Whenever we handle personal information, we take steps to ensure that appropriate standards of privacy practice and data security are applied.
Personal information is information or an opinion about an identified individual, or an individual who is reasonably identifiable. We require you to provide us with certain personal information so that we can provide you with the most appropriate products and service, information and marketing material and to satisfy certain legislative and regulatory requirements.
If you give us personal information about another person, you represent that you are authorised to do so and you agree to inform that person who we are, that we will use and disclose that information for the relevant purposes set out below, and that they can access the information we hold about them.
We do not generally collect or disclose sensitive personal information, such as information about a person’s race, political or religious beliefs, sexual preferences, criminal convictions, membership of professional or trade associations or unions or biometric and health information.
If you choose to not provide us with your personal information we may not be able to provide you with all of our products and services.
When you use our products and services, we may collect the following types of personal information:
We may also derive the location associated with an IP address. Once you have logged into our client portal, have accessed our website from an e-mail or other personalised communication sent to you, or provided us with personal information by completing a form online, we may be able to identify you and we may combine that with other information in order to provide you with a better online experience.
Our website also uses Google Analytics to collect data about site traffic via Google advertising cookies and identifiers, in addition to data collected through a standard Google Analytics implementation. This informs the use of:
We are required by law to collect information to identify and verify you.
We therefore may make enquiries as to your identify and other personal details as required by the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth) as well as the Tax Agent Services Act 2009 (TASA).
Other than as required by law, we will only use your personal information for the purpose of providing you with our services.
We collect your personal information to:
We will only use or disclose personal information we collect about you for the purpose for which it was disclosed to us, or related purposes which would reasonably be expected, without your permission, or as permitted by the Australian Privacy Principles.
The main ways we collect personal information about our customers are:
We keep personal information in electronic records, at our premises and the premises of our service providers, which may include storage on the cloud.
We use security procedures and technology to protect the information we hold. Access to and use of personal information by Grow SMSF is controlled in a manner that seeks to prevent misuse or unlawful disclosure of the information – this includes internal policies, auditing, training and monitoring of staff.
However, no method of transmission over the internet using industry standard technology is 100% secure. Therefore, we cannot guarantee the absolute security of your information.
If other organisations provide support services, we require them to appropriately safeguard the privacy of the information provided to them.
Where the personal information we collect is no longer required, we generally delete the information or permanently de-identify it in accordance with relevant laws and our records management policy.
We may also disclose your personal information to entities located overseas for one or more of the purposes set out above. We take reasonable steps to ensure that the overseas recipients of your personal information do not breach the Australian Privacy Principles relating to your personal information.
We take reasonable steps to ensure that all information we hold is as accurate as is possible. You are able to contact us at any time and ask for its correction if you feel the information we have about you is inaccurate or incomplete.
You can request access to, or correction of, your personal information. In normal circumstances we will give you full access or make the requested corrections to your information. However, there may be some legal or administrative reasons to deny these requests. If your request is denied, we will provide you with the reason why (if we can). Where we decide not to make a requested correction to your personal information and you disagree, you may ask us to make a note of your requested correction with the information.
If you have any questions or complaints regarding privacy or information handling, please contact us at firstname.lastname@example.org. We will respond to let you know who will be handling your matter and when you can expect a further response.
If your concerns are not resolved to your satisfaction, you may be able to escalate your complaint to an external dispute resolution scheme or to a regulatory authority such as the Office of the Australian Information Commissioner.