Privacy Policy

What personal data we collect and why we collect it


We will obtain from you contact details, including email address, postal address and telephone numbers. We may provide documents and other communications to you by email (or other electronic means). Please advise us if any of your contact details change.

You agree that we may, from time to time, provide to you other information that may be relevant to you, as well as our regular newsletters and information bulletins. At any time, you may request that these not be sent to you.

When visitors leave comments on the site we collect the data shown in the comments form, and also the visitor’s IP address and browser user agent string to help spam detection.

An anonymized string created from your email address (also called a hash) may be provided to the Gravatar service to see if you are using it. The Gravatar service privacy policy is available here: After approval of your comment, your profile picture is visible to the public in the context of your comment.


If you upload images to the website, you should avoid uploading images with embedded location data (EXIF GPS) included. Visitors to the website can download and extract any location data from images on the website.

Contact forms


If you leave a comment on our site you may opt-in to saving your name, email address and website in cookies. These are for your convenience so that you do not have to fill in your details again when you leave another comment. These cookies will last for one year.

If you have an account and you log in to this site, we will set a temporary cookie to determine if your browser accepts cookies. This cookie contains no personal data and is discarded when you close your browser.

When you log in, we will also set up several cookies to save your login information and your screen display choices. Login cookies last for two days, and screen options cookies last for a year. If you select “Remember Me”, your login will persist for two weeks. If you log out of your account, the login cookies will be removed.

If you edit or publish an article, an additional cookie will be saved in your browser. This cookie includes no personal data and simply indicates the post ID of the article you just edited. It expires after 1 day.

Embedded content from other websites

Articles on this site may include embedded content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.


Who we share your data with

How long we retain your data

If you leave a comment, the comment and its metadata are retained indefinitely. This is so we can recognize and approve any follow-up comments automatically instead of holding them in a moderation queue.

For users that register on our website (if any), we also store the personal information they provide in their user profile. All users can see, edit, or delete their personal information at any time (except they cannot change their username). Website administrators can also see and edit that information.

What rights you have over your data

If you have an account on this site, or have left comments, you can request to receive an exported file of the personal data we hold about you, including any data you have provided to us. You can also request that we erase any personal data we hold about you. This does not include any data we are obliged to keep for administrative, legal, or security purposes.

Where we send your data

Visitor comments may be checked through an automated spam detection service.

Your contact information

Additional information

How we protect your data


We will hold in confidence all information concerning you or your affairs that we acquire during the course of acting for you. We will not disclose any of this information to any other person except:

(a) to the extent necessary or desirable to enable us to carry out your instructions; or (b) as expressly or impliedly agreed by you; or (c) as necessary to protect our interests in respect of any complaint or dispute; or (d) to the extent required or permitted by law.

Confidential information concerning you will as far as practicable be made available only to those within our firm who are providing accounting and advisory services for you.

Personal information and Privacy

In our dealings with you we will collect and hold personal information about you. We will use that information to carry out the Services and to contact you about issues we believe may be of interest to you and information about other services we offer. We also use that information to comply with the provisions of the United States Foreign Account Tax Compliance Act and the Anti-Money Laundering and Countering of Financing of Terrorism Act 2009 (the “AML Act”).  Provision of personal information is voluntary but if you do not provide full information this may impact on our ability to provide the Services.

Subject to the exclusions mentioned above you consent to us collecting, using and disclosing your information to third parties (including credit agencies, AML Agents, your other advisors, investment brokers and government departments) to:

(a) meet our obligations, and to assist your other advisors and agents to meet their obligations, under various laws, including the AML Act (including our obligation to complete due diligence and to report suspicious transactions); (b) recover any amounts you may owe us; and (c) use services provided by third parties (including customer survey and data hosting services) to send updates, and to continue providing and improving our service to you.

The information we collect and hold about you will be kept at our offices and/or at secure file storage sites (including electronic file storage sites) elsewhere. If you are an individual, you have the right to access and correct this information. If you require access, please contact our Office Manager, who will direct your enquiry to the appropriate person –

Verification of identity

The Financial Transactions Reporting Act 1996 and the AML Act requires us to collect from you and to retain information required to verify your identity. We may therefore ask you to show us documents verifying your identity (such as a passport or driver’s licence) and your residential address (copy of a utilities bill or rates notice). Under the AML Law we are also required to verify the identity of the following people:

(a) If our client is a company – the directors and shareholders (who hold more than 25% of the total issued share capital of that company); (b) If our client is a Trust – the trustees and named beneficiaries under the Trust.

We may retain copies of these documents.  We may perform such other customer verification checks as to your identity and checks as to the source of any funds associated with any transaction to which the Services relate as we consider to be required by law.