Privacy Policy

1. Information We Collect

We collect personal information about you to provide accounting, taxation, and advisory services.

Information collected directly from you (IPP 3)

• Name and identity details

• Contact information (email, phone, physical/postal address)

• Billing and financial transaction details

• Tax details and records

Information collected from third parties (IPP 3A)

Where necessary to carry out our engagement or comply with legal obligations, we may collect personal information about you from third parties, including:

• Inland Revenue Department (IRD)

• Banks and financial institutions

• Companies Office

• Identity verification providers (e.g., CloudCheck)

• Lawyers

• Previous accountants or advisors

• Accident Compensation Corporation (ACC)

• Credit reference or background check agencies (where applicable)

2. Purpose and Statutory Authority

We collect and process this information in order to:

• Carry out the services outlined in our Client Engagement Letter.

• Meet our statutory and regulatory obligations under New Zealand law, including:

– Tax Administration Act 1994 & Income Tax Act 2007

– Anti-Money Laundering and Countering Financing of Terrorism (AML/CFT) Act 2009

– Companies Act 1993

3. Disclosure and Sharing

Besides our internal staff, we share personal information with:

• Inland Revenue Department (IRD): To execute tax filings and services outlined in our client engagement letter.

• Banks and Financial Institutions: To confirm or manage financial records (with your explicit confirmation/authority).

• External Auditors: Auditors appointed for specific client engagements (on a client-by-client basis).

• AML/CFT Independent Reviewers: Qualified independent auditors conducting statutory reviews of our AML/CFT compliance program.

• Third-Party Software & Service Providers: Secure cloud service providers (e.g., Xero, CloudCheck) utilized solely to perform our services.

4. Holding Agency & Contact Information

Your personal information is collected and held by:

Aylward Accountants Ltd

Postal Address: PO Box 116, Palmerston North

Phone: 063532255

5. Your Rights of Access and Correction

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 believe it is wrong.

If you’d like to ask for a copy of your information, or to have it corrected, please contact us on 063532255 or PO Box 116, Palmerston North 4440.