At all times we will endeavour to protect your personal information.
If you need any further information pertaining to a privacy matter, you should contact us at: [email protected]
We collect your personal information for the following purposes:
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:
We may collect information including your name, address, tax file number (TFN), bank account details, contact phone and e-mail details.
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).
In the course of providing our services to you, we may disclose your personal information to other persons or organisations including:
If you don’t want to receive marketing promotions and offers, you can opt out by contacting us at: [email protected]
We will still need to send you essential information, such as invoices and accounts.
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.
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.
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 are:My SMSF Property
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 Property
Your personal information may be used by us to communicate to you with information about financial services in general or specific financial services. You may tell us at any time if you do not wish to receive such communication and we will cease doing so.
SMSF Admin + Education & Support
Annual Fee *
* excludes investment, regulator and ad hoc fees