Privacy Statement

eo Financial Services Pty Ltd (eoFS) (ABN 57 103 181 844) (eoFS, we or us) provides services for superannuation trustees, company boards, employers and associations.

Our privacy obligations

eoFS has an obligation to comply with the Privacy Act 1988 (the Act) and the incorporated National Privacy Principles (NPPs) which regulate the appropriate collection, holding, use, correction, disclosure and transfer of personal information by private sector organisations.

eo Financial Services Pty Ltd and eo Pty Ltd

eoFS has an agreement with eo Pty Ltd (eoPL) (ABN 53 000 013 276) which provides financial services under Australian Financial Services Licence (AFSL) 232501. eoFS has an agreement with eoPL under which eoFS provides human and technical resources to eoPL. eoFS and eoPL are related companies and so are permitted under the Act to share personal information with each other, provided there is a common purpose.

eoFS and eoPL collect personal information on behalf of their clients, but are obliged to only collect and use information that is necessary for one or more of their functions or activities.

Why we collect personal information

The primary purpose for eoFS to collect personal information is to provide the following services to its clients: product development, secretarial, secretariat, management of regulatory compliance, general management, premises and monitoring of other third party service arrangements.

The primary purpose for eoPL to collect personal information is to provide general advice services.

What happens if we do not collect personal information

If we do not collect your Personal Information or if you provide inaccurate or incomplete information, eoFS and eoPL may not be able to deliver or complete services to its clients or to you on their behalf.

How we use, disclose and handle personal information

eoFS or eoPL may also disclose personal information to contracted third parties, only as necessary to provide services to our clients or on their behalf. eoPL and eoFS may also be required to provide information to government agencies such as the Australian Prudential Regulation Authority (APRA), Australian Taxation Office (ATO), the Australian Securities & Investments Commission (ASIC) and Superannuation Complaints Tribunal (SCT) where expressly required by law.

Otherwise, personal information is only disclosed to individuals or their authorised representatives. You have certain rights regarding your personal information, including the right to access and correct that information and the right to complain about any breaches of the Act.

We dispose of personal information with care, either shredding it or sending it for recycling where it is treated as confidential.

Inquiries and requests

For further information concerning privacy or to request access to or changes to personal information, contact:

eo Financial Services
GPO Box 1756
Melbourne Victoria 3001

Phone: 03 8605 4400
Fax: 03 8605 4499
Email:

We retain the right to charge a reasonable fee to cover the cost of providing personal information.

Requests for access will be answered within one month of receipt.

Complaints

To make a complaint about eoFS' privacy practices, contact:

Compliance Manager
eo Financial Services
GPO Box 1756
Melbourne Victoria 3001

Phone: 03 8605 4450
Fax: 03 8605 4499
Email:

If after raising a concern with us about privacy, a person feels that the matter has not been dealt with adequately, then they may contact the Privacy Commissioner.
The Privacy Commissioner's contact details are:

GPO Box 5218
Sydney NSW 1042

Phone: 1300 363 992
Fax: 02 9284 9666
Email: