Superannuation Solutions Australia Pty Ltd is committed to protecting the privacy of your personal information and has adopted this Privacy Policy to ensure that we handle private information about individuals responsibly.

Superannuation Solutions Australia Pty Ltd and its appointed agents need to collect certain private and confidential information to provide you with Self-Managed Superannuation Fund (SMSF) administration services. This data is critical to ensure the proper management of your SMSF. If the personal information requested for the provision of SMSF administration and consultancy services is not provided we will not be able to provide the requisite SMSF administration services.

privacy

USING AND DISCLOSING YOUR PERSONAL INFORMATION

Your personal information may be disclosed for purposes related to the provision of SMSF administration services to other service providers such as:

  • Your appointed SMSF auditor;
  • The insurers of the SMSF who provide death and disability cover for the SMSF members;
  • Your representatives or service providers such as your Accountant, Solicitor, Tax Agent, Broker, Stockbroker, Financial Planner or Banking Institution, provided we hold your authority to do so;
  • Government authorities and other organisations when required by law in the provision of SMSF administration services; and
  • Organisations that assist our firm in the provision of legal, computer, accounting or other business services.

HOW YOUR PERSONAL INFORMATION IS HELD

Your personal information is generally held in client files or on our computer database. Your personal information may also be held in a secure archiving facility. We will seek to ensure that we take reasonable steps to ensure that the personal information that we hold is protected from misuse and loss and from unauthorized access.

In the event you cease to be a client of our firm, any personal information which we hold about you will be maintained in a secure off site storage facility, and destroyed after an appropriate period of time that complies with legislative and professional requirements (7-10 years).

COLLECTION OF PERSONAL INFORMATION

We need to collect personal information on individuals and in certain circumstances, information on Companies and Trusts to enable us to provide our administration services. Typically this may include an individual’s name, address, date of birth, gender, occupation, salary, tax file numbers, company registration details and other required information. You must provide us with accurate and relevant information to enable us to provide the service you are seeking.

GAINING ACCESS TO YOUR INFORMATION AND CONTACTING US

You can gain access to your personal information held by Superannuation Solutions Australia Pty Ltd by contacting our Brisbane office on (07) 3303 0265.

COMPLAINTS

If you wish to lodge a complaint about any breach or potential breach of this privacy policy, you should contact us by any of the methods detailed below and request that your complaint be directed to the Privacy Officer. Your complaint will be considered within 7 days and responded to. It is our aim to resolve any complaint to your satisfaction, however, if you are unhappy with our response, you are entitled to contact the Office of the Privacy Commissioner who may investigate your complaint further.

Contact Details
The Privacy Officer
Superannuation Solutions Australia Pty Ltd
PO Box 2187
North Ipswich Qld 4305

Phone: (07) 3303 0265
Email: enquiries@supersolutions.com.au