‘Personal data’ refers to any information that can identify you, such as your name, email, physical address, telephone number, bank details, payment information, support inquiries, and community comments. We collect the minimum data we require to allow our services to function effectively. 

Our principles are centred around minimising collection and usage of personal data. We collect only what we need. We might aggregate your data and make it anonymous. If we do, then this document does not apply. For more information on how we handle other types of data, please see our terms of use.

We may occasionally update this notice. Significant changes will be communicated to you, typically via email.

Who We Are

References to ‘we’ (or ‘our’ or ‘us’) mean Financial Software Pty Ltd (ACN 660 898 500) and all its wholly owned subsidiaries. Our headquarters are in Australia, but we distribute our products and services globally.

We provide an intuitive platform for small businesses and their advisors, centred around financial software. For more information about our activities, visit the ‘About Model Reef’ page.

In the context of EU data protection, and data protection laws, Financial Software Pty Ltd does not deliberately collect or store data from the EU, or within the European Union.

Our Data Protection Principles

Our approach to data protection revolves around four main principles:

• Security: We employ leading industry practices to safeguard personal data.
• Transparency: We are open, honest, and transparent in how we handle personal data.
• Minimisation: Our business is making financial software, not data mining. We only collect what we need to deliver the services and products relevant to you.
• Accountability: It is our responsibility to handle your data securely.

Data Collection Methods

We gather personal data in various ways:

• Directly from You: When you use our websites or services, we may ask for personal data. This can happen when you create an account, apply for a job, join our social media, participate in events, or seek support. You are not obliged to provide personal data, but it may limit your access to certain services.
• Automatically Collected Information: We automatically collect certain information, like your IP address and device type, as well as how you navigate our websites and services. This helps us improve user experience.
• From Third Parties: Sometimes we receive personal data from third parties, such as marketing partners, to supplement our records.

We process your personal data to fulfill contracts, comply with legal obligations, or with your consent. Without this data, some services may not be available to you.

If you think a Subscriber has wrongly entered your data into our services, please contact them directly for any data-related inquiries.

Data Usage

We primarily use your personal data to operate our websites and provide services. This includes communication for operational or marketing purposes, supporting technical issues, enhancing our services, ensuring security, and conducting analysis.

Data Sharing

We don’t specifically seek to share data information. We don’t conduct any business which directly deals in data sharing. We may share personal data to:

• Companies within the Financial Software group.
• Third-party service providers and partners.
• Legal and regulatory authorities, when required.
• Potential buyers in the event of a sale, merger, or acquisition.

International Data Transfers

Your data may be transferred and processed in countries outside your own. We take precautions to ensure your data is protected.

Security Measures

We prioritise the security of your personal data and have robust measures in place. For detailed information, you can request our Service Organisational Control report.

Data Retention

We retain personal data as long as necessary for business needs, legal, tax, or accounting requirements. Afterward, the data is deleted or anonymised.

Your Rights

You have rights regarding your personal data, including the right to request access, correction, deletion, or restrict its processing. If you have concerns about how we process your data, please contact us. We take these concerns seriously.