Privacy Policy

Effective Date: January 1, 2026

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

1. Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

• Fill out contact forms or request consultations
• Engage our professional services
• Subscribe to newsletters or updates
• Communicate with us via email or other channels

This information may include:

• Name and contact details (email, postal address)
• Financial information relevant to service delivery
• Details about assets, trusts, and estate planning needs
• Any other information you choose to provide

Automatically Collected Information

When you visit our website, we may automatically collect certain information about your device and browsing behavior, including:

• IP address and browser type
• Pages visited and time spent on each page
• Referring website or source
• Device identifiers and operating system information

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our professional services
• Respond to inquiries and communicate with you
• Send relevant updates about regulatory changes affecting your structures
• Fulfill our legal and professional obligations
• Analyze website usage to enhance user experience
• Prevent fraud and maintain security

3. Legal Basis for Processing (Australian Privacy Principles)

We process your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). Our legal bases include:

• Consent: You have given clear consent for us to process your personal information for specific purposes
• Contract: Processing is necessary for the performance of professional services you have engaged us to provide
• Legal obligation: Processing is necessary to comply with Australian law and professional regulations
• Legitimate interests: Processing is necessary for our legitimate business interests, provided it does not override your privacy rights

4. Information Sharing and Disclosure

We do not sell or rent your personal information to third parties. We may share your information only in the following circumstances:

• Service Providers: We may share information with trusted third-party service providers who assist in delivering our services (e.g., accountants, legal advisors, IT services), bound by confidentiality obligations
• Legal Requirements: We may disclose information if required by law, court order, or government regulation
• Professional Obligations: We may disclose information as required by professional regulatory bodies or in accordance with our professional duties
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity

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:

• Encrypted data transmission (SSL/TLS)
• Secure servers and access controls
• Regular security assessments and updates
• Employee training on data protection and confidentiality

However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Professional service records are retained in accordance with Australian legal and professional requirements, typically for a minimum of seven years following completion of services.

7. Your Privacy Rights

Under the Australian Privacy Principles, you have the following rights regarding your personal information:

• Access: You may request access to the personal information we hold about you
• Correction: You may request correction of inaccurate or incomplete information
• Deletion: You may request deletion of your personal information, subject to legal and professional retention requirements
• Objection: You may object to certain processing of your information
• Complaints: You may lodge a complaint with us or with the Office of the Australian Information Commissioner (OAIC)

To exercise any of these rights, please contact us using the details provided at the end of this policy.

8. Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience. You can control cookie preferences through your browser settings. For more information, please refer to our Cookies Policy.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.

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 without parental consent, we will take steps to delete that information.

11. International Data Transfers

Your personal information is primarily stored and processed in Australia. If we transfer information internationally, we will ensure appropriate safeguards are in place in accordance with Australian privacy law.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any material changes by posting the updated policy on our website with a revised effective date. Your continued use of our services after such changes constitutes acceptance of the updated policy.

13. Contact Us

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

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.