References to "we", "our", "us" and "CapitalVue Pty Ltd" mean CapitalVue Pty Ltd (ACN 671 085 028), an incorporated provider of Business Services trading as CapitalVue Pty Ltd (ABN 56 671 085 028) and its officers, employees and agents.
CapitalVue Pty Ltd recognises the importance of protecting personal information collected by us. We are committed to and bound by law to comply with the Australian Privacy Principles.
This Privacy Policy sets out the basis on which any personal information which we collect from you, or that you provide to us, will be managed by us. Please read this Privacy Policy carefully. When you provide personal information to us you will be deemed to have read and understood this Privacy Policy.
We may collect personal information about you as required in order to provide our Services to you. The types of personal information collected may depend upon the circumstances, but generally may include:
We may also collect sensitive information about you where that sensitive information is required in order to provide our Services to you. The types of sensitive information collected may depend upon the circumstances of your particular matter, but generally may include racial or ethnic origin; political opinions or membership of a political association; religious or philosophical beliefs or affiliations; membership of a professional or trade association or union; sexual preferences or practices; criminal record; health or genetic information; and any other sensitive information required by law and/or required to provide our Services to you.
You acknowledge that the personal and/or sensitive information which we collect is reasonably necessary for us to provide our Services to you, and that failure to provide complete and accurate information may prevent CapitalVue Pty Ltd from providing our Services to you. You consent to the collection of such personal and/or sensitive information. You acknowledge that we may collect personal information about you from other organisations for the purpose of providing our Services to you.
We hold personal information in paper files at our office and electronically in cloud-based systems operated by our service providers, including our client portal, our customer relationship management system and our email and document storage. Access is restricted to staff who need it, protected by passwords and multi-factor authentication, and backed up. See Section 7 for where those systems are hosted.
We take all reasonable steps to ensure that the personal information which we hold is secure from any unauthorised access, misuse or disclosure. However we do not guarantee that personal information cannot be accessed by an unauthorised person or that unauthorised disclosure will not occur.
Information collected for anti-money laundering and counter-terrorism financing purposes is retained for seven years after the end of our relationship with you, as the Act requires. Where another obligation requires us to keep information for longer, we keep it for that period.
We use personal information held about you for the primary purpose of providing our Services to you. We may disclose personal information held about you, with your prior consent: to third parties as required in order to provide our Services to you (for example experts, accountants, bookkeepers, insurers); if we are under a duty to disclose your personal information in order to comply with any legal obligation, or to protect the rights, property or safety of CapitalVue Pty Ltd, its clients or others; or as otherwise permitted by law.
We may also use and disclose personal information held about you for secondary purposes which are related to the primary purpose of providing our Services to you, which may include adding your details to our newsletter list to inform you of updates and changes to the law which may affect or interest you, and inviting you to events hosted by CapitalVue Pty Ltd or a third party which may be relevant to your circumstances. You can unsubscribe from these at any time.
We also use your personal information to operate the computer programs and artificial intelligence tools described in Section 11. Our service providers who supply those tools process your information only to provide the service to us and under contract terms that restrict their use of it.
From 1 July 2026 we are a reporting entity under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth). We collect and hold personal information to meet obligations under that Act.
We may disclose personal information where we are required or permitted to do so for those purposes. This includes disclosure to AUSTRAC, to a regulator or law enforcement agency, and to another party's real estate agent, solicitor, conveyancer, financier or settlement agent where that business needs the information to meet its own obligations under the Act. We disclose only what is required for that purpose.
Information we collect for these purposes is held separately from our general client records and is not used for marketing.
Our AML/CTF Compliance Statement explains in more detail what we collect, why, and who we share it with.
When you visit our website we, and our service providers, use cookies and similar technologies (such as pixels, tags and local storage) to make the site work, understand how it is used, and measure and improve our marketing. These technologies may collect information including your device and browser type, IP address, approximate location, the pages you view, the links and buttons you interact with, the website or ad that referred you, and unique cookie or advertising identifiers.
We use the following third-party tools, deployed through Google Tag Manager:
We use this information to operate and improve the website, respond to your enquiries, measure which marketing is working, and deliver more relevant advertising. You can control cookies through your browser settings, and you can opt out of interest-based advertising directly with the providers: Google (through Google Ads Settings and the Google Analytics Opt-out Browser Add-on) and Meta (through your Facebook and Instagram ad preferences). Each of these providers handles data under its own privacy policy, which we encourage you to review.
Where possible we hold your personal information in Australia. Our client portal and our customer relationship management system host data in Australia. Some of the service providers we use, including providers of website analytics, advertising, artificial intelligence, software development, meeting transcription, email and document storage, are global businesses. Some of your personal information may be processed or stored outside Australia by those providers or their sub-processors, including in the United States. Providers may also use artificial intelligence within their own products in ways we do not control.
Before we disclose personal information to an overseas provider, we take reasonable steps to ensure it is handled in a way consistent with the Australian Privacy Principles, including through contract terms and by limiting what we share to what the service needs.
You may, at any time, request access to the personal information which we hold about you by sending an email to info@capitalvue.com.au. We will respond to such request within a reasonable time of it being received by us. We will endeavour to provide access in the manner requested by you if it is reasonable and practicable to do so. We may charge you for providing access to your personal information, and you will be advised of the relevant charge and asked to make payment prior to access being provided. If we refuse your request for access on any ground permitted by law, we will give you written notice in accordance with the Privacy Act.
You may, at any time, request us to correct the personal information which we hold about you by sending an email to info@capitalvue.com.au. We will take such steps as are reasonable to correct that information to ensure that it is accurate, up to date, complete, relevant and not misleading. Where personal information has previously been disclosed to another organisation, you may request us to notify the other organisation of the correction, and we will take such steps as are reasonable to do so unless it is impracticable or unlawful. If we refuse your request to correct your personal information, you may request that we associate with your personal information a statement that in your view the information is inaccurate, out of date, incomplete, irrelevant or misleading.
Users have the right to request the deletion of their personal data. To make such a request, email info@capitalvue.com.au with the subject line "Data Deletion Request" and include your full name, email address, and a detailed description of the data you wish to be deleted. We may require more information to verify your identity before processing your request. We will respond within 30 days and confirm the deletion of your data, or provide an explanation if we are unable to fulfil your request.
We cannot delete information collected for anti-money laundering and counter-terrorism financing purposes before the end of the seven-year retention period described above, because the Act requires us to keep it. A deletion request does not shorten that period. We will tell you if a request cannot be fully met for this reason, and we will delete the information when the period ends.
We use computer programs, including rules-based software in our client portal and artificial intelligence tools, to help us make some decisions about our clients and about people connected to a property transaction. Some of these decisions could significantly affect your rights or interests. This section explains what information those programs use and what decisions they are involved in.
We may use sensitive information (for example, information about a criminal record or political affiliation) in these programs only where the law requires us to check it as part of our anti-money laundering obligations.
At present, no decision about you is made solely by a computer program. A person at CapitalVue makes every decision described in 11.3.
A person at CapitalVue makes these decisions, but a computer program produces information, a rating or a recommendation that is a key part of how the decision is made:
We use generative artificial intelligence tools to help draft documents, summarise and analyse information, transcribe and summarise meetings, assist with software development, and assist with reviewing client files. The tools we use include Anthropic Claude, Replit, OpenAI ChatGPT, Google Gemini, Microsoft Copilot, HubSpot Breeze and Fireflies. Our service providers may also use artificial intelligence within the products they supply to us. We do not allow these tools to make a decision about you on their own. A person reviews the output before it is relied on. We limit the personal information we enter into these tools to what the task needs, and we keep a register of each tool, the work it is used for and the provider's terms for handling the information we enter. Information entered into these tools may be processed outside Australia (see Section 7).
You can ask us how a decision about you was made, what information was used, and ask us to review it. Contact us using the details in Section 13. We will tell you in writing the outcome of a review. Where the law prevents us from telling you about a matter (for example, a suspicious matter report), we will tell you only that we cannot discuss it.
This Privacy Policy may be changed from time to time. If you are affected by such changes, we will notify you.
If you require any further information, have any questions or wish to make a complaint, you should contact CapitalVue Pty Ltd by mail at 28 Bovelles St, Camp Hill QLD 4152; by email at info@capitalvue.com.au; or by phone on 0499 484 727. We will take such steps as are reasonable to investigate complaints within a reasonable time, and will give you written notice of the investigations carried out and the outcome of your complaint.
You can also ask us to review a decision made with the help of a computer program (see Section 11.5).
Last updated: 22 October 2026.
