We (Our firm) are committed to protecting your privacy and handling personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles.We are committed to protecting your privacy in accordance with Australian privacy laws and maintaining the confidentiality of client information in the course of providing professional SMSF audit services.
1. Information We Collect
We may collect personal information necessary to provide our services, including your name, email address, phone number and contact details, as well as trustee and member information relating to a self-managed superannuation fund. This may also include financial and investment information relevant to the audit, identification and compliance information where required, and any other information provided to us in connection with our services.
2. How We Collect Information
We collect personal information directly from you or from your authorised representative. In many cases, information is also provided by accountants, administrators or advisers acting on your behalf. We may also collect information through engagement letters, email correspondence, documents supplied during the audit process, and through our website contact forms.
3. Why We Collect Your Information
We collect and use personal information to provide SMSF audit services, communicate with you and your representatives, meet legal and regulatory obligations, maintain audit files and supporting documentation, and manage and improve our professional services.
4. Disclosure of Information
We may disclose personal information to trustees and authorised representatives, as well as accountants, administrators or advisers connected to the fund. Where required, information may also be disclosed to regulatory authorities, including the Australian Taxation Office, and to professional advisers such as legal or compliance consultants. In some circumstances, we engage third-party service providers to support our business operations, and these providers are subject to strict confidentiality obligations. We do not sell, trade or rent personal information to third parties.
5. Data Security
We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure. This includes the use of secure digital storage systems, restricted access to sensitive information, and professional audit and accounting software platforms.
6. Access and Correction
You may request access to personal information we hold about you and request correction of that information if it is inaccurate, incomplete or out of date. Requests can be made using the contact details below.
7. Retention of Information
We retain personal information for as long as necessary to provide our services, comply with legal and regulatory obligations, and maintain appropriate professional and audit records.
8. Privacy Complaints
If you believe your privacy has been breached, you may contact us and we will investigate the matter and respond as soon as reasonably practicable. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner.