Hive is a collaborative space, connecting adviser, accountant and client with facts, tools and support to make informed decisions to maximise wealth creation.

Born from more than 20 years of understanding and with extensive input from advisers and accountants, Hive enables more up-to-date SMSF reporting, by streamlining the sharing of information where data feeds are not available, or where additional information is required.

The platform brings together online reporting and key documents, providing a way for advisers and accountants to:

• Share documents securely;
• Monitor tasks and workflows;
• Discover strategic opportunities for their clients.

Better informed advice is better advice and with Hive, SMSF information is more up-to-date and accessible to those who are providing that advice.

• Securely respond to queries raised by SuperGuardian.
• Reassign queries to a colleague, client or third party.
• Securely access documents shared by SuperGuardian – coming soon.

a. How to navigate the initial setup and login.

b. System requirements for optimal use.

Instructions on how to update personal details.

1. Personal info is accessed by clicking on your initials or photo at the right-hand side of the headline navigation bar. From here, you can edit your phone number and job title or upload a photo of yourself to personalise your Hive experience.
2. If you need to update any other personal details, such as your email address, please contact your Client Manager.

How to configure settings or preferences.

Notification preferences are accessed by clicking on your initials or photo at the right-hand side of the headline navigation bar.

From here, you can nominate whether you would like to receive an email or a notification within Hive when:

• A task is assigned to you,
• A comment is made on one of your funds, or
• A file is uploaded to one of your funds.

Once you have made your selections, you will need to click “Save Changes” in order to apply your preferences.

At Hive, we prioritize the security and privacy of our clients’ and users’ data. We have implemented industry-leading security measures to ensure data is protected at all times.

We are proudly ISO 27001 certified, demonstrating our commitment to the highest standards of information security management. ISO 27001 is a globally recognised standard of policies and procedures focused on the protection of a business’s information technology systems.

We are also proudly SOC2 certified, demonstrating our commitment to cybersecurity and protecting customer data. SOC2 is a globally recognised framework for service organisations that store, process and transmit customer data.

Data Protection

1. Data at Rest: All sensitive data is encrypted using SHA-256, ensuring protection against unauthorized access.
2. Data in Transit: We enforce HTTPS (TLS 1.2/1.3) to secure communications between clients and our servers.

Access Control

1. Multi-Factor Authentication (MFA): Required for all admin and user accounts to prevent unauthorized access.
2. Role-Based Access Control (RBAC): Ensures that users only have access to the data and systems necessary for their role.

Infrastructure Security

1. Web Application Firewall (WAF): Protects against common web threats such as SQL injection and cross-site scripting (XSS).
2. DDoS Mitigation: Our infrastructure is protected against distributed denial-of-service (DDoS) attacks to ensure service availability.
3. Regular Key Rotation: Encryption keys are rotated periodically to maintain security best practices.

Monitoring & Compliance

1. Continuous Monitoring: Security logs and system activity are continuously monitored to detect and respond to threats in real time.
2. Automated Security Updates: We apply patches and updates regularly to mitigate vulnerabilities.
3. Compliance & Best Practices: Our security measures align with industry standards and best practices, ensuring compliance with data protection regulations.

Incident Response

1. Data Backups: Regular encrypted backups are maintained to ensure data recovery in case of an incident.
2. Incident Response Plan: A defined and tested plan is in place to respond to and mitigate security breaches.

We remain committed to enhancing our security posture and protecting user data through continuous improvements and best-in-class security practices.

Your Client Manager is your primary point of contact for Hive support, as well as SMSF administrative and technical matters. Your Client Manager can be contacted via phone or email.

If you are unsure of who your Client Manager is, or how to contact them, you can phone our office on 1300 787 576 to be directed to someone who can assist.

If you have feedback about the Hive platform or your query is of a technical nature, regarding the Hive software, we encourage you to use the feedback options listed in the Feedback and Suggestions section of this guide.

We are constantly looking for ways to improve the Hive platform, but in order to do this, we need your help.

a. If you are logged in to Hive, you will find a feedback button at the bottom, right-hand side of the window.

If something is not working how you would expect, please click the feedback button and select “Report a bug”. From here, you will be able to take a screenshot or screen recording of the issue and send it to us with your comments.

If there is anything you would like to see in a future feature release, or if you have any other feedback or suggestions, please click the feedback button and select “General feedback”. From here, you will be able to rate your overall experience with Hive, take a screenshot or screen recording and send it to us with your comments and any relevant attachments.

b. If you are not logged in to Hive or do not have a user account, please contact your Client Manager via phone or email.

Alternatively, you can phone our office on 1300 787 576 to be directed to someone who can assist.