Privacy Policy

Last updated: January 2024

Introduction

AurenzaTrustPro ("we", "our", or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage our services.

We comply with the Australian Privacy Principles contained in the Privacy Act 1988 (Cth) and, where applicable, the General Data Protection Regulation (GDPR) for our European clients.

Information We Collect

Personal Information

We may collect the following types of personal information:

• Name and contact details (email address, postal address)
• Financial information relevant to estate planning
• Family structure and beneficiary details
• Business ownership information
• Tax file numbers and superannuation details (where necessary for service delivery)

Automatically Collected Information

When you visit our website, we may automatically collect:

• IP address and browser type
• Pages visited and time spent on each page
• Referring website addresses
• Device information

How We Use Your Information

We use collected information for the following purposes:

• To provide our estate planning and trust administration services
• To communicate with you about your enquiries and our services
• To improve our website and service offerings
• To comply with legal and regulatory obligations
• To send you relevant information about our services (with your consent)

Information Sharing and Disclosure

We do not sell your personal information. We may share your information with:

• Professional service providers assisting with your estate plan (solicitors, accountants)
• Government agencies as required by law
• Third-party service providers who assist our operations (under strict confidentiality agreements)

Data Security

We implement appropriate technical and organisational measures to protect your personal information, including:

• Encryption of sensitive data in transit and at rest
• Access controls limiting staff access to personal information
• Regular security assessments and updates
• Secure document storage and disposal procedures

Data Retention

We retain personal information for as long as necessary to fulfil the purposes for which it was collected, or as required by law. Estate planning documents and related records are typically retained for a minimum of seven years after the conclusion of our engagement.

Your Rights

You have the right to:

• Access the personal information we hold about you
• Request correction of inaccurate information
• Request deletion of your information (subject to legal retention requirements)
• Opt out of marketing communications
• Lodge a complaint with the Office of the Australian Information Commissioner

Cookies

Our website uses cookies to enhance your browsing experience. For detailed information about our cookie practices, please see our Cookie Policy.

Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.

Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by a revised "Last updated" date. We encourage you to review this policy periodically.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your rights, please contact us:

AurenzaTrustPro
Level 18, 123 Collins Street
Melbourne VIC 3000
Email: [email protected]