Privacy Policy

Introduction

D SUPER SMSF follows the privacy principles contained in the Privacy Act 1988. Our privacy policy in general describes how we protect our client’s personal and financial information. All personal information will be handled in accordance with the privacy policy and any applicable laws, regulations, or codes.

Collection

We may directly or indirectly collect below types of information from you once we are authorised to do so.

  • Personal Information – The type of personal information which we may collect are those provided by you or any other person/entity authorised by you. Examples of these include, but not limited to, name, email address, residential/postal address, date of birth and Tax File Number (TFN).
  • Financial Information – The type of financial information which we may collect are those provided by you or any other person/entity authorised by you. Examples of these include, but not limited to, financial accounts, taxation returns and any relevant source document such as bank statements.

Vast majority of the above information will be collected through our application forms and via ongoing communications with you. Ongoing communication includes phone conversations, email communication and face-to-face meetings.

We may also be required to ask or collect certain information by law. For example, in addition to obtaining personal information from you, whenever you acquire a new product or service from us, we will need to obtain certain documentary evidence from you as to your identity. Such evidence may include items such as certified copy of your driver’s license, passport or birth certificate.

Purpose

We will collect your personal information for the following purpose:

  • To provide products and services to you as our client.
  • To process your application to become a client.
  • To let you know about our other products and services.

We will collect your financial information for the following purpose:

  • To provide you with administration, accounting and tax services and comply with ATO/ASIC requirements.
  • To pass the audit requirements of SMSF.