This Privacy Policy applies to Robust Advisory Pty Ltd (ABN 68 662 738 043) trading as Wise SMSF Audits ("Wise SMSF Audits", "we", "our", or "us").
We are committed to protecting the privacy and confidentiality of personal information that we collect, hold, use and disclose in connection with our SMSF audit and related professional services.
We handle personal information in accordance with the Privacy Act 1988 (Cth) and the
By using our website, engaging our services, corresponding with us, or providing personal information to us, you agree to the collection, use and disclosure of your personal information in accordance with this Privacy Policy.
We may collect personal information that is reasonably necessary to provide our services, including:
When you visit our website we may collect:
We may collect personal information directly from:
We may also collect information from publicly available sources or third parties when authorised by you or where permitted by law.
In some circumstances we may collect information that is considered sensitive information under privacy laws.
We will only collect sensitive information where:
We take reasonable steps to protect sensitive information from misuse, interference, loss, unauthorised access, modification or disclosure.
We collect, hold, use and disclose personal information for purposes including:
We may disclose personal information to:
We do not sell personal information.
Some service providers or contractors assisting us may be located outside Australia, including India.
Where personal information is disclosed overseas, we take reasonable steps to ensure that:
We remain committed to protecting personal information regardless of where processing occurs.
To provide our services efficiently and securely, we may use cloud-based software and technology platforms operated by reputable third-party providers.
Personal information may be stored using secure platforms hosted within Australia and, in some cases, overseas depending on the infrastructure of the relevant provider.
These providers may include:
We take reasonable steps to ensure these providers maintain appropriate security standards.
We take reasonable steps to protect personal information from:
Our security measures may include:
Despite these measures, no method of electronic transmission or storage can be guaranteed completely secure.
We retain personal information only for as long as reasonably necessary to:
Audit files and related records may be retained for periods required under applicable legislation, professional standards and regulatory obligations.
When information is no longer required, we take reasonable steps to securely destroy or de-identify it.
Our website may use cookies, analytics tools and similar technologies to:
Information collected may include:
You may disable cookies through your browser settings, although certain website features may not function correctly.
From time to time we may send information about:
You may opt out of receiving marketing communications at any time by contacting us or using the unsubscribe functionality included in our communications.
We do not use sensitive information for direct marketing purposes without consent.
You may request access to personal information we hold about you.
We will respond to requests within a reasonable period and may require verification of identity prior to granting access.
Access may be refused where permitted by law.
If you believe personal information, we hold about you is inaccurate, incomplete, outdated, misleading or incorrect, please contact us.
We will take reasonable steps to investigate and correct information where appropriate.
Where practical and lawful, you may interact with us anonymously or using a pseudonym.
However, due to the nature of SMSF audit services, this will generally not be possible when we are engaged to perform professional services.
Failure to provide requested information may prevent us from providing our services.
SMSF audit reports are prepared based on information and documentation supplied by trustees and/or their authorised representatives.
Trustees are responsible for ensuring that all information and documentation provided to us is complete, accurate and current.
Wise SMSF Audits is not responsible for errors, omissions or conclusions arising from inaccurate, incomplete or misleading information supplied by trustees, members or authorised representatives.
Our services are performed in accordance with applicable auditing standards, professional requirements and legislative obligations.
If you believe we have breached your privacy or mishandled your personal information, please contact our Privacy Officer.
We will investigate the matter and respond within a reasonable period.
Privacy Officer
Robust Advisory Pty Ltd (ABN 68 662 738 043)
Trading as Wise SMSF Audits
Director: Jayni Patel
📧 weare@wiseaudits.com.au
📞 0426 900 339
If you are dissatisfied with our response to a privacy complaint, you may contact:
Office of the Australian Information Commissioner (OAIC)
Website: https://www.oaic.gov.au
Phone: 1300 363 992
We may update this Privacy Policy from time to time to reflect changes in our business practices, technologies, legal obligations or regulatory requirements.
The current version will always be available on our website and will take effect upon publication.