National Tax and Accountants’ Association Group
- Collecting Personal Information
- How we collect Personal Information
- Purposes of Collection
- Sharing Personal Information
- Personal Information Quality
- Securing Your Personal Information
- Accessing and Correcting Your Personal Information
- Change in control of NTAA
- Contacting Us
- 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).
NTAA understands 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 this policy to inform you of how we manage your personal information and maintain its integrity and security.
We are bound by the Privacy Act 1988 and must comply with the Australian Privacy Principles. You can find more information about the Privacy Act and the Australian Privacy Principles at the Office of the Australian Information Commissioner’s website at: www.oaic.gov.au.
While we believe in keeping your personal information highly secure, we also believe that you have the right to be informed about how we deal with that information so, if on reading this policy you are unclear on any of the matters or simply want more information, please contact us by using the contact details provided below.
We aim to collect personal information only if it is reasonably necessary to providing the service, product or information you have requested from us. We collect information not only about principals, practitioners or other employees of members of NTAA but from non-members who make enquiries, attend seminars, purchase products or who complete a course or accreditation at Pinnacle Financial Services Academy Pty Ltd (a wholly owned subsidiary of NTAA Apps Pty Ltd) (Pinnacle Financial Services Academy).
In general you can assume that we may collect and hold the following personal information:
- business/employer name;
- email address;
- telephone and fax number;
- credit card details;
- financial information;
- your NTAA membership number;
- attendances at seminars and/or products purchased;
- the number of times you have used the NTAA Hotline during any given year; and
- in respect to SMSF Advisers Network Pty Ltd (SAN), audits and Rental Property Depreciation Reports (‘RPDR’), details about clients’ superannuation fund or rental properties.
When you make a call to the NTAA Hotline we will record your member number, the name of the member and the name of the person making the call, the date and time of the call and the question and answer.
Unless it is unreasonable and impracticable to do so, we collect your personal information from you directly, including by using cookies on our website. If your employer/firm is a member of NTAA, the majority of your personal information that is collected by us is collected through your employer/firm. In some cases we may collect information from other third parties such as Pinnacle Financial Services Academy, list marketing & data marketing brokers providing 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.
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.
Naturally we collect and hold a broad range of personal information gathered during the course of providing our products or services. However as stated above, we strive to ensure that we collect and hold only that personal information which is relevant and necessary to your specific matters.
We collect and hold your personal information 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 products or services from us,
or if it is reasonable to expect that we would use or disclose your personal information for purposes which are related to the primary purpose.
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 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.
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:
- 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.
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. The privacy and collection practices of entities to whom we disclose personal information are governed by their own Privacy Policies and Collection Notices.
We will not otherwise disclose information about you unless the disclosure:
- is required by law;
- is authorised by law; or
- you have consented to our disclosing the information about you.
We aim to ensure that your personal information is accurate, complete and up to date. To assist us in this, you need to provide true, accurate, current and complete information about yourself as requested and properly update the information to us to keep it true, accurate, current and complete.
If you believe that the information is inaccurate or incomplete, please contact us and we will use all reasonable effort to correct the information.
In the event that we do not believe the information to be incorrect, we will take reasonable steps to add a statement to the information claiming that you believe the information is not accurate, complete or up-to-date
We are committed to keeping your information secure and will take reasonable steps to protect the personal information we hold from misuse, interference and loss, unauthorised access, modification or disclosure. We will also take reasonable steps to destroy or permanently de-identify personal information if it is no longer needed.
You may request access to, or correction to, personal information that we hold about you. We will give you access to, or correct, your personal information unless there is a lawful reason for refusing your request for access or correction. If we refuse your request, we will give you a written notice explaining our reasons for that refusal and how you may complain about that refusal.
If we sell or otherwise transfer part or the whole of NTAA or our assets to another organisation (including in the course of a transaction like a sale, merger or acquisition or as part of a dissolution, liquidation, administration, receivership or other form of insolvency), you agree that your personal information that is collected by NTAA may be disclosed to a third party, prospective buyer, transferee or insolvency practitioner and that this is reasonable to enable that party to continue or manage the business.
If you have a complaint about our collection, use or disclosure of your personal information, or you wish to make a complaint about a breach of the Australian Privacy Principles, please contact our Privacy Officer at the details set out below.
Please set out details of your complaint and your contact details. Our Privacy Officer will contact you to acknowledge your request and ask for any other applicable information. Our Privacy Officer will then investigate the issue and advise you in writing of the outcome.
You can also make a complaint to the Office of the Australian Information Commissioner. Further information is available at www.oaic.gov.au.
Privacy Officer: Emily Ristevski
Telephone +613 9209 9999
29-33 Palmerston Crescent
SOUTH MELBOURNE VIC 3205