Download September 2012 Balance Sheet Newsletter (Low Res)


Enter our Prize Draw... its so easy

Have we got your email address?

We are still trying to get everyone’s email address, so if we have yours by 30 November 2012 you will be entered into a prize draw to win a meal for two to the value of $200 at either the Council Cafe in Morrinsville or Redoubt Bar & Eatery in Matamata. So email it through to me NOW…

You will automatically be entered into the draw if we already have your email address.


Team News - Exam success and celebrating 10 years service with CooperAitken

Hettie He’s graduation was in May 2012

Serveral Staff member have also been busy passing various exams, congratulations to Megan Johns, Michelle Weller, Troy Hallet and Matthew Ward.. Read more

We are really proud of our teams loyalty to us. We have another 4 team members reaching 10 years service... Read more









 Communication with you..... 

1. Enhanced telephone system making it easier for you to get through to the right person... click here for teams DDI's


2. Email or Letter??? -  If we have your email address we now plan to use this as the main form of communication with you. Let us know if you prefer post. 


3. Customer Research - We want to know what you think of us and how we can improve our service to you, so we are embarking on a customer research programme.  It is ONLY 3 questions long and takes 90 seconds to complete. So please, please complete it. We thank you in advance for your participation and feedback.  Read more...


Here to help

Do you know anyone who could use our help?? If so, refer them to us and should they become a client we will reward you with a voucher of up to $200. Make a referral NOW


Tax News

  • The Student Loan Scheme (Repayment Percentage) Regulations 2012 raises the student loan repayment rate from 10% to 12% for those earning $367 a week or $19,084 a year.
  • KiwiSaver -  reached its five-year anniversary on 1 July 2012 and you may be eligible to withdraw your funds from that date..Read more
  • Look Through Company  (LTC) – Is your company one? read what papers we need
  • Companies Office are introducing an annual charge of $45.00 (GST inclusive) for filing company annual returns on 1 August 2012. If we file your company annual returns for you, this additional amount will be added to the fee. If you file your company annual returns you will have the option of paying using your credit card or setting up a direct debit with the Companies Office.

What we have been up to...

BankLink - Our BankLink Team held a successful training seminar for clients. Armed with laptops clients learnt more about BankLink and Splitting of Private Portions, and received a refresher on Memorisations and Payees. They can now use the GST return function within BankLink.

Be More Financially Successful in Farming presentations - Presentations were held in both Morrinsville and Matamata. The Fonterra forecast means $1.40 less per kg of milk solids and the presentation looked at what farmers can do to keep farming successfully:

  1. Have an up to date budget
  2. Have a no surprises cashflow plan
  3. Discuss ways to help your bank help you
  4. Control your expenses
  5. Look at ways to increase your income
  6. Have a proactive tax plan to minimise payments to the IRD
  7. Have a range of advisors for decision making implications

Read more

Fieldays - Fieldays seems a long time ago now. Thankyou to those who came and said hello. It was really cold but great to see so many of you there. Ben Cameron was the winner of the prize draw... Photo's



Guide to the Living 

Read about how to adequately plan for death. Things to have in place in a Living Guide, this will help your family and others at the time of your death.

A Living Guide is a centralised place to keep important documents and wishes....

  • Your will,
  • Memorandum of wishes
  • Easy accessible cash fund
  • A list of critical phone numbers
  • Health care directives
  • A statement of assets, possessions and liabilities
  • Care for pets

Read article explaning the above in more detail

Sponsorship Update

We have sponsored the Morrinsville Theatre and their ‘M-ville’s Greatest Lips’. Our very own Troy Hallett dressed up like the flamboyant Freddie Mercury, singing ‘Don’t Stop Me Now’... Read more.

Also we are again sponsoring the Morrinsville College Fun Run 2012 on Sunday, 28 October. There is something for everyone with distances for a walk and run from 5 km up to a half marathon. For entry details click here.














HR tip

To get the best out of a team, especially new staff, set clear expectations and include the fact that you will inspect for what you expect. Read more on how we can help with HR.


Farm Sale Prices – New Approach

REINZ announced at the end of July the introduction of the REINZ Farm Price Index, as a superior and more accurate guide to changes in farm sale prices. The new measure has been developed in conjunction with the Reserve Bank and adjusts for property specific factors such as location, size and farm type in measuring changes in farm prices. This new approach of standardising the farm sale prices will make it possible to compare farm prices on a basis as close as possible to a like-for-like basis. This will reduce the need for second guessing the effect of the various factors on farm prices and result in better decisions being made by all parties in whichever region they may have an interest.




Return to Archive