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Privacy & Terms


The types of personal information we collect depends on the nature of our engagement with you. Examples of personal information we may collect include:

  • names, job titles, contact and address details

  • information in identification documents (for example: passport or driver’s licence)

  • tax file numbers and other government-issued identification numbers

  • date of birth and gender

  • bank account details, shareholdings and details of investments

  • details of superannuation and insurance arrangements

  • educational qualifications, employment history, salary and referee reports

  • visa or work permit status

  • your Internet Protocol (IP) address

  • payment details and

  • personal information about your spouse and dependants.

How we collect personal information

Generally we collect your personal information from you directly (for example, when we deal with you in person or over the phone, when you send us correspondence (including via email), when you complete a questionnaire, form or survey, when you subscribe to our publications or when you use our website or our social media).

Sometimes it may be necessary for us to collect your personal information from a third party. For example, we may collect your personal information from your employer where they are our client, from your personal representative, another APS member firm or a publicly available record.

We may also collect personal information about you from your use of our websites and information you provide to us through contact mailboxes or through the registration process on our websites.

Automatic collection of personal information

Cookies, web beacons and other technologies are used by APS and its service providers on some APS websites and through email to automatically collect certain types of information. The collection of this information allows us to customise your online experience (including tailored KPMG marketing), to improve the performance, usability and effectiveness of APS’s online presence and to measure the effectiveness of our marketing activities.

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