Privacy Policy

1. Introduction

Super Check Up Pty Ltd (ABN: 96 690 752 008) (we, us, our) is committed to protecting your privacy and managing personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

This Privacy Policy explains how we collect, use, disclose, and manage personal information when you interact with our website, complete our superannuation review forms or quizzes, or otherwise provide information to us.

Important Disclosure – Lead Generation Only

Super Check Up Pty Ltd operates solely as a lead generation and referral service.
We do not provide financial advice, superannuation services, or financial products, and we do not hold an Australian Financial Services Licence (AFSL).

Personal information collected through our website is collected for the purpose of being disclosed to licensed financial advisers and related service providers, who may contact you regarding superannuation and financial planning services.

2. Information We Collect

We may collect the following categories of personal information:

Contact Information

Full name, email address, phone number, residential address, and postcode.

Financial & Lifestyle Information

Information relevant to superannuation and financial planning, such as:

Superannuation fund details

Estimated superannuation balance

Age and employment status

Retirement goals and preferences

Technical & Usage Information

IP address, browser type, device information, pages visited, session duration, referring URLs, and similar analytics data collected via cookies and tracking technologies.

Marketing & Consent Information

Your consent to be contacted by licensed financial advisers and related service providers, and your communication preferences.

3. How We Collect Personal Information

We collect personal information in the following ways:

Directly from you when you complete forms, quizzes, or submit information on our website

Automatically through cookies, pixels, and analytics tools when you use our website

From advertising and analytics platforms (such as Meta/Facebook and Google) in connection with our marketing activities

From data validation or enrichment providers, using publicly available business or professional information relevant to financial services, to help verify and improve lead quality

We do not knowingly collect sensitive information unless you voluntarily provide it.

4. How We Use Your Information

Primary Purpose

The primary purpose for collecting personal information is to disclose your details to licensed financial advisers and related financial service providers who may contact you to discuss superannuation or financial planning services.

Additional Uses

We may also use your information to:

Verify and validate the accuracy of information provided

Improve lead quality and matching

Operate, maintain, and improve our website and systems

Analyse user behaviour and advertising performance

Comply with legal and regulatory obligations

Prevent fraud, misuse, or unauthorised access

Respond to enquiries or complaints

5. Disclosure of Personal Information

Your Consent

By submitting your information through our website, you expressly consent to us disclosing your personal information as described in this Privacy Policy.

5.1 Financial Service Providers (Primary Recipients)

We disclose personal information to licensed financial advisers, financial planners, superannuation advisers, SMSF specialists, and related service providers who engage us to receive qualified leads.

This disclosure may involve payment for lead generation services.

Once disclosed, these third parties handle your information in accordance with their own privacy policies. We encourage you to review their privacy practices before engaging their services.

5.2 Service Providers

We may disclose information to trusted service providers that assist us in operating our business, including:

Website hosting and cloud storage providers

CRM and workflow platforms

Email and communication services

Advertising and analytics platforms (e.g. Meta, Google)

Data validation and enrichment services

5.3 Legal and Regulatory Disclosures

We may disclose information where required or authorised by law, including to regulators, courts, law enforcement agencies, or professional advisers.

5.4 Business Transactions

If our business is involved in a merger, acquisition, restructuring, or sale of assets, personal information may be disclosed to relevant parties involved in the transaction.

6. Overseas Disclosure

Your personal information may be disclosed to recipients located outside Australia, including the United States, United Kingdom, European Union, or other jurisdictions where our service providers or referral partners operate.

By providing your information, you consent to such overseas disclosures.

While we take reasonable steps to ensure overseas recipients have appropriate privacy safeguards, you acknowledge that overseas recipients may not be subject to Australian privacy laws, and to the extent permitted by law, we are not responsible for their handling of your information.

7. Data Security and Retention

We take reasonable technical and organisational measures to protect personal information, including secure servers, access controls, and encryption where appropriate. However, no method of transmission over the internet is completely secure.

Personal information is retained for up to 7 years from the date of collection, or longer if required by law, for dispute resolution, compliance, or enforcement purposes.

8. Your Rights

Under the Privacy Act and the APPs, you may:

Access

Request access to personal information we hold about you.

Correction

Request correction of inaccurate or outdated information.

Deletion

You may request deletion of information we hold.
However, once information has been disclosed to third-party financial advisers, we cannot retrieve or delete it from their systems. You must contact those parties directly.

Marketing Opt-Out

You may opt out of communications from us. This does not prevent third-party advisers who already received your information from contacting you.

Complaints

If you have a privacy complaint, contact us using the details below. We will acknowledge complaints within 7 days and aim to resolve them within 30 days. If unresolved, you may contact the OAIC at www.oaic.gov.au.

9. Cookies and Tracking

We use cookies, pixels, and similar technologies for:

Website functionality

Analytics and performance measurement

Advertising and retargeting

You can control cookies through your browser settings, though some features may be limited.

10. Third-Party Websites

Our website may link to third-party websites. We are not responsible for their privacy practices and encourage you to review their policies before providing information.

11. Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be published on our website and apply from the revised date.

12. Contact Us

Super Check Up Pty Ltd
ABN: 96 690 752 008
Email: [email protected]