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Media Centre

Auditing the auditors – the FMA’s latest oversight plan

Sep 10 2020
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Auditing the auditors – the FMA’s latest oversight plan

In June the Financial Markets Authority (FMA) published its latest three-year plan for audit quality reviews (“AQRs”) of licensed audit firms.  The regulator is obliged to publish these plans annually no later than June 30.  The Auditor Regulation and Oversight Plan 2020 – 2023 (Plan) details the work programme that the FMA has most recently set for itself, including priority themes for AQR. 

Crisis-proofing Your Finances: KiwiSaver

Sep 04 2020
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Crisis-proofing Your Finances: KiwiSaver

With New Zealand once again having active coronavirus cases in the community, it might be raising feelings of fear or nervousness around what will happen to the New Zealand economy. While this outbreak has not had a strong negative impact on the share market, there’s no denying that now is the time for making sure that you are prepared for whatever the future may bring. In this series we give you answers to things that you can control to get your finances organised and equipped to deal with whatever ups and downs life may bring.

Are you ready for the Trusts Act Changes?

Sep 04 2020
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Are you ready for the Trusts Act Changes?

The new Trusts Act 2019, which will come into force in January 2021, is set to significantly modernise trust law, and to clarify the role of trustees and advisers in setting up and running trusts. As the new law is set to replace a relatively old law – the Trustees Act of 1956 – trustees will be facing significant changes with respect to compliance requirements.

The Value of a Financial Adviser - Don't follow the herd

Sep 04 2020
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The Value of a Financial Adviser - Don't follow the herd

During the months of February and March Trustees Executors processed 10-15 times the normal number of fund switch requests for KiwiSaver schemes. As the share market fell, what we saw was a herd on the move. Many investors did not seek advice, making the decision to transfer out of growth funds and into conservative funds to the potential detriment of their future savings.

September is Wills Month

Sep 01 2020
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September is Wills Month

September is Wills Month. Now is a great time to ask yourself if any changes in your life means your will needs updating. Have your say, ensure your wishes are followed, take care your loved ones, leave a lasting legacy. Talk to one of our estate planning specialists today.

We're open under Level 2 but operating a little differently

Aug 12 2020
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We're open under Level 2 but operating a little differently

Although our doors will be open our preference is to conduct all our meetings via phone and video technology at this time. Where there is a compelling need to meet face-to-face, please call ahead to arrange a meeting and our staff with take you through our guidelines and pre-checks before meeting with you.