Client Checklists
Let's keep it simple. We’ve prepared a range of checklists outlining the information and documents we’ll need from you.
Client Checklists
Simply download the checklist relevant to your situation and use it as a guide to review what we require, sign it, and include it with your records.
If you need any help or have any queries, please contact the team.
Our Latest Insights
Why Most Businesses Have a Pricing Problem – Not a Profit Problem
Many businesses are busy, but busy doesn't always mean profitable. Often, the issue isn't a lack of work. It's a lack of pricing discipline. From under-recovering overheads and misunderstanding margins to competing on price and failing to account for risk, small pricing mistakes can have a significant impact on profitability.
Foreign Investment Funds (FIF)
New Zealand's Foreign Investment Fund regime remains a key consideration for offshore investors. This article examines the proposed 2026 reforms, practical tax implications, common pitfalls, and what the changes may mean for taxpayers.
A Proactive Approach to Tax Risk Management
In an environment of increasing legislative complexity and heightened Inland Revenue scrutiny, proactive tax risk management is a strategic necessity, not just a compliance exercise.
Tax Alert - Andersen's FBT Update
New Fringe Benefit Tax changes from April 2026 simplify compliance, reduce administrative burden, and offer greater flexibility. Here’s what New Zealand employers need to know and consider when reviewing their FBT approach.