About Us

Privacy Policy

SMSF Total Solutions ("we", "our", "us") is committed to protecting your privacy and ensuring that your personal information is handled in accordance with the Privacy Act 1988 and the Australian Privacy Principles (APPs).

This Privacy Policy explains how we collect, use, disclose, store, and protect your personal information when you interact with our website, services, or communications.

1. Personal Information We Collect

We may collect personal information that is reasonably necessary for us to provide our services, including but not limited to:

Name, date of birth, and contact details (email address, phone number, postal address)

Identification and verification information

Financial information relevant to SMSFs, taxation, property, finance, or investment services

Information about your superannuation, SMSF structure, and related entities

Website usage data, including IP address, browser type, and pages visited

Any other information you voluntarily provide to us through forms, enquiries, or communications

2. How We Collect Personal Information

We collect personal information in a number of ways, including:

When you complete an enquiry or assessment form on our website

When you contact us by phone, email, or other electronic means

When you engage our services or request information

Through cookies and analytics tools when you browse our website

From third parties where permitted by law or with your consent

3. Purpose of Collection

We collect and use your personal information for purposes including:

Providing SMSF, property, taxation, finance, and related advisory services

Assessing eligibility or suitability for our services

Communicating with you about our services, updates, or relevant information

Meeting legal, regulatory, and compliance obligations

Improving our website, services, and client experience

Marketing and promotional activities (where permitted by law)

4. Disclosure of Personal Information

We may disclose your personal information to third parties where necessary to provide our services, including:

Professional advisers such as accountants, auditors, financial advisers, mortgage brokers, and solicitors

Service providers, contractors, and technology platforms supporting our operations

Regulatory bodies, government agencies, or courts where required by law

Related entities or business partners with your consent

We do not sell or rent your personal information to third parties.

5. Overseas Disclosure

Some third-party service providers we use may store or process information outside Australia. Where this occurs, we take reasonable steps to ensure that overseas recipients handle your personal information in a manner consistent with Australian privacy laws.

6. Data Security and Storage

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. This includes:

Secure servers and encrypted systems

Restricted access to personal information

Ongoing review of data protection practices

We retain personal information only for as long as necessary to fulfil the purposes for which it was collected or to meet legal and regulatory requirements.

7. Cookies and Website Analytics

Our website may use cookies and similar technologies to enhance user experience and analyse website traffic. You may choose to disable cookies through your browser settings; however, doing so may affect website functionality.

8. Access and Correction

You have the right to request access to the personal information we hold about you and to request corrections if the information is inaccurate, incomplete, or out of date. Requests should be made in writing using the contact details below.

9. Complaints

If you believe we have breached your privacy or the Australian Privacy Principles, you may lodge a complaint by contacting us. We will investigate and respond within a reasonable timeframe. If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The most current version will be published on our website and will apply from the date of publication.

11. Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact:

SMSF Total Solutions
Email: [email protected]
Phone: 0482 080 204

Last updated: January 5, 2026