Privacy Policy

Effective Date: 1st January 2025

Kākano Advisory Limited ("we", "us", "our") is committed to protecting your privacy and handling your personal information in accordance with the principles set out in the Privacy Act 2020 (New Zealand). This policy outlines how we collect, use, store, disclose, and protect your information when delivering accounting and business advisory services.

1. Compliance with the Privacy Act 2020

We operate in accordance with the New Zealand Privacy Act 2020. This includes complying with the 13 Information Privacy Principles (IPPs), which govern how we manage personal information.

2. Information We Collect

We may collect the following types of personal and business information:

Full name, contact details, and identification information

IRD number and financial records

Company documents, trust deeds, and shareholder/director information

Employment and income details

Any other information necessary for accounting, tax, or advisory services

3. Purpose of Collection

We collect your personal information for the following purposes:

To provide accounting, tax, and business advisory services

To comply with legal and regulatory requirements

To communicate with you about our services

To manage billing and administration

To support internal record-keeping and risk management

4. Collection Methods

We collect information through direct interaction with you, through documentation you provide, via our website or digital platforms such as 2Shakes, and from third parties (with your consent), such as IRD, banks, or professional advisors. Refer to2Shakes Privacy Policy https://www.2shakes.co.nz/terms-privacy#privacy-policy.

5. Disclosure of Information

We will only disclose your personal information when necessary and permitted under the Privacy Act 2020. Disclosure may occur to:

Inland Revenue Department (IRD)

Accident Compensation Corporation (ACC)

Software providers (e.g. Xero, MYOB) with appropriate safeguards

Subcontractors or professional consultants engaged to support service delivery

Auditors, regulatory agencies, or legal entities as required by law

Other third parties with your consent or where disclosure is permitted under the Privacy Act

6. Information Storage and Security

Your personal information is stored securely in cloud-based systems protected by encryption, password controls, and access restrictions. We take reasonable steps to prevent unauthorised access, misuse, or loss of your data.

7. Access and Correction

You have the right to access and request correction of your personal information held by us. Please contact our Privacy Officer using the details below.

8. Retention of Information

We retain personal information for as long as required to fulfil the purpose for which it was collected and to meet legal obligations, including a minimum of seven (7) years under the Tax Administration Act 1994.