Charities & Charitable Trusts
Why charities trust us
Supporting organisations that make a real difference
When your mission is helping others, you need advisers who understand what drives you. We work alongside charitable trusts and organisations across New Zealand, and we know the challenges you face every day – from navigating complex regulations to making every dollar count for your cause.
Why charities trust us
We’re up to date with the latest Trust Act legislation and understand what charities services expects from you. With our experience working with both charitable trusts and organisations, we can help you find the most effective way to reach your charitable goals whilst keeping things straightforward.
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We speak your language
Whether you’re running a significant national charity, a smaller community organisation, or managing a charitable trust, we understand your world. We know that behind every compliance requirement is a community you’re trying to serve.
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Practical expertise you can count on
We help you set up trusts properly and ensure you have the right governance structure to take advantage of tax benefits approved by Inland Revenue. No unnecessary complexity – just clear guidance that works.
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You’re always on the right side of the rules
We understand how tax rules and regulations impact charities inside out. You can be confident you’re fully compliant whilst maximising the benefits available to you.
How we support your mission
Your charitable partners
Running a successful charity requires more than good intentions. You need sound governance, regulatory compliance, and transparent financial management. We understand these requirements because we work with charitable organisations every day.
Our approach is straightforward – we listen to what you’re trying to achieve, understand the challenges you face, and provide practical advice that helps you build a stronger organisation. From navigating regulations to making the most of your resources, we’re here to support your success.
Our accounting, business advice, and assurance services give you, your funders and donors the confidence that you’re following best practice to achieve your objectives.
Trust establishment that’s built to last, with structures that support your charitable purposes whilst meeting all legal requirements from day one.
Governance frameworks that establish clear roles and responsibilities, protecting both your organisation and the trustees who guide it.
Tax optimisation ensures you take full advantage of available benefits whilst staying completely within the rules.
Charities services reporting handled efficiently, so you maintain your charitable status without drowning in paperwork.
Trust Act compliance guidance that keeps you informed of what you need to do, when you need to do it.
Annual reporting that clearly demonstrates your impact to the people who matter – your community, funders, and supporters.
Financial statements prepared specifically for charitable organisations, giving stakeholders the transparency they expect whilst meeting all regulatory requirements.
Budget planning that helps you plan effectively for your programmes whilst demonstrating to donors that their contributions are being used wisely.
Grant management systems that track restricted funds properly and help you make the most of funding opportunities.
Trustee training that helps your board understand their responsibilities and make confident decisions that advance your charitable work.
Strategic planning that keeps you focused on your mission whilst adapting to changing community needs and funding environments.
Policy development that protects your organisation whilst enabling you to deliver your programmes effectively.
Audits and reviews that give your stakeholders confidence in your financial management whilst meeting any requirements from funders for external oversight.
Grant acquittals handled efficiently, maintaining strong relationships with funders and ensuring continued support for your work.
Internal reviews that strengthen your financial processes and reduce the risk of issues that could distract from your charitable work.
Expert Industry Services
Local Expertise
Ready to move your organisation forward?
Whether you are navigating change, planning growth or managing risk, our local teams are here to help. Explore our people to find the adviser best placed to support you.
