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COLLECTION NOTICE

For the purpose of this Collection Notice, the National Tax and Accountants’ Association group of
associated companies is comprised of the following companies:

  • National Tax and Accountants’ Association Ltd (ABN 76 057 551 854)
  • National Tax Agents’ Association Ltd (ABN 11 111 718 686)
  • C A Network Pty Ltd (ABN 68 070 981 181)
  • SMSF Advisers Network Pty Ltd (ABN 64 155 907 681)
  • NTAA Corporate Pty Ltd (ABN 33 142 462 271)
  • NTAA Apps Pty Ltd (ABN 35 158 819 080)


(together and separately (as applicable), NTAA, we, us, our)

This Collection Notice sets out the matters described in Australian Privacy Principle (APP)5.2 (as part
of the Privacy Act 1988 (Cth)) as they relate to NTAA, when we collect personal information about
you.

NTAA collects personal information about you primarily to record and manage:
your firm’s or employer’s membership of NTAA and the products and services that are
available to you as part of that membership;


your attendance at seminars; and
your purchase of a product or other service from us,
or if it is reasonable to expect that we would use or disclose your personal information, for purposes
which are related to these primary purposes.
We may also use your personal information:

  • to send newsletters to you (such as Voice);
  • to notify you of important taxation or other developments, or request feedback about
  • taxation or other developments;
  • to invite you to seminars or events hosted by NTAA;
  • to inform you of products that can be purchased from NTAA; and
  • to inform you of developments at NTAA and other services that we can provide.


In relation to SMSF Advisers Network Pty Ltd (SAN), we may also collect and use your personal
information to assess your (or your employer or firm’s) suitability as an authorised representative of
SAN and for NTAA to assess your (or your employer or firm’s) eligibility as a NTAA member.
Where possible, we will provide you with a choice to opt-out of any of the above and any of our
marketing communications. We will respect your request to decline to receive these marketing
communications.

In some cases, we are required to collect your personal information to comply with our legal and
regulatory requirements. In relation to SAN, these include, the Anti-Money Laundering and Counter-
Terrorism Financing Act 2006 (Cth) and the Corporations Act 2001 (Cth). If you are an authorised
representative of SAN, will use your personal information to comply with these requirements.
If you do not provide the necessary personal information, we may not be able to provide the service,
product or information you have requested from us.


Unless it is unreasonable and impracticable to do so, we collect your personal information from you
directly. If your employer/firm is a member of NTAA, the majority of the personal information collected
by us is collected through your employer/firm. In some cases we may also collect information about
you and third parties associated with you or your advisers from a third party, such as Pinnacle
Financial Services Academy Pty Ltd (a wholly owned subsidiary of NTAA Apps Pty Ltd) (Pinnacle
Financial Services Academy), list marketing & data marketing brokers who provide us with mailing
lists, from your accountant, or from other third parties. In the case of SAN, we may obtain information
from police checks received from the police and credit reports received from credit agencies.
In some cases we will be required or authorised by Australian law, or the order of a court or tribunal to
collect personal information about you.

We will take reasonable steps to let you know that we have collected your personal information,
unless it is obvious from the circumstances that you would know or would expect us to have the
information.

As well as your firm or employer, who may be a principal member of National Tax and Accountants’
Association Ltd or National Tax Agents’ Association Ltd, we may disclose your personal information to
the following third parties:


Pinnacle Financial Services Academy, which is a Registered Training Organisation that
provides training courses and related services to members and their employees and
the general public, Pinnacle’s handling of your personal information is dealt with by
Pinnacle in accordance with its own Privacy Policy which can be found on its website
(http://pinnacle.edu.au/page/privacy);
our database is supplied to InterPrac Ltd and its related companies. The InterPrac
group of companies works closely with NTAA and uses the information to offer a range
of products and services exclusively to members. InterPrac’s handling of your personal
information is dealt with by InterPrac in accordance with its own Privacy Policy which
can be found on its website (http://interprac.com.au/privacy);
government departments and regulatory authorities such as the Australian Taxation
Office, Australian Securities and Investments Commission and the Tax Practitioners
Board;


IT technicians who may need access when providing on-site support (although it is our
practice for them to work under the supervision of one of our own IT technicians); and
file storage service providers.


We may disclose your personal information to these third parties so that they can assist us with
providing the best possible service to you and your employer. The privacy and collection practices of
entities to whom we disclose personal information are governed by their own Privacy Policies and
Collection Notices.


Each company in the NTAA group of associated companies may also disclose your personal
information to other companies within the NTAA group of associated companies (which are listed
above).

We are not likely to disclose information to overseas recipients and would only do so in accordance
with legal requirements.

Privacy Policy

We understand that you value your privacy and wish to have your personal information kept secure.
For these reasons, we place a high priority on the security of the personal information we hold. We
have developed a Privacy Policy to inform you of how we manage your personal information and
maintain its integrity and security.

Our Privacy Policy is available for you to view on our website (http://ntaa.com.au), which can be
accessed here http://ntaa.com.au/privacy. By providing personal information to us, you are taken to
have read, and consent to the collection, use, disclosure and handling of your personal information in
accordance with our Privacy Policy.

Our Privacy Policy contains information about how you may access the personal information we hold
about you, and seek the correction of such information, if you believe it to be incorrect.
Our Privacy Policy also contains information about how you may complain about a breach of the
APPs and how we will deal with such a complaint.

Contact Us

Our contact details in respect of any issues in relation to privacy are:

 

Privacy Policy Officer:          Emily Ristevski

Telephone                               03 9209 9999

Email                                       ntaainfo@ntaa.com.au

Post                                         NTAA

                                                 29-33 Palmerston Crescent

                                                 SOUTH MELBOURNE VIC 3205