Helping those who give so much

We love working with charities, trusts and not-for-profits as they do their bit to change our world.

GST and Tax Returns

We know you’ve got better things to do than stare at reports, work out GST or think about tax. Your business needs your time and direction and we’re here to help you get back to it.

Stay compliant

We’ll take care of your compliance requirements by handling the preparation and lodgement of your business tax returns and GST returns. We’ll also prepare your annual financial statements and take care of ACC management. You can always contact us via email if you have any questions.

Board Reporting and Forecasting

As you well know, charities & non profit organisations have onerous board reporting requirements. We take the time and stress out this by handling it for you. Our team are experienced in this area and can help you with forecasting and benchmarking as well.

Trust Administration

We’re partners with Connectworks, software designed to take the time out of trust administration and compliance. Our team will make sure your trust is compliant, keeping you on the right side of the IRD.

Pension Transfers

Our team are also pension transfer experts and can help you access your hard-earned money, without the hassle.
Contact us

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