Privacy statement. Your privacy is important to us
This Privacy Statement provides you with details about the personal information we have collected from you, how we will manage that information and how to contact us if you have any privacy concerns, including if you want to make a complaint.
Why we collect personal information?
Energy Super* collects your personal information in order to:
- identify and verify your identify and conduct appropriate checks;
- answer your queries;
- communicate with you about your account and keep you informed about membership opportunities, including products, services, promotions and an online news subscriptions;
- understand your requirements and provide you with a product or service;
- manage and respond to complaints, investigations and disputes and report to dispute resolution bodies and regulatory bodies;
- process your application for membership; and
- manage our ongoing relationship with you as further described in this statement.
How we manage your personal information
We may disclose your personal information to our authorised personnel, third parties (e.g. employers) and our service providers, including our fund administration services provider (Link Group), insurers, MLC Life Insurance and Beazley, and ESI Financial Services Pty Ltd (a wholly-owned entity of Energy Super).
If we collect your personal information, we will only use and disclose your personal information for the purposes we collected it for or where you would reasonably expect us to.
We may use and disclose your personal information in order to:
- administer your account, provide insurance cover and provide services complementary to your account, such as seminars, newsletters, educational materials and access to financial advice;
- communicate with other superannuation fund trustees and administrators if you transfer your super to another fund;
- communicate with Government, Statutory or Regulatory bodies and Enforcement bodies;
- obtain legal and professional opinions;
- utilise a service from web hosting companies, software provider or web application;
- deal and communicate with any other organisation or person, where you have asked them to provide your personal information to us, asked us to obtain personal information from them, or where you have asked us to provide your personal information to them. For example, a family member or your spouse, a personal authorised under a third party authority, a third party claimant or witnesses in a claim;
- conduct market research and analysis, develop and improve our products and services, and inform you about additional products and services that may be of interest to you; and
- meet legislative and regulatory obligations.
What happens if you do not give us your personal information?
If we ask for your personal information and you don't give it to us, we may not be able to provide you with any, some, or all of the features of our products or services available to you.
How we collect your personal information
We generally collect your personal information directly from you, but may also collect it from other organisations such as your employer, your representatives, organisations who provide products or services to you jointly with us, and from publicly available sources. We may also be required to collect your personal information under anti-money laundering, corporations, family, insurance, superannuation and taxation legislation, or under court/tribunal orders.
We are likely to disclose your personal information to organisations and persons located overseas. These countries include New Zealand, the United Kingdom, Ireland, France and the United States of America, depending on the details of the transaction or other act you ask us to or we are required carry out.
* Energy Super is a reference to Electricity Supply Industry Superannuation (Qld) Ltd (ABN 30 069 634 439) (AFSL 336567) (the Trustee), as Trustee for Energy Super (ABN 33 761 363 685) (the Fund). Energy Super is a member of the ESI Group.
Who can you nominate?
You can nominate as many beneficiaries as you like, as long as each beneficiary falls into at least one of the following categories:
- Your spouse – a person who is married to you [valid under the Marriage Amendment Act 2017 (CTH)], a person who lives with you on a genuine domestic basis in a relationship as a couple or a person (whether of the same sex or different sex) with whom you are in a relationship that is registered under a law of a State or Territory.
- Your children – including adopted, step or ex-nuptial, a child of your spouse and someone who is your child within the meaning of the Family Law Act 1975.
- Another dependant, defined as:
- A person who is wholly or partially financially dependent on you, or
- A person in an interdependent relationship with you
Two people will have an interdependency relationship if:
- they live together;
- they have a close personal relationship; and
- one or each of them provides the other with financial and domestic support and personal care.
Interdependency can also apply in the case where a close personal relationship exists but the other requirements for interdependency are not satisfied because either or both people suffer from a physical, intellectual or psychiatric disability.
- Your Legal Personal Representative – the executor of your will or administrator of your estate.
We recommend you seek professional legal, taxation and financial advice before making your nomination.
Payments made to a legal personal representative may incur tax liabilities and expose the payment to insolvency laws. For further details we recommend you obtain advice from a licensed financial adviser.
Has your name changed?
To prove that your name has changed, you will need to provide a certified (within 12 months) copy of a linking document. Some examples of linking documents can be seen below.
If you have changed your name you’ll need a certified copy of one of these:
- Marriage certificate (from the Births, Deaths and Marriages Registration Office).
- Deed poll, or
- Change of name certificate (from the Births, Deaths and Marriages Registration Office).
All copied pages of ORIGINAL linking documents need to be certified as true copies by an individual approved to do so (see the list below).
To certify your ID they need to:
- Compare the photocopy to the ORIGINAL document
- Stamp or write ‘This is a true and correct copy of the original’ followed by their signature, printed name and qualification (e.g. Justice of the Peace, Police officer) and the date.
Who can certify your documents
- Justice of the Peace (JP) or Commissioner for Declarations
- a police officer
- a notary public officer
- a financial services company officer (e.g. bank or super fund employee) with two or more years of continuous service with one or more of those employers
- a permanent employee of the Australian Postal Corporation with two or more years of continuous service who is employed in an office supplying postal services to the public
- a person enrolled on the roll of State or Territory Supreme Court or the High Court of Australia, as a legal practitioner
- a member of the Institute of Chartered Accountants in Australia, CPA Australia or the National Institute of Accountants with five or more years of continuous membership.
For a more extensive of individuals approved to certify your proof of identity, please go to our website – energysuper.com.au
Can I fax or email my proof of identification documents to Energy Super?
Yes, we are able to accept proof of ID documents by email or fax as long as they are clear to read and certified (within 12 months). You can still post these documents, however you should consider this at your own risk.
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