Plain-English summary: We collect your personal information only when you choose to give it to us — through our contact form, email or phone. We use it to respond to your enquiry and provide our services. We don’t sell your data. We don’t share it with third parties except where necessary to deliver our services or where required by law. You can ask us to correct or delete your information at any time.
1. Who we are
This Privacy Policy applies to A8 Advisory Pty Ltd trading as Allevi8HQ (ABN: [INSERT ABN]) (“we”, “us”, “our”). We provide financial operations, business advisory and ATO debt resolution services to Australian businesses.
Our registered office is in Brisbane, Queensland, Australia. We can be contacted at [email protected].
2. Information we collect
The types of personal information we may collect include:
- Contact details — name, email address, phone number, business name and address
- Financial information — business turnover, financial records and related data provided as part of our services
- Business and transaction information — details about your business operations, transactions, employees and obligations that you share with us in the course of engaging our services
- Communication records — emails, call notes and correspondence between us
- Website usage data — through cookies and analytics tools (see Section 8)
We only collect sensitive information (as defined under the Privacy Act) where it is reasonably necessary for our services and you have consented, or where we are otherwise permitted by law.
3. How we collect it
We collect personal information:
- Directly from you — when you complete our contact form, send us an email, call us, or engage us for services
- From third parties — such as the ATO, ASIC, your accountant or other professional advisors, where you have authorised this
- Automatically — through your use of our website (see Section 8)
Where it is reasonable and practicable, we collect personal information directly from you.
4. How we use it
We use your personal information to:
- Respond to your enquiry and provide the services you have requested
- Communicate with you about your engagement, including sending updates, invoices and reporting
- Comply with our legal and regulatory obligations — including obligations as a registered tax agent and BAS agent
- Improve our services and website
- Send you relevant information about our services where you have consented or where permitted by law
We will not use your personal information for any purpose that is unrelated to why it was collected without your consent.
5. Disclosure to third parties
We may disclose your personal information to:
- The Australian Taxation Office (ATO) — in the course of providing tax agent, BAS agent or debt management services on your behalf
- ASIC and other regulatory bodies — where required for compliance or restructuring work
- Our professional advisors — including legal counsel or ARITA practitioners involved in your matter, subject to confidentiality obligations
- IT and cloud service providers — such as Xero, Microsoft and our email and CRM providers, who help us deliver our services; these providers are required to maintain the confidentiality of your information
- Other parties with your consent — for example, to your bank, solicitor or other advisors where you have authorised us to liaise with them
We do not sell, rent or trade your personal information to third parties for marketing purposes.
6. Overseas transfers
Some of our cloud service providers (including Xero and Microsoft) may store or process data on servers located outside Australia. These providers are subject to their own privacy policies and relevant data protection laws. Where personal information is transferred overseas, we take reasonable steps to ensure it receives appropriate protection consistent with Australian Privacy Principle 8.
7. Security
We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure. Our security measures include:
- Password-protected access to client files and systems
- Two-factor authentication on key platforms
- Encrypted communications where practicable
- Secure cloud storage through Australian-compliant providers
Where we no longer need personal information for any purpose, we take reasonable steps to destroy or permanently de-identify it.
8. Cookies & website data
Our website uses cookies — small text files stored on your browser — to improve your experience, analyse traffic and remember your preferences. The types of cookies we use include:
- Essential cookies — required for basic website functionality
- Analytics cookies — such as Google Analytics, which collects anonymised data on how visitors use our site (pages visited, time on site, traffic source). This data does not identify you personally.
- Marketing cookies — only where you have consented; these may track your visits across websites to display relevant advertising
You can disable cookies through your browser settings. Disabling essential cookies may affect website functionality. You can opt out of Google Analytics at tools.google.com/dlpage/gaoptout.
9. Access & correction
You have the right to request access to the personal information we hold about you, and to request that we correct any inaccurate, out-of-date, incomplete, irrelevant or misleading information.
To make a request, contact us using the details in Section 12. We will respond within 30 days. In some circumstances we may be unable to provide access — for example, where doing so would reveal another person’s personal information or where a legal exemption applies. If we refuse access or correction, we will tell you why.
We do not charge a fee for making an access request, but may charge a reasonable fee to cover the cost of providing access where the request requires significant time or effort.
10. Complaints
If you have a complaint about how we have handled your personal information, please contact us first (see Section 12). We will acknowledge your complaint within 5 business days and aim to resolve it within 30 days.
If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC):
Office of the Australian Information Commissioner
GPO Box 5218, Sydney NSW 2001
Phone: 1300 363 992
Website: www.oaic.gov.au
11. Changes to this policy
We may update this Privacy Policy from time to time to reflect changes in our practices or the law. The updated policy will be posted on our website with the revised effective date. We encourage you to review this page periodically. Continued use of our website or services after a change constitutes acceptance of the updated policy.
12. Contact us
For privacy-related enquiries, requests or complaints, please contact:
Privacy Officer – Allevi8HQ
A8 Advisory Pty Ltd
Email: [email protected]
Location: Brisbane, Queensland, Australia