Resolve Estate Law (ABN: 23 103 752 989) is dedicated to providing you with quality services which include protecting your privacy. Our team respects the confidentiality of your personal information and it is our policy manage it appropriately.
The Federal Government’s Privacy Act 1988 (Cth) (Act) governs privacy matters in Australia. The rules around how we at Resolve Estate Law maintain your personal information and how we handle any requests to access and correct this information are based on this Act as well as the Australian Privacy Principles.
Definitions and interpretations
Where the context permits, words and phrases defined in the Privacy Act 1988 (Cth) (as amended or replaced from time to time) have the same meaning in this policy. For ease of reference, some of those words and phrases are set out below.
- APP means an Australian Privacy Principle; and
- Personal information means information or an opinion about an identified individual, or an
individual who is reasonably identifiable:
a) Whether the information or opinion is true or not; and
b) Whether the information or opinion is recorded in a material form or not.
What information do we collect?
Resolve Estate Law collects and holds personal information so that we can provide professional services to our clients, training services to other professionals and so that we can operate and market our legal practice business. The Privacy Act defines personal information as information or an opinion about an individual whose identity is apparent, or can reasonably be ascertained, from the information or opinion. Some examples are name, date of birth, and bank account details.
Our firm collects and holds information such as:
- contact information, including residential and postal addresses, mobile or telephone number and email addresses;
- information about your current occupation including employer and salary and information about your assets and liabilities (and those of any legal entity which you control or in which you hold a beneficial interest);
- billing and credit card information; and
- other personal information necessary to helping us with your legal matter, such as personal health information, information about your family members, and government issued identifiers such as Tax File Number.
Other types of personal information we collect, and hold includes:
- information and details of other people involved directly or indirectly in legal transactions or matters of which we:
- are currently involved;
- have been involved; or
- are considering becoming involved in;
- from time to time, depending on the nature of the legal matter or transaction, particularly in relation to the estate administration and estate dispute resolution matters:
- health information of individuals; and/or
- sensitive information of individuals.
Our firm will only collect personal information that is actually needed for us to provide you with legal services or training. We will generally explain to you why we are collecting your personal information and how we plan to use it. Our ability to provide you with legal services or training may be impacted if the personal information requested is not provided to us or is incorrect.
How do we collect information?
There are various ways that our firm collects information:
- Client Information Sheet;
- in the course of meeting with our clients or talking directly on the telephone or by video call;
- in correspondence from our clients or third parties, including legal and financial advisors, and from other institutions or other government agencies;
- in court documents or other publicly available sources;
- in correspondence from you or third parties;
- via “Contact Us”, “Enquiry” or “Booking” forms on our website or in order to obtain downloadable information from our website;
- via appointments booked with our firm, either by telephone or in person; and
- in court documents or other publicly available sources.
If it is reasonable and practical to do so, we will collect personal information about you only from you. Given the nature of the services that we provide, we may have to collect personal information about you from a third party. If we do have to collect information about you from a third party we will, where necessary, take reasonable action to notify you or make sure that you are aware that we are holding personal information about you, as well as how we will use and disclose this information, and that you may contact us to gain access to, correct and update it.
Third parties we may contact to collect personal information, include:
- public searches;
- a relative;
- an associate;
- other professional advisers, including, accountants, financial planners, financiers, insurance advisers, brokers or other advisers;
- medical practitioners, psychologists, psychiatrists and other experts.
Please note, that it may not always be necessary for us to notify you. This will be the case where doing so would mean a breach of our legal professional privilege or obligations of confidence.
Any personal information submitted via one of our online forms may be processed by one of our employees working from our office located in Brisbane. By submitting personal information via one of our online forms, you automatically consent to the disclosure of that information to someone at our firm.
Why do we collect, hold, use and disclose personal information?
We are bound by professional obligations of confidentially and legal professional privilege, including as prescribed by the Australian Solicitors’ Conduct Rules. Where these obligations apply, we treat information that we receive and hold (including personal information) in accordance with our obligations.
We collect, hold, use and disclose personal information to provide or offer legal services to you and to comply with relevant laws and regulations. Other reasons include the following purposes of:
- providing information on our services or products;
- providing information on matters which may affect you or someone you know;
- operating a legal business;
- providing training to other professionals; and
- marketing our products and services or opportunities which you may be interested in.
We may also use and disclose personal information about you:
- for purposes necessary or incidental to the provision of legal services
- to send you direct marketing material, client updates or event invitations
- where the use or disclosure is required or authorised by law
- where you have given us your consent (express or implied)
- to avoid, lessen or prevent a serious emergency or crime. If we use or disclose personal information about you in those circumstances, we will make a written record of such or use disclosure.
Our firm aims to keep all personal information strictly confidential. There may be times when providing legal services to you that we need to disclose personal information to other third parties, such as law firms involved in your matter, barristers and mediators, valuers and conveyancers, accountants and financial advisors, government departments, and courts. The personal information we provide to such parties will depend on the circumstances requiring disclosure of that personal information and will not always be the same because of this.
We endeavour not to collect, hold, use or disclose your personal information for any other purpose, unless:
- you consent; or
- we are permitted to so at law.
Cross-border disclosures of information
We may disclose personal information to overseas recipients, where:
- the overseas recipient is a party to the matter for which you have instructed us, or is an agency or institution connected to that matter; or
- we have engaged an overseas recipient to provide services to us, such as SaaS (software as a service) or cloud-based storage solutions.
These countries in which such recipients are located will depend on the nature of the services being provided by us and the particular matter involved. We will, where practicable, advise you of the countries in which overseas recipients are likely to be located.
Please note that the use of overseas service providers to store personal information will not always involve a disclosure or personal information to that overseas provider. However, by providing is with your personal information, you consent to the storage of such information on overseas serves and you acknowledge and agree that APP 8.1 will not apply to the extent that such storage constitutes a crossborder disclosure. For the avoidance of doubt, in the event that an overseas recipient breaches the APP, that entity will not be bound by, and you will not be able to seek redress under, the Act.
How do we maintain personal information and its security?
We maintain personal information in physical records (both at our office premise and at our storage facility), and as electronic records on our local servers.
We take reasonable action to hold all hard copy and electronic records of your personal information in a secure way to ensure that it is protected from misuse, loss and interference, and unauthorised access, modification or disclosure. Where your personal information is no longer required by us for a valid purpose or needed to be kept by law, we will destroy or de-identify your personal information.
Please note that personal information collected may also be used to send automated emails and SMS messages using an online marketing platform. Our firm may access the data captured by any online marketing platform from time to time, for example, to ensure that automated correspondence has been received. It is your responsibility to ensure that the personal information you have provided to our firm for such correspondence is secure and only accessible by you alone.
What do you do if you want to access and correct your personal information?
At any point in time, you may request to access or correct your personal information if you think that it is, erroneous, incomplete, out-of-date, unrelated or misleading. A reason is not needed when you make a request.
No fee is charged by our firm for a request to update or correct your personal information, but a small fee may be charged by our firm for providing access to your personal information if it involves a substantial amount of time to collect or locate it or to present it in a suitable form.
Please note that the Privacy Act allows us to deny you access in some situations. This may include circumstances where providing the personal information would constitute a breach of our obligations of confidence, or legal professional privilege. If we do not allow you access to your personal information, or we are not able to make your requested amendments, a reasonable explanation for doing so will be provided to you.
You must notify us of any change to your personal information to ensure it is up to date, accurate, complete, relevant and not misleading.
We endeavour to update your personal information promptly after you notify us that it requires correction to keep it up to date, accurate, complete, relevant and not misleading.
From time to time existing clients may receive an automated email from our office regarding changes to our business operations, such as our operating hours over holiday periods as well as email bulletins providing updates such as new cases and important events happening within our firm. This will be automated using an online marketing platform (such as Mailchimp), and will only be in the case that we have collected the information to do so directly from you.
If you do not wish to receive these emails, you can contact us on (07) 3371 0795 or via email email@example.com and we will remove you from the automated email list.
If unsolicited personal information is received by our firm and it has been determined that we could not have acquired the information by lawful means, reasonable action in accordance with the law will be taken to de-identify or destroy the personal information.
Our firm wants to ensure our services meet all client expectations. We therefore take complaints seriously, and we will aim to investigate and resolve your complaint in a timely manner.
All inquiries and complaints about personal information should be addressed to:
Resolve Estate Law
GPO Box 2918
Brisbane, Queensland 4001
Telephone: +61 7 3371 0795
If you are unhappy with our response, you can contact the Office of Australian Information Commissioner via its enquiries line 1300 363 992 or visit their website http://www.oaic.gov.au/ where you can lodge a complaint.