Privacy Statement

This privacy policy (the “Policy”) explains how SMSF Wizard and its affiliates (“we”, “us”, or “our”) collect, use, and share information about you when you use our websites, mobile apps, and other online products and services (collectively, the “Services”) or when you otherwise interact with us.

Please read this Policy carefully to understand our policies and practices regarding your information and how we will treat it. If you do not agree with our policies and practices, do not use our Services. By using our Services, you agree to the collection, use, and sharing of your information as described in this Policy.

We may change our policies and practices from time to time, and we encourage you to review this Policy periodically. We will post any changes on this page and, if the changes are significant, we will provide a more prominent notice (including, for certain Services, email notification of privacy policy changes). We encourage you to review the privacy policy whenever you access the Services to stay informed about our information practices and the choices available to you.

Information We Collect About You

We collect information about you when you provide it to us, when you use our Services, and when you interact with us.

Information You Provide to Us:

We collect information you provide directly to us. For example, we collect information when you create an account, fill out a form, participate in a survey, or communicate with us via phone, email, social media or via our app. The types of information we may collect include:

Individual official and preferred names, titles, post-nominals and awards; private and business address details, phone contact details and email addresses; social media handles; date of birth; gender; marital status;
Individual qualifications, education and academic history; work experience, skills, occupation, industry and employer information; insurance details; areas of professional interest, areas of interest; any details of disciplinary action;
- With third parties for legal reasons, such as in response to a subpoena or court order, or in connection with the detection and prevention of fraud or other illegal activities;
- With your consent or at your direction.

Cookies and Other Tracking Technologies:

We and our service providers may use cookies and other tracking technologies (such as web beacons, pixels, and locally stored objects) to collect information about your use of the Services. We may also use these technologies to collect information about your online activities over time and across third-party websites or other online services (behavioural tracking). You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, please note that some parts of the Services may become inaccessible or not function properly.

If you contact us we will collect the email address you nominate and any other identifying information you provide, such as a name or phone number.

Please do not give us other personal or sensitive information.

Other than circumstances such as unlawful activity or serious threats to health and safety, we do not share Personal Information with other agencies. If you ask us about an issue that needs to be dealt with by another agency, we will provide you with the necessary details to make contact yourself. You may opt out of further contact from us at any time.

How We Deal with Complaints and Requests

You may request access to Personal Information about you that we hold and you may ask us to correct your Personal Information if you find that it is not accurate, up-to-date or complete. You may also make a complaint about our handling of your Personal Information. These services are free of charge.

To protect your privacy and the privacy of others, we will need evidence of your identity before we can grant you access to information about you or change it.

You can contact us by email, or send your request or complaint to the postal address below. We undertake to respond within 30 days. If the request or complaint will take longer to resolve, we will provide you with a date by which we expect to respond.

How We Protect Your Personal Information

To help protect the privacy of data and personal information we collect and hold, we maintain physical, technical and administrative safeguards. We update and test our security technology on an ongoing basis.

We train our staff about the importance of confidentiality and maintaining the privacy and security of your information. Access to your Personal Information is restricted to employees and service partners who need it to provide benefits or services to you.

Our website uses Google Analytics, a service that transmits website traffic data to Google servers. Google Analytics does not identify individual users or associate your IP address with any other data held by Google. We use reports provided by Google Analytics to help us understand website traffic and webpage usage.

By using this website, you consent to the processing of data about you by Google in the manner described in Google’s Privacy Policy and for the purposes set out above. You can opt out of Google Analytics if you disable or refuse the cookie, disable JavaScript, or use the opt-out service provided by Google.

smsfwiz.com.au may also use interfaces with social media sites such as Facebook, LinkedIn, Twitter and Instagram. If you choose to “like” or “share” information from this website through these services, you should review the privacy policy of that service. If you are a member of a social media site, the interfaces may allow the social media site to connect your visits to this site with other Personal Information

Our Obligations

This online service is bound by the provisions of the Privacy Act 1988 (Cth), including the Australian Privacy Principles.

Contact us

Alternatively, you can email us at:

Attention: Business Manager, SMSF Wizard Email: wizard@smsfwiz.com.au