Privacy Policy

Murray Sharma & Associates Limited
Effective Date: 11/06/2025

At Murray Sharma & Associates Limited, your privacy is important to us.

This Privacy Policy outlines how we collect, use, store, and protect your personal information in accordance with the New Zealand Privacy Act 2020. By engaging with our services or submitting your information (including through our website, social media, or lead forms), you agree to the terms of this policy.

1. Who We Are

We are Murray Sharma & Associates Limited, a boutique accounting and business advisory firm based in Auckland, New Zealand. We are an IRD tax agent, ACC agent, MYOB Platinum Partner, and Xero Silver Partner.

Our contact details are listed at the bottom of this page.

2. What Personal Information We Collect

We may collect the following types of information from you:

  • Full name
  • Email address
  • Phone number
  • Business name and structure
  • Industry and income bracket (if applicable)
  • Team size
  • Accounting software preferences
  • Any other information you provide to us through forms, emails, calls, or meetings

3. How We Collect Your Information

We collect personal information directly from you when you:

  • Fill out a lead form (e.g. via Facebook or our website)
  • Contact us via phone, email, or our website
  • Sign up for a consultation, free quote, or service
  • Provide information as part of onboarding or advisory work

We may also collect publicly available business information or receive limited data from third-party services with your consent.

4. Why We Collect Your Information (Purpose of Collection)

We collect your information to:

  • Respond to your enquiries
  • Provide accounting, tax, and advisory services
  • Offer personalised quotes or service recommendations
  • Comply with legal obligations (e.g. IRD, AML/CFT requirements)
  • Improve our services and client experience
  • Send updates, newsletters, or reminders (you can opt out at any time)

5. Is It Mandatory?

Providing your information is voluntary. However, if you choose not to provide certain details, we may be unable to respond to your enquiry or provide services to you.

6. Disclosure of Your Information

We only share your information when necessary and with trusted parties, such as:

  • Our internal team and authorised contractors
  • MYOB, Xero, or other software providers (as part of delivering our services)
  • Cloud storage and CRM platforms (e.g. Google Workspace, Meta/Facebook, Mailchimp)
  • Inland Revenue Department (IRD), ACC, or other regulators when legally required

We never sell or rent your information.

7. How We Store and Protect Your Information

We take data security seriously. Your information is stored securely using reputable cloud-based systems with password protection, encryption, and access controls.

We retain your data only as long as necessary for the purpose it was collected or as required by law (e.g. IRD recordkeeping standards).

8. Your Rights Under the Privacy Act 2020

You have the right to:

  • Access any personal information we hold about you
  • Request correction of that information
  • Withdraw consent for certain uses

To exercise these rights, please contact our Privacy Officer (details below).

9. Cookies and Analytics

Our website may use cookies and analytics tools (e.g. Google Analytics, Facebook Pixel) to help us understand how visitors use our site. These tools may collect anonymised technical data such as browser type, pages visited, and time spent.

You can adjust your browser settings to disable cookies if you prefer.

10. Changes to This Policy

We may update this Privacy Policy from time to time. The latest version will always be available on our website and will include the effective date.

11. Contact Us

If you have any questions about this Privacy Policy, or if you would like to access or correct your personal information, please contact our Privacy Officer:

Privacy Officer:
Murray Sharma & Associates Limited
Email: info@murraysharma.co.nz
Phone: 09-827 6872
Website: https://www.murraysharma.co.nz
Address: 5 Rata Street, New Lynn, Auckland 0600