Privacy Policy

Effective Date: 25/07/2024

1. Introduction 

Wendy Super Accounting ("we," "us," or "our") is committed to protecting your privacy and ensuring that your personal information is handled in a secure and transparent manner. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information in compliance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

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2. Collection of Personal Information

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We collect personal information that is necessary for providing SMSF compliance services. This information may include:

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• Full name

• Contact details (such as address, phone number, and email)

• Financial information (such as bank statements and investment details)

• SMSF-specific information (such as Trust Deeds, contribution records, and benefit details)

• Any other information relevant to our services

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3. Use of Personal Information

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We use your personal information for the following purposes:

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• To provide and manage SMSF compliance services

• To communicate with you regarding your SMSF and our services

• To comply with legal and regulatory requirements

• To improve our services and business operations

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4. Disclosure of Personal Information

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We may disclose your personal information to third parties in the following circumstances:

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• To comply with legal or regulatory obligations

• To engage with external service providers who assist us in delivering our services (e.g., IT support, auditors)

• As otherwise authorized or required by you

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5. Data Security

 

We implement reasonable and appropriate measures to protect your personal information from unauthorized access, use, or disclosure. This includes physical, technical, and administrative safeguards.

 

6. Access and Correction

 

You have the right to access and correct your personal information held by us. If you wish to access or correct your information, please contact us using the details provided below.

 

7. Data Breach Notification

 

In the event of a data breach that involves personal information, we will notify you and the Office of the Australian Information Commissioner (OAIC) as required under the Notifiable Data Breaches (NDB) scheme.

 

8. Changes to this Privacy Policy

 

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated policy will be made available on our website or provided to you upon request.

 

9. Contact Us

 

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

 

Wendy Super Accounting
4 Brendan St West Camira QLD 4300
0432201935
wendyj@wendysuperaccoutning.com.au