Tasplan's privacy collection statement

Tasplan Pty Ltd (known as ‘Tasplan’, ‘us’ or ‘we’) is committed to providing you with the highest levels of customer service. This includes protecting your privacy.

This Privacy collection statement tells you how we collect your information, what we use it for and who we share it with.

This Privacy collection statement only applies to Tasplan Pty Ltd and its subsidiary companies, Quadrant First Pty Ltd (ABN 78 102 167 877) and QT Investment Management Pty Ltd (ABN 82 067 516 938).

You can print a copy of our Privacy collection statement or you can request a hard copy free of charge, just call 1800 005 166.

How we collect your information

Where possible, we’ll collect your personal information directly from you. However, sometimes we need to collect your personal information from third parties, such as your employer, previous super fund, or other representative authorised by you. 

Instances of when we may need to do this include:

  • if we don’t have your personal information, including your name, date of birth, address, contact numbers, email address and tax file number. These can be provided by your employer to enable us to accept, and process, your super contributions and maintain your account.
  • your tax file number may be provided, confirmed or corrected by the Australian Taxation Office to reduce tax paid on your contributions, ensure your eligibility for government super incentives and to allow you to make personal super contributions. This will also make it easier for you to keep track of your super and combine your accounts.
  • if we’re unable to reach you and we rely on publicly available information to update your contact details from the Australian Taxation Office, other super entities and third parties where it’s necessary for the administration of your account.

How we use your information

We use your information to provide you with the product or service you asked for, and for other purposes including to:

  • open and administer your account, and keep you informed about your super, insurance and opportunities available to you as a Fund member
  • ensure you’re eligible for products and services, including insurance
  • provide you with information about super and other related services
  • manage and resolve complaints
  • report information to courts/tribunals, government agencies or regulatory bodies/authorities we’re required to by regulation or law
  • help you locate and combine your super accounts and check if you’ve lost super, when you ask us to
  • undertake market research, member data analysis and direct marketing activities.

What happens if you don’t provide your information to us?

If we can’t collect information from you, we may not be able to:

  • provide you with the product or service you want
  • appropriately manage or administer your product or service
  • let you know about other products or services that might better meet your financial, e-commerce and lifestyle needs.

Sharing your information

There are instances where we need to give your personal information to third parties, though there are strict controls on how they can use this information. The types of organisations to which we may disclose your personal information include:

  • printing and mailing companies - organisations contracted to print, mail and/or email items for us
  • archiving companies - organisations contracted to ensure that all documents are stored in a secure environment
  • actuaries, accountants, auditors, legal advisors and regulators - organisations that ensure we’re complying with legislation and contractual obligations
  • insurance companies and underwriters - organisations that provide insurance cover for our members
  • medical practitioners and other service providers that assist us with the assessment of claims
  • custodians and investment managers – organisations responsible for managing our investments
  • marketing and research companies – organisations that conduct member data analysis and research
  • IT services – organisations maintaining our information technology systems and providing information technology services
  • service providers that cross match your personal details with other super funds to help locate any other super accounts in your name
  • your spouse or former spouse, to the extent required by law
  • if you die while you’re a member we may share details about your super and insurance with your dependants, legal personal representative or power of attorney as appropriate. The information we share may include the names of your nominated beneficiaries, your account balance and any insurance amount payable
  • any fund to which your benefit is to be transferred or rolled over, including the administrator of that fund
  • relevant government organisations including the Australian Taxation Office, the Australian Prudential Regulation Authority, the Australian Transaction Reports and Analysis Centre, the Australian Securities and Investment Commission, the Superannuation Complaints Tribunal, the Financial Services Ombudsman, the Courts and any other bodies or persons where it is required by law.

These organisations may transfer your personal information to organisations located outside Australia (overseas recipients).

An instance where your information may be accessed by an overseas service provider is to deliver some marketing emails – only your name, member number and email address will be shared with the service provider. These services are provided by MailChimp out of the USA.

Accessing your information

Our Privacy policy provides you with information about how you may access and change your personal information held by us.

Complaints

If you have a complaint about a privacy issue, tell us about it. You can find out how to make a complaint and how we deal with these complaints by reading our Privacy policy available at tasplan.com.au/privacy-policy or call us 1800 005 166, and we’ll send you a copy.

Contact us

We care about your privacy. Contact us if you have any questions or comments about our privacy policies and procedures. We welcome your feedback.

You can contact us in one of the following ways:

Head office Level 8, 188 Collins Street
Hobart TAS 7000
Postal address Complaints Officer
GPO Box 1547
Hobart TAS 7001
Phone 1800 005 166
Email info@tasplan.com.au

Our Privacy collection statement and Privacy policy may change from time-to-time. The latest versions are available at tasplan.com.au/privacy-policy or call us and we'll send you a copy.

Document last updated on 2 July 2018.