Shorrock Partners Pty Ltd (the firm) respects your privacy and is committed to protecting your personal information. This Privacy Policy outlines the general information handling practices you can expect from us. If you require any further information concerning privacy and the ways in which we handle your personal information, please contact us.
Personal Information
Shorrock Partners only collects personal information that is necessary for one or more of our functions or activities. The types of personal information we collect and the purposes for collection will depend upon the particular circumstances. If you are a client of the Firm, we will obviously require details such as your name, contact details, date of birth, tax file number (where authorised), financial information, banking details, employment information and business records and such other personal information to enable us to conduct your matter in a professional manner. We may also collect personal information about you during the conduct of your matter from telephone calls, faxes, emails, and letters and by other means. If you are a visitor to our website, we will generally do not collect personal information unless voluntarily provided through forms or correspondence submitted. We may automatically collect certain technical information, including your IP address, browser type, device information, and website usage data through cookies and similar technologies. This information is used to provide our services, respond to enquiries and improve our website if reasonably necessary for our functions and activities.
Use and Disclosure of Information
Our strong policy is only to use your personal information for the business purposes for which it was collected. The firm does not rent, sell or trade your personal information to or with any third party without your consent.
We may disclose personal information outside of the firm in the following circumstances:
- Disclosures to external service providers who help us operate our business. Where relevant or if required, the firm will take all reasonable steps to require those service providers to comply with the Privacy Act and only use personal information for prescribed purposes;
- if you have consented to the disclosure; and
- Disclosures we are required or authorised to make by law or permitted to make under the Privacy Act.
In general, the types of organisations to which we would usually disclose personal information include:
- The Australian Tax Office and other other Government agencies where authorised or required
- External service providers including cloud based software providers and document management providers
- financiers, other accountants and auditors, legal advisers and other professionals who assist us in delivering our services
Where appropriate, we will seek your consent before complying with any third party requests for personal information.
Artificial Intelligence
We may use artificial intelligence (AI) tools to assist in document review, research, workflow automation ad administrative tasks. These tools are only used to support our professional services and do not replace our qualified staff members. We do not use AI platforms to disclose confidential client information based on our legal and professional obligations.
Security of Information
Shorrock Partners takes reasonable steps to protect the personal information we hold about you from misuse, loss, unauthorised access, modification or disclosure. While we maintain appropriate security practices, electronic transmission or storage is not always completely secure.
If we hold personal information about you and that information is no longer needed by us, we will take reasonable steps to destroy or permanently de-identify the relevant information.
Specifically our security measures include:
- Firewalls to prevent hacking of our databases
- Clauses in employee agreements requiring confidentiality
- Appropriate security access to our office premises and to external storage facilities
- The use of passwords to access database information
- Document shredders for the disposal of printed and written information
- Multi-factor authentication
- Secure client portals
If a data breach occurs we will comply with our obligations under the Notifiable Data Breaches Scheme by:
- notifying the affected clients
- Investigating the scope and nature of breach
- and the Office of the Australian Information Commissioner where required
- taking reasonable steps to minimize potential harm
We retain client records for 5 years which is the period that is required by law, our professional obligations and our document retention policies. After expiry of the retention period documents will be securely destroyed unless a longer retention period is needed.
Access and Correction
Upon request, you may be provided with access to the personal information the firm holds about you. We reserve the right to charge any reasonable costs incurred by us in providing access in certain circumstances. If you would like to make a request for access, please set out your request in writing and send it to our Privacy Officer
If you feel that any personal information that we hold about you is not accurate, complete and up-to-date, please contact our Privacy Officer We will then take reasonable steps to ensure that your personal information is corrected.
If you wish to express any concerns, or to make a formal complaint, about how we are handling personal information, these should be submitted to our Managing Director.
Internet Privacy
In general, you can visit our website without revealing personal information about yourself. When you visit our website, our internet service provider and website managers may make a record of your visit, logging information such as your email address and/or IP address, the date and time of your visit, the pages accessed, the domain where you clicked through from, and the type of browser you have used. This information is collected for trend and statistical purposes, and so that we can analyse and enhance our website functions and capabilities.
Our website may make use of cookie technology, to provide you with better and more efficient service next time you visit. Cookies are unique identifiers which are sent from our website to your computer or system, tracking the web pages you have visited. Cookies enable us to relate your use of the website to information that you have specifically provided to us (such as a member password for any service we may provide via the website) and allow your web browser to track searches you have performed on our website. Cookies are stored on your PC, not on our servers. You can elect to disable Cookies through your browser setting options.
Contact Details
For further information please contact our Privacy Officer by using the contact details below:
Email: office@shorrock.com.au
Phone: +61 2 9229 8200
Fax: +61 2 9229 8248
Disclaimer
Shorrock Partners is entitled to amend or modify the Privacy Policy at any time. Although we intend to observe this policy at all times, nothing contained in this Privacy Policy is intended to create contractual rights or obligations. From time to time we may regard it as necessary or desirable to act outside the policy, the firm may do so, subject only to any legal obligations we have to you or under any law, including the Privacy Act.
Michelle Leung is a Chartered Accountant and has been providing accounting and taxation services for almost 10 years. Michelle commenced her career with 
Caitlin is a Chartered Accountant and has been providing accounting and taxation services for over 10 years. She is one of several team members who have been with Shorrock Partners since its formation in 2009 and has played a key role in growing it since then. Caitlin’s career began with mid-tier firm Horwath later merging to become part of Deloitte’s private client team and she continued to assist many of the same clients throughout.
Will is a Chartered Accountant and has been providing accounting and taxation services for over 10 years. Will’s career included time at mid-tier firm Horwath and as part of Deloitte’s private client team. 
Rohit is a Chartered Accountant and has been providing accounting and taxation services for over 20 years. He has continued to assist many of the same clients for almost 15 years.