Disclaimer
Information that you provide us when you register.
- Information You Give Us
We receive and store any information you enter on our Web site or give us in any other way. This includes such things as your name, address, tax file number, the names of trustees and members, the names of beneficiaries and suggestions about the superannuation funds with which you think you may have superannuation. This information is used to ensure that the information sources with which we consult, such as the Australian Taxation Office and the superannuation funds with which you have funds will provide accurate results of accounts that appear in your name.
- E-mail Communications
To help us communicate with you about the progress of your superannuation set up, and ongoing administration we invite you to communicate with us using the log in facility on the web site. This will enable you to store all communication for compliance purposes as well as manage our interaction with you and to inform you about developments in administration. Self managed super institute will send information to you concerning information on Superannuation funds. In addition the self-managed super institute may provide your email address to other organisations for marketing or similar purposes.
- It is you responsibility to protect your user name and password.
- We will use the web site as a document storage facility for all transactions, accounts reports and taxation information.
- This information will be viewed by your financial adviser as well as the Auditor of your fund. Our administrators will access this information remotely in either Australia or overseas for the purposes of completing the administration of your fund. No information can be copied or stored without the written approval of the Self Managed Super Institute P/L.
Does the self-managed super institute share the Information It Receives?
Information about our customers is an important part of our business. In order to enable our customers to get the most out of our services, we may pass on or sell certain data collected by us in providing the services to other organisations, including financial institutions, credit agencies and data management houses. Occasionally, the self -managed super instutute will use information about site users to conduct statistical analyses.
- Business Transfers
As we continue to develop our business, we might sell or buy stores or assets. In such transactions, customer information generally is one of the transferred business assets. Also, in the unlikely event that the self managed super institute, or substantially all of its assets are acquired, customer information will of course be one of the transferred assets.
- Protection of the self managed super institute and Others
We release account and other personal information when we believe release is appropriate to comply with law; enforce or apply our Terms and Conditions and other agreements; or protect the rights, property, or safety of self managed super institute p/l our users, or others. This includes exchanging information with other companies and organizations for fraud protection and credit risk reduction.
- With Your Consent
Other than as set out above, you will receive notice when information about you might go to third parties, and you will have an opportunity to choose not to share the information.
How Secure Is Information About Me?
- We work to protect the security of your information at all times.
- We protect your data and any personal tax information. We gather this information to validate and to create your superannuation trust deed and registration of your fund with the Australian Taxation Office as well for the purposes of rolling over previous superannuation accounts in your name.
- We abide by the National Privacy Principles and you can contact our privacy officer on 02 98871700.
IMPORTANT : This information has been prepared without taking into account your investment objectives, financial situation and particular needs. The self-managed super institute makes no recommendations as to the merits of any investment opportunity referred to on this site or via email correspondence. All indications of performance returns are historical and can not be relied upon as an indicator for future performance.