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SMSF Super Essentials Pty Ltd


Address:  The Terraces 1 Iolanthe St, Campbelltown NSW 2560

Phone:  (02) 4625 4944

1. Introduction

SMSF Super Essentials Pty Ltd ("we", "us", or "our") is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information.

2. Data Collection

We may collect the following types of data:
  • Personal data, such as your name, contact details, and banking information.
  • Data about your activities on our website and usage of our services.
  • Information you provide when interacting with us, including requests for information or support.
3. Use of Data

We use your personal data for the following purposes:
  • Processing and fulfilling requests for our services.
  • Improving the quality of our services and customer interactions.
  • Providing you with information about our products and services that may interest you.
  • Complying with legal and regulatory requirements.
4. Disclosure of Data

We may disclose your personal data:
  • To our partners and service providers who assist us in delivering our services.
  • When required to comply with legal obligations or requests from government authorities.
  • In the event of a sale, merger, or transfer of the business or its assets.
5. Data Security

We take reasonable measures to protect your personal data from unauthorized access, loss, or disclosure. However, despite our efforts, we cannot guarantee complete security of data transmitted over the internet.

6. Your Rights

You have the right to:
  • Request access to your personal data.
  • Correct inaccurate or incomplete data.
  • Request deletion of your data under certain conditions.
Withdraw your consent to data processing, where applicable.

7. Changes to the Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on our website, and we will notify you if necessary.

8. No Financial Advice

SMSF Super Essentials Pty Ltd does not provide financial adviceAll information contained on this website is provided as an information service only and, therefore, does not constitute, and should not be relied upon as, financial product advice. None of the information provided takes into account your personal objectives, financial situation, or needs, and you will need to make your own decision about how to proceed.

Alternatively, for financial product advice that considers your particular objectives, financial situation, or needs, you should seek financial advice from an Australian Financial Services licensee before making a financial decision. If you would like a referral to a licensed financial adviser, please contact us, and we can arrange a referral.

9. Financial Products

SMSF Super Essentials Pty Ltd does not recommend any financial productsSMSF Super Essentials Pty Ltd does not hold an Australian Financial Services Licence (AFSL), nor is our company, nor are any of our employees or directors authorised representatives of an AFSL. We do not provide financial product advice or recommend any financial products explicitly or implicitly.

From time to time, SMSF Super Essentials Pty Ltd may produce information or content about specific financial products or services that enable access to particular financial products; however, we do not recommend, endorse, or confirm as suitable any financial product or service featured on the SMSF Super Essentials Pty Ltd website or social media assets.

This condition explicitly applies to any financial product where SMSF Super Essentials Pty Ltd provides services at a discount or preferential fee due to using those products, services, or accounts. It is not compulsory to use a specific account, platform, or service provider to be a client of SMSF Super Essentials Pty Ltd; however, the types of accounts, investments, and service providers you use for your SMSF will determine the quantum of work involved in completing your annual compliance work and therefore the fees your SMSF is charged.

Where SMSF Super Essentials Pty Ltd provides information about a financial product or service supported by or integrated with SMSF Super Essentials Pty Ltd, the information is factual only about the operation of the account, platform, or service and how data or reporting information is made available to us. Any information is not intended to influence your decision to use that product

Before deciding on any financial product for your SMSF, you should obtain a Product Disclosure Statement (PDS) and/or Target Market Determination (TMD) relating to that product and consider the PDS before making any decision. As financial product and solution providers frequently make changes to their products and services, SMSF Super Essentials Pty Ltd cannot accept any responsibility for any outdated or inaccurate information provided on this website or via social media assets.

You should also consider seeking advice from a licensed financial adviser before deciding on a financial product. This includes cash products provided by institutions such as Macquarie, ANZ, and any other financial entity.

10. Contact Information

If you have any questions or requests regarding this Privacy Policy, please contact us at:

SMSF Super Essentials Pty Ltd
The Terraces 1 Iolanthe St, Campbelltown NSW 2560
Phone:  (02) 4625 4944

Contact Us

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 takes into account your personal objectives, financial situation, or needs, and you will need to make your own decision about how to proceed. For financial product advice that considers your specific objectives, financial situation, or needs, you should consult an Australian Financial Services licensee before making any financial decisions.

SMSF Super Essentials Pty Ltd 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, SMSF Super Essentials Pty Ltd may produce information or content about specific financial products or services that grant access to certain financial products. However, we do not recommend, endorse, or confirm as suitable any financial product or service featured on the SMSF Super Essentials Pty Ltd website or social media assets. This specifically applies to any financial product for which SMSF Super Essentials Pty Ltd provides services at a discounted or preferential fee due to the use of those products, services, or accounts. It is not mandatory to use a specific account or service provider to be a client of SMSF Super Essentials Pty Ltd; however, the types of accounts, investments, and service providers you use for your SMSF will determine the fees charged to your SMSF.

Where SMSF Super Essentials Pty Ltd provides information related to a financial product or service supported by or integrated with our company, the information is factual only about the operation of the account or service and how data or reporting information is made available to us. Before making a decision regarding any financial product for your SMSF, you should obtain and review the Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decisions. As financial product and solution providers frequently update their products and services, SMSF Super Essentials Pty Ltd cannot accept any responsibility for outdated or inaccurate information provided on this website or via social media assets.

SMSF Super Essentials Pty Ltd is accounting firm serving SMSF trustees across Australia. Liability is limited by a scheme approved under Professional Standards Legislation.