Privacy Policy — Vincze Commercial Pty Ltd

1. Introduction

At Vincze Commercial Pty Ltd (we, us, our), we are committed to protecting your personal information. This policy explains how we collect, use, disclose, and secure your data during your interactions with us — whether you're exploring investing in commercial property via SMSF or seeking strategic advice.

2. What Information We Collect

Personal information: name, email address, phone number, address, ABN/TFN, financial details, superannuation balances.

Professional details: occupation, industry, business structure (for SMSF and leasing purposes).

Communications: content of emails, messages, quizzes, consultations and recordings (if consented).

3. How We Use Your Information

We use your personal information to:

Assess eligibility for SMSF commercial property investment.

Facilitate advice sessions and structure SMSF and lease documents.

Process rollovers, loan arrangements, and liaise with SMSF advisors, accountants, legal professionals.

Communicate updates, market insights, events, and compliance reminders.

We never share your data for marketing or profiling without your consent.

4. Disclosure of Personal Information

We may share your information with:

Licensed SMSF advisors, accountants, and lawyers to establish your SMSF and ensure ATO compliance.

Property finance providers for arranging limited recourse borrowing (LRBA loan).

Relevant government or regulatory bodies (e.g. ATO or ASIC) as required by law or regulation.

Professional service providers, such as auditors, valuation firms, and property managers engaged for SMSF compliance and administration.

We will not disclose your personal information to unrelated third parties for marketing or promotional purposes.

5. Data Storage & Security

Your data is stored securely, in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs) We implement reasonable safeguards — including encryption, secure servers, and restricted access — to prevent unauthorised access, loss, or misuse.

6. Access and Correction

You may request access to personal data we hold about you or request corrections at any time. We respond within a reasonable timeframe and assist as required.

7. Handling Complaints

If you have any concerns about how we’ve handled your data, please contact us. We will promptly investigate and aim to resolve complaints within a reasonable period.

8. SMSF‑specific Protection and Compliance

When working with SMSFs, we ensure compliance with ATO requirements and superannuation law. We collect only what’s necessary to:

Establish your SMSF trust structure and bare trust

Facilitate LRBA documents and loan arrangements

Prepare Investment Strategy documentation and compliance statements

Support annual audit, valuations, rent collection and reporting responsibilities

We treat all SMSF-related information as highly sensitive and maintain confidentiality in accordance with regulatory expectations

9. Legal Disclaimer

This Privacy Policy does not constitute financial, tax, or legal advice. SMSF compliance is governed by the Superannuation Industry (Supervision) Act 1993 (SIS) and other related legislation. We strongly recommend consulting a licensed SMSF adviser, accountant, or legal professional before making any investment decisions.

10. Changes to This Policy

We may update this policy from time to time to reflect legal changes or business needs. A revised version will be posted on our website with an updated effective date.

Contact Us

Vincze Commercial Pty Ltd
ABN:
Address: 87 Queens Bridge St Southbank Vic 3006
Email: [email protected]
Phone: 0422 231 865