RSM New Zealand

Accounting and Business Advisory

At RSM New Zealand, we provide a complete range of accounting and business advisory services to help SME owners with their day-to-day administrative needs – such as company secretarial or compliance. Our advisory solutions are designed to allow you to focus on running your business.

Our business advice can also make a significant impact when it comes to planning for future wealth creation and maximising your wealth at retirement.

From protecting your assets to funding your business for growth, or developing an exit strategy to maximise your return for a comfortable retirement – our team of advisors will work with you to devise practical accounting and business advisory solutions to help you achieve your goals.

Our accounting and business advisory services

Business structures

In New Zealand, there are several different ways you can structure your business. With our in-depth knowledge, we’re well-positioned to help you find the best business structure to fit your needs and allow you to grow. Our advisory services include identifying the right option for you, setting up your preferred structure and registering you with government agencies for tax.

Compliance accounting solutions

Your annual accounts provide a complete overview of your business activities and performance during the previous fiscal year. The RSM New Zealand team offers bespoke accounting services to assist with every stage of your company’s development so you can concentrate on what you do best – from completing legal and compliance documents to preparing annual statements.

Forecasting and budgeting

Do you know the difference between a budget and a forecast? Our skilled team can predict the potential end-of-year results for your business based on your current year-to-date figures. Our specialist software can also help prepare accurate budgets and ensure reliable forecasts so you can enhance your business strategising and sustainability.

Management accounting services

Our accounting team can work with you to design management accounting solutions that are bespoke to your business. Our flexible systems can be adapted as your business changes and grows – allowing you to take informed day-to-day and short-term business strategy decisions using key financial information. As things can change rapidly in today’s business environment, our team can help make sure you’re ready to respond when they do.

Succession planning

With our business advisory services, RSM New Zealand can help you put in place a succession plan that delivers future growth and a higher survival rate. It can be an important part of any business strategy – having systems prepared so your business can continue operating without you. Thanks to our objective business advice, we can help make your planning and succession process much easier.

Trial Balance - Issue 66 March 2019

Trial Balance is the flagship publication of NZ CA member firms and covers a wide-range of articles...
14 March 2019

Key person cover

Key person cover – is your business vulnerable...
22 November 2018

Standard Terms and Conditions - RSM New Zealand

Please note this document is only applicable to the trading entities RSM New Zealand (Auckland) and...
1 June 2018

Why employ young people?

...
20 May 2018

Trial Balance - Issue 62, March 2018

Trial Balance is the flagship publication of NZ CA member firms and covers a wide-range of articles...
23 March 2018

Can you afford to sell?

A "Business Value Gap" is the difference between the value of your business today and what you need...
13 February 2018
Issues on your radar in 2018

Issues On Your Radar in 2018

...
16 January 2018

Trial balance - Issue 61, December 2017

Trial Balance is the flagship publication of NZ CA member firms and covers a wide-range of articles...
1 December 2017
Tax payment dates for early 2018

Tax payment dates for early 2018

...
20 October 2017

Cash flow leads to success

Successful companies treat cash flow as an insurance policy, a buffer.  They have 3 to 10 times...
24 July 2017

Business vehicles - lease or buy?

If you are considering buying a new vehicle for your business and require finance, you have a...
11 July 2017

Draft Trusts bill

14 years since a paper called Some Problems in the Law of Trusts was released a draft Trusts Bill...
26 June 2017
wound up trust

A wound up trust - all you need to know

A trust is wound up (brought to an end) when all of the trust’s assets are distributed to the...
21 June 2017

Trial balance - Issue 59, June 2017

Trial Balance is the flagship publication of NZ CA member firms and covers a wide-range of articles...
1 June 2017
PBE Accounting Standards Adoption –The good, the bad, and the ugly

PBE Accounting Standards Adoption –The good, the bad, and the ugly

New Zealand is now two years into our new accounting framework for Public Benefit Entities being...
29 May 2017

Fundraising Magazine - PBE Accounting Standards Adoption

Fundraising New Zealand magazine has been New Zealand's premiere independent monthly subscriber...
29 May 2017
Narrow-scope amendments to the presentation of financial statements for for-profit entities

Narrow-scope amendments to the presentation of financial statements for for-profit entities

An initiative was launched internationally to explore how disclosures in IFRS can be amended to...
10 May 2017
Craig Cooper Partners RSM New Zealand

RSM appoints new business advisory partner – Craig Cooper

RSM has strengthened its practice by appointing a new Business Advisory Services Partner, Craig...
21 April 2017

Trial balance - Issue 58, March 2017

Trial Balance is the flagship publication of NZ CA member firms and covers a wide-range of articles...
1 March 2017
How to maximize the value of your business

How to maximize the value of your business

I know that you have no intention of selling your business and that you can keep running it...
23 February 2017
Charities Guidance

Charities Guidance

Chartered Accountants Australia and New Zealand offer technical support for Charities ...
19 January 2017

7 ways to help your family business succeed

Owning a family business can be a rewarding way to establish a legacy and help provide for future...
12 December 2016
What’s your plan for next year?

What’s your plan for next year?

It’s nearly the end of another year (Wow!  How did that happen so fast??).  As such, it is a...
6 December 2016

Trial balance - Issue 57, December 2016

Trial Balance is the flagship publication of NZ CA member firms and covers a wide-range of articles...
1 December 2016

Accounting for Heritage Assets - why and how?

Question: How do you value a church or a museum collection...
29 November 2016
Here's what a Trump presidency means for the economy

Here's what a Trump presidency is likely to mean for the economy

This article is the opinion of Joe Brusuelas, RSM US Chief Economist and originally published on...
17 November 2016
Phishing and whaling – Don’t get hooked!

Phishing and whaling – Don’t get hooked!

With cyber-attacks on organisations on the increase one of the most common attack techniques we are...
19 October 2016

External Reporting Board (XRB)

Important resources you should be aware of are found on the External Reporting Board website - the...
17 October 2016
A guide for NFP financial reporting in New Zealand

A guide for NFP financial reporting in New Zealand

Download below the CA ANZ guidance brochure for NFP financial reporting in New Zealand. Guidance...
16 October 2016
DIA Charities Services

DIA Charities Services

Important resources to be aware of are found at the DIA Charities Services website....
15 October 2016
A resource page for charities

A resource page for charities

Registered Charities We know many Chartered Accountants do a lot of pro-bono and low bono work for...
11 October 2016

Fraud Insights - a series of practical videos to help alert people to fraud risks and techniques

Instances of fraud are not only becoming more prevalent but are also increasing in complexity...
5 October 2016
RSM gives back to the community

RSM gives back to the community

RSM World Day : A day when the independent member firms of the RSM network unite and engage with...
22 September 2016

How is your team morale?

A vital ingredient of any successful business is team morale. It becomes of paramount importance if...
12 September 2016

Trial balance - Issue 56, September 2016

Trial Balance is the flagship publication of NZ CA member firms and covers a wide-range of articles...
1 September 2016

Do you have a will?

Approximately 5 % of new Zealanders will die without a will in circumstances where a court...
22 August 2016

Case study : Power of Attorney

While it can be useful to have to ensure that there is someone who can make decisions for you and...
15 August 2016
Preparing cash flow statements

Preparing cash flow statements

An interesting feature of New Zealand’s new financial reporting requirements is the requirement...
9 August 2016

Grant Hally talks growth strategy

RSM doubles its presence in Highbrook How we did it and why...
8 August 2016
XRBrief Issue 1

XRBrief Issue 1

XRBrief 1 is a new initiative of the XRB for your information and education. It is designed to...
2 August 2016

Kiwis read annual statements but fail to follow up

KiwiSaver providers must send out an annual statement to all their members in the three months...
7 July 2016

New residential land tax from 1 July

You may be aware that Residential Land Withholding Tax (RLWT) will soon apply to sales of certain...
28 June 2016
How much should we have in cash reserves?

How much should we have in cash reserves?

One of the vexed questions for boards of not-for-profit entities is what level of reserves the...
28 June 2016

Phishing scam alert : IRD warning

Police have urged the public to be vigilant after recent reports revealed that callers...
23 June 2016
The importance of segregation of duties in preventing fraud

The importance of segregation of duties in preventing fraud

The National Business Review (NBR) recently published an article profiling Upper Hutt College...
16 June 2016
How much the not-for-profit sector contributes

How much the not-for-profit sector contributes

Well done to Statistics New Zealand for providing some clarity and visibility around how much our...
14 June 2016

Trial balance - Issue 55, June 2016

Trial Balance is the flagship publication of NZ CA member firms and covers a wide-range of articles...
1 June 2016

Scam alert - "Corporate Portal"

Corporate Portal New Zealand scam...
30 May 2016

What are your rights as a trust beneficiary?

Beneficiaries’ rights to trust information have been challenged in the recent Court of Appeal...
4 May 2016
Democracy - Yours to ignore!

Democracy - Yours to ignore!

We are incredibly fortunate to live in a beautiful, wealthy, safe, first world country.  We also...
27 April 2016

How to conduct a Trustee meeting?

Trustees have a duty to review the affairs of a Trust. Holding (at least) an annual trustee meeting...
22 April 2016
NFPs: Bringing investments to account

NFPs: Bringing investments to account

One of the key changes to accounting treatment for many not-for-profit organisations is the change...
21 April 2016
Is your charity ready to comply with the new accounting standards?

Is your charity ready to comply with the new accounting standards?

Effective 1 April 2016 New Zealand’s charities regulator has a new role – monitoring and...
21 April 2016
How to write a great statement of service performance report

How to write a great statement of service performance report

A key part of the new performance reports required of charities and other entities adopting the...
7 April 2016
A spotlight on transport

A spotlight on transport

Profit margin is a measure used to define job effectiveness.  Third party logistics (3PL...
6 April 2016
Paid parental leave changes 1 April 2016

Increase to paid parental leave

From 1 April 2016, the period an employee can receive paid parental leave payments will increase to...
5 April 2016
A spotlight on transport

Governance 101

At RSM we love to share good ideas, innovation, and helpful resources. The team at Sport NZ are in...
5 April 2016
Merger Delivers Growth for RSM in New Zealand

Merger Delivers Growth for RSM in New Zealand

The merger of chartered accounting firms RSM and Nexia New Zealand’s Auckland operations will...
1 April 2016
Risk in Charities and NFPs

Risk in Charities and NFPs

Risk in any organisation is a big issue, albeit one that gets vastly differing levels of attention...
30 March 2016
New Trends in Financial Reporting – Integrated Reporting

New Trends in Financial Reporting – Integrated Reporting

In an earlier article we have previously written about new trends influencing financial...
24 March 2016
Newsletter for Schools

Newsletter for Schools

School sector reviews happening in 2016 We appreciate that various reviews are often happening in...
23 March 2016
Innovation a mainstay in modern business  

Innovation a mainstay in modern business  

Innovation is crucial to the continuing success of any organisation, no longer relegated to the...
22 March 2016
Nicola Hammond promoted to Partner

Strength in leadership and diversity at RSM

Announcement of Nicola Hammond as Partner at the Auckland office on 1 April 2016 brings ratio of...
16 March 2016
Charitable Entities raising money from Investors

Charitable Entities raising money from Investors

Many charities and not-for-profit entities want to explore different forms of funding.  We are...
14 March 2016

Trial balance - Issue 54, March 2016

Trial Balance is the flagship publication of NZ CA member firms and covers a wide-range of articles...
1 March 2016
Budgets – Your guide to a perfect(?) one

Budgets – Your guide to a perfect(?) one

Budgets are important.  Done well they help people and organisations plan their future, monitor...
29 February 2016

What a holiday - Holiday Pay taxed as salary/wages or as an extra pay?

It appears there has been some confusion among taxpayers when it comes to classifying holiday pay...
25 February 2016
The Purpose of your Incorporated Society - Can it make money?  And who can take it home?

The Purpose of your Incorporated Society - Can it make money? And who can take it home?

One of the interesting clarifications under the proposed Incorporated Societies Bill relates to...
16 February 2016

ACC acronyms explained

Have you seen the term “BIC code” but not known what it meant?  Do you see reference to your...
10 February 2016
Incorporated Societies Bill - Timeline?  And do we have to act now?

Incorporated Societies Bill - Timeline? And do we have to act now?

As we've highlighted previously the Incorporated Societies Act 1908 is up for an overhaul.  The...
9 February 2016
Donated Goods Amendment Issued

Donated Goods Amendment Issued

We've previously written on the topic of Opportunity Shops and the potential practical problem...
2 February 2016
Consolidations – an accounting or a strategic issue?

Consolidations – an accounting or a strategic issue?

We’ve previously advised that consolidations of entities for accounting purposes is likely to be...
26 January 2016
Exemption notice | Respite for some Australian subsidiaries

Exemption notice | Respite for some Australian subsidiaries

Australian subsidiaries that apply Class Order 98/1418 no longer need to prepare another set of...
18 January 2016

Press release - Emily Xu promoted to Principal

New Zealand Chartered Accounting firm, RSM New Zealand have today announced the promotion of Ms...
11 January 2016

A trustee's tax liability

Did you know trustees are personally liable for the tax obligations of a trust? You may think this...
21 December 2015
Incorporated Societies Bill - Proposed Accounting & Audit Requirements

Incorporated Societies Bill - Proposed Accounting & Audit Requirements

As previously advised the proposed overhaul of our Incorporated Societies legislation has now been...
14 December 2015

Holiday pay and entitlements: How to calculate

Public holidays, annual closedowns, different pay rates – there are many considerations in the...
30 November 2015
Social Impact Investing

Social Impact Investing

Is it the new Holy Grail for the charitable/NFP sector?  Or just a theoretical concept and lot of...
30 October 2015
Transparency for Charities | A double-edged sword

Transparency for Charities | A double-edged sword

A culture of increased transparency – Welcome to the new world for charities.  However this...
8 September 2015
New charity financial reporting and audit requirements | An opportunity for alignment?

New charity financial reporting and audit requirements | An opportunity for alignment?

The biggest change in financial reporting in 20 years, and for many charities; the biggest change...
20 August 2015
Accounting Legislation Change

Accounting Legislation Change

The accounting world in New Zealand has been going through the most significant changes in the past...
19 August 2015

What is a growth options report?

We have been offering growth option reports to our clients for a few years now and still we often...
16 July 2015
Who holds the keys to change?

Who holds the keys to change?

Getting change to occur in any organisation is difficult. Often it seems even more so in the...
14 July 2015
Mandatory performance reporting for charities

Mandatory performance reporting for charities

Out with annual financial reports and in with the more comprehensive performance reports.  Why...
28 April 2015
The passion conundrum in the NFP/charitable sector

The passion conundrum in the NFP/charitable sector

Passion is an essential requirement for success. But can there be too much passion? Is passion...
7 April 2015
Incorporated societies act | Time for an overhaul

Incorporated societies act | Time for an overhaul

In 2013 The Law Commission released their report on their comprehensive review of theIncorporated...
27 March 2015
Are you a New Zealand Incorporated Society?

Are you a New Zealand Incorporated Society?

New Zealand company legislation has, and is continuing to undergo some quite dramatic changes of...
14 March 2015
Demystifying donee status

Demystifying donee status

Donee status.  Most people will have heard of this concept in relation to charities.  But scratch...
6 March 2015
Impact of New Zealand's financial reporting changes

Impact of New Zealand's financial reporting changes

There has been huge change in financial reporting legislation in New Zealand in recent years. A...
25 February 2015
Your organisation is at risk from fraud!

Your organisation is at risk from fraud!

Hopefully that headline gets your attention. Sadly in our experience as auditors this statement is...
14 February 2015

Are you the director of a New Zealand incorporated company?

New Zealand company legislation has, and is continuing to undergo some quite dramatic changes of...
1 February 2015
Risk in charities and Not-For-Profits

Risk in charities and Not-For-Profits

Risk in any organisation is a big issue, albeit one that gets vastly differing levels of attention...
14 January 2015
What you need to know about share based payments

What you need to know about share based payments

A key challenge for owners big and small is how best to keep the attention and motivation of...
7 October 2014

How can we help you?

Contact us by phone 0800 774 623 or submit your questions, comments, or proposal requests.


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