Legal
Legal documents
The agreements that govern your use of Portfoli.au, and how we handle your information.
- Privacy PolicyWhat personal information we collect, why we hold it, who we disclose it to, where it goes overseas, and how you access, correct or complain about it.Privacy Act 1988 (Cth) · Australian Privacy Principles · Notifiable Data Breaches scheme
- Terms of ServiceThe agreement between you and Portfoli.au: who can use it, your account, billing and cancellation, acceptable use, and what each of us is responsible for.Australian Consumer Law · Competition and Consumer Act 2010 (Cth)
- Financial Services and Tax DisclaimerWhy Portfoli.au is a record-keeping tool rather than an adviser, what the calculated figures are and are not, and what you must verify before lodging anything.Corporations Act 2001 (Cth) · Tax Agent Services Act 2009 (Cth)
All three documents are at version 1.1, effective 27 October 2026. We give notice before a material change takes effect. Document history.
Questions about any of them go to support@portfoli.au. Privacy enquiries and complaints go to support@portfoli.au.