Download whole September 2014 newsletter (los res pdf)


Celebrating our 100 years in style

Our current team, and past directors and staff were treated to a fabulous night at the Wallace Gallery in Morrinsville to celebrate CooperAitken’s 100 years of being in business.

The string quartet Musica Viva greeted the 150 guests as they entered the gallery, setting the tone for the elegant evening. The ladies of CooperAitken came out in stunning style, as were their dapper companions who were dashing in their smart suits.

Bubbles flowed from the start, accompanied with an array of canapés that led into a superb dinner. Throughout the meal CooperAitken board chairman Gavin Haddon who was master of ceremonies for the evening, shared fond memories of his life with the firm, amidst other speakers including distinguished leaders from the company’s past, all taking pride in what has evolved and what the future holds.

Once the speeches were done a rousing chorus of ‘Happy Birthday’ was sung as the massive cake was presented, and Tim Armstrong and his band struck up their tunes in the adjoining gallery as the guests danced on until the midnight hour.

It was a thoroughly enjoyable evening and a fantastic tribute to a century of CooperAitken’s service to the community. For photo's click here.


The team continued the celebrations wearing their 100 year CooperAitken tee shirts to work.

New team members

Senior accountant Renate Balle joined the Morrinsville accounting team in August and Cathy Walton joined our administration team. Katie Hutcheon joined the Triplejump team as their administrator.







Some sad goodbyes.. 

There were mixed feelings when Julie Mitchell was congratulated on her ten years’ service in August, as it was also her last day.  Julie is looking forward to enjoying time with daughters Jessica and Hannah, and being more available to assist husband Steven in their family business. In his farewell to Julie, Trevor Cooper expressed his appreciation on behalf of the directors and many of the clients.


It is also with sadness that we farewell Hettie He who has been part of our senior accounting team for over seven years. Hettie is heading off to the ‘Big Apple,’ New York.

















Congratulations to Maree Dobson and husband Jamie on the birth of their baby girl, Nyah Lexie. Nyah joins her three older brothers Ty, Jaden and Coen (above left)

Also Grayson John Austin Budd arrived a little earlier than expected to proud parents Brylee  and Aaron Budd. He was just 2lbs 12 ounces at birth in July but is doing very well. Congratulations guys. Brylee enjoying her baby shower organised by the team, above right.

For more on the team.




New office in Thames

We are very pleased to introduce our Thames team.

Kelly Ash has been recruited to manage the branch and will be working alongside the existing team - Sue Price, Alan Bloom, Leeann Harris, Elizabeth Young and Damien Waitai. Barrie Price will be on hand to assist with a smooth changeover. In addition Selma Olsen from our Morrinsville office will now be working from the Thames location.

We are looking forward to meeting and working with our clients in Thames, to provide them with an outstanding service, become part of the Thames community and support local initiatives.




In August we sponsored the production of Grease at Morrinsville Little Theatre. Troy Hallett, one of our senior accountants, played the role of Vince Fontaine.


Morrinsville College Fun Run/Walk – Sunday, 19 October 2014 (Photo)

CooperAitken is again one of the main sponsors of this event, helping to raise money for the College. As always there is something for everyone, from walking to running over a 5k, 10k or ½ marathon distances. Entry forms are on our website.


Morrinsville Rugby and Sports Junior Rugby

The boys are looking sharp in their branded jackets provided by joint sponsors CooperAitken and BankLink.








Get prepared to pay and file online from 1 October 2014

Pay and file online and on time

From 1 October 2014, payments and returns posted to Inland Revenue need to be received by them on or before the due date to avoid late payment penalties and interest. This means cheque payments and returns can no longer be posted on the day they are due.

Inland Revenue are encouraging customers to make payments and file GST/PAYE online. The advantages of paying and filing online include:

  • Better security
  • Faster
  • Avoids relying on the mail especially with the delays currently being experienced
  • Available 24 hours, seven days a week.
  • Bill payments -  you can set up the bill payment in advance to go to the IRD on the day it is due, so you can get everything ready when you want to and then it’s done

We have put together a leaflet that covers

  • How to register to use the IRD online facilities
  • How to make payments to the IRD using correct dates and codes
  • Steps to filing GST returns online
  • Steps to filing PAYE returns online
  • Directions to use internet banking for IRD payments for many banks

Click here to download pdf

For more help or information, or if you would like individual training to get you set up  please contact Sharyn Walsh of our tax team 07 889 8868.







Ten product and service tips

  1. Ensure your product offering is different, or better than your competitors
  2. Have a range of products – an entry level option, and the ability to upsell and cross sell other products
  3. Upgrade an existing client to a similar product but better; the next level up
  4. Cross sell a related but different product to existing clients
  5. Take your existing clients on a stepped journey, one product level at a time
  6. Only ever promise what you can deliver
  7. A free trial or money back guarantee is a good way to take business away from your  competitors as it removes the risk for the customer
  8. Be able to describe your product easily and consistency, and make sure your staff can do the same
  9. Understand what problems you solve for your customers
  10. Understand the features and benefits of your product inside out

For more help on marketing contact Alison Clarke 07 889 8808


Discretionary Trusts – Allocation of Income to Beneficiaries

Traditionally accountants have used trusts as an effective means of spreading income for the best tax advantage, particularly of farm income.  This included allocating income to children of the settlors who were minors.

Changes have been made to the taxation rules for trusts, with the introduction of ‘kiddy tax’ which means spreading income for taxation purposes in this way is no longer an option... read more









Budgeting Software for Farmers

Budgeting has never been more important – after all the current forecast for the 2015 season is lower than anticipated a couple of months ago. Coral compares the current software available to assist with budget preparation... read more.














Bullying is not just a school yard problem

WorkSafe have now defined bullying, and issued guidelines on best practice for dealing with bullying. WorkSafe also took bullying from being just an employment issue into a Health and Safety one, this means there are tougher sanctions - large fines and even imprisonment... read more

































With the recent purchase of the Thames branch, CooperAitken now has a total team of 93, including 23 chartered accountants, this enables us to provide a wide range of accounting expertise and also the following specialist services:

  • Human Resources - John Brosnan 07 889 8838
  • Business Coaching - Craig Purcell 027 2785404
  • Software assistance - Cherry Philpott 07 889 8895
  • ACC’s accident cover questions –Robyn Pickett 07 889 8864
  • Trust administration- Leanne Gordon 07 889 8842
  • Payroll administration - Michelle Weller 07 889 8860
  • Triplejump - Joan Coffey  on 07 902 2890
  • TimeSmart- Mark Crarer 07 902 2880 regarding TimeSmart





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