Privacy Policy

Information we collect

To establish and administer your SMSF, we collect: your name and contact details; your Tax File Number (TFN); your date of birth; your residential address; and details of your fund's members, trustee structure, and investments. We do not collect or store your bank account number or BSB — direct debit authorisations are set up on our payment provider's own secure page, and we keep only a reference to the authorisation.

How we use your Tax File Number

Your TFN is collected and used only for purposes permitted under the Tax File Number Guidelines 2011, including SMSF registration, ATO reporting, and fund administration. We do not use your TFN for any other purpose, and we do not disclose it except where required or permitted by law.

Who we share your information with

We share your information with: Class (our SMSF administration software provider, who processes your fund's financial data); your fund's independent SMSF auditor (required annually under the SIS Act); and, where applicable, NowInfinity (our document generation and e-signature provider) to prepare your trust deed and related paperwork. We do not sell your information, and we do not share it with any bank, broker or platform for commission or referral purposes.

Identity verification and AML/CTF screening

As part of onboarding we collect identity information for each trustee, director and member: the type of identity document (for example, a driver licence or passport), the document number, and an uploaded image of the document. We are legally required to collect this information to complete customer due diligence under Australia's anti-money laundering and counter-terrorism financing (AML/CTF) obligations.

We also screen the names and dates of birth you provide against the Australian Government's DFAT Consolidated List of sanctioned persons and entities, as required for sanctions compliance.

Identity verification records — including uploaded document images and screening results — are stored securely using bank-level encryption, retained for 7 years as required by law, and are not shared beyond what is required for compliance purposes.

How we store and protect your information

Your information is stored using bank-level encryption, both in transit and at rest, across the systems we and our named service providers operate, including Class. Access is restricted to staff who need it to administer your fund.

Your rights

You can ask us to access or correct the personal information we hold about you at any time. Contact us through the support options on our website.

Complaints

If you're unhappy with how we've handled your personal information, contact us first so we can try to resolve it. If you're not satisfied with our response, you can lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.

Responsible entity

This website and the services described on it are provided by Antill Business Accountants Pty Ltd, ABN 83 122 234 333, trading as Reign Super.