Privacy Policy

Privacy with Health Super Financial Services

Health Super Financial Services Pty Ltd is regulated by the amended Privacy Act 1988 (“the Privacy Act”), and the Health Records Act 2001 (Vic.) (“the Health Records Act”), which establish new rules for the collection and use of personal information, and health information respectively. These new rules are in force from 21 December 2001 under the Privacy Act and from 1 July 2002 under the Health Records Act. “Personal information” includes sensitive information and health information.

HSFS is generally required to obtain consent before it collects any sensitive or health information from clients. So that your consent will be informed, and pursuant to the National Privacy Principles (“NPPs”) contained in the Privacy Act, we supply the following “Collection Notice” for your information.

This notice sets out:

  • the purpose for the collection of information;
  • the organisations to which we disclose information;
  • the consequences if information is not provided;
  • our contact details;
  • access details; and
  • how information is collected.

HSFS has also compiled a detailed statement, which provides more information about how HSFS handles your personal, sensitive and health information. This statement is available on request. However, if you would prefer, we have a shorter statement, which is a concise summary of the previous statement.

The Health Super Financial Services Collection Notice For Personal, Sensitive and Health Information

1. Health Super Financial Services is licenced under the Australian Financial Services Licencing regime (Australian Financial Services Licence No 240019).

2. In collecting personal, sensitive and health information about you, HSFS’s primary purpose is to:

  • establish you as a client; 
  • prepare a financial plan; 
  • administer and invest your assets; 
  • provide information to you about investments and strategies; and 
  • provide financial services and advice to you.

3. There are some instances in which HSFS may need to disclose your personal, sensitive and health information to others. For example, disclosure may be made to: insurers, underwriters, professional advisors, auditors, actuaries, regulatory authorities, approved dispute resolution bodies; financial institutions and mail houses. Confidentiality and privacy are important concerns to HSFS and every effort is made to ensure that this is reflected in the handling of your personal, sensitive and health information by third parties.

HSFS may also be required to disclose details of your personal, sensitive and health information in some other circumstances where disclosure is expressly required by law such as to the Australian Taxation Office, Centrelink or to the Australian Securities and Investments Commission.

4. If information is not provided, or is incomplete or inaccurate, depending on the nature of that information, it may:

  • delay provision of financial advice or services;
  • result in you paying more tax than may otherwise apply; 
  • result in the provision of inappropriate financial advice or services; and 
  • prevent us from being able to contact you.

5. HSFS can be contacted by phone, fax, email or in writing.

You will, in most cases, be able to access the personal, sensitive and health information that we hold about you by either making an appointment to come into our office to view it personally, or by calling to request a copy of information held by us.

There are exceptions to the general requirement to allow you access to your personal, sensitive or health information. Where HSFS believes that the information that you request is in one of the limited exceptions, HSFS will, where possible use an agreed intermediary as an alternative to complete denial of access. There will be no charges to clients for access to personal information.