1. Privacy Statement

1.1. Purpose of Collection
We are collecting your personal information to respond to your enquiry. This information is necessary for us to carry out our functions and provide you with the requested service.

1.2. What We Collect
The personal information we collect may include your name, contact details, and any other information you provide to us. We only collect information that is directly relevant and necessary for the stated purpose.

1.3. How We Collect It
We collect personal information directly from you through this form. In some cases, we may collect information from other sources with your consent or where permitted by law.

1.4. Use and Disclosure
Your information will be used only for the purpose for which it was collected. We will not disclose your personal information to third parties unless:
– You have given your consent,
– It is required or authorised by law, or
– It is necessary to prevent or lessen a serious threat to public health or safety.

1.5. Storage and Security
We take reasonable steps to ensure your personal information is stored securely and protected from unauthorised access, use, or disclosure.

We use SmartVault, a secure third-party client portal. Our website may provide a link that allows clients to access their SmartVault account if they choose to do so. Client information entered into SmartVault is governed by SmartVault’s own privacy and security policies. 

Our website does not store client portal login credentials. When clients choose to access the SmartVault portal via our website, they are redirected to SmartVault’s secure login environment. 

1.6. Access and Correction
You have the right to request access to the personal information we hold about you and to request correction if you believe it is inaccurate. To do so, please contact Gina Gatchell, Privacy Officer (details under “Contact Us”, following).

1.7. Retention
We will retain your personal information only for as long as necessary to fulfil the purpose for which it was collected, or as required by legal, professional, and/or regulatory obligations. 

1.8 AI Use 

We use a tax-specific AI platform solely to support tax research. No personal client information is used or shared with the platform at any stage, and the AI platform does not collect any personal information whatsoever.  We otherwise do not use AI to prepare client deliverables, automate decisions, or interact with clients via chatbots. 

 Any research output is checked against authoritative sources and professional judgement. 

1.9. Your Rights
Under the Privacy Act 2020, you have rights regarding your personal information, including the right to know what is being collected, why, and how it will be used.

2.0 Contact Us
If you have any questions about this privacy statement or how your information is handled, please contact:

Privacy Officer
email: gina@nzustax.com
postal address:
NZ US Tax Specialists Limited
P.O. Box 106223
Auckland City 1143
New Zealand