Privacy Policy, Super Smart SMSF

Last updated: 12 February 2026

1. Introduction

Super Smart SMSF [65 635 532 991] (“we”, “us”, “our”) is committed to protecting your privacy and handling your personal information responsibly.

This Privacy Policy explains how we collect, use, store and disclose your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs), and where applicable, the Tax File Number Rule 2015.

If you do not provide information required by law or necessary for us to deliver services, we may not be able to act for you.

By using our website or engaging our services, you agree to the terms outlined in this policy.

2. What Personal Information We Collect

We collect personal information that is reasonably necessary to provide SMSF and tax-related services.

This may include:

Full name
Date of birth
Contact details (email, phone number, residential address)
Tax File Number (where required and authorised)
Superannuation and SMSF details
Financial information relevant to SMSF administration
Identification documents
Employment or business details
Website usage data (via cookies and analytics tools)

We only collect information that is relevant to the services we provide.

Tax File Numbers are collected, used and disclosed strictly in accordance with the Privacy Act and the Tax File Number Rule 2015 and are stored securely.

3. How We Collect Your Information

We may collect personal information:

Directly from you (via phone, email, online forms, meetings or consultations)
Through our website (contact forms, downloads, booking systems)
From third parties with your consent (such as financial advisers, accountants, banks or the ATO)
Through digital systems such as CRM platforms and secure client portals
For identity verification purposes where required by law

Where possible, we collect information directly from you.

4. Why We Collect Your Information

We collect and use personal information to:

Provide SMSF administration and tax services
Prepare and lodge required documentation with the ATO
Communicate with you about your fund
Comply with legal and regulatory obligations
Maintain accurate records
Improve our services and website performance
Send relevant service updates (where permitted)

We will not use your information for unrelated purposes without your consent, unless required or authorised by law.

You may opt out of non-essential communications at any time.

5. Disclosure of Personal Information

We may disclose your personal information where necessary to:

The Australian Taxation Office (ATO)
The Tax Practitioners Board (TPB)
Approved SMSF auditors
Banks and financial institutions
Software providers used to manage SMSF administration
Professional advisers (such as legal or compliance advisers)
Regulatory bodies where required by law

We do not sell your personal information.

We take reasonable steps to ensure third-party providers handle your information securely and in line with applicable privacy obligations.

6. Storage and Security

We take reasonable steps to protect your personal information from misuse, loss, unauthorised access, modification or disclosure.

Security measures may include:

Secure cloud-based systems
Password-protected platforms
Encrypted storage where applicable
Restricted access to authorised personnel

We retain personal information for as long as required to provide services and comply with taxation and regulatory record-keeping obligations. When information is no longer required, it is securely destroyed or de-identified where practicable.

While we take appropriate precautions, no data transmission over the internet can be guaranteed as completely secure.

7. Overseas Disclosure

Some of the software systems we use may store data on servers located outside Australia.

Where personal information is disclosed to overseas providers, we take reasonable steps to ensure those providers comply with the Australian Privacy Principles or are subject to substantially similar privacy protections.

8. Access and Correction

You have the right to:

Request access to the personal information we hold about you
Request corrections if information is inaccurate, incomplete or outdated

To request access or corrections, please contact us using the details below. We will respond within a reasonable timeframe.

9. Cookies and Website Analytics

Our website may use cookies and analytics tools (such as Google Analytics) to:

Improve user experience
Understand website traffic
Monitor site performance

You can disable cookies in your browser settings if preferred.

10. Making a Privacy Complaint

If you have concerns about how your personal information has been handled, please contact us directly so we can attempt to resolve the issue.

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC):

Website: https://www.oaic.gov.au
Phone: 1300 363 992