top of page

Privacy Policy

In this Privacy Policy: "It’s Your Super", "we", "our", and "us" means It’s Your Super Pty Ltd.

National Privacy Principles

It’s Your Super is bound by the National Privacy Principles.

What type of information does It’s Your Super hold?

The type of information we hold varies depending on the type of product or service we provide to you. For example, It’s Your Super will hold different information about you if you have facilitated an Investment Loan through us than we will hold if you have personal accounting services through us.

In general, It’s Your Super may hold the following personal information:

 

  • Name and address

  • Date of birth

  • Contact details, which may include your telephone number

  • Your gender


It’s Your Super may also hold the following information about you:
 

  • Occupation

  • Tax file number, where you have given it to us

  • Health information (for some types of insurance)

  • Information relevant to your financial situation

  • Insurance claim information, where this is relevant

  • Your employer's name and address

  • Your salary

  • The names and addresses of your dependents or beneficiaries

  • Other information that you have given us


How does It’s Your Super use this information?

We use this information to source appropriate products and services for you.  These services and products may relate to financial planning, accounting, legal, lending and real estate services.

We may also use the information to send you material about other financial products or services. If you do not want to receive this type of material, tell us and we will stop. Our contact details are set out below.

Does It’s Your Super usually share information with other companies?

It’s Your Super does not usually share information with anyone else other than its internal staff and advisers on a restricted basis. It does share information as required by law e.g. The ATO, Centrelink.

We do not sell mailing lists.

How does It’s Your Super handle a request for access to personal information?

Under the National Privacy Principles you are generally entitled to access the information we hold about you. Where you are entitled to access, the time we require to give you access will depend on the type of information requested. If we can, we will answer your question immediately. We will also try to answer you in the same way that you ask, for example, if you telephone to ask for the information we will, if practicable, give you that information over the telephone. We will generally respond to a written request in writing.

Sometimes, we will ask that you put your request in writing, for example, where you want copies of material or access to older information or files which are not current or it is necessary for us to retain a record of your request. We may also ask you to identify yourself to our satisfaction. If we are entitled under the National Privacy Principles to refuse to give you access, we will tell you and provide reasons.

What if some of the information It’s Your Super holds is wrong?

Please tell us. We want our records to be accurate, complete and up to date. Unless we disagree with you about the accuracy or completeness of a record, we will generally correct it on request, (or suggest alternative arrangements for updating our records). If we disagree with you, we will give you our reasons.

How do I make further enquiries or complain about a breach of privacy?

If you require more information about the way It’s Your Super manages personal information or wish to make a complaint about a breach of your privacy, please contact It’s Your Super.

How can I contact It’s Your Super?


Write to Us
 

It’s Your Super Pty Ltd
PO Box 601
Black Rock Vic 3193

Changes to this Privacy Policy

We reserve the right to review and amend this Privacy Policy from time to time and to notify you by posting an updated version on our website.

 

bottom of page