Introduction

Equity Trustees Limited is committed to protecting your privacy and your personal information and aims to maintain a high standard of compliance with the Commonwealth Privacy Act 1988.

This Privacy Statement describes:

• the manner in which Equity Trustees Limited collects your personal information;
• the main purposes for which we use that information;
• how you can access or update any personal information that we hold about you; and
• how to contact us.

Your personal information

Equity Trustees Limited may collect any of the following information about you:

• gender, date of birth and nominated beneficiaries;
• contact details;
• employment details such as your salary, superannuation contributions and employment status;
• accounting records;
• Tax File Number and taxation records;
• statements of financial position regarding assets and liabilities;
• attitudes to investment risks;
• estate planning related information for example next of kin and family details; and
• charitable foundation related information.

We may also need to ask you for other personal information to enable us to provide you with an appropriate level of service.

How we collect personal information

When you become a client of Equity Trustees Limited, most of the personal information about you is collected by us either directly from you or indirectly from your accounting, taxation, investment, estate or legal advisers.

How we use your personal information

Any personal information we collect may be used to:

• verify your identity;
• assist you in finding the appropriate products and services to meet your needs;
• help us administer and improve our products and services; or
• any other purpose related to providing you with our products and services; and
• provide you with updates and other information about our activities and general promotional material which we believe may be of interest to you.

If you do not wish Equity Trustees Limited to promote and market its products and services to you, please call (03) 8623 5000.

When we disclose your personal information to third parties

There are some instances when we need to provide your personal information to third parties. Sometimes we need to outsource some of our administrative and related functions to external organisations. We may also need to seek assistance from lawyers, auditors and other advisors.

Similarly, we may need to provide details of your personal information to your own financial advisors, brokers or other professionals who are acting for you. We may also need to provide your details to the Australian Taxation Office and other government bodies as required by law.

We do not sell your personal details to other organisations. We may however use the information about you to assist us with internal marketing and research.

Help us to ensure that we hold accurate information

Equity Trustees Limited takes all reasonable precautions to ensure that the personal information it collects, uses and discloses is held securely, is accurate, complete and up-to-date. However, the accuracy of that information depends to a large extent on the information that you provide.

Therefore, we recommend that you:

• advise Equity Trustees Limited if there are any errors in your personal information; and
• update us on any changes to your personal information such as change of name or address.

You can access your personal information

You have a right to access your personal information held by us, subject to some exceptions allowed by law. If you wish to access your personal information, please make a request in writing and send it to:

Privacy Officer
Equity Trustees Limited
Level 2
575 Bourke Street
MELBOURNE VIC 3000

We may charge you a reasonable fee to recover our costs for providing access based on the quantity of material and time involved in providing access.

How to contact us

If you have any questions in relation to privacy please contact the Privacy Officer on (03) 8623 5000 from 9.00am to 5.00pm (Melbourne time), Monday to Friday.

You can also write to us at the address listed or contact us by facsimile on (03) 8623 5200.