student enrolment and fee information, funding agreements, business plans, ownership and transaction details, and correspondence with regulators. Information remains confidential whether it arrives through the website contact form, by email, by phone or in documents provided during an engagement.
The website itself collects only what you choose to submit: the contact form captures your name, email address, contact number, organisation name, service interest and message, and the newsletter form captures your email address. No payments are taken through this website, so no payment or card details are collected or stored on it. Personal information in these submissions is handled under our Privacy Policy; commercially sensitive detail you include in an enquiry is treated with the same care as engagement material.
We take reasonable technical and organisational steps to keep confidential information secure. Client records are stored in access-controlled systems, access is limited to the personnel working on your engagement, and hardcopy material is kept securely at our office at 2/10 Lawn Court, Craigieburn, VIC 3064. Our team members are bound by confidentiality obligations in their terms of engagement with us, and those obligations continue after an engagement or employment ends.
We do not sell, trade or casually share client information. Confidential information is disclosed only: with your consent or at your direction, for example when you ask us to lodge documents or liaise with your bank, financier or adviser; to regulators and authorities such as the Australian Taxation Office, the Australian Securities and Investments Commission or the Australian Skills Quality Authority where lodgement or response is part of the agreed engagement or is required by law; to service providers, such as secure software platforms, that we use to deliver our services and that are bound by their own confidentiality obligations; or where disclosure is otherwise required by law, court order or a properly authorised request.
FVRA engagements involve detailed projections, assumptions and evidence about your organisation's future operations. That material is prepared for a specific regulatory purpose and shared only with the client and the relevant regulator as part of the agreed submission process. We do not reuse one client's financial models, data or evidence for another client, and we do not identify clients in marketing material without permission.
We retain engagement records for as long as needed to deliver the engagement, meet professional and legal record-keeping obligations and respond to any later regulator or client queries. When records are no longer required, they are destroyed or de-identified securely. Clients may request the return of their source records at any time, and we will provide completed deliverables and client-owned material on conclusion of an engagement.
Confidentiality works in both directions. Proposals, fee quotations, working papers, templates and advice we provide are supplied for your organisation's use and should not be shared with third parties without our agreement, except with your own professional advisers or as required by law. If you believe confidential information has been disclosed in error, by either party, tell us immediately so it can be contained.
If you have a question about how your information is handled, or wish to report a suspected confidentiality breach, contact us at info@caqa.com.au, on 1800 266 160 or through our contact page. Privacy-specific complaints can also follow the pathway described in our Complaints and Feedback page.
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