Privacy Policy

We may collect personal information including:

• Identity information (e.g. name, date of birth)
• Contact details (e.g. email address, phone number, residential address)
• Financial and SMSF-related information (e.g. super fund details, account information, transaction data)
• Identity verification information (e.g. documents required for compliance purposes)
• Usage data (e.g. how you interact with our platform, IP address, device information)
• Communications (e.g. emails, support requests)

We only collect information that is reasonably necessary to provide our services.

We collect personal information:

• directly from you (e.g. when you sign up or use our platform)
• through your use of our website and services
• from third parties where authorised by you (e.g. financial institutions, service providers)
• via integrations with third-party platforms you choose to connect

We use your personal information to:

• provide and operate our SMSF accounting and administration services
• verify your identity and comply with legal obligations
• communicate with you about your account or our services
• improve and develop our platform and features
• provide tools, reporting and insights related to your SMSF
• maintain security and prevent fraud

We do not use your personal information to provide financial product advice.

We may disclose your personal information to:

• service providers and partners who help us operate our platform (e.g. cloud hosting, identity verification, data aggregation providers)
• financial institutions or product providers where you have chosen to connect or interact with them
• professional advisers (e.g. accountants, auditors) where required
• regulators or authorities where required by law

We do not sell your personal information.

Some of our service providers may be located overseas. Where this occurs, we take reasonable steps to ensure your personal information is handled in accordance with Australian privacy laws.

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification or disclosure, including through:

• secure servers and encryption
• access controls
• monitoring and security practices

We retain personal information only for as long as necessary to provide our services and comply with legal obligations (including record-keeping requirements).

You may request access to, or correction of, your personal information by contacting us using the details below. We will respond within a reasonable timeframe.

We may use cookies and similar technologies to:

• improve user experience
• analyse website traffic and usage
• support platform functionality

You can control cookies through your browser settings.

If you believe we have breached your privacy, you can contact us using the details below. We will investigate and respond to your complaint.

If you are not satisfied with our response, you may contact the Office of the Australian Information Commissioner (OAIC).

We may update this Privacy Policy from time to time. The latest version will always be available on our website.

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

Turnkey Super
Email: support@turnkeysuper.com.au