Last updated: September 2026

1. About This Privacy Policy

Simple Auditing respects your privacy and is committed to handling personal information responsibly.

This Privacy Policy explains generally how we collect, use, disclose and handle personal information in connection with our website and SMSF audit services.

2. Collection of Personal Information

We may collect personal information that is reasonably necessary for our business activities and the provision of our services.

This may include your name, contact details, business or organisation details, information provided through our website or communications with us, and personal, financial or other information contained in documentation provided in connection with an SMSF audit engagement.

We may collect personal information directly from you or from accountants, SMSF administrators, trustees or other persons involved in an SMSF audit engagement.

3. Use of Personal Information

We may use personal information to:

• respond to enquiries and requests for quotes;

• provide and administer SMSF audit services;

• communicate about audit engagements, documentation and queries;

• manage our business and professional relationships;

• maintain appropriate business and professional records; and

• meet applicable legal, regulatory and professional requirements.

We generally use personal information for the purposes for which it was collected, or for related purposes that would reasonably be expected. We may also use personal information for other purposes where you have consented or where permitted or required by law.

4. Disclosure of Personal Information

We may disclose or make personal information available where reasonably necessary to provide our services, operate our business, or meet applicable legal, regulatory or professional requirements.

This may include disclosure to technology, communications, cloud storage, document-sharing and other service providers used in connection with our business and services.

We do not sell personal information.

5. Access to and Correction of Personal Information

You may contact us to request access to personal information we hold about you or to request correction of information you believe is inaccurate, incomplete or out of date.

We may need to verify your identity before responding to a request.

6. Data Security

We take reasonable steps appropriate to our circumstances to protect personal information in our possession or control from misuse, interference, loss, and unauthorised access, modification or disclosure.

Personal information may be stored or handled using third-party technology and service providers used in connection with our business.

7. Privacy Enquiries and Complaints

If you have a question, concern or complaint about how we handle your personal information, please contact us using the details below.

We will consider your enquiry or complaint and respond as appropriate in the circumstances.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. The current version will be made available on our website.

9. How to Contact Us

Simple Auditing

PO BOX 766

Camberwell South VIC 3124

Australia

Phone: 1300 810 806

Email: info@simpleauditing.com.au