RSM New Zealand

Robert Willis
Consultant - Auckland

Biography

Robert Willis is a consultant in the Auckland Office. Robert has been a chartered accountant for almost 30 years, after a period in industry and commerce after graduating from Victoria University with a Bachelor of Commerce and Administration. 

As a result of time in commerce, employment by public companies and overseas travel, Robert has a broad view of commercial matters beyond the numbers. His approach is commercial, intuitive, lateral and practical. 

Robert's much appreciated style is one of enthusiasm for clients' businesses, with an emphasis on strategies with lasting benefits. He is regularly asked to participate with client decisions on future direction, with his diverse experiences across many businesses sectors making him well suited to this. He also sits on a number of client boards of directors, as well as client advisory boards. He is a trustee of more than 50 family trusts. 

His experience over the years with small to medium sized, family owned businesses includes many innovative ideas that have added considerable value to create, consolidate and preserve clients' wealth. Many of these businesses are now very valuable. 

Speciality skills have led to client prosperity and growth through tax effective structures, debt leverage, wealth protection, governance, strategic planning, restructures through liquidation and amalgamation, and ultimately, business sales. These all complement Robert's broader client base that require regular financial statements and taxation compliance. 

Robert has worked with many clients who either have business and investments overseas, or are looking to structure their affairs as they immigrate to New Zealand. He has dealt with foreign tax issues, ably assisted by the worldwide network of RSM firms. In particular, he has considerable experience with trans-Tasman issues involving cross border tax, business structures, and managing businesses in New Zealand whilst growing in Australian markets. 

Robert has been a member of Chartered Accountants Australia and New Zealand since 1979 and was recently acknowledged by CAANZ, celebrating 40 years as a CA - with over 35 years as a partner in practice.

Robert spends his spare time with his family at their country home, sailing on the Hauraki Gulf, or in the Central Otago mountains hiking, skiing and relaxing. 

News articles

The AML affect

24 July 2018
Anti-money laundering regulations now in force and changes are beginning to happen.  So, how will AML affect you? LAST MONTH we reported that Chartered Accountants must become compliant under Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (the Act). This obligation commences on 1 October 2018 and we are currentl...

RSM World Day 2017

19 September 2017
A day when the independent member firms of the RSM network celebrate our shared values of Understanding, Collaboration and Ideas and Insight – this year, with an innovative twist. September marks ‘Innovation month’ internationally across all RSM member firms, in line with this, RSM New Zealand took the opportunity to mark our global day by...

RSM sponsors the LPGA New Zealand Tour

29 August 2017
Audit, tax and consulting specialists RSM New Zealand have joined the family of sponsors to support next month’s MCKAYSON New Zealand Women’s Open. The event, New Zealand’s richest golf tournament with NZ$1.85 million in prizemoney, will be staged at the new Windross Farm golf course in Auckland from 28 September to 1 October and will ...

RSM gives back to the community

22 September 2016
RSM World Day : A day when the independent member firms of the RSM network unite and engage with national, or local, charities through volunteering and community work and other charitable giving activities "The best time to plant a tree is 20 years ago.  The second best time is now." RSM in New Zealand celebrated by supporting Ngāti...

Merger Delivers Growth for RSM in New Zealand

1 April 2016
The merger of chartered accounting firms RSM and Nexia New Zealand’s Auckland operations will deliver a stronger, mid-market offering in accounting and business solutions. Both parties see the advantage of building the RSM network in New Zealand, to deliver to the local market and via the RSM Network to our internationally active clien...
Publications

Standard Terms and Conditions - RSM New Zealand

1 June 2018
Please note this document is only applicable to the trading entities RSM New Zealand (Auckland) and RSM New Zealand (Auckland North).  If you are an audit client through RSM Hayes Audit, you will be provided with a separate document outlining your engagement terms STANDARD TERMS AND CONDITIONS RSM New Zealand (Auckland) and RSM New Zeala...