Legal

Privacy policy

How TradeBetter collects, uses and stores your information.

Last updated: 17 September 2026

1. About this policy

TradeBetter ("we", "us", "our") is committed to protecting the privacy of the individuals and businesses we interact with. This Privacy Policy explains how we collect, use, store, disclose, and handle personal information and business information in accordance with the Privacy Act 1988 (Cth) ("Privacy Act") and the Australian Privacy Principles ("APPs").

This Policy applies to:

  • Visitors to our website at tradebetter.com.au ("Website")
  • Current and prospective clients
  • Any other person or entity whose information we collect in the course of operating our business

By using our Website or engaging our services, you consent to the practices described in this Policy.

2. What information we collect

2.1 Personal information

We may collect the following types of personal information:

  • Name and contact details (phone number, email address, postal address)
  • Business name and ABN
  • Job title and role
  • Communications and correspondence with us

2.2 Business information

In providing our services we may collect:

  • Operational data, including workflow processes, software accounts, and how your systems are set up
  • Client lists and business contacts
  • Login credentials and access details for business software platforms and systems (used solely for the purpose of delivering the agreed services)

The collection of operational business information is necessary for us to deliver our services effectively.

3. How we collect information

We collect information:

  • Directly from you, through enquiry forms, emails, phone calls, discovery sessions, or meetings
  • During service delivery, including through remote access to your business systems and platforms (with your prior consent)
  • When you submit information through our Website, including our contact form and online booking tool (Calendly)
  • Automatically when you visit our Website, through Google Analytics and Microsoft Clarity. These tools record how visitors use the site, such as pages viewed, clicks and scrolling, and Clarity can create recordings and heatmaps of visits. They do not tell us who you are. You can limit them through your browser's privacy settings
  • From publicly available sources, such as business registries

4. How we use your information

We use the information we collect to:

  • Provide and deliver the services you have engaged us for
  • Communicate with you about your engagement
  • Prepare proposals, scopes of work, and reports
  • Comply with our legal and regulatory obligations
  • Improve our services

We will not use your personal or business information for any purpose other than the primary purpose for which it was collected, or a directly related secondary purpose, without your consent.

5. What we keep, and where

The automations we build run in your own accounts and software, which remain under your control. We keep only the information we need to run our business and deliver our services, which is generally:

  • Your contact details and our correspondence with you
  • Proposals, agreements and invoices
  • Notes about your business processes and how your systems are set up
  • While we are building, small samples of records or test copies of settings, so we can check that automations work before they go live

We store this information in secure, access-controlled business software, such as our email and cloud storage. We take the following steps to protect it:

  • Restricting access to authorised TradeBetter personnel and approved subcontractors only
  • Using secure sharing settings and not generating publicly accessible links to client files
  • Not disclosing client information to unauthorised third parties

6. Disclosure of information to third parties

We do not sell, trade, or rent your personal or business information to third parties. We may disclose your information to:

  • Industry advisors or contractors engaged to assist in delivering services to you, on a strict need-to-know basis and subject to written confidentiality obligations
  • Third-party service providers who assist us in operating our business (such as providers of email, cloud storage, website hosting, analytics, online booking and AI tools)
  • Government bodies or regulatory authorities as required by law
  • Any person with your prior written consent

Some of these service providers are based overseas, mainly in the United States, and may store or process information outside Australia.

7. Artificial intelligence tools

We may use AI tools to assist with analysis, document preparation, and designing, building and testing automations. Your business information, including operational data, may be processed through such tools.

We take reasonable steps to ensure the AI tools we use handle your information appropriately. However, you should be aware that AI tools are operated by third-party providers with their own privacy policies.

If you have questions about the use of AI tools in relation to your engagement, please contact us before your engagement commences.

8. Security

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

  • Password-protected access to our systems and devices
  • Access to client information restricted to the people working on your engagement
  • Secure, access-controlled cloud storage

While we take these precautions, no data transmission or storage system is completely secure. If you suspect that your information has been accessed without authorisation, please contact us immediately at info@tradebetter.com.au.

9. Data breach response

In the event of an eligible data breach as defined under the Notifiable Data Breaches scheme (Part IIIC of the Privacy Act), we will:

  • Assess the breach as quickly as practicable
  • Notify affected individuals and the Office of the Australian Information Commissioner (OAIC) where required by law
  • Take steps to contain the breach and mitigate potential harm

10. Data retention

  • Operational data and notes about your systems: 12 months after engagement conclusion
  • Sample records and test copies used while building: deleted once they are no longer needed to build and test your automations
  • Invoices, agreements and other records we need for tax and legal purposes: 7 years
  • Training recordings and handover documents we give you: yours to keep, under your control
  • General correspondence: 12 months after engagement conclusion

Upon expiry of the relevant retention period, we will take reasonable steps to securely delete or de-identify your information.

11. Access and correction

You have the right to request access to the personal information we hold about you, and to request that we correct information that is inaccurate, incomplete, or out of date. To make a request, please contact us at info@tradebetter.com.au. We will respond within 30 days.

12. Complaints

If you believe we have handled your information in a way that breaches the Privacy Act or the APPs, please contact us at info@tradebetter.com.au with details of your concern. 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 refer your complaint to the OAIC at www.oaic.gov.au.

13. Changes to this policy

We may update this Privacy Policy from time to time. The current version will always be available on our Website. We encourage you to review this Policy periodically.

14. Contact us

TradeBetter · ABN: 87 556 198 239
Email: info@tradebetter.com.au
Website: tradebetter.com.au
Location: Brisbane, Queensland, Australia