Our commitment to your privacy
SMSFcentral Pty Ltd (ABN 81 611 115 505) (“SMSFcentral”, “we”, “us”) provides tax, compliance and administration services for self-managed superannuation funds. We are committed to protecting the personal information entrusted to us and to handling it in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).
This policy explains what information we collect, why we collect it, who we share it with, how we keep it secure, and how you can access or correct it.
What we collect
The personal information we collect depends on how you deal with us:
- Contact details — your name, email address, phone number and postal address when you enquire with us, book a call, or become a client.
- Fund and member information — where we administer your SMSF (or your client’s SMSF), we collect the information needed to perform that work: trustee and member names, dates of birth, tax file numbers, contact details, bank account and investment details, contribution and pension records, trust deeds and other fund documents.
- Adviser details — where you are a financial adviser working with us, your name, licensee details, contact information and the funds you advise.
- Website analytics — anonymised usage data about how visitors use our website (pages viewed, approximate location, device and browser type), collected via cookies.
Why we collect it
- To provide SMSF administration, tax and compliance services — preparing financial statements, annual returns, member statements and regulatory lodgments.
- To respond to your enquiries and manage our relationship with you.
- To meet our legal obligations, including obligations to the Australian Taxation Office (ATO) and under superannuation and tax law.
- To improve our website and services.
We do not sell personal information, and we do not use fund or member data for marketing.
Who we share it with
We only disclose personal information where it is necessary to deliver our services or where the law requires it. The third parties we work with are:
- SMSF administration platforms — specialist SMSF administration platforms such as Class, BGL Simple Fund 360 or NowInfinity, which we use to process fund accounting, documents and lodgments.
- Independent SMSF auditors — every SMSF must be audited annually by an approved independent auditor, who receives the fund records needed to complete the audit.
- The ATO — we lodge annual returns and other statutory reports as required by law.
- Google Analytics 4 — anonymised website usage statistics.
- Cloudflare — hosting, content delivery and security services for our website.
- Email providers — the email services we use to communicate with you.
Some service providers may store data on servers located outside Australia. Where that occurs, we take reasonable steps to ensure the provider handles personal information consistently with the APPs.
How we keep it secure
We take reasonable steps to protect personal information from misuse, interference, loss, and unauthorised access, modification or disclosure. These steps include encrypted connections (TLS) to our website and portals, access controls limiting fund data to the staff who need it, secure cloud platforms with their own certified security programs, and regular backups.
How long we keep it
Superannuation law requires SMSF records to be kept for minimum periods — generally five years for accounting records, statements and tax records, and up to ten years for trustee minutes and member reports. We retain fund records for at least these statutory periods. When information is no longer required, we take reasonable steps to destroy or de-identify it.
Access and correction
You may request access to the personal information we hold about you, and ask us to correct it if it is inaccurate, out of date or incomplete. Contact us using the details below and we will respond within a reasonable time. There is no charge for making a request.
Complaints
If you believe we have mishandled your personal information, please contact us first and we will investigate and respond, usually within 30 days. If you are not satisfied with our response, you can complain to the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au or by calling 1300 363 992.
Contact us
Privacy questions, access requests and complaints can be directed to:
SMSFcentral Pty Ltd
Level 4/1 James Place, North Sydney NSW 2060
[email protected] · 02 8412 0086
Last updated: 12 June 2026