Your Data Journey

Personal data Source

  • Data captured in web browser
  • Yodlee Data feeds
  • Direct Bank data Feeds
  • Owner/Employee Data entry
  • Advisor Data entry
  • 3rd party apps and systems

Data Subjects

  • Public
  • Customers
  • Customers of customers
  • Partners
  • Prospects
  • Ex Customers and Partners
  • Suppliers
  • Accountants
  • Employees
  • Regulatory Authorities
  • Banks
  • Payment Providers
  • Add-on Partners
  • Bank account details
  • Credit card identifiers (Credit Cards are NOT stored)

Personal Data

  • Contacts details
  • Tax File Numbers
  • Super Details
  • Leave
  • HR Information
  • Medical Certificates
  • Devices used profiles
  • App usage location
  • Resumes
  • Employment Details
  • Transaction History
  • Image of Subject (Profile)

Purpose of Processing

  • Billing Customers
  • Payroll for Staff
  • Managing Partners
  • Security Checks
  • Contact management
  • Sales and Marketing
  • System notices & email
  • Employment Details
  • Transaction History
  • Profile Image of Subject
  • Legal Matters

Lawful Processing

  • Contract
  • Consent
  • Opt-ins
  • Legal obligations
  • Public Interest

Data Security

  • Authentication
  • Secure connection Management
  • External Interface protection
  • Co-mingled data protection
  • Data governance
  • Operations Security
  • Supplier security
  • Developer environment security
  • Office security
  • Data destruction security
  • User security monitoring
  • Audit trails
  • Secure admin environments

Data Retention

  • Analytics data – 26 Months
  • Customer cancellation – 1 month file is deactivated.
  • Customer cancellation – 3 months file is deletable.
  • Email lists – 1 year of user inactivity.
  • Backup records – 1 month.
  • Billing required – Can be pseudo anonymised.

Data Recipients

  • Australian Tax Office, Inland Revenue (NZ), HMRC (UK)
  • Court requests and subpoena’s
  • ASIC/ACCC requests
  • Processor – Google
  • Processor – Apple
  • Saasu Processor – Rackspace and Amazon
  • Sub-processor – Australia Post, Couriers, Printers etc.