A3 Tax & Advisory
Last updated: 20 August 2026
A3 Tax & Advisory (“A3 Tax”, “we”, “us” or “our”) is committed to protecting the privacy and security of your personal information. As a registered tax agent practice, we understand that the information you share with us is often sensitive and financial in nature, and we take our obligations under the Privacy Act 1988 (Cth), including the Australian Privacy Principles (APPs), seriously.
This Privacy Policy explains what personal information we collect, how we collect it, why we collect it, and how we store, use and disclose it. It applies to information collected through our website (a3tax.com.au), by phone, by email, in person, or through the course of providing tax, accounting and business advisory services.
By using our website or engaging our services, you agree to the collection and use of information in accordance with this policy.
1. Who we are
A3 Tax & Advisory is operating under supervision of (Oztaj Advisory Pty Ltd) a registered tax agent (26215828) and business advisory firm operating in Australia.
- **Registered Tax Agent Number: 26215828
- **ABN:98 698 249 026
- **Registered address: Meadow Heights, Melbourne Victoria 3048.
- **Contact: info@a3tax.com.au; 0470 586 185
2. What personal information we collect
Depending on the services you engage us for, we may collect:
- Identity information — full name, date of birth, tax file number (TFN), Australian Business Number (ABN), driver’s licence or passport details (for identity verification under AML/CTF and TPB requirements).
- Contact information — postal and email address, phone number.
- Financial information — income, expenses, assets, liabilities, bank account and superannuation details, business trading information, payroll and BAS data.
- Employment and business information — employer details, business structure, ASIC company/trust records, shareholder or beneficiary details.
- Government-related identifiers — TFN, ABN, Centrelink Customer Reference Number (CRN), Medicare number, where relevant to a service (e.g. tax returns, benefit reconciliations).
- Website usage information — IP address, browser type, pages visited, and similar analytics data collected automatically when you visit a3tax.com.au.
- Communications — records of emails, calls, meeting notes and correspondence with our team.
We collect only the personal information that is reasonably necessary for, or directly related to, the services we provide.
3. How we collect personal information
We generally collect personal information directly from you — through our website contact and enquiry forms, phone conversations, email, in-person meetings, engagement documents, and portal or document-upload tools we may use to exchange records with you.
We may also collect information from third parties where necessary and with your knowledge or consent, including:
- the Australian Taxation Office (ATO), via our registered agent access (e.g. pre-fill data);
- your previous accountant or tax agent, where you have authorised a transfer of records;
- other professionals you engage us to liaise with, such as financial advisers, mortgage brokers or solicitors;
- publicly available sources, such as ASIC registers.
Where practicable, we collect personal information only with your knowledge and consent.
4. Why we collect, hold, use and disclose your information
We collect and use personal information to:
- prepare and lodge income tax returns, activity statements and other ATO lodgements;
- provide tax planning, bookkeeping, payroll, superannuation and business advisory services;
- verify your identity, as required under Tax Practitioners Board (TPB) and anti-money laundering obligations;
- communicate with you about your affairs, including reminders, deadlines and updates to your obligations;
- manage our client relationship, including billing and account administration;
- comply with our legal, regulatory and professional obligations (including obligations under the Tax Agent Services Act 2009 and the TPB Code of Professional Conduct);
- improve our services and website; and
- respond to enquiries submitted through our website.
We do not use your personal information for any purpose unrelated to these matters without your consent, and we do not sell your personal information to third parties.
5. Disclosure of personal information
We may disclose your personal information to:
- the Australian Taxation Office and other government agencies, where required to prepare or lodge documents on your behalf;
- cloud-based software and IT service providers we use to deliver our services (for example, practice management, accounting, document storage, and email platforms), who are contractually required to protect your information;
- professional advisers you have authorised us to liaise with (e.g. your financial planner, lawyer or bank), only with your consent;
- our professional indemnity insurer or professional association, if required in connection with a claim or professional standards matter;
- our external IT support or cloud hosting providers, for the purpose of maintaining our systems; and
- any party where we are required or authorised to do so by law (for example, in response to a court order or statutory notice).
We do not disclose your personal information to overseas recipients except where a service provider we use (such as a cloud software or hosting provider) stores or processes data on servers located outside Australia. Where this occurs, we take reasonable steps to ensure the overseas recipient handles your information in a manner consistent with the Australian Privacy Principles.
6. Data quality and security
We take reasonable steps to ensure the personal information we hold is accurate, complete and up to date, and we encourage you to notify us of any changes to your details.
We protect personal information through:
- secure, access-controlled practice management and document storage systems;
- password protection, encryption and multi-factor authentication on key systems, where available;
- restricted staff access to client files on a need-to-know basis;
- secure destruction or de-identification of records that are no longer required, subject to statutory record-keeping requirements (tax and business records are generally retained for a minimum of five years, as required by law).
No method of electronic transmission or storage is completely secure. While we take reasonable steps to protect your information, we cannot guarantee absolute security.
7. Access to and correction of your information
You have the right under the Privacy Act to request access to the personal information we hold about you, and to request correction of that information if it is inaccurate, out of date, incomplete, irrelevant or misleading.
To make a request, please contact us using the details in Section 11. We will respond within a reasonable period (generally 30 days). In some circumstances, access may be limited or refused as permitted by law (for example, where it would unreasonably impact the privacy of others), in which case we will explain our reasons.
There is generally no charge to request access to your information, though we may charge a reasonable fee to cover the cost of retrieving and providing extensive records.
8. Website, cookies and analytics
Our website may use cookies and similar tracking technologies to improve functionality and understand how visitors use our site (for example, via tools such as Google Analytics). Cookies do not identify you personally but may collect information such as browser type, device type, and pages visited.
You can disable cookies through your browser settings; however, this may affect the functionality of some parts of our website.
Our website may also contain links to third-party websites. We are not responsible for the privacy practices of those external sites, and we encourage you to review their privacy policies separately.
9. Direct marketing
We may occasionally send you information about services, tax deadlines or updates that may be relevant to you. You can opt out of receiving marketing communications at any time by contacting us or using the unsubscribe function included in our emails. Opting out will not affect service-related communications necessary for us to carry out engaged work.
10. Complaints
If you have a concern about how we have handled your personal information, please contact us in the first instance using the details below. We will investigate and aim to resolve your complaint 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):
- Website: oaic.gov.au
- Phone: 1300 363 992
11. Contact us
For any questions about this Privacy Policy, or to request access to or correction of your personal information, please contact:
A3 Tax & Advisory
Email: [info@a3tax.com.au]
Phone: [0470586185]
Address: [Meadow Heights VIC 3048 Australia]
12. Changes to this policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements or other factors. The updated version will be posted on this page with a revised “last updated” date. We encourage you to review this policy periodically.