Disclaimer

The information contained in this website is for general guidance on matters of interest only. Various laws can be applied and have a different impact based on the specific facts and contexts involved. Considering ever changing laws, rules and regulations, and the inherent hazards of electronic communication, there may be delays, omissions or inaccuracies in information contained in this site.

Accordingly, the information on this website, including text, graphics, images and information, contained on or available through this website, is general in nature; it is not intended as legal, accounting, tax, or other professional advice. Strategico makes no representation and assumes no responsibility for the accuracy, completeness, timeliness or otherwise, of information contained on, or available through, this website, or its suitability for any purpose, and such information is subject to change without notice. You are encouraged to confirm any information obtained from or through this website with other sources. As such, no information on this site should be used as a substitute for consultation with a professional in the accounting, tax, legal or other field. Before making any decision or taking any action, you should consult a Strategico professional or a legal or other relevant competent advisors.

While we have made every attempt to ensure that the information contained in this site has been obtained from reliable sources, Strategico is not responsible for any errors or omissions, or for the results obtained from the use of this information. All information in this site is provided "as is", with no guarantee of completeness, accuracy, timeliness or of the results obtained from the use of this information, and without warranty of any kind, express or implied, including, but not limited to warranties of performance, merchantability and fitness for a particular purpose.

In no event will Strategico, its related partnerships or corporations, or the partners, agents, directors, affiliates, employees or representatives thereof be liable to you or anyone else for any decision made or action taken in reliance on the information in this site or for any consequential, special or similar damages, even if advised of the possibility of such damages.

Your use of the site is solely at your own risk. This sitee may contain links to third party content, which we do not warrant, endorse, or assume liability for and over whom Strategico has no control. Strategico makes no representations as to the accuracy or any other aspect of information contained in other websites. 

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Cookies Info

Cookies are small text files that are placed on your computer by the websites that you visit. They are widely used to make websites work, or work more efficiently, as well as to provide information to the owners of the site.

The use of cookies is now standard for most websites. If you are uncomfortable with the use of cookies, you can manage and control them through your browser, including removing cookies by deleting them from your 'browser history' (cache) when you leave the site.

Strategico and its service providers may use analytics cookies, which can also be called performance cookies, to collect information about your use of our site. The analytics cookies collect information which, amongst other things, allows us to count our audience size and see usage patterns. The analytics cookies also record if you experience difficulties using our site which can assist us in improving functionality.

Strategico and its service providers may also use targeting and tracking cookies to understand your interests and behaviours as you browse our site, so we can deliver a more personalised experience in the future. This may also assist us in delivering relevant advertising to you during various advertising campaigns we may run through participating third party sites.

Our website uses Google Analytics, a service which transmits website traffic data to Google servers in the United States. Google Analytics does not identify individual users or associate your IP address with any other data held by Google. We use reports provided by Google Analytics to help us understand website traffic and webpage usage.

Please note, by using this website, you consent to the processing of data about you by Google in the manner described in  'How Google uses data when you use our partners' sites or apps' which is located at www.google.com/policies/privacy/partners.

Types of cookie

• 'Session' cookies remain in your browser during your browser session only, ie until you leave the website.
• 'Persistent' cookies remain in your browser after the session (unless deleted by you).
• 'Performance' cookies collect information about your use of the website, such as webpages visited and any error messages; they do not collect personally identifiable information, and the information collected is aggregated such that it is anonymous. Performance cookies are used to improve how a website works.
• 'Functionality' cookies allow the website to remember any choices you make about the website (such as changes to text size, customised pages) or enable services such as commenting on a blog.

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Privacy Policy

PRIVACY NOTICE issued by Strategico Limited

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1. Introduction

The Privacy Act 2020 imposes certain legal obligations in connection with the processing of personal data.

Strategico Limited is a data controller within the meaning of the Act, and we process personal data. The firm’s contact details are as follows: privacy@strategico.nz

We may amend this privacy notice from time to time. If we do so, we will supply you with and/or otherwise make available to you a copy of the amended privacy notice.

Where we act as a data processor on behalf of a data controller (for example, when 

processing payroll), we provide an additional schedule setting out required information as part of that agreement. That additional schedule should be read in conjunction with this privacy notice.

2. The purposes for which we intend to process personal data

We intend to process personal data for the following purposes:

• to enable us to supply professional services to our clients
• to act as Tax Agent for our clients with the IRD if applicable
• to fulfil our obligations under relevant laws in force from time to time (eg the Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (AML/CFT Act))
• to comply with professional obligations to which we are subject as a member of ACCA (Association of Chartered Certified Accoutants) or any other accounting body
• to use in the investigation and/or defence of potential complaints, disciplinary proceedings and legal proceedings
• to contact our clients about other services we provide which may be of interest to you if you have consented to us doing so
• providing our clients and prospective clients with information about us and our range of services that we think will be of interest. This includes industry updates and insights, other services that may be relevant and invites to events;
• for general management and reporting purposes, such as invoicing and account management;
• for recruitment purposes;
• for purposes related to the employment of our personnel and providing internal services to our staff;
• security, quality and risk management activities.

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3. The legal basis for our intended processing of personal data

Our intended processing of personal data has the following legal base:

• At the time you instructed us to act, you gave consent to our processing your personal data for the purposes included in your Engagement Letter and/or signed proposal(s).
• The processing is necessary for the performance of our contract with you.
• The processing is necessary for compliance with legal obligations to which we are subject (eg AML/CFT Act).
• The processing is necessary for the purposes of the following legitimate interests which we may pursue: eg investigating/defending legal claims.

It is a requirement of our contract with you that you provide us with the personal data that we request. If you do not provide the information that we request, we may not be able to provide professional services to you. If this is the case, we will not be able to commence acting or will need to cease to act.

4. Disclosure of personal information

Strategico does not disclose personal information unless:

• disclosure is permitted by this policy;
• we believe it is necessary to provide you with a product or service which you have requested (or, in the case of a partner, employee or contractor of Strategico, it is necessary for maintaining, or is related to, your role at Strategico);
• to protect the rights, property or personal safety of any member of the public or a customer of Strategico or the interests of Strategico;
• some or all of the assets or operations of Strategico are or may be transferred to another party as part of the sale of some or all of Strategico's business;
• you give your consent; or
• such disclosure is otherwise required or permitted by law, regulation, rule or professional standard.

We may share your personal data with:

• Companies Register, Charity regulators and IRD
• any third parties with whom you require or permit us to correspond
• subcontractors
• an alternate appointed by us in the event of incapacity or death
• professional indemnity insurers
• our professional body (e.g ACCA)
• any external party in relation to practice assurance and/or the requirements of the Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (AML/CFT Act) (or any similar legislation)
• Accident Compensation Fund (ACC)
• our professional advisers, for example, law firms, as necessary to establish, exercise or defend our legal rights and obtain advice in connection with the running of our business;
• third party contractors, subcontractors, and/or their subsidiaries and affiliates (for example independent contractors and consultants, travel service providers, mail houses, off-site security storage providers, information technology providers, event managers, credit managers, debt collecting agencies, providers of identity management, website hosting and management, data analysis, data backup, security and cloud storage services);
• others when explicitly requested by you;
• other when required to deliver publications or reference materials requested by you;

If the law allows or requires us to do so, we may share your personal data with:

• the police and law enforcement agencies
• courts and tribunals
• any other relevant office or agency or similar

We may need to share your personal data with the third parties identified above in order to comply with our legal obligations, including our legal obligations to you. If you ask us not to share your personal data with such third parties, we may need to cease to act.

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5. Retention of personal data

When acting as a data controller and in accordance with recognised good practice within the 

tax and accountancy sector, we will retain all of our records relating to you as follows:

• Where tax returns have been prepared, it is our policy to retain information for seven years from the end of the tax year to which the information relates.

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• Where ad hoc advisory work has been undertaken, it is our policy to retain information for seven years from the date the business relationship ceased.

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• Where we have an ongoing client relationship, data that is needed for more than one year’s tax compliance (eg capital investments and fixed assets) is retained throughout the period of the relationship, but will be deleted seven years after the end of the business relationship unless you as our client ask us to retain it for a longer period. 

Our contractual terms provide for the destruction of documents after seven years and therefore agreement to the contractual terms is taken as agreement to the retention of records for this period, and to their destruction thereafter.

You are responsible for retaining information that we send to you (including details of capital investments and fixed assets and claims and elections submitted), and this will be supplied in the form agreed between us. Documents and records relevant to your tax affairs are required by law to be retained by you as follows:

• seven years from the end of the accounting period.

Where we act as a data processor as defined in Privacy Act 2020, we will delete or return all personal data to the data controller as agreed with the controller at the termination of the agreement.

6. Access to information

We will provide access to personal information upon request by an individual, except in the limited circumstances in which it is permitted for us to withhold this information.

When you make a request to access personal information, we will require you to provide some form of identification (such as driver’s licence or passport and IRD number) so we can verify that you are the person to whom the information relates. In some cases we may also request an administrative fee to cover the cost of access.

If at any time you want to know what personal information we hold about you, you may contact us by emailing us at privacy@strategico.nz

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7. Residents in the European Economic Area

If you are a resident in the European Economic Area, you have a right to request access to your personal data that we hold. Such requests are known as ‘subject access requests’ (SARs).

Please provide all SARs in writing marked for the attention of Francoise Le Marrec.

To help us provide the information you want and deal with your request more quickly, you should include enough details to enable us to verify your identity and locate the relevant information. For example, you should tell us:

• your date of birth
• previous or other name(s) you have used
• your previous addresses in the past five years
• personal reference number(s) that we may have given you, for example your IRD number 
• what type of information you want to know. 

If you do not have an IRD number, you must send a copy of:

• the back page of your passport or a copy of your driving licence and
• a recent utility bill.

We are required to comply with a SAR promptly and in any event within one month of receipt. There are, however, some circumstances in which the law allows us to refuse to provide access to personal data in response to a SAR (eg if you have previously made a similar request and there has been little or no change to the data since we complied with the original request).

We will not charge you for dealing with a SAR.

You can ask someone else to request information on your behalf – for example, a friend, relative or solicitor. We must have your authority to respond to a SAR made on your behalf. You can provide such authority by signing a letter that states that you authorise the person concerned to write to us for information about you and/or receive our reply.

Where you are a data controller and we act for you as a data processor (eg by processing payroll), we will assist you with SARs on the same basis as is set out above.

7.1 Putting things right (the right to rectification)

You have a right to obtain the rectification of any inaccurate personal data concerning you that we hold. You also have a right to have any incomplete personal data that we hold about you completed. Should you become aware that any personal data that we hold about you is inaccurate and/or incomplete, please inform us immediately so we can correct and/or complete it.

7.2 Deleting your records (the right to erasure)

In certain circumstances, you have a right to have the personal data that we hold about you erased. If you would like your personal data to be erased, please inform us immediately and we will consider your request. In certain circumstances, we have the right to refuse to comply with a request for erasure. If applicable, we will supply you with the reasons for refusing your request. 

7.3 The right to restrict processing and the right to object

In certain circumstances, you have the right to ‘block’ or suppress the processing of personal data or to object to the processing of that information. Please inform us immediately if you want us to cease to process your information or you object to processing so that we can consider what action, if any, is appropriate.  

7.4 Obtaining and reusing personal data (the right to data portability)

You have the right to obtain personal information we hold about you, in a structured, electronic format, and to transmit such data to another data controller, where this is (a) personal information which you have provided to us, and (b) if we are processing that data on the basis of your consent or to perform a contract with you.

7.5 Withdrawal of consent

Where you have consented to our processing of your personal data, you have the right to withdraw that consent at any time. Please inform us immediately if you wish to withdraw your consent.

Please note:

• the withdrawal of consent does not affect the lawfulness of earlier processing
• if you withdraw your consent, we may not be able to continue to provide services to you
• even if you withdraw your consent, it may remain lawful for us to process your data on another legal basis (eg because we have a legal obligation to continue to process your data).

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8. Complaints

If you have requested details of the information we hold about you and you are not happy with our response, or you think we have not complied with the Privacy Act 2020 in some other way, you can complain to us. Please send any complaints to privacy@strategico.nz

If you are not happy with our response, you may make a complaint to the Office of the Privacy Commissioner (https://www.privacy.org.nz/about-us/contact/). 

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