Contact details
Your name, address, telephone number, email address and other details needed to communicate with you or prepare documents.
Privacy
Personal information deserves careful and respectful handling.
Estate planning often involves private family, financial and personal information. This policy explains how GET Solutions collects, uses, stores and protects that information.
Information collected
The information required depends on the enquiry and the work requested.
GET Solutions aims to collect only information reasonably needed to understand the circumstances, provide the requested service and maintain appropriate records.
Family information
Information about spouses, partners, children, beneficiaries, decision-makers and relevant family circumstances.
Financial information
Information about assets, liabilities, ownership, superannuation, insurance, trusts, companies and other structures relevant to the estate plan.
Personal circumstances
Information about health, capacity, vulnerability, disability, care needs, estrangement or other matters relevant to the work requested.
Service records
Meeting notes, instructions, drafts, completed documents, correspondence, invoices and records of work performed.
Website information
Standard technical information that may be recorded by the website host, such as an IP address, browser type, pages visited and access times.
Information is usually collected directly from you during a telephone call, email exchange, home visit, document review or later correspondence. With your authority, information may also be received from another person or professional adviser.
How information is used
Personal information is used for the purpose for which it was collected.
It may also be used for a closely related administrative or legal purpose where that use would reasonably be expected or is otherwise permitted.
Disclosure of information
Information is not sold, rented or traded.
Personal information is disclosed only where it is connected with the requested service, authorised by you, needed for ordinary business support or permitted or required by law.
People you authorise
Information may be provided to a person you have authorised, including a family member, Attorney, Executor, Trustee or professional adviser.
Professional advisers
Where specialist legal, financial, taxation or accounting advice is required, information is shared only with your authority or where otherwise permitted or required.
Service providers
Email, storage, backup, accounting, printing, hosting or IT providers may handle limited information while supplying services to GET Solutions.
Required disclosure
Information may be disclosed where required or authorised by law, or where reasonably necessary to protect a person, property or business systems.
Some technology providers may store or process information using infrastructure located outside Australia. The location can depend on the provider and service used.
Storage, security and retention
Reasonable steps are taken to protect the information held.
Information may be held in paper files, email, document files, accounting records, backups and other business systems.
Reasonable administrative, physical and technical safeguards are used to reduce the risk of loss, misuse, unauthorised access, modification or disclosure.
Retention
Records are retained for as long as reasonably needed for the service, administration, insurance, legal or record-keeping purpose for which they are held.
Secure disposal
When information is no longer reasonably required, reasonable steps are taken to destroy it securely or remove identifying details, subject to any continuing obligation to retain it.
Email and internet risk
No internet transmission or storage system can be guaranteed to be completely secure. Avoid sending unnecessary sensitive information by ordinary email.
Website information
The website provides information and direct contact pathways.
The current website does not use an online client portal or require visitors to create an account. Enquiries are made by telephone or email.
The website host may maintain technical logs for security, reliability and performance. External links are governed by the privacy practices of the external website or service.
Access and correction
You may ask about the information held about you.
You may request access to personal information held by GET Solutions or ask for information to be corrected where it is inaccurate, out of date, incomplete, irrelevant or misleading.
A request may require reasonable verification of identity. Access may be limited where an applicable legal exception or the privacy of another person prevents disclosure.
Privacy questions or complaints
Raise the issue directly so it can be considered properly.
Contact Geoff if you have a question, concern or complaint about the handling of personal information. Please provide enough detail to identify the issue and the outcome you are seeking.
The matter will be reviewed and a response provided within a reasonable period. Where applicable, you may also have the right to raise a privacy complaint with the Office of the Australian Information Commissioner.
Policy review
Keeping this policy current.
This policy may be updated when business practices, technology or legal requirements change.
Last updated: 4 August 2026