Privacy Policy

Real Advisory Pty Ltd | Last updated: November 2026

1. Our commitment to privacy

Real Advisory Pty Ltd (Real Advisory, we, us or our) respects your privacy and is committed to protecting personal information in accordance with the Privacy Act 1988 (Cth) and, where applicable, the Australian Privacy Principles.

This Privacy Policy explains how we collect, hold, use and disclose personal information in connection with our professional services, our website, communications and business operations.

2. Personal information we collect

The personal information we collect will depend on our relationship with you and the services we provide or may provide. It may include:

your name, date of birth and contact details;
residential, postal and business addresses;
identification and verification information;
tax file numbers, Australian Business Numbers and other government identifiers where permitted by law;
financial, banking, taxation, accounting and superannuation information;
information concerning assets, liabilities, investments, income and financial affairs;
information concerning companies, trusts, partnerships, superannuation funds and other entities with which you are associated;
information about directors, shareholders, trustees, beneficiaries, partners, members, employees, beneficial owners, controllers and authorised representatives;
information contained in correspondence and communications with us;
information concerning your business activities and transactions;
information required for identity verification, customer due diligence, sanctions screening and other regulatory or professional compliance purposes;
information relevant to the professional services we provide or consider providing; and
information provided through our website, online forms, newsletters, events or other communications.

3. How we collect personal information

We generally collect personal information directly from you. We may also collect information:

from your representatives, advisers, employees or associated entities;
from accountants, lawyers, financial advisers, auditors and other professional advisers;
from government agencies, regulators and publicly available registers;
from financial institutions and other organisations where authorised or permitted;
through identity verification, due diligence and screening providers;
through our website, online forms and electronic communications;
from software, data and professional information services used in providing our services; and
from other sources where authorised or permitted by law.

Where you provide us with personal information about another person, you should ensure that you are authorised to provide that information and, where required, that the person has been informed of the disclosure.

4. Why we collect and use personal information

We may collect, hold, use and disclose personal information to:

assess whether we can accept or continue a professional engagement;
verify identity and undertake client due diligence;
provide accounting, taxation, audit and assurance, superannuation, business advisory, corporate secretarial, structuring and related professional services;
establish and manage client relationships and engagements;
communicate with clients, prospective clients and other parties;
obtain information necessary to perform our services;
satisfy our professional, ethical, regulatory and legal obligations;
undertake conflict, independence, risk and quality-management procedures;
manage billing, credit and administration;
operate, maintain and improve our business and website;
manage information technology, cyber security, risk and quality assurance;
respond to enquiries, complaints and disputes;
communicate information about our services, publications, newsletters, events and other matters that may be relevant to you; and
carry out other activities reasonably necessary for operating our professional practice.

5. Anti-money laundering, identity verification and customer due diligence

Real Advisory may be required to undertake identity verification, customer due diligence and other procedures to comply with applicable anti-money laundering and counter-terrorism financing laws, sanctions requirements and our professional and regulatory obligations.

For these purposes, we may collect, hold, use and verify information including:

names, addresses, dates of birth and other identifying information;
identity documents and information, including information contained in passports, driver licences and other identification documents;
information relating to companies, trusts, partnerships and other legal arrangements;
details of directors, shareholders, trustees, beneficiaries, partners, members, beneficial owners, controllers and authorised representatives;
information regarding the ownership and control structure of an entity or legal arrangement;
information concerning the nature and purpose of a business relationship, engagement or transaction;
information concerning the source of funds or source of wealth, where relevant or required;
information required to identify or assess politically exposed persons and their family members or close associates;
information used for sanctions and other screening;
information relevant to assessing money laundering, terrorism financing, proliferation financing or other financial crime risks; and
other information reasonably necessary for customer due diligence, enhanced customer due diligence, risk assessment or ongoing monitoring.

We may verify this information using documents you provide, electronic verification services, government or public registers, databases, third-party information providers and other sources that we are permitted to use.

We may undertake ongoing monitoring and request updated or additional information during our relationship with you where reasonably necessary to satisfy our legal, regulatory or professional obligations.

Where required or permitted by law, information may be disclosed to regulators, government agencies, law enforcement bodies, identity verification or screening providers and other relevant parties.

6. Disclosure of personal information

We may disclose personal information, where reasonably necessary or permitted, to:

government agencies and regulators, including the Australian Taxation Office and Australian Securities and Investments Commission;
financial institutions;
professional advisers, consultants and specialists;
accountants, auditors, lawyers and financial advisers;
software, information technology, cloud computing, data hosting and cyber security providers;
identity verification, customer due diligence, AML/CTF and screening providers;
contractors and outsourced service providers assisting us to provide our services;
professional indemnity insurers, insurance advisers and legal advisers;
professional and regulatory bodies;
external reviewers undertaking professional quality assurance or compliance reviews; and
other persons where you have authorised the disclosure or where disclosure is required or permitted by law.

7. Technology, cloud services and overseas disclosure

We use technology and cloud-based services as part of operating our practice and providing professional services.

Our technology and service providers may store, process or access information using infrastructure located in Australia or overseas. The location in which information is stored or processed may change depending upon the systems and service providers we use.

Where personal information is disclosed to an overseas recipient, we will manage the disclosure in accordance with applicable Australian privacy laws.

8. Security of personal information

We take reasonable steps to protect personal information from misuse, interference, loss and unauthorised access, modification or disclosure. These measures may include:

access controls and authentication;
information security and cyber security measures;
secure cloud services;
backup and recovery processes;
staff policies, training and procedures;
restrictions on access to confidential information; and
incident identification and response procedures.

No method of electronic transmission or storage is entirely risk-free, and we cannot guarantee absolute security.

9. Retention of information

We retain personal information and professional records for as long as reasonably necessary to:

provide our services;
maintain appropriate professional records;
meet taxation, legal, regulatory and professional requirements;
manage actual or potential claims and disputes; and
satisfy insurance and risk-management requirements.

Information may remain within secure backup or archival systems after it is no longer actively used, subject to applicable retention and destruction requirements.

10. Our website, cookies and analytics

When you access our website, certain technical information may be collected automatically or through technologies such as cookies. This may include:

IP address;
browser and device information;
operating system;
pages viewed;
dates and times of access;
referring websites;
interactions with our website; and
other website usage information.

We may use cookies, analytics tools and similar technologies to:

operate and secure our website;
understand how visitors use our website;
monitor website performance;
improve website functionality and content;
measure the effectiveness of communications or marketing; and
provide or measure relevant advertising or marketing activities.

Some of these technologies may be provided by third parties. Information collected through those technologies may be handled in accordance with the privacy policies of the relevant providers and may be processed in Australia or overseas.

You may be able to control or disable cookies through your browser settings, although doing so may affect the operation of some website features.

11. Marketing communications and newsletters

We may use your contact details to send you newsletters, professional updates, invitations, information about our services and other communications that we consider may be relevant to you.

We may send these communications where you have requested or consented to receive them, where we have an existing business relationship with you and it is appropriate for us to do so, or otherwise where permitted by law.

You may unsubscribe from marketing communications at any time by using the unsubscribe facility included in the communication or by contacting us. Where required by law, we will obtain your consent before sending electronic marketing communications.

12. Accessing and correcting your personal information

You may request access to personal information we hold about you or ask us to correct information that is inaccurate, out of date, incomplete, irrelevant or misleading.

We will respond to requests in accordance with applicable privacy laws. In some circumstances, we may be permitted or required to refuse access. If this occurs, we will generally explain the basis for our decision where required by law.

13. Privacy enquiries and complaints

If you have a question, concern or complaint regarding how we have handled your personal information, please contact us. We will consider and respond to privacy complaints within a reasonable period.

If you are not satisfied with our response, you may be entitled to lodge a complaint with the Office of the Australian Information Commissioner.

14. Contact us

Real Advisory Pty Ltd
Level 17, 1 Denison Street
North Sydney NSW 2060
Telephone: (02) 8907 3222
Email: info@realadvisory.com.au

15. Changes to this Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our business, professional services, technology, practices or legal and regulatory obligations.

The current version will be published on our website and will state the date on which it was last updated.