Privacy Policy
This Privacy Policy contains information on how we( My SMSF Property) collect, use, disclose, store and deal with your personal information in accordance with the National Privacy Policy Principles.
If you need any further information pertaining to a privacy matter, you should contact us at: [email protected]
WHY DO WE COLLECT YOUR PERSONAL INFORMATION?
- When you complete your application to setup a super fund
- When we complete a loan application on your behalf
- When we or a third party completes a ABN/TFN applications on your behalf
- When you complete a (“Fact Find”), to reasonably assess your insurance or financial needs and objectives
- When we lodge a bank account or insurance application on your behalf
- When you complete financial questionnaires or supplementary medical
Where reasonable and practicable, we will only collect personal information about you, from you.
You have the option of not providing us with any or all personal information requested, but failure to provide us with this information may result in us not being able to provide you with complete and accurate service standards. Once we hold personal information, we will take reasonable steps to keep it accurate, complete and up to date. Where, in the course of providing a service to you, it has been necessary for us to collect your tax file number that number will be retained on our file by My SMSF Property and will be forwarded to financial institutions as required.
If you advise us that you object to your tax file number being retained, it will be permanently deleted from our files.
We may also use this information for other reasonably expected purposes directly related to the main purpose of collection, including:
- Providing you with smsf services, lending services
- Generating invoices and receipts
- Performing credit checks and credit reporting
- Supplying and issuing password and log-in information
- Maintaining and managing your account
- Debt recovery actions
- Dealing with your enquiries and customer service purposes
- Providing financial advice
- Marketing other products and services to you
- Staff training for any other reasonably expected purpose
- For all other uses or disclosure, we will obtain your consent.
- If you do not provide all or part of the information requested, the consequences of this may be that:
- We will not adequately be able to carry out our services to you
- We may not be able to carry out our services to you at all
WHAT PERSONAL INFORMATION DO WE NEED TO COLLECT FROM YOU?
We may collect information including your name, address, tax file number (TFN), bank account details, contact phone and e-mail details. You agree to provide identification, bank statements and other information to My SMSF and agree to this information being checked by third party providers for AML/CTF/KYC and internal compliance purposes
I consent to my information being checked with the document issuer or official record holder via third party systems for the purposes of confirming my identity
HOW DO WE COLLECT IT?
We will collect personal information only by lawful and fair means and not in an unreasonable or intrusive way. This may be by way of online forms, emails or via telephone request.
We will only collect personal information about an individual, where it is reasonable and practicable for us to do so, from that individual only.
If we collect personal information about you from someone else, we will take reasonable steps to ensure that you are aware or have been made aware of the matters listed above (except to the extent that making you aware of these matters would pose a serious threat to the life or health of any individual).
WE MAY PASS YOUR PERSONAL INFORMATION TO OTHER ORGANISATIONS
- Debt recovery agencies
- Credit providers or credit reporting agencies; banks and investment companies
- IT service providers and contractors
- Your representatives or legal advisors, financial institutions
- Our represenetatives, legal advisors or other professional advisors
- Law enforcement or government bodies; ASIC, ATO
- Dealing with your enquiries and customer service purposes
- Providing financial advice
- Marketing other products and services to you
- Staff training for any other reasonably expected purpose
- For all other uses or disclosure, we will obtain your consent.
- If you do not provide all or part of the information requested, the consequences of this may be that:
- We will not adequately be able to carry out our services to you
- We may not be able to carry out our services to you at all
OPTING OUT OF RECEIVING MARKETING MATERIAL
If you don’t want to receive marketing promotions and offers, you can opt out by contacting us at: [email protected]
Please also note that we use the Remarketing feature from several third-party vendors, including Google, to reach people who have previously visited our website, and match the right people with the right message. This means that several third-party vendors, including Google, show our ads on sites that you access across the Internet as well as using cookies to serve ads based on your past visits to our website. To opt out of Remarketing you can opt out of Google’s use of cookies by visiting Google’s Ads Settings here. Alternatively, you can also opt out of a third-party vendors use of cookies by visiting the Network Advertising Initiative opt-out page here.
We will still need to send you essential information, such as invoices and accounts.
UPDATING YOUR PERSONAL INFORMATION
We take all efforts to ensure that the information we hold about you is accurate, complete and up-to-date.
Largely we rely on you for the accuracy and completeness of the personal information you provide to us. You will need to let us know of any changes to your personal information so that we can update our records and ensure our records are accurate.
SECURE STORAGE OF YOUR PERSONAL INFORMATION
Keeping your personal information secure is a high priority.
We take all reasonable steps to protect your personal information from misuse and loss and from unauthorised access, modification or disclosure.
If your information is no longer needed, we take all reasonable steps to destroy or permanently de-identify your personal information.
KEEP YOUR PIN, PASSWORDS AND ANY IDENTIFYING INFORMATION SAFE
It is your responsibility to keep your PIN, logins and passwords secure. Anyone who knows this information can access your account. We accept no responsibility for personal information disclosed to persons who know your PIN, password or other identifying features.
OUR CONTACT DETAILS
Our contact details are:
Client Services Manager (Privacy)903/50 Clarence StreetSYDNEY NSW 2000
You are able to request your personal information, the purposes for which it is held, how it was collected, how it is held, used and disclosed by submitting a request in writing to:
My SMSF Property or by emailing us at [email protected]
If you feel your privacy rights have been breached, you can submit a complaint to us in writing at:
My SMSF
Client Services Manager (Privacy)