Useful Resources

We are pleased to provide the following resources for our clients and visitors to our website.

These documents offer useful insights into New Zealand and international accounting, audit and business advisory practices.


Auckland Council has community grants now available

4 October 2016
Each Local Board has adopted a grants programme which sets out their priorities for allocating grants to community group applicants. Each regional grant programme has different closing dates.

Funding available for collaboration in 2016

29 September 2016
If you are developing or considering a collaborative project or merger, see how the Working Together More Fund (WTMF) might assist. 

Introduction to Cyber Security - the nuggets

21 September 2016
In the 'Introduction to Cyber Security' seminar for RSM clients and contacts presented by Kaon SecurITy in early August, there were some key messages that we thought would be useful to summarise.

Mergers and collaborations as strategic solutions for NFPs

23 August 2016
Collaboration, co-ordination, co-operation, efficiency, effectiveness, consolidation, and merging.  These are concepts that have all been tossed around in the Charity and Not for Profit (NFP) sector over many years.  

Case Study | The merger of Alzheimers Auckland and Alzheimers Counties Manukau

23 August 2016
Bonnie Robinson (former General Manager of Alzheimers Auckland and now CEO of Howick Baptist Healthcare) shares her experience and insights from the successful merger of Alzheimers Auckland and Alzheimers Counties Manukau under the “Super City.”  The following case study puts the spotlight on collaborative strategies:

Preparing cash flow statements

9 August 2016
An interesting feature of New Zealand’s new financial reporting requirements is the requirement to prepare a statement of cash flows.  Hence any general purpose financial statements required by law now need to include one of these statements. 

XRBrief Issue 1

2 August 2016
XRBrief 1 is a new initiative of the XRB for your information and education. It is designed to keep people informed of what is happening and changing in the financial reporting, and audit and assurance standards space in a concise manner.

Do we have to write a statement of service performance yet?

21 July 2016
Question:  We would be considered a medium to large registered charity.  We are aware of the changes in financial reporting requirements taking effect this year but are confused regarding these new statements of service performance.  Do we have to prepare one this year?  Help!!!

How much should we have in cash reserves?

28 June 2016
One of the vexed questions for boards of not-for-profit entities is what level of reserves the entity should hold as operational insurance. 

To Trust or not to Trust?

24 June 2016
A practical overview to family trusts and their financial and tax implications The first question often asked about trusts is "What is a trust?".  A trust is defined as:

How much the not-for-profit sector contributes

14 June 2016
Well done to Statistics New Zealand for providing some clarity and visibility around how much our NFP sector in NZ contributes to the economy. NFP Infographic

Trial balance - Issue 55, June 2016

1 June 2016
Trial Balance is the flagship publication of NZ CA member firms and covers a wide-range of articles on all aspects of business and accounting.  The Trial Balance is published quarterly in March, June, September and December Issue 55 - June 2016 In this issue:

Governance 101

5 April 2016
At RSM we love to share good ideas, innovation, and helpful resources. The team at Sport NZ are in our view leaders in providing useful information and educational material to sports organisations. However much of this good information equally translates to valuable resources for the wider NFP/Charitable sector.

Risk in Charities and NFPs

30 March 2016
Risk in any organisation is a big issue, albeit one that gets vastly differing levels of attention in New Zealand charities and Not-For-Profit entities (NFPs).  From a fundraising perspective risk is often just viewed as the potential for loss of funding streams, however it is much more than that.


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