Privacy Policy
Our Commitment to Privacy
Capital Advisory Plus Pty Ltd is committed to protecting your personal information in accordance with the Privacy Act 1988 (Cth) and the Australian Privacy Principles (APPs). This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information. It applies to all clients engaging our professional services as well as visitors to our website who provide information through forms or by accessing our online content.
What Personal Information We Collect
We may collect a range of personal information necessary for the provision of accounting, taxation, and business advisory services, including:
- Full name
- Date of birth
- Contact details (address, phone number, email)
- Tax File Number (TFN)
- Bank account and financial information details
- Employment and income information
- Business, company and trust information
- Superannuation and investment details
- Records of communications with you
- Any other information relevant to our services
When you interact with our website, we may also collect:
- Information you enter into our 'Contact Us' form (e.g., name, email, phone number)
- Log data such as IP address, browser type and version, device type, and the pages you visit
- Information automatically sent by your device, including cookies and technical error data
How We Collect Personal Information
We collect personal information in various ways through:
- Direct interactions (face-to-face meetings, email, phone, secured forms)
- Documents and forms you provide
- Third parties (e.g., ATO, banks, employers, legal representatives)
- Cloud-based platforms you use with us (such as Xero, Class, or NowInfinity)
- Publicly available sources, when appropriate
- Your use of our website, including log data, cookies, and contact form submissions
Why We Collect Your Personal Information
We collect and use your information to:
- Provide accounting, taxation, and business advisory services
- Fulfill our legal and regulatory obligations
- Communicate with you and respond to enquiries
- Manage and improve our internal operations, services and website
- Conduct record-keeping and comply with reporting requirements
- Quality assurance, staff training, and practice improvement
We will not use your personal information for any other purpose without your consent unless required or authorised by law.
Disclosure of Personal Information
We may disclose your personal information to:
- The Australian Taxation Office (ATO), ASIC and other government or regulatory authorities
- Any party you authorise us to share your information with, including, but not limited to financial institutions, superannuation funds, other advisors, and insurers
-
IT service providers, data backup and cloud storage
providers, including:
- Xero Limited – cloud accounting and tax lodgement
- Karbon – client and workflow management
- Microsoft – email, document, and file storage services
- Fathom – financial and performance reporting
- Class Super – SMSF and portfolio administration
- NowInfinity – company compliance and document management
- The GAP – business advisory and planning platform
- OpenAI (ChatGPT) – used in limited circumstances for drafting, research, and communication support
- Our staff and contractors subject to confidentiality obligations.
All external, including offshore providers engaged by us are required to maintain confidentiality and data security consistent with Australian privacy standards.
Our website is hosted by a third-party provider who may process technical information such as log data. Please review the hosting provider’s own privacy policy for more details.
Use of Artificial Intelligence (ChatGPT)
Our firm may use ChatGPT, developed by OpenAI, to assist with general drafting, research, or communication support. We take care to remove or anonymise all client-identifiable information before any content is processed through ChatGPT.
ChatGPT operates under strict data security protocols, and your personal or financial information is never shared, stored, or used to train AI systems. This ensures compliance with the Privacy Act and professional confidentiality obligations.
Overseas Disclosure
Some service providers and contractors may store or access data outside Australia, including in New Zealand, the Philippines, India, the United States, and the United Kingdom.
We take reasonable steps to ensure overseas recipients comply with the Australian Privacy Principles, including:
- Contractual privacy and confidentiality obligations
- Secure cloud-based systems and encrypted communications
- Ongoing monitoring of provider compliance
You can review our major software providers’ privacy policies here:
Data Storage and Security
We take reasonable steps to protect your personal information from misuse, loss, and unauthorised access, including:
- Secure office and IT systems
- Multi-factor authentication and password-protected databases
- Staff training in confidentiality and data protection
- Regular system monitoring, updates and antivirus protection
- Secure document destruction when information is no longer required
While we take precautions, no method of electronic transmission or storage is completely secure. We comply with Australian laws in the event of a data breach.
How Long We Keep Your Information
We keep personal information only as long as necessary to fulfil the purposes outlined in this policy, or to meet legal, accounting, or reporting obligations. When no longer required, we securely destroy or anonymise your data.
Your Rights and Control of Your Information
You have a right to access and request correction of your personal information. Please contact us directly to request any information.
Limits of Our Policy
Our website may contain links to external sites not operated by Capital Advisory. We have no control over the content or privacy practices of these sites and cannot accept responsibility for their handling of your data. We encourage you to review their privacy policies before providing personal information.
Complaints and Inquiries
If you have a complaint regarding the way we have handled your information, would like to access, update or correct any of your personal information we hold, or have any questions about this Privacy Policy, please contact us.
Capital Advisory Plus Pty Ltd
Address: PO Box 1, Woden ACT 2606
Phone: 02 6232 0000
Email: hello@capitaladvisory.com.au
Website: www.capitaladvisory.com.au
We will investigate and endeavour to provide a written response within a reasonable timeframe.
If you're not satisfied, you may contact the Office of the Australian Information Commissioner (OAIC) - www.oaic.gov.au
Updates to This Policy
We may update this policy from time to time to reflect changes in laws, business practices, or technology. The most current version will always be available on our website or by request.
Capital Advisory Plus Pty Ltd Privacy Policy Effective Date: 1 Oct 2025