Privacy Policy

Privacy Policy

Since December 2001, Federal legislation has imposed new privacy obligations on the private sector. Heffron is committed to best practice in complying with these obligations and has formulated a privacy policy that details our approach to the collection, use, disclosure and storage of personal information.

Collection of personal information

Personal information is collected from individuals and their advisors for the purpose of performing the superannuation related services detailed elsewhere in this website. The information is collected via written forms and applications, by electronic means and verbally.

The information collected may include:

Name, address, date and place of birth
Tax File Number
Employment details
Financial information such as bank account details and investment details.

Use of personal information

Heffron use the personal information supplied in order to provide the superannuation services we offer. Heffron does not disclose personal information for any other purpose.

Disclosure of personal information

Personal information is not provided to any entity other than in direct relation to the provision of the services for which you engage Heffron. These entities include the Australian Taxation Office, Australian Securities and Investment Commission, Auditors of the Superannuation Fund and other authorised professional representatives such as Solicitors, Accountants and Financial Planners.

Storage of personal information

Personal information is stored electronically by Heffron and is protected by a range of security measures including:

Security monitored and alarmed office
Password controlled and restricted access to electronically stored personal information
Confidentiality agreements signed by all staff.

Heffron also holds some physical records which are stored in a dedicated storage facility which is also security monitored and alarmed.

Access to personal information

Access to your personal information may be obtained by contacting The Privacy Officer in the following ways:

Amendments to your personal information may be made by telephone, in writing or by email.

What if you do not wish to provide personal information?

The nature of the services provided by Heffron is that certain personal information is required in order to ensure that the best taxation outcome is achieved for the individual and/or their Superannuation Fund. Failure to provide the information may compromise the ability of Heffron to achieve this goal.

Any questions?

Should you have any questions in relation to our Privacy Policy, please contact the Privacy Officer at the contact details above.