Updated Engagement Terms and Conditions

We have updated our terms and conditions to include the following.  Continuation to work with us indicates your acceptance of these additional conditions.  If you have any concerns, please contact us.

Privacy Act Considerations

In providing our services to you, we access and utilise selected services and products from third parties that facilitate our ability to provide our services. Specific examples of this are cloud-based software like Xero, our email and collaboration platforms like Microsoft and batch mail house services.

All these services are provided to us to enable us to better service you. In utilising these services your personal information is provided into these platforms or given to the service providers solely to enable us to undertake our services to you. Your personal information is not to be used by any of these providers for any other purpose than to facilitate our work/services we provide to you.

If you have any concern about our use of third party and cloud-based services, please speak to us. Depending on your concern, this may impact on our ability to provide the requested services to you.

In addition to the above, we may use your personal information, such as your address, or contact details or broad business profile, to provide you with industry information or to introduce you to additional services that we offer. As we have already been doing from time to time, we may send you written or electronic communications, or newsletters, or invitations to events etc.

As has always been the case, if at any time you do not wish to receive this information you can contact us and advise us, and we will not send you any additional information

 Non-Compliance with Laws and Regulations (NOCLAR)

We must comply with the by-laws, regulations and ethical guidelines of Chartered Accountants Australia and New Zealand and the New Zealand Institute of Chartered Accountants.  This includes the NZICA Code of Ethics, which among other things contains provisions that apply if we become aware of any actual or potential “non-compliance with governing laws or regulations” (NOCLAR).  Where any such non-compliance poses substantial harm (such as serious adverse consequences to investors, creditors, employees or the public) we may be required to disclose the matter to an appropriate authority.