Tax & Compliance
Despite ongoing attempts at simplification, New Zealand’s tax system remains complex. The constant change in tax law requires up to date technical knowledge.
Compliance with your tax obligations can be time consuming and expensive. Rob and Lynette can assist you with minimising your tax compliance cost through their hands on approach.
We can also assist with planning opportunities and offer a practical common sense approach to complex business issues. We prefer to work alongside our clients and to enhance your own understanding of the issues.
Our tax expertise enables us to offer the following:
> Return preparation
> Transaction advice including on acquisition and disposal of businesses
> Structuring and restructuring advice
> Deferred tax accounting
> Tax dispute assistance
We can do as much or as little as you want. You can retain your relationship with other advisors and use them as a cost effective provider of distinct parts of your overall tax and accounting requirements.
Larger tax practices tend to take a technical approach. We present practical solutions, setting out the issues and providing recommendations. We prefer to take part in the decision making process.
Accounting Services
General accounting and taxation functions are areas undergoing significant change with software and on-line solutions moving a greater amount of work away from traditional accountants. When this works, it provides the ideal opportunity for Braithwaite and Pearks Ltd. With reliable up to date accounting information, we can focus on areas of your business which requires attention.
We can assist by ensuring that this information is reliable and up to date and can work with your accounting systems (or ours) to produce this information if required. We are firm believers in not re-inventing the wheel, and in using your systems as much as possible rather than unnecessarily duplicating accounting records.
We can look after your:
> Monthly or annual financial statement preparation
> Tax return preparation and advice arising from the accounts
> GST return preparation
> Company secretarial compliance
Valuations and Financial Opinions
We can provide expert independent financial opinions on matters such as business and share valuations, as well as loss of profits or damages assessments.
The reasons for a business valuation or loss assessment are many and varied, and the approach we take will vary accordingly. Rob has extensive experience in such matters including appearing as expert witness in District Court and High Court hearings.
The need for a valuation or loss assessment is commonly linked to a dispute of some kind. We can assist you by providing an assessment of your position, and also assist with the resolution process, whether the matter is before the Courts or a dispute resolution service.
Common circumstances requiring valuation or loss assessment include:
> Business and share valuation
> Shareholder dispute
> Succession planning
> Minority interest valuations
> Relationship (Matrimonial) Property
> Loss of profits
> Insurance claims
> Misrepresentation losses
> Goodwill valuations
CFO Services
Our CFO Services include:
> Accounting & Tax
Assisting with those day-to-day, monthly and annual accounting tasks. Ensuring the accounts are accurate and timely. Mentoring existing staff, assisting with transitions, e.g. with the recruitment of a new CFO or Company Accountant.
> Reporting & Insights
Creating insightful reports and assisting with decision making at both the management and governance levels.
>Strategy Development
Evaluations of profit improvement / business growth opportunities. Strategy reviews, and stress testing.
>Forecasting & Budgeting
Assisting with business planning, generating financial projections, budgeting and forecasting whether for business performance management, or understanding funding requirements.
> Business Systems Improvements
Supporting businesses with systems improvements from concept development, requirements definitions, selection process support, through to new system implementation.
> Due Diligence Support
For new ventures, mergers or acquisitions.
Our Services
Tax & Compliance
We can help you file your tax returns and provide advice on the best solutions for your business's size.
Accounting Services
Financial statement preparation and company secretarial compliance.
Valuations and Financial Opinions
Business and share valuations.
CFO Services
Financial management services to support your businesses.