Privacy policy

Last updated: 6 November 2026

Ivy Growth Partners Pty Ltd ("Ivy Growth Partners", "we", "us", "our") respects your privacy. This policy explains how we collect, use, disclose and protect personal information, in line with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs).

What personal information we collect

Depending on the services we provide to you, we may collect:

your name, address, email, phone number and date of birth
your tax file number (TFN), ABN and other government identifiers
identity documents we need to verify who you are
financial, tax, superannuation, business and investment information
information about your family members, business partners, employees or related entities, where it is needed for our work
records of our communications with you

We only collect sensitive information (for example, health information) when it is needed for our services and you consent, or when the law requires or allows it.

How we collect it

We usually collect personal information directly from you — in meetings, by email or phone, through our client portals and document requests, and through this website. With your authority, we may also collect it from:

the Australian Taxation Office (ATO), ASIC and other government agencies
banks, super funds, share registries and other financial institutions
your previous accountant, financial adviser, solicitor or other professional advisers

If you give us personal information about someone else, please make sure they know you are sharing it with us and that they can read this policy.

Why we collect and use it

We collect, hold and use personal information to:

provide our accounting, tax, SMSF and advisory services, and prepare and lodge returns and forms on your behalf
verify your identity and meet our legal and professional obligations, including those of a registered tax agent
communicate with you, and manage our client relationship, billing and records
improve our services

If you don't give us the information we need, we may not be able to provide our services, or lodge returns accurately or on time.

Tax file numbers

We collect and use TFNs only as permitted by tax, superannuation and personal assistance laws, and we handle them in line with the Privacy (Tax File Number) Rule 2015. Please do not send your TFN through our website contact form.

Who we disclose it to

We may disclose personal information, for the purposes above, to:

the ATO, ASIC and other government agencies
independent auditors, including SMSF auditors
contractors and outsourced service providers who help us prepare your work, under our supervision and bound by confidentiality
providers of the cloud software we use, such as accounting, tax, practice-management, document-management, email and electronic-signature systems
CPA Australia, for its quality review program, which monitors members' compliance with professional standards
other parties you authorise, or where the law requires or allows it

We do not sell your personal information.

Technology and AI tools

We may use artificial intelligence (AI) tools to assist us with our work.

Overseas disclosure

Some of our cloud software providers store or process data outside Australia, including in the United States and Singapore. Some outsourced service providers may also work with your information from overseas. Before we disclose personal information overseas, we take reasonable steps to make sure the recipient handles it in line with the Australian Privacy Principles.

How we protect it

We store personal information in secure, access-controlled systems and take reasonable steps to protect it from misuse, interference, loss, and unauthorised access, change or disclosure. We keep records for as long as the law and our professional obligations require, then destroy or de-identify them securely.

This website

Contact form: when you send us a message, we receive your name, email, business name, approximate turnover (if you choose to tell us) and message so we can reply. The form is processed by our website host.
SMSF checklist download: when you download our checklist, we receive your first name and email, so we can send you the checklist and occasional updates. These details are kept in our email marketing system (Brevo). You can unsubscribe at any time.
Booking a call: our booking page is run by Microsoft Bookings, which collects the details you enter to arrange the call.
Fonts and technical data: this website loads fonts from Google Fonts, so your browser's IP address is shared with Google when you visit. Our website host may also keep standard technical logs.

Marketing

We may send you updates about tax changes or our services. You can opt out at any time by using the unsubscribe link or by contacting us.

Accessing and correcting your information

You can ask to see the personal information we hold about you, or ask us to correct it, by contacting us. We will respond within a reasonable time — usually within 30 days. If we can't give you access, we will explain why.

Complaints

If you have a concern about how we have handled your personal information, please contact us first and we will aim to resolve it within 30 days. If you are not satisfied with our response, you can contact the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.

Contact us

Ivy Growth Partners Pty Ltd
Email: help@ivygrowthpartners.com.au
Phone: (02) 8518 6024

Changes to this policy

We may update this policy from time to time. The latest version will always be on this page.