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Latest News

Latest News 

Information Required for AML/CFT Purposes

Shelley Yeates 141 Article rating: No rating

From October 2018 Chartered Accountants are now required to undertake due diligence on all prospective, and existing clients. This is as a result of the Anti-Money Laundering and Countering Financing of Terrorism Act 2009 (AML/CFT Law).

Team News

Shelley Yeates 248 Article rating: No rating

We welcome Chelsea Rivers who started working for us at the start of April as part of our accounting team.  She is currently completing the last paper required for her Bachelor of Accounting.

Income from Portfolio Investment Entities (PIE’s) – Check your Prescribed Investor Rate (PIR)

Shelley Yeates 62 Article rating: No rating

If you have investments in PIE’s (the most common one being a KiwiSaver account), you need to make sure the income is being taxed at the correct rate.  For a New Zealand resident individual, the correct Prescribed Investor Rate (PIR) is based on your income for the last two years. 

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