Last updated: October 2026
Grant Buddy ("Grant Buddy", "GB", "we", "our" or "us") is operated by Square Digital Pty Ltd (ABN 34 608 413 609), trading as Grant Buddy.
Grant Buddy is an independent R&D Tax Incentive introduction and referral service. We connect Australian businesses with participating independent R&D Tax Incentive consultants and specialists. This Privacy Policy explains how we collect, hold, use and disclose personal information through our website, quizzes, enquiries and communications.
We handle personal information in accordance with the Privacy Act 1988 (Cth) and Australian Privacy Principles where they apply to us.
Depending on your interaction with us, we may collect:
Please do not send sensitive information or confidential technical documentation unless a specialist specifically requests it through an appropriate secure channel.
We collect information directly when you complete or partially complete a quiz or enquiry, provide contact details, verify a mobile number, or communicate with us. We may collect technical information automatically through cookies and similar technologies.
We may receive relevant status information from participating specialists or service providers to administer enquiries and maintain referral records.
We may send a one-time code or PIN by SMS to check that the telephone number submitted is accessible to the person making the enquiry. This is contact verification, not an R&D eligibility assessment.
We may use personal information to:
Our initial referral criteria are not a formal determination of eligibility for the R&D Tax Incentive.
If you submit an enquiry that meets our initial referral criteria, we may disclose information you provided to a participating independent R&D Tax Incentive consultant or specialist so they can contact you and consider your enquiry.
We generally refer a successful enquiry to one participating specialist at a time. That specialist independently determines what further information is needed and handles information it receives under its own privacy policy and legal obligations.
We do not control the specialist’s subsequent independent information handling, except to the extent responsibility cannot lawfully be excluded.
We may disclose information where reasonably necessary to website and cloud hosting providers, CRM and lead management platforms, SMS and email providers, analytics and advertising platforms, security and IT providers, professional advisers, and authorities where required or authorised by law.
We do not sell personal information to unrelated third parties for unrelated independent marketing purposes. We may receive a referral or marketing fee in connection with an introduction.
If you start but do not complete an enquiry, we may retain information already entered. Where permitted by law, we may send limited reminders relating to the incomplete enquiry. These are distinct from general promotional marketing. You may ask us to stop these reminders.
Where you consent or where otherwise permitted by law, we may contact you about relevant R&D Tax Incentive services. Commercial electronic messages will identify the sender and include an unsubscribe mechanism where required.
You can opt out of our marketing at any time by using an unsubscribe link or contacting info@squaredigital.com.au. Opting out of marketing does not necessarily prevent necessary communications about an existing enquiry. Independent specialists are responsible for their own subsequent marketing practices.
We may use cookies, analytics tools and advertising technologies, including Google and Meta services, to operate the website, measure conversions and advertising performance, and support campaigns. See our Cookie Policy for details.
Information may be stored electronically in lead-management, hosting, communications and cloud systems used by us and our providers. We take reasonable steps to protect information against misuse, interference, loss, unauthorised access, modification and disclosure. No electronic system is completely secure.
Some technology, communications, analytics and cloud providers may store or process information outside Australia. Locations depend on the relevant provider. Where applicable Australian privacy law requires steps in relation to overseas disclosure, we will take reasonable steps to comply.
We retain information for as long as reasonably necessary to administer enquiries, maintain records, resolve disputes and comply with legal and regulatory obligations. Retention periods vary by purpose. When information is no longer required, we take reasonable steps to destroy or de-identify it where required by law.
You may request access to personal information we hold about you or request correction of inaccurate information, subject to applicable law. Contact info@squaredigital.com.au. We may need to verify your identity before responding.
If you have a privacy concern, contact the Grant Buddy Compliance Manager at info@squaredigital.com.au with details. We will investigate and respond within a reasonable time. If unresolved, you may be able to complain to the Office of the Australian Information Commissioner (OAIC).
We may update this policy to reflect changes in law, technology or operations. The latest version will be available on our website.
For enquiries about this policy, contact Grant Buddy, operated by Square Digital Pty Ltd (ABN 34 608 413 609), at info@squaredigital.com.au.
