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Privacy Policy


At Inherit Australia (Inherit) we want to have the best possible relationship with our advisers, their clients and lawyers that interreact between each of these parties.  To achieve this, we need to collect personal information about your clients and the relevant circumstances surrounding your client's interaction with us.

It is important for us to ensure that you are confident that any personal information you provide to us on behalf of your clients is treated in the appropriate manner and with the appropriate degree of privacy.

We have adopted the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth) (the Privacy Act). The NPPs govern the way in which we collect, use, disclose, store, secure and dispose of your client's Personal Information.

A copy of the Australian Privacy Principles may be obtained from the website of The Office of the Australian Information Commissioner at

What does “personal information” mean?

Personal information is any information or an opinion about your clients that identifies them or by which their identity may be reasonably determined.

What personal information do we collect?

The type of personal information we collect from you will depend on how you interact with us on behalf of your clients. Generally, we collect the following types of information:

  • Their name, address and family details

  • Details of company and other legal structures

  • financial information, such as bank account details, assets and investments and credit card numbers;

  • Their email, telephone or other contact details, including those of their family members and related parties;

  • Their testamentary wishes, and

  • other information you provide to us from time to time

How do we collect your clients personal information?

Generally, we collect this personal information when you:

  • provide it to us directly through our AI bot data collection on the inherit website platform,

  • documents you upload to that website and

  •  via chat, email, telephone or in-person;

We may collect personal information about your clients from other sources without your clients direct knowledge, including from related advisers or publicly available sources.

We will always collect your client’s personal information directly from you where possible.  Where we are unable to obtain personal information directly from you, we will obtain your client’s consent before information is obtained from another party including your client’s personally.

Regardless of how your client’s personal information is collected – whether it is directly from you, from your clients interactions with us or from third parties – we will deal with your clients personal information in accordance with this policy.

We collect your client’s Personal Information for the primary purpose of providing our services to you and other parties participating on the Inherit platform, providing information to our clients and marketing. We may also use your client’s Personal Information for secondary purposes closely related to the primary purpose, in circumstances where you would reasonably expect such use or disclosure. This involves disclosure to other parties connected with the inherit platform.

When we collect Personal Information we will, where appropriate and where possible, explain to you why we are collecting the information and how we plan to use it.

How do we use cookies?

Cookies are small data files that are stored on your client’s device via your client’s web browser. We don’t intentionally use Cookies, but plugins installed on our website may use Cookies.

You can clear or disable cookies by changing the security settings on your client’s device.

Why do we collect your client’s personal information?

We collect your clients  personal information so we can:

  • contact you;

  • carry out the functions and purposes of the Inherit business

  • improve and develop our products and services;

  • ask you for feedback;

  • conduct promotions or events;

  • assess the performance of our website;

  • process you or your client’s payments for our products and services;

  • comply with our legal obligations.


We only collect, store, and use personal information for the purposes set out above

When you purchase products or services from us, we collect your client’s financial information (e.g., credit card details or bank details) to process payments. We don’t store those details.

We use a third-party payment processing system such as the CBA payment gateway. You acknowledge you have read and agree to CBA’s privacy policy when you make payments to us via this system. You can find Stripe’s privacy policy at

Will we disclose your clients  personal information?

Sometimes we’ll need to disclose your client’s personal information to other people or entities (‘third parties’) for the purposes set out in this policy. For example, we will pass on your clients payment details to our third-party payment processing system, or to a lawyer that you nominate or which is otherwise nominated to act on behalf of your client to provide legal advice.

In making this disclosure we assume that you have obtained your client’s consent to the release and disclosure of their personal financial information including that information which you have uploaded onto the Inherit website platform

We will do our best to ensure that we do not disclose your client’s personal information to a third party if you have not approved it.  Your client’s consent to the disclosure of your clients personal information may be given expressly, or it may be implied from you or your clients interaction with us or any other service provider engaged through the Inherit platform.

We will need to disclose your clients personal information where the law requires us to.


Will we disclose your clients  personal information to people or entities?

We disclose your clien’ts personal information to people or entities located outside Australia such as United States or any other country that is relevant to your client circumstances for the purposes set out in this privacy policy.

We take steps to ensure that the overseas people or entities recipients of your clients  personal information handle your clients  personal information with the same level of protection as set out in this privacy policy.

How do we keep your clients personal information secure?

We will take all reasonable precautions to safeguard personal information that is held by us from loss, misuse, unauthorised access, modification, or disclosure.

To ensure that your client’s personal information is secure, we employ several means, including:

  • external and internal premises security;

  • restricting or limiting password access to our computer systems to persons who are authorised to access that information

  • the requirement for all employees of Inherit to enter into a confidentiality agreement;

  • computer firewall protection, intrusion detection systems and virus scanning tools to prevent unauthorised persons and viruses from entering our systems;

  • restricted access to personal files and information;

  • computer maintenance to prevent unauthorised access;

  • document handling and shredding procedures with respect to personal information that is printed or received in a printed format;

  • limiting access to your clients personal information.

When your clients  Personal information is no longer needed for the purpose for which it was obtained, we will take reasonable steps to destroy or permanently de-identify your clients  Personal Information. However, most of the Personal Information is or will be stored in client filed which will be kept by us for a minimum of seven (7) years.

Sensitive information

Sensitive information is defined in the Privacy Act to include information or opinion about such things as an individual’s racial or ethnic origin, political opinions, membership of a political association, religious or philosophical beliefs, membership of a trade union or other professional body, criminal record or health information.

Sensitive information will be used by us only:

  • For the primary purpose for which it was obtained

  • For a secondary purpose that is directly related to the primary purpose

  • With your clients  consent; or where required or authorised by law.

We don’t usually collect sensitive information, but if we do we will always get your clients direct consent before disclosing your clients  sensitive information to third parties.

Direct marketing

We do not use your clients personal information, such as your clients  address or contact details, to provide your client with information about services that we offer.

Maintaining the Quality of your clients  Personal Information

It is important to us that your clients  Personal Information is up to date.  As inherit does not collect personal information from your client’s from them directly but rely solely from information provided by you.  You acknowledge that you have taken will continue to take reasonable steps to make sure that your client’s Personal Information is accurate, complete and up-to-date. If you find that the information we hold on behalf of your clients is not up to date or is inaccurate, please update your client records by your access to the Inherit platform and systems to ensure that your client’s records and those others who rely on those records are complete and accurate.

Changes to this privacy policy

We are constantly monitoring regulations, policies and procedures to ensure that we are up to date with changes in the law and market practices. As a result, we will change this privacy policy from time to time. You may view the most recent policy anytime on our website

How do you access the personal information we store?

You may access the Personal Information we hold about your clients and to update and/or correct it, subject to certain exceptions. Should you wish to access your clients  Personal Information, contact us on 0359766500 or by emailing us at

We will handle all requests as quickly as possible and provide that information to you.  Some requests may take longer depending on the nature of the complaint. We will respond to you within 30 days of receiving your client’s complaint outlining: what we have or will do in response to your client’s complaint or explaining why we believe there is no breach of our policy or the law.

In order to protect your client’s Personal Information, we may require identification from you or your client before releasing the requested information.

Complaints about breaches of privacy

If you believe that we have wrongfully disclosed your client's personal information or have breached this privacy policy, then you may lodge a complaint with us by phoning 1300 859 910 or writing to:

The IT Manager
Inherit Australia

22A Milgate Drive



If you are not satisfied with the response you receive from us, you can contact the Office of the Australian Information Commissioner by phoning 0359766500or writing to:

Director of Complaints
Office of the Australian Information Commissioner
GPO Box 5218
Sydney NSW 2001

Last reviewed: 1 December 2021

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