RSM New Zealand

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
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

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. 

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.

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.

New to a registered charity? Charities Services April Newsletter

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

Trustees and dementia?

16 November 2016
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.

Trustees - appointment and retirement

9 November 2016
How to retire as a trustee

Simple asset and estate planning

2 November 2016
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.

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'

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. 

Special deals for Charities

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

Governance | Core functions of a governing body

12 May 2016
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. 

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.

How to write a great statement of service performance report

7 April 2016
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

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.

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.

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.

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.

New Trends in Financial Reporting – Integrated Reporting

24 March 2016
In an earlier article we have previously written about new trends influencing financial reporting including the concept of Integrated Reporting. 

Newsletter for Schools

23 March 2016
School sector reviews happening in 2016 We appreciate that various reviews are often happening in schools in New Zealand but we think two of these underway in 2016 have potential to be quite significant longer term. 1.     Review of the Education Act 1989

Innovation a mainstay in modern business  

22 March 2016
Innovation is crucial to the continuing success of any organisation, no longer relegated to the back-burner, innovation has now become a necessity in modern day business. Whether you are looking to streamline processes and procedures or embarking on transforming your ideas into reality, being innovative is an important ingredient when

Budgets – Your guide to a perfect(?) one

29 February 2016
Budgets are important.  Done well they help people and organisations plan their future, monitor their progress towards it, and achieve their goals.  Hence creating a good budget for your organisation is a key skill and tool in your creating the future you want and hopefully sustainable success.

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

16 February 2016
One of the interesting clarifications under the proposed Incorporated Societies Bill relates to money making activities undertaken by societies and member's access to monies or assets of the incorporated society.

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

9 February 2016
As we've highlighted previously the Incorporated Societies Act 1908 is up for an overhaul.  The Ministry of Business, Innovation & Employment (MBIE) released their Exposure Draft of the Incorporated Societies Bill in November 2015.  So what is the timeline from here?

Donated Goods Amendment Issued

2 February 2016
We've previously written on the topic of Opportunity Shops and the potential practical problem created by the new accounting standards and how these require accounting for donated goods.   We are now pleased to provide an update.

Consolidations – an accounting or a strategic issue?

26 January 2016
We’ve previously advised that consolidations of entities for accounting purposes is likely to be one of the more challenging aspects of complying with the new mandatory accounting standards.  While the accounting concept and mechanics need working through, it is perhaps more important and possibly more beneficial to consider this issu

Exemption notice | Respite for some Australian subsidiaries

18 January 2016
Australian subsidiaries that apply Class Order 98/1418 no longer need to prepare another set of accounts for themselves (and any subsidiaries) for the purpose of their New Zealand reporting obligations

Press release - Emily Xu promoted to Principal

11 January 2016
New Zealand Chartered Accounting firm, RSM New Zealand have today announced the promotion of Ms Emily Xu to Principal of its Asian accounting group. She will continue to be responsible for the growth and development of specialised services to migrant and overseas investors. 

Best place to start or run a business - New Zealand second only to Singapore

21 December 2015
New Zealand is second only to Singapore as the best place in the world to start or run a business. This includes being easiest for starting a business as well as top rankings for registering property, getting credit and protecting minority interests.

Incorporated Societies Bill - Proposed Accounting & Audit Requirements

14 December 2015
As previously advised the proposed overhaul of our Incorporated Societies legislation has now been released for public consultation in New Zealand.  [Involved in an Incorporated Society?

Westpac Auckland Business Awards 2015

3 November 2015
Westpac Business Awards 2015 - West Audit & Technical Partner Jason Stinchcombe attended the Westpac Business Awards 2015 - West as the guest of Silver Fern MotorSport Charitabe Trust.

Accounting Legislation Change

19 August 2015
The accounting world in New Zealand has been going through the most significant changes in the past 20 years. Much of this has been the result of the comprehensive legislative reform that is now in effect. We highlight some changes that may be important to you or your clients.

Who holds the keys to change?

14 July 2015
Getting change to occur in any organisation is difficult. Often it seems even more so in the NFP/charity sector. We explore some of the reasons why and seek to answer the question; “Who holds the most effective keys to facilitating change.” Background

Impact of New Zealand's financial reporting changes

25 February 2015
There has been huge change in financial reporting legislation in New Zealand in recent years. A direct result is different financial reporting and assurance requirements for different types of entities going forward.

Your organisation is at risk from fraud!

14 February 2015
Hopefully that headline gets your attention. Sadly in our experience as auditors this statement is true. We are yet to find the perfectly protected organisation when it comes to fraud risk. However there are some basic things any organisation can do to help protect itself.

What you need to know about share based payments

7 October 2014
A key challenge for owners big and small is how best to keep the attention and motivation of management aligned with those of the board and ultimately the owners of a company.

How can we help you?

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


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