Specialist services

We understand that you and your company's needs are unique.

To cater for your specialist requirements, we provide specialist services including;

  • Probity services
  • Trust account serivces
  • Trust administration functions

Not all of our services are listed on this website.  If you have a specific requirement and can not find it here, please contact us. 

Standard Terms and Conditions - RSM New Zealand

1 June 2018
Charles Worth, Colin Wilson, Craig Cooper, Dean Stevens, Liz Groenewegen, Lloyd Kirby, Lyle Irwin, Nicola Turner, Steve Young, Tony Oliver, Wei Chen 陳偉
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
Read more

Can you afford to sell?

13 February 2018
A "Business Value Gap" is the difference between the value of your business today and what you need it to be at the time of sale.  A shortfall can have a signficant impact on your retirement plans and may force you to reassess your desired standard of living in retirmenet.  Worse case - it may mean you can't afford to sell. 
Read more

Fundraising Magazine - PBE Accounting Standards Adoption

29 May 2017
Fundraising New Zealand magazine has been New Zealand's premiere independent monthly subscriber publication for the not-for-profit sector, and associated support organisations and individuals, since 2002.
Read more

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

10 May 2017
An initiative was launched internationally to explore how disclosures in IFRS can be amended to improve the way in which information is disclosed and presented in financial statements. Narrow-scope amendments to IAS 1 were issued by the IASB and approved by the NZASB for use in NZ IFRS.
Read more

New to a registered charity? Charities Services April Newsletter

1 May 2017
DIA Charities Services April Newsletter clearly outlined the following:
Read more

Trustees and dementia?

16 November 2016
Lyle Irwin, Scott Garratt
The role of trustee implicitly involves decision making – taking multiple sources of information into account, making a considered decision, understanding the implications of that decision, and being held accountable for it.
Read more

Trustees - appointment and retirement

9 November 2016
Craig Cooper, Liz Groenewegen
How to retire as a trustee
Read more

Simple asset and estate planning

2 November 2016
Colin Wilson
Key documents and making sure they work together Traditionally, an individual had two documents recording their wishes for the protection and distribution of their assets – a Will, to provide direction when its maker was dead, and a Power of Attorney, to provide direction when its maker was alive but lacked mental capacity.
Read more

The Tindall Foundation Survey 'Inspiring Generosity'

26 July 2016
The Tindall Foundation is asking for 10 minutes of your time to complete their online survey 'Inspiring Generosity'
Read more

How much should we have in cash reserves?

28 June 2016
Colin Henderson, Craig Fisher
One of the vexed questions for boards of not-for-profit entities is what level of reserves the entity should hold as operational insurance. 
Read more

Special deals for Charities

8 June 2016
Craig Fisher
What's in a name? Well, possibly quite a lot if that name means your organisation is classified as a charity. 
Read more

Governance | Core functions of a governing body

12 May 2016
Craig Fisher
Good governance can make or break an organisation.  Or perhaps more commonly; it is a key factor in whether the organisation truly thrives and achieves its purpose, or alternatively just struggles on painfully, producing a mediocre result at best. 
Read more

What are your rights as a trust beneficiary?

4 May 2016
Beneficiaries’ rights to trust information have been challenged in the recent Court of Appeal decision in Erceg v Erceg.   Prior to the Court of Appeal decision in Erceg v Erceg it was settled law in  New Zealand that beneficiaries had a right to trust information.
Read more

How to write a great statement of service performance report

7 April 2016
Craig Fisher, Wayne Tukiri
A key part of the new performance reports required of charities and other entities adopting the XRB’s PBE accounting standards is the requirement to present a statement of service performance report.  So how does an organisation write a great one?  Background
Read more

A spotlight on transport

6 April 2016
Profit margin is a measure used to define job effectiveness.  Third party logistics (3PL) companies remain relevant and competitive by being cost effective.  Longer route times, trickier cargo and an increase in customer demand around time and cost have driven the need for 3PL companies to collaborate for effective solutions.
Read more

Pages

How can we help you?

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


CONTACT us