We value your privacy and are committed to protect your privacy and confidentiality as required under the Privacy Act 2020. This privacy statement relates to information collected in person, via phone, email and / or our website.

We will only collate information from you required to perform the services you engaged us for. We will not collect your personal information without your knowledge.

As noted, our work involves collecting your personal information relevant or incidental to our work, including information about your:

• Name
• Contact information
• Address
• Date of Birth
• Tax file Number
• We may ask you for identity documentation and / or source of wealth information

We collect your personal information to:

• consult with you and provide services to you regarding your accounting, taxation, business advisory & business development needs.
• collect some personal information from you to comply with IRD reporting requirements, Company office requirements
• (Where applicable) collect certain information from you to comply with the AML / CFT Act 2009.
• We may use your personal information, such as your name and contact details, to provide you with industry information or to introduce you to additional services that we offer or to invite you to events

Third parties we are required to share your information with:

Chartered Accountants Australia New Zealand (CAANZ):

• As members of CAANZ, we are subject to, and bound by the Institute, and our work and files are subject to the practice review rules of the Institute under which compliance with professional standards by members is monitored.

Inland Revenue:

• To meet their minimum reporting & disclosure requirements.

Other Third Parties:

• To provide our services to you, we utilise selected services and products from 3^rd parties, for example, cloud-based accounting software like Xero, Accountancy Insurance, email and collaboration platforms like Microsoft, and batch mail house services
• In utilising these services, your information is provided to these platforms or services providers solely to enable us to provide our services to you. Your information is not used by any 3^rd party provider for any other purpose than to facilitate the services we provide to you

• We may disclose your personal information where we have a public duty to provide it or are authorised under law to do so

What we will not do:

• We will not collect nor ask you to provide information regarding your ethnic origin, political and religious beliefs, health information, criminal records, sexual orientation. If you choose to discuss this with us, we will respect your beliefs and values. We will not store this information on file.

Storage of information:

Your personal information is held securely in electronic format and will be retained for as long as may be relevant to our engagement with you.

If you have any concerns about privacy statement & policy, please speak to us. We may be unable to provide the requested services to you without all the relevant information being provided to us

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 would like to ask for a copy of your information, or to have it corrected, please contact us at accountant@crossroadsaa.nz, or +64273423300, or 76 Dowse Drive, Maungaraki, Lower Hutt.