We respect your privacy rights and protect your Personal Information against unauthorised use or disclosure. We maintain stringent standards to make sure that your Personal Information and privacy are managed in accordance with the National Privacy Principles and the Privacy Act.

Please read the following information carefully:

Personal Information:

Personal Information means information about you and includes

  • your name, date of birth, email and postal address,
  • identification document information,
  • internet protocol address and location information from a mobile device, and
  • Information relating to your Investments in the MoneySpot Investment Fund including:
    • information disclosed in an application to acquire units in the MoneySpot Investment Fund
    • transaction data, and
    • banking details.

We do not collect or store any Sensitive Information about you such as:

  • Racial or ethnic origin
  • Political opinions
  • Membership of political associations, trade union
  • Sexual orientation or criminal record
  • Health information, genetic or biometric information


In certain cases, we collect your Personal Information from third parties, such as, a nominated representative (such as a legal or financial adviser), or publicly available sources of information.

Use of Personal Information

Where your Personal Information is given to, collected or derived by us, we will seek to ensure that the
information is used only for the purposes for which it was collected. Your Personal Information may be used:

  • In the course of carrying on our business and in particular to offer you products or services, which we believe may be of interest or benefit to you,
  • to verify your identity as required by the law,
  • in order to process transactions and payment between us,

We collect from, use and share, your personal information with external service providers engaged by us to perform specific operations in the course of managing your investment and reporting to you. Specifically,

  • One Registry Services Pty Ltd
  • Unity Tax Services Pty Ltd
  • One Management Investment Funds Limited


Prior to disclosing any of your Personal Information to another person or organisation, we will take all reasonable steps to satisfy ourselves that:

  • the person or organisation has a commitment to protecting your personal information at least equal to our commitment, or
  • you have consented to us making the disclosure when required to do so.

Where permitted by law and with your consent we may disclose or exchange your Personal or Credit Information for the following purposes:

  • to anyone who represents you, such as financial consultants, accountants, lawyers and advisers,
  • to our external services providers to execute your instructions, manage your investments or provide
    reports to you regarding your investments.

We may disclose Personal or Credit Information about you for the purpose of debt collection on our behalf. This information may include information relating to any court proceedings, default information or personal insolvency information about you.

We may disclose Personal or Credit Information about you to another entity or their professional financial advisor if we assign any debts owed by you to that entity or for the purpose of assessing whether to acquire an interest in our business or a related body corporate.

We may also disclose your Personal Information in order to administer our business, for example:

  • communication, data information management and infrastructure suppliers
  • printing and postal services, insurers,
  • any of our associates, related entities, or contractors,
  • to other organisations that are involved in managing or administering your investment such as third-
    party suppliers

We may also disclose your Personal Information to comply with our obligations under any law or regulation, for

  • to any industry body, tribunal, court or otherwise in connection with any complaint regarding the approval or management of your investment,
  • to Commonwealth or State government agencies or regulatory bodies,
  • under Anti-Money or Laundering and Counter Terrorism Financing Act 2006.


We may use your Personal Information:

  • to provide you with information on our products and services and other marketing related correspondence,
  • to offer you other products or services made available.

Marketing information will be provided on an ongoing basis by mail, email, text message, phone, social media, and other electronic means where applicable.

Your Consent

If you no longer wish to receive marketing messages from us you can contact us directly by email at [email protected]

Storage & Security

The security of your personal information is important to us, and we take reasonable steps to protect it from misuse, interference or loss, unauthorised access, modification, or disclosure.

We may use cloud storage to store the Personal Information we hold about you. The cloud storage and the IT servers may be located outside Australia.

These technologies have inherent weaknesses. No data transmission over the Internet can be guaranteed as completely secure. Although we take stringent measures to protect customer information, we cannot guarantee the security of any information you provide to us, and you do so at your own risk.


We use cookies for various purposes, including for security and to personalise your web browsing experience.

Cookies do not allow us to collect personally identifiable information about you. Some situations where we may use cookies include:

  • to allocate an identification number to your Internet browser (you cannot be identified from this number);
  • to determine if you have previously visited the website;
  • to track and report on website and online campaign performance;
  • to identify other pages or third parties’ websites you have accessed; and
  • for fraud detection and security purposes

If you wish, you can generally configure your browser so that it does not receive cookies, however this means you will be unable to use secure services that require cookies such as (but are not limited to) our online application or investor portal.

Access and Complaints

We are required to provide you with access to your information, except in circumstances where:

  • access would pose a serious threat to the life, health, or privacy of any individual the information relates to a commercially sensitive decision-making process
  • it is considered a frivolous or vexatious request; or
  • where access would be unlawful or prohibited by authorities.

Please visit our contact page for our details if you wish to:

  • request access to your information
  • seek correction of your information, or
  • make a complaint to us about privacy matters.

Complaints regarding privacy matters will be handled under our complaints procedure. Information about the procedure and how to make a complaint is available on this website.

Changes to this policy

We may vary our Privacy Policy at any time and encourage you to check our website regularly for any updates.

We will review this Policy in response to any changes in:

  • our legal obligations with respect to privacy;
  • the conditions of our Australian Financial Services License; or
  • changes in our business or the way it is managed.

Last Updated 26 September 2022