PRIVACY POLICY

MJ SMSF Solutions Pty Ltd

1. Introduction

MJ SMSF Solutions Pty Ltd ("we," "us," or "our") respects your privacy and is committed to protecting the personal information you provide to us...

2. Information We Collect

2.1 Personal Information

  • Identification details: Full name, date of birth, driver’s licence, passport, or other government-issued identification
  • Contact details: Phone number, email address, residential and mailing address
  • Employment details: Occupation, employer’s name, and employment status

2.2 Financial Information

  • Superannuation details: Superannuation balance, SMSF structure, and related financial data
  • Tax-related information: Tax File Number (TFN), Australian Business Number (ABN), and tax returns
  • Banking and investment information: Account details, assets, liabilities, and income sources

2.3 Other Relevant Information

  • Communication history: Emails, phone call records, or written correspondence
  • Website activity: Information collected through cookies and tracking technologies when you visit our website

3. How We Collect Your Information

  • Directly from you: When you fill out forms, contact us via phone or email, or engage in consultations
  • Through our website: When you submit inquiries or use online tools
  • From third parties: Accountants, financial planners, lawyers, regulatory agencies, or other professional advisors (with your consent)
  • From publicly available sources: Such as business directories and regulatory agency databases

4. Purpose of Collecting Personal Information

  • Providing SMSF consulting services
  • Regulatory compliance
  • Client communication
  • Internal business operations
  • Fraud prevention and security

5. Disclosure of Personal Information

  • Regulatory authorities
  • Financial professionals
  • Third-party service providers
  • Legal obligations

6. Data Security

  • Encryption
  • Access control
  • Firewalls and cybersecurity measures
  • Data retention policies

7. Access and Correction of Personal Information

You have the right to access, request corrections, and withdraw consent for certain data processing activities...

8. Retention of Information

We will retain your personal information as long as necessary...

9. Cookies and Website Tracking

  • Cookies
  • Google Analytics and similar tools
  • Opt-out options

10. International Data Transfers

We primarily store and process data in Australia...

11. Complaints and Contact Details

If you have concerns, you can contact us at:

MJ SMSF Solutions Pty Ltd
ABN: 91 059 966 094
Address: Lvl 1/176 Burgundy St, Heidelberg VIC 3084
Telephone: (03) 9455 0219
Email: [email protected]

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time...

General Information, Warning & Disclaimer

All information provided on this website is for informational purposes only and does not constitute financial product advice. None of the information considers your personal objectives, financial situation, or needs, and you should make your own decision on how to proceed. For financial product advice tailored to your specific circumstances, you should consult an Australian Financial Services licensee before making any financial decisions.

MJ SMSF Solutions does not hold an Australian Financial Services Licence (AFSL) and is not an authorised representative of an AFSL. We do not provide financial product advice or recommend any financial products, either explicitly or implicitly.

From time to time, MJ SMSF Solutions may publish information about specific financial products or services that facilitate access to certain financial products. However, we do not endorse, recommend, or confirm the suitability of any financial product or service mentioned on our website or social media platforms. This includes any financial product for which MJ SMSF Solutions provides services at a discounted or preferential fee due to the use of that product, service, or account. While using specific accounts or service providers is not mandatory to be a client of MJ SMSF Solutions, the types of accounts, investments, and service providers you choose for your SMSF may impact the fees associated with your SMSF.

Where MJ SMSF Solutions provides information related to a financial product or service that integrates with our company, such information is purely factual regarding the operation of the account or service and how data or reporting information is made available to us. Before making any decisions regarding financial products for your SMSF, you should obtain and review the relevant Product Disclosure Statement (PDS) and consider its contents carefully. Since financial product providers frequently update their offerings, MJ SMSF Solutions cannot accept responsibility for outdated or inaccurate information presented on this website or through our social media channels.

MJ SMSF Solutions is an accounting and administration service provider for SMSF trustees across Australia. Liability is limited by a scheme approved under Professional Standards Legislation.