1. Collection of Personal Information

We collect personal information only as necessary for the lawful purposes of providing professional accounting services. This may include, but is not limited to:

• Name, contact details (e.g., phone, email, address), and identification information.
• Financial information (e.g., income, tax details, business accounts, and financial statements).
• Employment information (e.g., payroll data, IRD details).
• Information required for compliance with legal and regulatory obligations (e.g., AML/CFT Act requirements).

We collect personal information directly from you unless it is unreasonable or impracticable to do so.

2. Use of Personal Information

We use your personal information to:

• Provide accounting, taxation, and advisory services.
• Communicate with you about your engagement with us.
• Meet our legal, regulatory, and professional obligations.
• Conduct internal administrative and operational processes.

We will only use your personal information for the purposes outlined or for a directly related purpose that you would reasonably expect.

3. Disclosure of Personal Information

We may disclose your personal information to:

• Inland Revenue and other government agencies as required by law.
• Third-party service providers who assist us in delivering services (e.g., cloud accounting platforms, IT support).
• Our professional advisors (e.g., legal or compliance consultants) if necessary.
• Regulatory bodies (e.g., CAANZ) for compliance with professional standards.

We ensure that third parties receiving your personal information are bound by confidentiality and privacy obligations.

4. Data Security

We take reasonable steps to protect your personal information from misuse, loss, and unauthorized access, modification, or disclosure. This includes:

• Secure electronic storage systems with restricted access.
• Encryption and password protection for sensitive data.
• Regular staff training on privacy and confidentiality obligations.
  
  

5. Access and Correction

You have the right to request access to the personal information we hold about you and to request corrections if it is inaccurate, incomplete, or outdated.

To request access or correction, please contact us at [Insert Contact Details]. We may require verification of your identity before processing your request.

6. Retention of Personal Information

We retain your personal information for as long as is necessary to fulfill the purposes for which it was collected and to comply with legal and regulatory obligations. When no longer required, your information will be securely destroyed or de-identified.

7. Complaints and Queries

If you have a complaint or query about how we handle your personal information, please contact us at:

JOE CA Limited
Josef langreiter /Privacy Officer
Phone: +64 21 401177
Email: Joe@joeca.co.nz
Address: 39 Spring Street Tauranga

We will acknowledge your complaint promptly and aim to resolve it within a reasonable timeframe. If you are not satisfied with our response, you may contact the Office of the Privacy Commissioner at www.privacy.org.nz.

8. Updates to this Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The latest version will always be available on our website or upon request.

By engaging our services, you acknowledge that you have read and understood this Privacy Policy.