Last updated: 30 June 2026

This is the Privacy Policy for ‘Intergen Property Group’. Intergen Property Group includes, among other companies:

1. Intergen Funds Management Pty Limited ABN 69 609 737 760 (‘I-Gen FM’), the holder of Australian financial services licence number 433022 and a New South Wales real estate agent licence (number 10157333); and
2. Intergen Property Holdings Pty Ltd ABN 46 610 989 538;
3. Intergen Property Holdings No.2 Pty Ltd ABN 84 613 227 642, the holder of a New South Wales real estate agent licence (number 10050138); and
4. Intergen Property Partners Pty Limited ABN 67 609 737 751, the holder of a New South Wales real estate agent licence (number 10043450).

I-Gen FM establishes and operates managed investment schemes (each a ‘Fund’) that are available for investment by ‘wholesale clients’ only and are not required to be registered under the Corporations Act 2001 (Cth).

In this Privacy Policy, a reference to ‘Intergen Property Group’, ‘we’, ‘us’ and ‘our’ refers to any one or more members of Intergen Property Group that carry on business in Australia, and a reference to ‘you’ or ‘your’ refers to an individual who we deal with and about whom we may collect personal information.

Commitment

We collect, hold, use and disclose personal information in the course of performing our functions and activities and in providing our products and services. We respect your privacy, and we are committed to managing your personal information responsibly, in an open and transparent way, and in accordance with our legal obligations under the Privacy Act 1988 (‘Privacy Act’).  This Privacy Policy contains information on the management of personal information by Intergen Property Group, including how we collect, hold, use and disclose personal information, and the purposes for which we do so.

If you provide us with your personal information, then you agree to your information being managed by us in accordance with this Privacy Policy.

Anonymity

The nature of our business and the products and services we provide mean that, generally, you will have to identify yourself when dealing with us.  When dealing with us, you have the option of not identifying yourself, or using a pseudonym.

However, if you do not identify yourself to us, our interactions will be limited, and we may not be able to provide you with our products or services.

What is personal information?

‘Personal information’ means information or an opinion about an identified (or reasonably identifiable) individual, whether the information or opinion is true, and whether the information or opinion is recorded in a material form or not.

Personal Information we collect and hold

We collect various kinds of personal information in carrying on our business. We only collect personal information that is reasonably necessary for, or directly related to, one or more of our functions or activities. The kinds of personal information we collect about you will depend on the nature of your relationship with us and may include:

1. your full name, date of birth, contact and other details (including your residential address, e-mail address, fax and telephone number), including details of any entity through which you acquire a financial product or receive another financial service from us;
2. information and/or documentation to verify your identity for the purposes of the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (‘AML/CTF Act’) and/or other legislation and regulations regarding identification verification, and tax reporting and withholding;
3. information and/or documentation to support you qualifying as a ‘wholesale client’ or a ‘sophisticated investor’ for the purposes of the Corporations Act 2001 (Cth), including information about your income and assets;
4. your tax file number (as authorised under the tax laws and the Privacy Act) and bank account details;
5. information you provide when you apply for employment at Intergen Property Group, including details of your qualifications, experience, licences or memberships;
6. any correspondence between you and us; and
7. any other personal information you provide when you make an inquiry, request information or otherwise correspond with us.

How we collect your personal information

Unless it is unreasonable or impractical for us to do so, we will collect your personal information from you directly, including:

1. from application forms, such as an application form completed by you to acquire a financial product or receive other financial services from us;
2. through your use of our website, or any internal website or intranet, as well as any social media page we maintain (collectively, the ‘Website’);
3. from communications between you and our officers, employees and representatives (including communications conducted in person, over the phone, by email or otherwise); and
4. from promotional and marketing activities undertaken by us, in which we request or otherwise receive personal information from you (such as from competitions organised by us).

However, we may also collect information about you from third parties, such as:

1. your financial or other professional advisor or broker;
2. your authorised representatives;
3. your referees, recruitment consultants, previous employers and other persons who may be able to provide information to assist in us deciding whether to make you an offer of employment;
4. outsourced service providers or contractors; and
5. other third parties you have authorised to provide your personal information.

How we hold your personal information

All personal information we collect will be held securely and in accordance with the Privacy Act. We hold personal information for the same purposes for which we collect it.

Generally, personal information is stored electronically with hard copy records retained and stored securely.  We will protect your personal information and prevent unauthorised access through the use of secure passwords, user logins or other security procedures, including firewalls and antivirus technology.   All service providers we use are required to hold personal information in accordance with the Privacy Act and to comply with appropriate information security standards.

We cannot provide any assurance regarding the security of information transmitted to us online, as the internet is inherently insecure.  We also cannot guarantee that the supply of information from you to us will not be intercepted.  Information you transmit to us online is at your own risk.

We will take reasonable steps to securely destroy or de-identify personal information when it is no longer required or where we have received unsolicited personal information. However, we may be required by law to retain certain personal information for a specified period of time, after which we will securely destroy or delete the information.

Part IIIC of the Privacy Act established the Notifiable Data Breaches Scheme (‘NDB Scheme’) in Australia.  The NDB Scheme sets out obligations for notifying affected individuals and the Australian Information Commissioner about a data breach which is likely to result in serious harm.  Where serious harm to affected individuals is likely, we will notify those individuals and the Commissioner and take other required actions in accordance with our legal obligations.

Why we collect, hold, use and disclose personal information

The purposes for which we collect, hold, use and disclose your personal information will depend on the nature of our relationship and may include to:

1. carry on our business and to provide our products and services;
2. assess your application and establish and administer your investment in a Fund;
3. verify your identity before we broker the sale, purchase or transfer of real estate;
4. verify your identity before we issue you interests in a Fund, or transactions are processed, your instructions are carried out, or providing you with information about your investment, including as required to comply with our obligations under AML/CTF Law and other legislation and regulations regarding identification verification, and tax reporting and withholding;
5. provide you with information about other products or services offered by Intergen Property Group;
6. maintain our relationship with you, including to respond to your enquiries, feedback or complaints and provide you with requested information;
7. assist with the administrative, marketing (including direct marketing), planning, product or service development, quality control or research purposes of us and our contractors and service providers;
8. assist in determining whether to make you an offer of employment or engage you under a contract, and to manage your employment or contractual arrangement on an ongoing basis;
9. evaluate whether to grant a lease or enter into agreements with you, and if you are a tenant, to manage the tenancy, maintain contact details and records, respond to queries or complaints, process transactions and for security and risk management purposes including incident investigation, loss prevention, claims management and litigation and to comply with any law or regulation; and
10. prepare internal reporting that includes identifiable customer information (for example, customer sales or marketing information, complaints or issues reporting, registry operations reporting) to satisfy any legal requirements.

Disclosure of your personal information

Personal information held by an Intergen Property Group entity may be disclosed to other Intergen Property Group entities for the purposes described above, as well as third parties, depending on the nature of your relationship with Intergen Property Group and the purpose for which it was collected.  Personal information may be disclosed to:

• outsourced service providers and organisations involved in the provision of, management or administration of our products or services, including in relation to the operation or administration of a Fund (such as custodians, registries, administrators, mail houses, investor database or investment management platforms, payment processors, and information technology providers) or in relation to the brokering of the sale, purchase or transfer of real estate;
• auditors, consultants and other professional advisors (including accountants and lawyers);
• printers and mailing houses, information technology systems software providers, actuaries, and research organisations;
• government agencies and regulatory bodies, such as the Australian Securities and Investments Commission, the Australian Taxation Office, and the Australian Transaction Reports and Analysis Centre;
• financial services intermediaries, such as financial planners; and
• other third parties you have authorised to receive your personal information.

Prior to disclosing any of your personal information to an unrelated 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 that you have consented to us making the disclosure.

We may disclose personal information to third parties who may be located overseas, including in the United States of America, Philippines, India and Sri Lanka. Our technology service providers may also store your personal information overseas, but only to the extent required to securely back-up data. When we disclose your information overseas, we are required to take measures to ensure your information is treated in accordance with the standards that apply in Australia except in certain permitted by law or where we obtain your consent not to take these measures.

Use of our website

We may use ‘cookies’ to help us tailor our Website to better suit your needs and improve our service. Cookies are packets of information stored in your computer’s memory and hard drive when you visit certain web pages. Cookies are used to enable websites to function or to provide information to the owners of a website. You may refuse the use of cookies by selecting the appropriate settings on your browser, however please note this may interrupt your ability to use the full functionality of the Website.

We use cookies on the Website for the following purposes:

1. Analytical purposes – Analytical cookies allow us to recognise, measure and track visitors to the Website. This helps us improve and develop the way the Website works, for example, by determining whether site visitors can find information easily, or by identifying the aspects of the Website that are of the most interest to them. We may use analytical reports (such as those provided by Google Analytics) to help us understand website traffic and webpage usage.
2. The Website uses Google Analytics, a service which transmits website traffic data to Google servers in the United States. Google Analytics does not identify individual users or associate your IP address with any other data held by Google. We use reports provided by Google Analytics to help us understand website traffic and webpage usage.
3. Usage preferences – Some of the cookies on the Website are activated when visitors to our Websites make a choice about their usage of the Website. The Website then “remembers” the settings preferences of the user concerned. This allows us to tailor aspects of the Website to the individual user.
4. Terms and conditions – We use cookies on the Website to record when a website visitor has seen a policy, such as this one, or provided consent, such as consent to the terms and conditions on the Website. This helps to improve the user’s experience of the Website – for example, it avoids a user from repeatedly being asked to consent to the same terms.
5. Session management – The software that runs the Website uses cookies for technical purposes needed by the internal workings of our servers. For instance, we use cookies to distribute requests among multiple servers, authenticate users and determine what features of the Website they can access, verify the origin of requests, keep track of information about a user’s session and determine which options or pages to display in order for the Website to function.
6. Functional purposes – Functional purpose cookies store information that is needed by our applications to process and operate. For example, where transactions or requests within an application involve multiple workflow stages, cookies are used to store the information from each stage temporarily in order to facilitate completion of the overall transaction or request.

Direct marketing

We may use your personal information to send you direct marketing communications and information, including in respect of other products and services offered or made available by Intergen Property Group that we expect may be of interest to you.  These communications may be sent in various forms, including by posted mail and email. If we use your personal information for the purpose of direct marketing, we will provide you with a simple means by which you may easily ‘opt out’ or request not to receive direct marketing from us.

Please note that, if we are currently providing you with services or products, we will still need to send you essential information about your account, the relevant services or products and other information required by law.

We will not sell your personal information nor will we provide it to third parties except as described in this Privacy Policy.

Accessing and correcting your personal information

You may request access to any of your personal information held by us.  Your right to access is subject to some exceptions allowed by law.  We will notify you of the basis for denying access to your personal information.

We will endeavour to ensure your personal information that we hold is accurate, up to date, complete, relevant and not misleading.  Please let us know if any of your details change.  If you feel your personal information needs to be corrected, is not accurate, complete or up to date, then please notify us using the details set out below, and we will take reasonable steps to ensure it is corrected.  We will consider if the information requires amendment.  Generally, if the personal information held by us about you is incorrect, then we will correct it at your request.  If we do not agree that there are grounds for amendment, then we will add a note to the personal information stating that you disagree with it.

If you wish to access or correct any personal information we may hold about you, please contact us.

Complaints or concerns

If you have a complaint or any concerns about how we manage personal information, including the manner in which we have collected, held, used or disclosed your personal information, then you may make a complaint to us using the contact details set out below.  You will need to provide us with sufficient details regarding your complaint and any supporting evidence.

We will take any privacy complaint seriously. Your complaint will be referred to our Privacy Officer, who will investigate the issue and determine the steps we will take to resolve your complaint.  We may ask you to provide additional information, and request that you cooperate with us during this process and provide us with relevant information we may require.

We will notify you in writing of our determination, generally within 30 days, but otherwise within a timely and efficient manner.  If you are not satisfied with our response, then we request you contact us again so that we may discuss your concerns and seek to address them.  Alternatively, you can lodge a complaint with the Office of the Australian Information Commissioner (OAIC), and information on how you may do so is available on their website, https://www.oaic.gov.au/privacy/privacy-complaints/.

Copies and other forms of our Privacy Policy

A copy of our current Privacy Policy is available from us free of charge from our website, https://intergenpropertygroup.com.au/. You can also request a hard copy of the Privacy Policy to be sent to you free of charge. If you would like a copy of this Privacy Policy in a particular form (for example, on audio disc), then please contact us and we will accommodate any reasonable request.

Changes to our Privacy Policy

We will update this Privacy Policy if there is any change in how we manage personal information. The current version of this Privacy Policy can be accessed free of charge on our website, https://intergenpropertygroup.com.au/, or by contacting the Privacy Officer.

Contact us

If you have any further questions relating to this Privacy Policy, would like to request a copy of this Privacy Policy in another form, or if you have any concerns about the way in which we have handled your personal information, then please contact our Privacy Officer by email to privacy@intergenproperty.com.au or by post to:

Privacy Officer
Intergen Property Group
PO Box Q52
Queen Victoria Building
NSW 1230 Australia