Privacy Policy

Last updated: March 2025

YT Capital Group (“we”, “us”, “our”) is committed to protecting your privacy and complying with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

Information We Collect

We may collect the following types of personal information:

• Contact details (name, email address, phone number, postal address)
• Financial information relevant to providing our services
• Information about your SMSF and investment objectives
• Any other information you provide through enquiry forms or correspondence

How We Use Your Information

We use your personal information to:

• Provide financial services and advice
• Respond to enquiries and communicate with you
• Comply with legal and regulatory obligations
• Improve our services and website

Information Disclosure

We may disclose your personal information to:

• Related entities within our group (Capri Asset Management, Capri Financial Services, Property Acquisition Partners)
• Service providers who assist in delivering our services
• Regulatory bodies and government agencies as required by law
• Professional advisers (lawyers, accountants, auditors)

We will not sell, rent, or trade your personal information to third parties.

Data Security

We take reasonable steps to protect your personal information from misuse, interference, loss, unauthorised access, modification, or disclosure. This includes physical, technical, and administrative security measures.

Access and Correction

You have the right to access and correct your personal information held by us. To request access or correction, please contact us:

Email: paul@ytcapital.com.au
Phone: 0410 557 516
Mail: PO Box 911, Main Beach QLD 4217

Complaints

If you believe we have breached your privacy, you may lodge a complaint by contacting us using the details above. We will investigate your complaint and respond within a reasonable timeframe.

Changes to This Policy

We may update this Privacy Policy from time to time. The current version will always be available on our website.