Privacy Policy

Last Updated: May 22, 2026

1. Introduction

AurenzaTrustPro ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website or use our services.

This policy complies with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth).

2. Information We Collect

2.1 Personal Information

We collect information that identifies you as an individual, including:

• Name and contact details (email address, postal address)
• Financial information related to trust administration
• Tax file numbers and other identification numbers
• Details about your assets, beneficiaries, and trust structures
• Communication preferences

2.2 Automatically Collected Information

When you visit our website, we automatically collect:

• IP address and device information
• Browser type and version
• Pages visited and time spent on pages
• Referring website addresses

3. How We Use Your Information

We use your personal information to:

• Provide trust administration and fiduciary services
• Communicate with you about your account and services
• Comply with legal and regulatory obligations
• Prepare tax returns and financial statements
• Improve our services and website functionality
• Send important notices about changes to our services

4. Information Sharing and Disclosure

We may share your information with:

• Professional advisors (lawyers, accountants, auditors) as necessary for service delivery
• Government agencies (ATO, ASIC) as required by law
• Service providers who assist in our operations (subject to confidentiality agreements)
• Courts or regulatory authorities when legally required

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

• Encryption of sensitive data in transit and at rest
• Regular security assessments and audits
• Access controls and authentication procedures
• Staff training on data protection obligations

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy and to comply with legal obligations. Trust-related records are typically retained for seven years after the conclusion of our services, or longer if required by law.

7. Your Rights

Under Australian privacy law, you have the right to:

• Access your personal information that we hold
• Request correction of inaccurate or incomplete information
• Request deletion of your information (subject to legal retention requirements)
• Opt out of marketing communications
• Lodge a complaint with the Office of the Australian Information Commissioner

8. International Data Transfers

Your information is stored on servers located in Australia. We do not transfer personal information outside of Australia without appropriate safeguards and your consent.

9. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your browsing experience. You can control cookie preferences through your browser settings. For more information, see our Cookies Policy.

10. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child, we will take steps to delete it.

11. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website and updating the "Last Updated" date.

12. Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:

Privacy Officer
AurenzaTrustPro
Level 14, 127 Creek Street
Brisbane QLD 4000
Email: [email protected]