Disclosure

Any personal or financial information disclosed is maintained and handled in accordance with the Privacy Act 1988. These will not be disclosed to other parties except as required by law or with your or your clients’ express consent.

We would generally provide information to below parties involved in managing or administering our products or services to you.

• Financial advisor, Broker or Accountant acting on behalf of you.
• Trustee/Director of the fund.
• Qualified SMSF Auditor.
• ATO and ASIC.
• Actuarial Provider.
• Legal Personal Representative (where required)