Privacy Policy

H2 Conveyancing
Effective date: 1 July 2026

1. About This Privacy Policy

This Privacy Policy explains how H2 Conveyancing collects, holds, uses, discloses and protects personal information.

H2 Conveyancing is a licensed settlement agent operating in Western Australia. We handle personal information in accordance with the Privacy Act 1988 (Cth), the Australian Privacy Principles (APPs), applicable professional obligations and other laws relevant to our services.

Settlement agents are reporting entities under the Anti-Money Laundering and Counter-Terrorism Financing Act 2006 (Cth) (AML/CTF Act). As a result, we may be required to collect, verify, use, retain and disclose personal information for customer due diligence and other AML/CTF purposes.

This Privacy Policy applies when you visit our website, request an instant or personalised quote, submit an enquiry, communicate with us, engage us to provide services, or otherwise interact with H2 Conveyancing.

2. Personal Information We May Collect

The personal information we collect depends on the nature of your enquiry, transaction and our legal obligations. It may include:

• your full name, date of birth, residential address, postal address, email address and telephone number;
• identification information, including driver’s licence, passport, birth certificate, Medicare card and other documents used to verify identity;
• property addresses, contract details, settlement dates, purchase prices and other transaction information;
• information about buyers, sellers, registered proprietors, beneficiaries, executors, administrators, attorneys, directors, trustees, shareholders, beneficial owners and related parties;
• copies of contracts, title records, court orders, probate or administration documents and other transaction records;
• financial and banking information, including bank account details, loan details, deposit information and settlement funds;
• information about source of funds, source of wealth, beneficial ownership and the purpose or nature of a transaction where required;
• information contained in correspondence, instructions, and documents relating to a settlement or conveyancing matter;
• information submitted through our website, instant quote system, contact forms or other online tools;
• any other information reasonably necessary for us to provide our services or comply with legal and regulatory obligations.

We only collect personal information that is reasonably necessary for our functions and activities, or where collection is required or authorised by law.

In limited circumstances, we may collect sensitive information where it is reasonably necessary and permitted by law.

3. How We Collect Personal Information

We may collect personal information directly from you when you:

• request an instant or personalised quote;
• engage us to act as your settlement agent;
• complete forms or provide instructions during a transaction;
• provide documents or identification information;
• communicate with us by telephone, email, WhatsApp, WeChat, in writing or in person; or
• use our website or online services.

We may also collect personal information from third parties involved in or connected with your transaction, including:

• real estate agents;
• banks, lenders, mortgage brokers and financial institutions;
• government agencies and statutory authorities;
• identity-verification providers, such as Australia Post and Livesign;
• AML/CTF customer due diligence and screening service providers;
• PEXA and other electronic conveyancing or settlement platforms;
• lawyers, settlement agents, accountants and other professional advisers;
• other parties to a transaction and their representatives; and
• publicly available registers or other lawful sources.

Where practicable, we will collect personal information directly from you. If you provide us with personal information about another person, you should ensure that you are authorised to do so and that the person is aware of this Privacy Policy.

4. Why We Collect, Hold and Use Personal Information

We may collect, hold and use personal information for purposes including:

• providing an instant or personalised quote;
• responding to enquiries and assessing whether we can act for you;
• conducting conflict checks and opening a matter;
• arranging, managing and completing conveyancing and settlement transactions;
• communicating with you and other parties involved in a transaction;
• verifying identity and authority to act;
• preparing, lodging and processing documents;
• managing trust account transactions and settlement funds;
• conducting customer due diligence and complying with AML/CTF obligations;
• managing audits and professional obligations;
• maintaining business and transaction records; and
• complying with legal, regulatory, taxation, trust account and reporting obligations.

If we cannot collect information that is reasonably required, we may be unable to provide a quote, accept instructions, continue acting or complete a transaction.

5. Disclosure of Personal Information

We may disclose personal information where reasonably necessary to provide our services, complete a transaction or comply with legal and regulatory obligations. Recipients may include:

• banks, lenders and financial institutions;
• government authorities, including Landgate, RevenueWA and AUSTRAC where applicable;
• PEXA and other electronic conveyancing or settlement platforms;
• real estate agents;
• other settlement agents and conveyancers;
• legal practitioners and other professional advisers;
• identity-verification providers, such as Australia Post and Livesign;
• AML/CTF customer due diligence, screening and compliance service providers;
• technology, hosting, cloud-storage, cybersecurity, email, communication, e-signature and workflow providers;
• auditors, insurers, regulators and professional bodies;
• courts, tribunals, law-enforcement agencies and other persons where required or authorised by law;
• our related or associated businesses where relevant, authorised or otherwise permitted by law; and
• any other person authorised by you.

Legal services provided by AH2 Legal and migration services provided by H2 Migration are separate services. We will only refer or disclose your personal information to those businesses where appropriate, authorised or otherwise permitted by law.

6. Confidentiality

We treat information obtained while acting for a client as confidential.

Information will not be disclosed unless:

• you have authorised the disclosure;
• the disclosure is reasonably necessary to provide our services;
• the disclosure is required or permitted by law; or
• the disclosure is otherwise consistent with our professional obligations.

7. Security of Personal Information

We take reasonable steps to protect personal information from misuse, interference, loss, unauthorised access, modification or disclosure.

These measures may include:

• secure electronic systems;
• password protection and multifactor authentication;
• restricted staff access;
• staff training and internal procedures;
• secure storage of physical records;
• backups, cybersecurity controls and fraud-prevention measures; and
• secure destruction or de-identification when information is no longer required.

We also seek to engage service providers that maintain security measures appropriate to the information they collect or handle on our behalf.

8. Retention of Personal Information

We retain personal information for the period required by law, professional obligations and our legitimate business needs.

When personal information is no longer required and we are not legally required to retain it, we will take reasonable steps to securely destroy or de-identify it.

If we receive unsolicited personal information that we could not lawfully have collected and that is not required for our services or legal obligations, we will take reasonable steps to destroy or de-identify it.

9. Access and Correction

You may request access to personal information we hold about you. You may also request that we correct personal information if it is inaccurate, incomplete, out of date or misleading.

We may need to verify your identity before processing a request.

In some circumstances, access may be refused or limited where permitted by law. If this occurs, we will generally explain the reason unless we are legally prevented from doing so.

10. Instant Quotes and Online Enquiries

Our website may provide instant quotes for most standard conveyancing matters. Some complex, unusual or non-standard matters may require manual assessment by our team before a final quote can be provided.

Where an instant quote cannot be generated, the information you provide may be reviewed by a member of our team so that we can prepare a personalised quote.

Requesting a quote, submitting an enquiry or completing an online form does not appoint H2 Conveyancing as your settlement agent and does not create a client relationship. We will only act after our appointment, conflict-checking, identification, onboarding and acceptance requirements have been completed.

11. Website, Cookies and Third-Party Services

If you contact us through our website, instant quote system or by email, we may collect your name, contact details and the information you provide.

Our website may use cookies and similar technologies to:

• operate website functions;
• remember user preferences;
• analyse website traffic and performance;
• protect forms from spam or misuse; and
• understand how visitors interact with our website.

Our website may include or integrate third-party services such as Google Maps, Google Reviews, analytics tools, CAPTCHA services, online quote tools, form providers, embedded content and communication platforms. Those providers may collect information under their own privacy policies.

You may be able to disable cookies through your browser settings, although some website functions may not operate correctly as a result.

12. Cybersecurity and Payment Instructions

Property transactions are a common target for email fraud and payment-redirection scams.

H2 Conveyancing will not advise you of a change to our trust account or payment details solely by email.

Before transferring any funds, you must independently verify the payment instructions by calling our office using the telephone number published on our website or included in our formal engagement documents.

You should immediately contact us if you receive a suspicious email, payment request or change of account details.

13. Privacy Complaints

If you have a complaint about how we handle personal information, please contact us using the details below.

We will investigate the complaint and respond within a reasonable timeframe.

If you are not satisfied with our response, you may lodge a complaint with the Office of the Australian Information Commissioner (OAIC).

14. Contact Us

H2 Conveyancing
Address: Unit 10, 162 Colin Street, West Perth WA 6005
Postal address: PO Box 728, West Perth WA 6872
Phone: 08 6161 0243
Email: settlement@h2group.com.au

15. Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes to our services, technology, legal obligations or information-handling practices.

The current version will be published on our website together with the date it was last updated.