Privacy Policy

Information and Disclosure

We conduct this engagement in accordance with professional standards, rules and ethical requirements of Chartered Accountants Australia and New Zealand (CAANZ). Information we obtain in the course of this engagement is subject to confidentiality requirements, as well as our obligations under the Privacy Act 2020.

We collect personal information from you, including information about your:

  • name
  • contact and billing information
  • computer network information – specifically, your IP address if you use our digital signature program
  • interactions with us
  • passport or drivers licence number

We collect your personal information in order to:

  • link you to our tax agency
  • complete accounting and advisory work
  • verify your identity in accordance with Anti-Money Laundering (AML) laws

We share some (but not necessarily all), of this information with:

  • staff and subcontracted labour
  • our AML customer due diligence provider
  • Inland Revenue

We will not disclose your information to any other parties, without your express consent, except as required by law or professional obligations.
One such professional obligation includes a provision of the NZICA Code of Ethics which deals with actual or potential ‘non-compliance with laws and regulations (NOCLAR). If during the ordinary course of completing our engagement, we become aware of any such non-compliance which poses substantial harm (such as adverse consequences to investors, creditors, employees or the public), we may be required to disclose this information to an appropriate authority.

Providing some information is optional. If you choose not to provide an IRD number, we’ll be unable to provide you with tax services. If you choose not to provide the required AML documentation, we’ll be unable to provide you with any of our services.

As members of CAANZ, we are subject to disciplinary procedures and rules. Our work and files are subject to practice review by which compliance with professional standards is monitored. You agree that CAANZ, its reviewers and/or its disciplinary bodies may have access to our files, including client information, relating to this engagement. All CAANZ employees and contractors are required to maintain the strictest confidentiality.

You have the right to ask for a copy of any personal information we hold about you, and to ask for it to be corrected if you think it is wrong. If you’d like to ask for a copy of your information or to have it corrected, please contact us.