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Terms & Conditions

1. Introduction

1.1 Agreement

These terms and conditions (“Terms”) are a binding legal agreement between Wholii Pty Ltd (ACN 670 677 700, ABN 75 670 677 700) (“we”, “us”, “our”) and you.

1.2 Acceptance of these Terms

By creating an account, clicking “I agree” or accessing or using the Platform, you accept these Terms on behalf of yourself and, where applicable, the organisation or entity that you represent.

By accepting these Terms, you confirm that:

  1. you have read and agree to these Terms and our Privacy Policy;
  2. you have the legal capacity and authority to enter into these Terms; and
  3. where you accept these Terms on behalf of an organisation or other entity, you represent and warrant that you have authority to bind that organisation or entity to these Terms.

1.3 Who “you” means

In these Terms, “you”, “your” or “User” means:

  1. where an account is created by an Organisation, company, partnership or other legal entity, that entity; or
  2. where an account is registered by an individual acting as a sole trader, independent contractor or other individual service provider, that individual,

and, in either case, includes each of your employees, officers, directors, contractors, agents, representatives, authorised users and Personnel who access or use the Platform on your behalf or under your account.

1.4 Responsibility for authorised users

You are responsible for ensuring that all people who access or use the Platform under your account comply with these Terms.

Any act or omission by such people in connection with the Platform will be taken to be an act or omission by you for the purpose of these Terms.

1.5 Interpretation of references to you

Where a provision of these Terms applies only to a particular category of person, that person or category will be expressly identified in the relevant provision.

Unless expressly stated otherwise, references to “you” include both:

  1. the contracting entity or individual who created the account; and
  2. all persons included within the definition of “you” in clause 1.3.

1.6 If you do not agree

If you do not agree to these Terms, do not create an account or access or use the Platform.

2. About the Platform

2.1 What the Platform does

The Platform is a customer relationship management (“CRM”) tool that helps you manage client records, notes, documents, and communications with a Participant (or their nominee, guardian, or support person).

2.2 Add-ons

The Platform may, from time to time, make available optional features (“Add-On Services”), that are not included as part of the standard licence or subscription. Access to and use of any Add-On Services is optional and is subject to additional fees and charges, as outlined in the Fees Annexure. We may introduce, modify, discontinue or replace Add-On Services at any time at our discretion.

2.3 We are not an NDIS provider

The Platform is a software tool only. We do not provide disability supports or services, we are not a registered NDIS provider, and we are not involved in decisions about a Participant’s care, funding, or supports. You are solely responsible for the NDIS supports and services you deliver to the Participants, and for complying with the NDIS Practice Standards and Code of Conduct.

2.4 Your responsibility for Participants

You are responsible for ensuring that each Participant (or their nominee or guardian) understands how their information will be used in the Platform, and that the Participant’s use of the Platform is appropriate for their circumstances.

2.5 Eligibility

The individual registering an account, and any Personnel you authorise to use the Platform, must be at least 18 years old and must have the authority to act on your behalf.

2.6 Authority to bind

You warrant that you are authorised to bind the business you represent to these Terms.

3. Accounts

3.1 Registering for an account

To use the Platform, you must register for an account and provide accurate, current and complete information about your business and Personnel.

3.2 No account for Participants

Participants do not register for or hold an account on the Platform.

3.3 Keeping accounts secure

You are responsible for keeping your own login details confidential, and for all activity that happens in your account. You must tell us immediately at Support@wholii.com.au if you suspect any unauthorised use of your account.

3.4 Accuracy of information

You must keep the information in your account accurate and up to date, including any contact details, consistent with your obligations under the NDIS Practice Standards.

4. Participant acceptance of Terms

4.1 Participant acceptance

You acknowledge the access by the Participant to the Platform and Service operates as follows:

  1. you enter the Participant’s information into the Platform;
  2. you prepare the services agreement in the Platform;
  3. you provide the services agreement directly to the Participant (or their nominee, guardian, or support person) separately from the Platform or meet with the Participant (or their nominee or guardian) for the Participant (or their nominee or guardian) to sign the services agreement within the Platform;
  4. the Participant signs the service agreement, or declines to sign it; and
  5. you record the outcome (signed or declined) on the Platform.

4.2 Agreement to be bound

You warrant that you will ensure that each Participant (or their nominee, guardian, or support person) who reviews a services agreement, whether through the Service or separately, agrees to be bound by the following provisions of these Terms to the extent they apply to Participants:

  1. clause 6 (Your Content and Participant Data)
  2. clause 7 (Privacy and Personal Information)
  3. clause 8 (Connected Services and third parties)
  4. clause 9 (Artificial Intelligence (AI) features)
  5. clause 12 (Intellectual Property)
  6. clause 14 (Warranties and disclaimers)
  7. clause 15 (Australian Consumer Law)
  8. clause 16 (Limitation of liability), and
  9. clause 23.8 (Governing Law and jurisdiction),

(“Participant Binding Clauses”).

4.3 Electronic signature

The electronic signature given by a Participant (or their nominee, guardian, or support person) on a services agreement must be under the Electronic Transactions Act 1999 (Cth) and equivalent state legislation.

4.4 Your responsibilities

You are solely responsible for:

  1. entering accurate information into the Platform;
  2. ensuring the service agreement for the relevant service are sent to the correct Participant (or their nominee, guardian, or support person) before the service agreement is sent;
  3. ensuring that the services agreement are presented to the Participant (or their nominee, guardian, or support person) in a form that clearly communicates that by submitting their details and signing the services agreement, the Participant (or their nominee, guardian, or support person) agrees to the Participant Binding Clauses;
  4. verifying in every new matter, that the correct and completion services agreement is attached to the Participant’s confirmation email and to be signed and stored in the Platform and to act immediately if anything is missing, incomplete or incorrect;
  5. verifying that any pay-at-acceptance payment was captured by Stripe and reconciled in your records; and
  6. verifying that any communications with the Participant (or their nominee, guardian, or support person) contains the correct information and is addressed correctly before you dispatch it.

4.5 Disclosure notice by us

We may include a disclosure notice on our website, but you bear the sole responsibility for the accuracy and delivery of what is sent to each Participant (or their nominee, guardian, or support person).

4.6 No contractual relationship between us and a Participant

Nothing in these Terms creates a contractual relationship between us and a Participant (or their nominee, guardian, or support person). You warrant and are liable for a Participant’s compliance with the Participant Binding Clauses. We do not warrant to the Participant the sufficiency of any works undertaken and provided by you from the Platform.

4.7 Acceptance of Participant Binding Clauses

By accepting these Terms, you warrant that:

  1. you will bind your Participants to the Participant Binding Clauses;
  2. all information you enter into the Platform in connection with a Participant’s matter is accurate, complete and authorised by or on behalf of the relevant Participant;
  3. you will not send a service agreement to a Participant unless and until the correct service agreement for the relevant service is on file in the Platform;
  4. before sending a service agreement, you have verified that the Platform displays the correct services agreement for the relevant service and correct matter details;
  5. you have performed the per-matter verification obligations set out in this clause and clause 6.3; and
  6. nothing you have communicated to the Participant (or their nominee, guardian, or support person) about the Service, the Platform or process is false, misleading or inconsistent with these Terms.

5. Payments

5.1 Fees

The fees payable for access to the Platform and the Service (“Fees”) are subject to the Fees Annexure, which is not required to be physically attached to these Terms and may be made available to you separately, including via your dashboard, our website or another document or location we notify to you.

5.2 Fees set out in the Fees Annexure

All Fees, and any other fees, charges or amounts payable by you under these Terms are set out in the fees annexure document (“Fees Annexure”).

5.3 Choosing your billing cycle

When you subscribe, you choose a subscription term of either one month (“Monthly Subscription”) or twelve months (“Annual Subscription”), at the applicable rate(s) set out in the Fees Annexure.

If you choose a Monthly Subscription, Fees are charged monthly in advance, based on the number and type of User Seats active on your account for that billing period.

If you choose an Annual Subscription, you may further choose to pay the applicable annual Fees either:

  1. in a single instalment, charged in advance for the full twelve-month term (“Annual Payment”); or
  2. in twelve equal monthly instalments, charged in advance each month for the duration of the twelve-month term (“Monthly Payment”),

at the applicable annual rate(s) set out in the Fees Annexure.

Choosing Monthly Payment for an Annual Subscription does not change the length of your subscription term, and you remain committed to, and liable for, the full twelve-month term regardless of your chosen payment frequency.

5.4 Adding seats

You may add additional seats of any type at any time. The addition takes effect immediately, and we will charge a pro-rated fee for the added seat(s) for the remainder of the current billing period, calculated in accordance with the Fees Annexure.

5.5 Downgrading seats

You may downgrade your subscription by reducing the number of seats on your account, or removing a seat type, at any time. Where you request a downgrade, the reduction will take effect from the start of your next billing period, provided you give us notice in accordance with clause 5.12 before that period begins. Until the reduction takes effect, you remain liable for Fees for all seats active on your account, including any seats you have requested to remove. No partial refunds, credits or prorated adjustments will be provided for seats removed during a billing period, unless required by applicable law or expressly stated otherwise in these Terms.

5.6 Billing cycle renewal

Each billing period renews automatically on the same day each month (if you are on a Monthly Subscription) or on the same day of each month or year, depending on whether you have selected a Monthly Payment or an Annual Payment (if you are on an Annual Subscription), based on the seats active on your account at the time of renewal.

5.7 Changing your billing cycle

You may switch from monthly to annual billing at any time, with the annual rate and twelve-month term starting from the next billing date. You may switch from annual to monthly billing at any time, but because an annual fee is charged upfront for a full twelve months of service, the switch takes effect at the end of the current Annual Subscription rather than partway through it.

5.8 Renewal of Annual Subscriptions

An Annual Subscription automatically renews for a further twelve-month term at the then-current annual per-seat rates set out in the Fees Annexure, unless you cancel or switch billing cycles before the renewal date. We will give you at least thirty days’ written notice before an Annual Subscription renews, so there is a genuine opportunity to cancel or make changes before being charged again.

5.9 GST

All Fees are exclusive of GST. Where GST is payable on a supply made under these Terms, you must pay, in addition to the Fees, an additional amount equal to the GST payable on that supply, at the same time and in the same manner as the Fees are payable.

5.10 Automatic annual price increase

The rates set out in the Fees Annexure will increase on 1 July each year by the percentage increase (if any) in the Consumer Price Index (CPI) for the preceding twelve-month period. Each increase takes effect from your next renewal date after the notice period that commences on or after 1 July and forms part of the Fees, as increased in accordance with these Terms. Any increased rates form part of the Fees Annexure as updated in accordance with these Terms.

5.11 Other price changes

Separate to clause 5.10, we may at any time increase the per-seat rates set out in the Fee Annexure by giving you at least thirty days’ notice by giving you at least thirty days’ notice. The increase will take effect on your next renewal date after the notice period. You may cancel your subscription before then if you do not accept the increase to the Fees under this clause.

5.12 Refunds

Fees already charged are non-refundable, except where a refund is required by the ACL or these Terms. Our annual rates reflect a discount against the equivalent monthly rates, offered in exchange for your commitment to a 12-month term. If you cancel an Annual Subscription partway through a billing year, your access to the Platform continues until the end of that billing year, but the annual Fees already charged is not refunded on a pro-rata or any other basis. This clause applies to cancellation for any reason within your control, and does not limit your rights under clause 15, or exclude, restrict, or modify any consumer guarantee, right, or remedy available to you under the ACL that cannot lawfully be excluded, restricted, or modified.

5.13 Self-service cancellation

You can cancel any time from your dashboard by https://app.wholii.com.au/billing (using Stripe customer portal – no email or phone call required), or by emailing support@wholii.com.au. Cancellation stops future charges and your access continues until the end of your current billing period.

5.14 Account deletion

Once you have elected to cancel and have notified of your request to cancel in accordance with clause 5.12 above, your account will be cancelled and the account will be deleted. Deletion will remove your login and contact details, and de-identify your data on retained booking records.

5.15 Failed payments

If a charge fails, we (via Stripe) may retry it over a short period. You authorise us to recover from you any reasonable charges or costs incurred as a result of the failed payment, including any fees or charges imposed by our payment processer (including Stripe) financial institution or other payment service provider in connection with the failed transaction, to the extent permitted by applicable law. You acknowledge and agree that we may charge these amounts to your nominated payment method or include them in a subsequent invoice. We may suspend your access if payment remains outstanding after a reasonable grace period, after giving you notice and an opportunity to update your payment method. Access is reinstated promptly once payment succeeds.

5.16 Accrued Fees

Suspension or cancellation does not relieve you of Fees accrued up to that point.

6. Your Content and Participant Data

6.1 Provision of Participant Data

Before adding a Participant's details to the Platform, the you warrant that you have:

  1. obtained all consents required from the Participant, or from their nominee or guardian where the Participant lacks capacity to consent, for that Participant's information to be collected, stored, and used through the Platform in accordance with these Terms and our Privacy Policy;
  2. explained to the Participant (or their nominee or guardian) how their information will be collected, used, and disclosed through the Platform, in a manner appropriate to that Participant's communication needs; and
  3. formed a reasonable view that use of the Platform is suitable for that Participant, having regard to their capacity, support needs, and any risks specific to their circumstances.

You must not add a Participant's details to the Platform where you are not reasonably satisfied of the matters in paragraphs (a) to (c), and must promptly remove or update a Participant's details if you become aware that any of those matters no longer applies.

6.2 You supply, we host

You are responsible for all information, documents, records, and other content you upload, create, send and store through the Platform. We do not review, verify, approve or monitor the accuracy, quality, completeness, or compliance of any content submitted through the Platform. You are solely responsible for ensuring that your content is accurate, complete, lawful, and meets all applicable NDIS requirements and other legal or regulatory obligations. We are not responsible for any errors, omissions, inaccurate information, rejected claims, compliance issues, or other consequences arising from the contact submitted or managed through the Platform.

6.3 Per-matter verification

You must verify on every new matter for each Participant that the details inserted into the Platform are correct and current.

6.4 Electronic signatures

Acceptance of these Terms and a Participant’s signature on a service agreement may be given electronically and are valid under the Electronic Transactions Act 1999 (Cth) and equivalent state legislation. For each Participant signing event, the Platform captures and retains the following signing metadata as part of the record: the date and time of signing (UTC), the IP Address from which the signature was submitted, the Participant’s declared name and email address as entered and a unique reference linking the signing event to the PDF that was presented. This metadata is retained for the same period as the information retained under clause 7. You are responsible for satisfying yourself that the electronic signing process and the metadata captures meet your professional and insurance requirements, and that your service agreement is enforceable for your purposes.

6.5 Use of Participant Data

We use Participant Data to provide, maintain, secure, improve and support the Service and the Platform.

We do not sell or disclose Participant Data in a form that identifies, or could reasonably identify, an individual, except where permitted by law or with appropriate authorisation.

Subject to applicable law and our contractual obligations, we may create, use, disclose and commercialise aggregated and de-identified information derived from Participant Data for purposes including analytics, benchmarking, research, service improvement, product development and providing insights or services to third parties, including government agencies or other third parties, provided that such information does not identify, and cannot reasonably be used to identify, any Participant.

7. Privacy and Personal Information

7.1 What we collect and why

  1. We collect Personal Information from you to operate the Platform. For Participants, we collect only what is reasonably necessary to provide the Service and operate the Platform, which may include health or disability information forming part of that agreement (being ‘sensitive information’ under the Privacy Act). Full details are in our Privacy Policy.
  2. You have the primary relationship with your Participants and are responsible for identifying the purposes for which their Personal Information is collected, obtaining any consents required from Participants (or their nominee or guardian) in accordance with these Terms and our Privacy Policy, and responding to Participants' requests to access or correct their Personal Information in the first instance. As between you and us, you are responsible for any breach of the Privacy Act arising from your instructions to us, your use of the Platform, or your failure to obtain a consent required under these Terms.
  3. We are also an APP entity in our own right in respect of all Personal Information handled through the Platform, including Participant Data, and have our own obligations under the Privacy Act independently of this clause. We will handle Personal Information in accordance with those obligations and our Privacy Policy. Nothing in clause (b) limits our own statutory obligations, or excludes your liability to a Participant or regulator for your own acts or omissions.

7.2 Sensitive information

Because Personal Information deserves extra care, we only collect it where reasonably necessary, and we do not sell it or use it for unrelated marketing.

7.3 Consent and capacity

You warrant that, before entering a Participant’s sensitive or Personal Information onto the Platform or sending them a service agreement, you have obtained (or are otherwise entitled to rely on) all consents needed from that Participant for the information to be collected, stored, and used as described in our Privacy Policy. Where a Participant does not have capacity to give that consent themselves, you are responsible for obtaining it from a person with proper authority to consent on the Participant’s behalf (for example, a plan nominee, guardian, attorney, or other representative recognised by the relevant guardianship, administration, or supported decision-making laws of the Participant’s State or Territory. You acknowledge that this is your responsibility, not ours.

7.4 Who can see what

You can see the records of your own Participants. We do not share a Participant’s information with other Organisations or entities without consent, except where required by law.

7.5 Your own privacy obligations

As an NDIS provider handling health and disability information, you need to comply with the Australian Privacy Principles (“APPs”) in the Privacy Act, regardless of your annual turnover. The ‘small business’ exemption in the Privacy Act does not apply to an organisation or entity that provides a health service and holds health information (other than in an employee record), which will typically include an organisation or entity delivering supports of a therapeutic, medical, or personal care nature. You are responsible for assessing whether any exemption applies to it and for complying with its own obligations under the Privacy Act, independently of these Terms and of anything we do.

7.6 NDIS Practice Standards and records management

The NDIS Practice Standards and the NDIS Code of Conduct requires you to have effective privacy and records-management practices, including secure storage of participant records, controlled Personnel access, accurate record-keeping, and appropriate retention or destruction of records that are no longer needed. The Platform is a tool that can help you meet these requirements, but it remains your responsibility to ensure your overall practice, including how you configure and use the Platform, meet the NDIS Practice Standards that apply to you.

7.7 State and Territory health privacy laws

Depending on where you operate and the nature of the supports you deliver, additional State or Territory health privacy legislation may also apply. For example, the Information Privacy Act 2009 (Qld), the Health Records and Information Privacy Act 2002 (NSW) or the Health Records Act 2001 (Vic). You are at all times responsible for identifying and complying with any such laws that apply to you. These Terms and our Privacy Policy address our obligations only and do not cover State or Territory-specific requirements.

7.8 Data hosting and overseas disclosure

We store Platform data on servers located in Australia operated by our hosting provider, AMAZON Web Services. Certain service providers we use may store or access data from outside Australia – see our Privacy Policy for current details. Before enabling any integration or feature that would entail disclosure of a Participant’s information overseas, we will take reasonable steps to comply with the APPs (cross-border disclosure), and will make information about where data is hosted reasonably available so you can meet your own APP obligations.

7.9 Data security

We take reasonable technical and organisational measures to protect information on the Platform, including encryption in transit, access controls, and regular security reviews, consistent with the APPs. You are responsible for your own security practices, including keeping your login credentials confidential and controlling which of your Personnel have access to the Platform.

7.10 Data retention and destruction

The NDIS Practice Standards and other laws may require you to retain participant records for a minimum period after support ends, which is commonly at least seven years, and potentially longer for a Participant who was a minor at the time of the record. The Platform allows you to retain and export records for as long as the subscription is active. On request, we will delete or de-identify a Participant’s information in line with this clause, but you remain responsible for retaining your own copies of any records you are required by law to keep.

7.11 Data breach notification

If we become aware of an eligible data breach (within the meaning of the Notifiable Data Breaches scheme in Part IIIC of the Privacy Act) affecting information on the Platform, we will notify the affected organisation or entity without undue delay. This lets the relevant organisation or entity consider its own notification obligations, including to affected Participants, the Office of the Australian Information Commissioner and where the breach is a reportable incident affecting a Participant’s safety or welling, the NDIS Commission. Meeting any reporting obligations to the NDIS Commission or the OAIC is your responsibility as the entity with the direct relationship with the Participant, but we will give reasonable assistance and information to help you do so.

7.12 Sub-processors and third parties

We may use trusted third-party service providers (for example, cloud hosting or payment processing) to operate the Platform.

7.13 Participants’ privacy rights

Even though a Participant is not a party to these Terms, they still have rights under the Privacy Act and the APPs, including to access or correct their Personal Information, and to make a privacy compliant using the process in clause 20.2. Nothing in these Terms limit those rights.

7.14 Privacy contact

Questions about how we handle Personal Information can be directed to our Privacy Officer at Support@wholii.com.au. Privacy complaints are handled using the process in clause 20.1.

7.15 Cookies

The Platform uses cookies and similar technologies, including:

  1. strictly necessary, first-party session cookies, to keep you logged in and enable core functionality of the Platform; and
  2. first-party analytics cookies and similar technologies, which we use to collect Usage Data.

We do not use third-party advertising cookies or marketing cookies.

Data collected through cookies is handled as Usage Data under clause 12.4 and may form part of Aggregated Data under clause 12.5.

7.16 Marketing consent

  1. You provide your express consent that we may use your contact details to send you marketing communications about our products, services, and those of selected third parties, by email, SMS, or other electronic means. You may withdraw this consent at any time by using the unsubscribe facility included in each marketing communication, updating your account preferences, or contacting us at Support@wholii.com.au We will action a withdrawal within a reasonable time and, in any event, within the timeframe required by the Spam Act 2003 (Cth).
  2. For the avoidance of doubt, clause (a) does not permit us to use any sensitive information (including health or disability information) for marketing purposes. We will not use sensitive information for direct marketing except with your separate express consent to that specific use, and you may withdraw that consent at any time in the manner described in this clause.
  3. Declining or withdrawing consent under this clause does not affect our ability to send you non-marketing communications reasonably necessary to operate the Platform or perform our obligations under these Terms, including service updates, billing notices, and safety or incident-related communications.

8. Connected Services and third parties

8.1 Terms of Connected Services and third parties

The Service and Platform connects to third parties on your behalf, and their terms apply to the data they receive. You are responsible for maintaining your own accounts with, and complying with the terms of, each Connected Service – including the Stripe Services Agreement and Connected Account Agreement.

8.2 We are not responsible for Connected Services

We are not responsible for the acts, omissions, availability, pricing or changes of any Connected Service.

8.3 Your responsibility for Connected Services

You acknowledge and agree that:

  1. your use of each Connected Service is governed directly and solely by the Connected Service Terms between you and the relevant Connected Service provider. We are not a party to, and have no responsibility under, any Connected Service Terms;
  2. you are solely responsible for:
    1. registered for, maintaining and keeping current your accounts with each Connected Service;
    2. reading, understanding and complying with all Connected Service Terms as they apply to your use;
    3. ensuring your use of each Connected Service through the Platform does not breach any Connected Service Terms;
    4. promptly renewing or reauthorising any tokens, keys or credentials that the Platform uses to act on your behalf with a Connected Service; and
    5. monitoring charges to Connected Service Terms and updating your usage practices accordingly;
  1. all risk of loss or damage arising from a Connected Service failure, outage, API change, rate-limiting, account suspension, data loss, miscalculation, misdelivery, or any other failure mode of a Connected Service rests solely with you. Subject to clauses 15 and 16, we have no liability to you for any such failure, whether or not foreseeable;
  2. you warrant that, as at the date you connect each Connected Service to the Platform, you have the right to use that Connected Service and to authorise the Platform to act with it on your behalf, and that doing so does not breach any Connected Service Terms or any other agreement or obligation to which you are subject;
  3. you indemnify us against any claim, loss, liability, fine, cost or expense (including legal costs on a solicitor and own client basis) brought by a Connected Service provider against us arising out of or in connection with your breach of any Connected Service Terms or your misuse of any Connected Service through the Platform, reduced only to the extent of our own negligence caused or contributed to the relevant loss; and
  4. the limited technical authority you grant us to interact with your Connected Servies on your behalf does not make us your agent, partner or fiduciary for any Connected Service purpose. We exercise that authority only as described in these Terms.

9. Artificial Intelligence (AI) features

9.1 Platform may use AI

The Platform may include artificial intelligence (AI) powered functionality that can assist you with tasks including drafting documents, summarising records, generating suggested content, identifying relevant information, analysing data, automating workflows and providing decision-support recommendations (“AI Features”).

9.2 AI Features to assist

The AI Features are intended solely to assist you and do not replace your professional judgment, skill or experience.

9.3 Your acknowledgement

You acknowledge and agree that:

  1. AI-generated outputs may contain inaccuracies, omissions, outdated information, unintended bias or content that is inappropriate for the particular circumstances of a Participant;
  2. the AI Features do not provide legal, clinical, therapeutic, medical, behavioural, financial or regulatory advice and must not be relied upon as such;
  3. all AI-generated outputs must be independently reviewed, verified and approved by an appropriately authorised and suitably qualified person before being relied upon, incorporated into participant records, communicated to a participant or third party, submitted to the NDIS, used for claims, incident reporting, restrictive practice reporting, quality assurance, compliance activities or any decision affecting a participant;
  4. you remain solely responsible for ensuring that all Participant records, service delivery decisions, funding claims, reports, communications and other actions taken using the Platform comply with all applicable laws, regulatory requirements and professional obligations, irrespective of whether AI Features were used in their preparation; and
  5. you must not use the AI Features as the sole basis for making decisions that may materially affect a Participant's rights, supports, services, safety, funding, eligibility or outcomes.

9.4 Your responsibilities

You are responsible for ensuring that your use of the AI Features complies with:

  1. the Privacy Act, including the APPs;
  2. the NDIS and any conditions of registration applicable to the Organisation or entity;
  3. the NDIS Practice Standards and NDIS Code of Conduct;
  4. all applicable health records, privacy, safeguarding and record-keeping legislation in each Australian State and Territory in which the Organisation or entity operates and as applicable to each Participant; and
  5. any applicable professional, ethical or clinical standards governing the provision of supports or services.

You must ensure that only Personal Information that is reasonably necessary for the relevant purpose is submitted to the AI Features and must obtain any consents, authorities or other lawful basis required for the collection, use, disclosure or processing of Personal Information through the Platform.

9.5 Our responsibilities

Where the AI Features process Personal Information or sensitive information (as those terms are defined in the Privacy Act), we will implement reasonable technical and organisational measures designed to protect that information from misuse, interference, loss and unauthorised access, modification or disclosure and will process such information in accordance with our Privacy Policy and applicable privacy laws.

To the maximum extent permitted by law, we do not warrant that any AI-generated output will be accurate, complete, current, reliable or suitable for any particular purpose. You acknowledge that AI-generated outputs are recommendations only and that we are not responsible for any decision made by you (including your Personnel) in reliance upon an AI-generated output.

Nothing in this clause excludes, restricts or modifies any guarantee, right or remedy that cannot lawfully be excluded under the ACL, the Privacy Act or any other applicable law.

We may modify, suspend or discontinue any AI Feature where reasonably necessary to address security, legal, regulatory, ethical or operational requirements, or to improve the safety, reliability or performance of the AI Features.

10. Acceptable use of the Platform

10.1 Permitted use

You must use the Platform only for its intended purpose, which is managing its business and NDIS client records.

10.2 Things that must not be done

You agree not to, and not to permit any person to:

  1. use the Platform for any unlawful purpose, or to breach another person’s privacy;
  2. provide a service agreement or any correspondence or documentation to anyone other than the Participant it relates to, or that Participant’s authorised nominee, guardian or support person;
  3. use the Platform to send spam, scams or unsolicited marketing, or in breach of the Spam Act 2003 (Cth) for any SMS or email you originate through or in connection with the Platform;
  4. use the Platform for any purpose other than a lawful Australian business of the kind the Platform is intended for;
  5. upload anything illegal, infringing, misleading, or likely to cause harm, or that you are not authorised to provide;
  6. attempt to gain unauthorised access to, interfere with, overload, scrape, or circumvent the security of the Platform or others’ accounts;
  7. interfere with the security or normal operation of the Platform, including by introducing malware or attempting to reserve-engineer it;
  8. reverse-engineer, decompile, resell, sublicense, or create derivative works from the Platform, except to the extent this restriction is permitted by law;
  9. breach the terms of any Connected Service through your use of the Platform; or
  10. use the Platform to make false or misleading claims about NDIS supports or funding, or to obtain a signature by misleading a Participant about what they are signing.

10.3 Responsibility for content

You are responsible for all content uploaded to the Platform under your account, including the content of any service agreement, correspondence and documentation provided to a Participant. You confirm you have the right to upload that content and that doing so does not breach anyone else’s rights. We may remove content that breaches these Terms and will let you know when reasonably possible.

11. Availability and performance of the Platform

11.1 Access to the Platform

We aim to keep the Platform available and performing well, and we take reasonable steps to do so.

11.2 Maintenance and interruptions

From time to time the Platform may be unavailable for scheduled maintenance, updates and reasons outside our control (for example, an internet outage or cyber attack). Where reasonably possible, we will give advance notice of planned maintenance.

11.3 No guarantee of uninterrupted service

While we work hard to keep things running smoothly, we do not guarantee the Platform will be error-free or uninterrupted at all times. This clause does not limit any consumer guarantee that cannot be excluded by law.

11.4 Supply of the Platform

Our Service comes with guarantees that cannot be excluded under the Australian Consumer Law (ACL). For major failures with the Service, you are entitled:

  1. to cancel your contract with us; and
  2. to a refund for the unused portion, or to compensation for its reduced value

You are also entitled to be compensated for any other reasonably foreseeable loss or damage.

If the failure does not amount to a major failure, you are entitled to have problems with the Service rectified in a reasonable time and, if this is not done, to cancel your subscription and obtain a refund for the unused portion of the subscription.

11.5 Equipment to access the Platform

You are responsible for acquiring and maintaining all equipment, services and software (whether through third parties or otherwise) necessary to access the Platform. You are responsible for all telecommunication fees or charges incurred as a result of connecting to the Platform.

12. Intellectual property

12.1 Our intellectual property

We (or our licensors) own all intellectual property in the Platform, including its software, design and branding. These Terms do not transfer any of that ownership to you. You simply get a right to use the Platform as set out in these Terms.

12.2 Your content stays yours

You keep ownership of the content and data you upload (for example, client notes or documents). By uploading content and data, you grant us a licence to use, copy, transmit, store, process, analyse and back up and display the content and data for the purpose of operating the Platform for you, improving and protecting our Services, developing new services and features and disclosing to third parties to enable and support such purposes.

12.3 Feedback

If you give us feedback or suggestions about the Platform, you grant us an irrevocable, perpetual, royalty-free licence to use them to improve the Platform without obligation to you. We will not use your name or logo in marketing without your consent, and you may withdraw any such consent at any time.

12.4 Usage Data

You acknowledge and agree that we may collect, extract, and use data and information generated through or derived from your use of the Platform, including usage patterns, frequency and volume of transaction, feature interactions, performance metrics, and error logs (“Usage Data”).

12.5 Aggregated Data

You acknowledge and agree that we may:

  1. aggregate and de-identify Usage Data such that it cannot reasonably be used to identify you or any individual (“Aggregated Data”);
  2. use Aggregated Data for any purpose, including to analyse, improve, and develop the Platform and Service, to train and refine algorithms and models incorporated in or used in connection with the Platform, to generate industry benchmarks and insights, and to produce reports or materials for commercial or marketing purposes; and
  3. share or publish Aggregated Data with third parties, provided that such data does not identify you or any individual.

13. Confidentiality

Each party must keep the other’s Confidential Information confidential, use it only to perform these Terms, and protect it with reasonable care. This does not apply to information that is or becomes public through no breach, is independently developed, is rightfully received from a third party, or is required to be disclosed by law (in which case the disclosing part will give reasonable notice where lawful). This clause survives termination.

14. Warranties and disclaimers

14.1 Warranties

Each party warrants that it has the authority to enter into these Terms.

14.2 Your warranties

You additionally warrant that:

  1. you have full power and authority to perform your obligations under these Terms and can do so without the consent of any other person or entity;
  2. all information you provide to us is and will remain accurate, complete and up to date;
  3. you hold all licences, registrations, insurance policies and professional indemnity cover required to perform the services you offer through the Platform, and you will maintain them throughout your subscription;
  4. you will use the Service and the Platform only in accordance with applicable law, these Terms and our Privacy Policy;
  5. you have the right to grant the licences and authorisations set out in these Terms;
  6. you are solvent and you have not entered or taken steps to enter and does not propose to enter into any arrangement, compromise or assumption with or assignment for the benefit of your creditors or any class of them; and
  7. your Content does not infringe the intellectual property rights or other rights of any third party.

14.3 Exclusions

To the maximum extent permitted by law and subject to clause 15, the Service and Platform is provided “as is” and “as available”, and we do not warrant that it will be uninterrupted, error-free, or fit for any purpose beyond what is set out in these Terms. All other warranties, conditions and guarantees not expressly stated are excluded to the extent the law permits. In particular, and without limiting the foregoing, we do not warrant:

  1. that the Service or the Platform will meet your individual business requirements;
  2. the accuracy or completeness of any output generated by the Service or the Platform;
  3. that any Connected Service will be available, accurate or error-free; or
  4. the legal sufficiency or enforceability of any Content you upload.

15. Australian Consumer Law

15.1 Your consumer guarantees are protected

Nothing in these Terms excludes, restricts or modifies any Consumer Guarantee, right or remedy you have under the ACL or any other law that cannot be excluded, restricted, or modified by agreement.

Where the ACL applies and permits a supplier to limit its liability for a breach of a Consumer Guarantee (and the Platform is not of a kind ordinarily acquired for personal, domestic or household use or consumption), our liability for breach of a Consumer Guarantee is limited, at our option, to re-supplying the service or paying the cost of having it re-supplied. This clause prevails over any other clause to the extent of any inconsistency.

15.2 Terms may constitute a standard form contract

The parties acknowledge that these Terms may constitute a “standard form contract” for the purposes of the UCT Provisions. We drafted these Terms to comply with the UCT Provisions and have endeavoured to ensure that no term causes a significant imbalance in the parties’ rights and obligations that it is not reasonably necessary to protect our legitimate interests. Where any term would, if applied, constitute an unfair contract term under the UCT Provisions, that term is read down or severed to the minimum extent necessary to avoid being unfair, and the remaining Terms continue in full force.

16. Limitation of liability

16.1 Limits on liability

Subject to clause 15, and to the maximum extent permitted by law:

  1. neither party is liable to the other for any indirect, consequential, special or incidental loss, or for loss of profits, revenue, data, goodwill, or business interruption, however arising;
  2. each party’s liability is reduced to the extent the other party’s act, omission, or breach caused or contributed to the relevant loss; and
  3. we have no liability whatsoever for any loss or damage arising out of or in connected with any Connected Service, including any failure, outage, API change, data loss, or error of a Connected Service, regardless of whether such loss was foreseeable or whether we had been advised of the possibility of such loss.

These exclusions do not apply to liability that cannot be limited at law or to either party’s liability for fraud.

17. Indemnity

17.1 Indemnity provided by you

You indemnify us and our officers, employees and contractors (“Indemnified Parties”) against any claim, loss, liability, cost or expense (including legal costs on a solicitor-client basis) reduced to the extent our own negligence or breach contributed to it, arising out of or in connection with:

  1. your breach of these Terms or any Connected Service Terms;
  2. your Content, including its legality, accuracy and compliance with applicable Australian Standards and laws;
  3. your service work including any claim by a Recipient arising from the quality, scope or outcome of that work;
  4. your failure to perform the verification and monitoring described in clause 6.3;
  5. your misuse of, or failure to comply with, any Connected Service Terms, including any claim or penalty brought by a Connected Service provider against us arising from your acts or omissions;
  6. any inaccuracy in information entered into the Platform by you, any incorrect link, correspondence or documentation issued by you to a Recipient or any failure by you to verify that the correct information, link and documents were issued to the correct Participant before progressing with issuing to the Participant;
  7. your breach of the intellectual property terms described in clause 12;
  8. your infringement of a third party’s intellectual property right, privacy rights or other rights;
  9. your use or any Personnel’s use of the Platform which is negligent or infringes on the rights of any third party;
  10. any personal injury, death or property damage caused or contributed to by you, any Personnel or any Participant; or
  11. any representation, warranty or statement made by you to a Participant about the Platform or us that is not expressly authorised in writing by us.

17.2 Indemnity for inaccuracies

You indemnify the Indemnified Parties against any claim, loss, liability, cost or expense (including legal costs on a solicitor-client basis) arising from:

  1. any failure to give effective notice of, or obtain binding agreement to, the Client Binding Clauses;
  2. any inaccuracy in the information you entered into the Platform;
  3. sending an incorrect service agreement, communication, correspondence or document to a Participant;
  4. any failure to perform your obligations under these Terms and the Privacy Policy;
  5. any payment processing issue arising from your failure to verify Stripe capture and reconciliation;
  6. any incorrect or unverified re-booking SMS dispatched by you; or
  7. any representation made by you to a Participant about us or the Platform that is not expressly authorised in writing by us.

17.3 Conduct of claims

We will give you prompt written notice of any indemnified claim, will not settle it in a way that admits your liability without your consent (not to be unreasonably withheld), will let you participate in the defence, and take reasonable steps to mitigate.

You may not settle a claim in a way that admits fault or imposes any obligation on us without our prior written consent.

17.4 Indemnity provided by us

We will defend you against any third-party claim that the Platform itself (excluding Content and Connected Services) infringes an Australian Intellectual Property Right, and will pay the resulting losses finally awarded or agreed by us, subject to clause 16. If such a claim is made, we may at our option obtain a licence, modify the Platform, or refund unused prepared Fees and terminate. This is your exclusive remedy for IP infringement by the Platform.

18. Term, suspension and termination

18.1 Term

These Terms apply for as long as you have an account. You may cancel or delete your account at any time as described in clause 5.

18.2 Termination due to material breach

Either party may terminate for the other’s material breach that is not remedied within ten days of written notice.

18.3 Termination due to your serious breach

We may suspend or terminate your account immediately for serious or repeated breach, illegal use, non-payment, or where reasonably necessary to protect the Service and the Platform or any person, giving you notice where practical.

18.4 Effect of termination

On cancellation, future charges stop and your access continues until the end of the current billing period.

On termination you remain liable for Fees accrued up to that date. You may request export of your data within thirty days after termination, after which it is deleted or de-identified, subject to the seven-year retention in clause 7.

19. Force majeure

Neither party is liable for failure or delay in performance caused by events beyond its reasonable control, including acts of God, natural disasters, pandemics, internet or power outages, third-party service failures, labour disputes, or government action. The affected party will use reasonable efforts to mitigate and resume performance as soon as practicable. This clause does not excuse any obligation to pay Fees already due.

20. Complaints and dispute resolution

20.1 Your complaints

If you have a complaint or dispute about the Platform, you should contact us first using the details in clause 25. We will acknowledge the complaint promptly and aim to resolve it within a reasonable time through good-faith discussions.

20.2 Privacy complaints

Anyone who is not satisfied with how we have handled their Personal Information (including a Participant, even though they are not a party to these Terms) can lodge their complaint with us or to the Office of the Australian Information Commissioner (OAIC) at oaic.gov.au.

20.3 Resolving disputes with us

If a complaint or dispute, that has been raised pursuant to clause 20.1, is not resolved within thirty days, the parties will attempt to resolve it through mediation administered by a recognised Australian dispute-resolution body in New South Wales before commencing court proceedings, except that either party may seek urgent injunctive relief at ay time.

20.4 No removal of rights

Nothing in this clause 20 prevents you from making a complaint to a regulator or exercising your rights under the ACL or Privacy Act.

21. Assignment and relationship of the parties

21.1 Assignment or novation by us

You agree that we may assign, novate or otherwise transfer our rights and obligations under these Terms to a third party, including in connection with a sale, merger, restructure, or transfer of all or part of our business, provided that the third party agrees to be bound by these Terms.

21.2 Assignment by you

You may not assign these Terms without our prior written consent, which will not be unreasonably withheld.

21.3 Relationship of the parties

The parties acknowledge and agree that:

  1. we may use Sub-processors and subcontractors to provide the Platform services;
  2. the parties are independent contractors; and
  3. the limited technical authority you grant to us to act with your Connected Services does not create any agency, partnership, employment or fiduciary relationship.

22. Notices

22.1 Notices to us

Notices to us must be sent to Support@wholii.com.au.

22.2 Notices to you

Notice to you will be sent to the email address on your account, and are taken to be received when sent, unless we receive a delivery failure notification.

23. General

23.1 Changes to these Terms

We may update these Terms at any time. The current version of these Terms is always available at wholii.com.au/terms-of-service. We will maintain a dated change log at wholii.com.au/terms-of-service summarising the changes made in each version.

23.2 How we’ll tell you of changes to these Terms

(a) Minor or operational changes

For any minor or operational changes (including clarifications, formatting corrections, addition of new features without removal of existing ones, or updates required by law or regulator): we will give you at least seven days’ notice by email. Continued use of the Platform after the effective date constitutes acceptance.

(b) Material changes

For any material changes we will give you at least fourteen days’ notice by email. You may cancel your subscription before expiry of the notice period, and will receive a pro-rata refund of any prepaid annual Fee for the unused period after cancellation. Your continued use of the Platform after the expiry date constitutes acceptance of the amended Terms.

(c) Significant changes to data handling or privacy rights

For any significant changes to data handling or privacy rights: we will give you at least fourteen days’ notice and require you to positively accept the change (by ticking an acceptance box or similar) before you can continue to use the Platform. If you do not accept, you may cancel and receive a pro-rata refund as described in clause 23.2(b).

23.3 Severability

If any clause of these Terms is found to be invalid or unenforceable, it is read down or severed to the minimum extent necessary, and the remaining clauses continue in full force. If a clause is found to be an unfair contract term under the ACL, that term is void, and the remainder of these Terms continues to apply so far as possible.

23.4 Inconsistency

In the event of any inconsistency between these Terms, our Privacy Policy and any Written Arrangement (defined at clause 23.5 below), the order of precedence is:

  1. the Written Arrangement, to the extent it expressly states that it varies or overrides these Terms;
  2. these Terms, and
  3. the Privacy Policy.

23.5 Entire agreement

These Terms, our Privacy Policy, and any Written Arrangement, together constitute the entire agreement between you and us about the Platform and the Services, and supersede any other prior representation or agreement, whether oral or in writing. A "Written Arrangement" means a written document, signed or expressly agreed to in writing by our authorised representative, that expressly states it varies or overrides these Terms.

23.6 No waiver

If we do not enforce a right under these Terms, that does not mean we give up that right. A failure or delay in exercising a right is not a waiver of it.

23.7 Survival

Clauses 1, 3, 4, 5, 6, 7, 8, 9, 10, 12, 13, 14, 15, 16, 17, 20, 21, 22, 23 and 24 survive termination.

23.8 Governing Law and jurisdiction

These Terms are governed by the laws of New South Wales, Australia. The parties submit to the non-exclusive jurisdiction of its courts, subject to clause 20.

24. Definitions & interpretation

24.1 Definitions

In these Terms:

“ACL” means the Australian Consumer Law in Schedule 2 of the Competition and Consumer Act 2010 (Cth).

“Add-On Services” has the meaning given to it in clause 2.2 of these Terms.

“Admin User” means a User who is granted access to the Platform via an Admin User Seat, and who performs administrative, operational, or back-office functions on your behalf, but who does not, in that capacity, provide direct support or care services to a Participant.

“Admin User Seat” means a User Seat that is designated for an Admin User.

“Aggregated Data” has the meaning given to it in clause 12.5 of these Terms.

“Annual Payment” has the meaning given to it in clause 5.3 of these Terms.

“Annual Subscription” has the meaning given to it in clause 5.3 of these Terms.

“Australian Intellectual Property Right” means all intellectual property rights recognised and enforceable under the laws of Australia, whether registered or unregistered, including all present and future rights in and to copyright, patents, trade marks, registered designs, circuit layout rights, plant breeder’s rights, trade secrets, confidential information, know-how, domain names, database rights (to the extent recognised by law), and all other proprietary rights or rights of a similar nature, together with all applications for, registrations of, renewals or extensions of, and rights to apply for or enforce, any of those rights.

“Connected Service” means a third-party service you authorise the Platform to act with on your behalf (including Stripe), and the third-party services we use to operate the Service and the Platform (including Stripe).

“Connected Service Terms” means the terms of service, policies and agreements of each Connected Service provider that govern your direct use of those services, as amended from time to time.

“Confidential Information” means non-public information disclosed by one party to the other that is marked confidential or that a reasonable person would understand to be confidential.

“Consumer Guarantee” means a guarantee that applies under the ACL.

“Consumer Price Index (CPI)” means the All Groups Consumer Price Index for Brisbane published by the Australian Bureau of Statistics (or, if that index ceases to be published, a substantially equivalent replacement index).

“Content” means any information, files, notes, messages, or other material uploaded to or created on the Platform, including by or about a Participant.

“Fees” means the subscription and other charges payable for the Service as set out within these Terms and/or the Fees Annexure.

“Fees Annexure” has the meaning given to it in clause 5.2 of these Terms.

“GST” means any form of goods and services tax payable under the GST Law.

“GST Law” means the A New Tax System (Goods and Services Tax) Act 1999 (Cth).

“Indemnified Parties” has the meaning given to it in clause 17.1 of these Terms.

“Monthly Payment” has the meaning given to it in clause 5.3 of these Terms.

“Monthly Subscription” has the meaning given to it in clause 5.3 of these Terms.

“NDIS” means the National Disability Insurance Scheme established under the National Disability Insurance Scheme Act 2013 (Cth).

“NDIS Commission” means the NDIS Quality and Safeguards Commission.

“NDIS Practice Standards” means the NDIS (Provider Registration and Practice Standards) Rules 2018.

“Organisation” means an organisation that may be registered or unregistered with the NDIS Commission.

“Participant” means a person receiving NDIS supports (or their nominee, guardian, or support person) whose details an Organisation, entity or individual enters into the Platform.

“Participant Binding Clauses” has the meaning given to it in clause 4.2 of these Terms.

“Participant Data” means personal information about a Participant (or their nominee, guardian or support person) that is submitted through the Platform, including name, email, mobile number, property address and electronic signature.

“Personal Information”, “APP” and “eligible data breach” have the meanings given in the Privacy Act.

“Personnel” means any person who you invite to use the Platform under your subscription.

“Platform” means the Wholii software application and website, through which you may access various tools and services made available by us from time to time including the Add-On Services, depending on the applicable tier and any Add-On Services subscribed to by you.

“Privacy Act” means the Privacy Act 1988 (Cth).

“Service” means the Platform and any related services we make available at wholii.com.au and associated domains.

“Sub-processor” means a third party that processes data or your Personal Information on our behalf to operate the Service.

“Support User” means a User who is granted access to the Platform via a Support User Seat designated for support delivery use, and who provides direct support or care services to a Participant on your behalf.

“Support User Seat” means a User Seat that is designated for a Support User.

“UCT Provisions” means Part 2 – 3 of the ACL (Unfair Contract Terms), as extended to small business contracts.

“Usage Data” has the meaning given to it in clause 12.4 of these Terms.

“User Seat” means an individual account provided to a User to access and use the Platform, which is delineated between:

  1. a Support User Seat; and
  2. an Admin User Seat,

and the Fees payable for a User Seat depend on which of the above it is designated as, as set out in the Fees Annexure.

“we”, “us”, “our” means Wholii Pty Ltd (ACN 670 677 700, ABN 75 670 677 700), the operator of the Platform.

“you”, “your” have the meaning given in the introduction to these Terms.

24.2 Interpretation

In these Terms:

  1. headings are for convenience only and do not affect interpretation;
  2. “including and “for example” are not words of limitation;
  3. a reference to “dollars” and “$” are a reference to Australian dollars;
  4. references to a statue include amendments to it;
  5. the singular includes the plural and vice versa;
  6. a reference to a party includes their executors, administrators, successors, and permitted assigns; and
  7. a reference to a person includes a body corporate, trust, partnership, or other entity, and their successors/permitted assigns.

25. Contact us

25.1 Contact

If you have any questions about these Terms, please contact us:

Email: support@wholii.com.au

Last updated – 26/08/2026

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