Merry Christmas

The Christmas Season is a perfect time to let you know how much we appreciate your business. Wishing you a christmas of peace and joy, and a new year of health and prosperity.                    

               

Office Holiday Hours

Our offices will be closed from 4 pm on Tuesday, 23 December 2014 and will reopen at 8.30 am on Wednesday, 7 January 2015.

 

There have been a few exciting changes to our team…

CEOs Appointment

CooperAitken has been experiencing rapid growth and diversification, and now we have three offices and 100 staff offering a range of specialist services. To enable us to reach our next strategic goals we have appointed a dedicated Chief Executive Officer. For the last six years Grant Eddy has been our CEO, successfully guiding the organisation while providing professional accounting services to his clients. We are delighted to announce the appointment of Maree Munro, our new CEO. Maree comes to us from the Primary Health Care Sector and brings a wealth of experience, having worked in a professional environment at a senior management level. Maree said, “I am looking forward to working with the team at CooperAitken on their future business strategies.  It is a great opportunity to join a forward thinking company that recognises the need to focus on future growth prospects for the benefit of their clients.”

One of our recent growth strategies was the acquisition of the Thames branch and we are pleased to introduce Kelly Ash (right), our newly appointed branch manager at Thames. Kelly, who has a diverse range of accounting experience and a friendly personality that clients can relate to said, “It’s important to me that clients understand their financial information so they can be empowered by it and really use it to their advantage in future decision-making. I am very excited about joining the CooperAitken team and really enthusiastic about the opportunity of growing the business in Thames – my home town.”

Chloe Hunter (left) has joined Kelly in Thames as Client Manager.  She recently transferred from our Morrinsville office where she has worked for six years, becoming a Chartered Accountant last year. Chloe has a broad range of accounting skills and a particular interest in taxation, and, being very personable and sincere, she relates well with clients.

 

 

 

 

Sue Brownlie (left) from our Morrinsville office was appointed Client Manager to Grant Eddy. Sue has worked for CooperAitken for many years, starting her accounting career with Churton Fraser

 

 

 

 

Newly appointed Associates…

We are very pleased to announce the appointment, during October, of two Associates of CooperAitken.  We congratulate Teresa Phillips and Carissa Tolley on their appointments.

Teresa enjoys building business relationships with our clients and understanding their requirements is important to her so she is in a position to provide the very best advice. Commencing her accounting career in 1991, and having worked alongside director Gavin Haddon, she has a full range of accounting knowledge and experience.

Carissa’s accounting experience, and her friendly and vibrant personality, has enabled her to develop genuine, long-term business relationships with clients. She has a particular interest in helping clients with their forecasts and advising them on technical tax issues and structures. Carissa works in our Matamata office, her home town, helping to grow the business.

New people starting and some returning …

Experienced accountant Fang (pronounced Fung) Liu joined our team in October, Miriam  Cohen-Krajden became our workflow controller early in December and Brylee Budd has started back on limited hours after her break away on parental leave.

When workflow is excessive we sometimes use the services of external contractors. These are local people who we know and trust and all sign a robust confidentiality agreement, they strictly comply with our high standards.

 

We hosted a ‘high Tea’ to celebrate our 100 years with our business peers

 

 

 

 

 

 

 

 

 

 

 

Morrinsville College Fun Run

CooperAitken was once again a sponsor of the Morrinsville College Fun Run and as always there was a great turnout of competitors. Many of our team entered with Leanne Gordon completing the half marathon.  Well done!.

 

 

 

 

 

 

 

 

 

 

 

 

 

Christmas parade

CooperAitken again were the main sponsors of the Morrinsville Christmas Parade... for more photos click here

 

 

 

 

 

 

 

 

 

 

 

 

 

Dressing up to support organisations raising money for cancer

The team dressed in: Yellow for the Cancer Society Daffodil Day on 29 August,.Blue for the Prostrate Cancer Foundation of New Zealand on 19 September and Pink for The New Zealand Breast Cancer Foundation on 10 October

 

 

 

 

 

 

 

 

 

 

Paying employees over the festive season

This year Christmas and New Year’s day fall on a Thursday, and Boxing Day and 2 January are on a Friday. As they all fall on week days, the statutory holidays are observed on the actual days.

If an employee would usually work on the Thursday or Friday, and works on these days,  they are entitled to be paid at time and a half for the time they work plus receive a day in lieu at another date.

If you hire someone to work on these days, and these are NOT their normal working days for you, i.e. they would not normally work for you on a Thursday or a Friday, they still need to be paid time and a half for the hours worked but you do not need to give them any days in lieu.

Remember that staff must apply for leave, but application and approval are not the same things. If it really does not suit the employer they can decline a leave request, although the employer must try to be as fair and reasonable as possible.

 

Christmas Parties 

Ensure they are fun. Partying over Christmas can cause bad behaviour that needs rectifying quickly, read more as to how to handle employees turning up to work under the influence

 

 

 

 

 

 

 

 

 

 

How would you pay the mortgage if you had to give up work due to illness or disability?

It’s a question we all need to consider but very few of us do. We insure our car and house but we forget about ourselves.

There are many situations that numerous people devastatingly face on a day to day basis. They are left high and dry as unfortunately they don’t have this type of cover in place. Approximately one in every eight people make a claim each year (Statistics NZ, 2013) so it’s important to have life and disability cover in place.

If you are the ‘breadwinner’ and you had to give up work permanently, or you died suddenly, this could leave you and your family financially crippled, losing your family home, business or farm.

Triplejump is leading the way in helping businesses, farmers, families and individuals protect their future wealth, and future success, through a robust process to minimise the financial effect should an unexpected illness, accident or disability occur, to ensure they can financially cope should the unexpected happen.

Our Triplejump team will work with you to prepare a risk plan that is relevant to your situation. Joan Coffey has been in the Financial Services Industry for the past 18 years.  Her approach is down-to-earth and she is capable of providing practical, valuable advice.   Joan is reliable and hardworking; nothing is ever too much trouble for her clients, and Joan says, “Helping people is what it’s all about.”

For more information call Joan Coffey 07 902 2890

 

Who will look after your affairs if you become mentally incapable?

The New Zealand Law Society recommends that everyone over the age of 18 years should have enduring powers of attorney in place for property and for personal care and welfare.

Are you a trustee of a trust?  Did you know that your Power of Attorney CANNOT BE USED…. read more

 

 

 

 

 

 

 

IRD Phone Scams

Inland Revenue has received numerous reports of scammers telephoning customers and claiming they owe money. The Caller ID that appears when the scammer calls is identical to Inland Revenue’s customer services number, 0800 227 774.

The scammer then aggressively demands money and the caller is threatened to go to NZ Post within 30 minutes and pay or they will be deported, face court action or jail time. In some cases people have been directed to purchase a ‘Prezzie Card’ and load it with the amount owed.

Inland Revenue will never call customers from an 0800 number or demand that payments be made through NZ Post, etc.

If you’re suspicious, hang up. If you have given money or provided personal details, please contact your bank or credit card provider immediately.

To learn more go to the IRD website

 

Renting out your holiday home….. records reminder