Specialist Services

At Goldsmiths Chartered Accountants we offer our services to more than just businesses, we also offer a wide range of specialist services.

We’ve developed our accounting practices into innovative client-focused services. Our flexibility & adaptability will ensure we can help you get the best results.

Charitable Trusts

Charitable trusts are trusts set up to hold money or assets and carry out activities for the benefit of the community. They may be formed for the purpose of:

  • the promotion of education
  • the relief of poverty
  • the promotion of religion
  • other purposes of benefit to the community

A charitable trust as registered by the Registrar of Incorporated Societies gains tax benefits when approved by the IRD. These tax breaks include the absence of gift duty on gifts to the trust and the absence of tax on income earned by the trust.

At Goldsmiths we know the practicalities of charitable trusts. Our experience in this area enables us to assist you in both setting up the trust and in using the trust to most effectively reach your charitable goals.

Estate Planning

As unpleasant as the task is, estate planning is one of the necessities in life. It allows peace of mind knowing your hard earned assets will be dealt with in the manner you choose.

For business owners, a plan for succession of ownership is essential. We can guide you through the process of providing for business continuity.

The executor and trustee of a will is required to perform a number of duties. At Goldsmiths we are experienced in estate planning, and can guarantee the succession plan for your assets will be held to.

The areas involved in estate administration we are able to assist with include:

  • Meeting to discuss objectives for your estate
  • Confirming assets – valuations, inventories, appraisals
  • Court approval for a grant of administration
  • Documentation involved in estate planning
  • Protecting the assets
  • Paying taxes and debts
  • Estate distribution
  • Administration Act

Farm Accounting

Farm accounting involves specific business, financial, and taxation issues, and as such requires a specialist understanding of the industry. At Goldsmiths we keep abreast of the developments in both the farming and accounting industries, putting us in a position to provide up-to-date and accurate advice.

Our services include:

  • Farm budgeting and cash flows
  • Farm sales and purchases
  • Ownership structures
  • Preparation of financial statements
  • Taxation
  • Seasonal planning
  • Succession planning

Forensic Accounting

Forensic Accounting is the use of accountancy techniques to assess the financial implications of legal disputes. In a dispute over money it is imperative to be given accurate and timely advice.

At Goldsmiths we offer assistance in legal disputes, to swiftly make those headaches over money disappear. Often with our intervention the dispute is able to be settled without a court case. However, in the event that a court case is necessary we are able to provide the information and documentation required for your case, and act as an expert witness in court.

Our specialists’ all bring with them a sound understanding of legal concepts and procedures based on years of experience. They are ready and able to guide you through the treacherous territory of the legal industry.

    Human Resources

    The most valuable asset in your business is your staff. In recognition of this, and in line with our desire to help you make the most of your business, we provide an HR consulting service. By providing you with the best HR team, we are able to guide you into getting the absolute best out of  your team.

    There are several key areas we are able to assist with:

    • Employment Relations
      Includes advice on employment agreements, employment legislation, and employee policies and procedures.
    • Health & Safety
      Includes assistance with the implementation of systems to ensure compliance with legislation, training on health and safety, and assistance with ACC audits.
    • Recruitment & Selection
      Includes assistance with advertising for employees, shortlisting and interviewing, reference checking, and psychometric testing.
    • Remuneration
      Includes support in administering the payroll, advice on remuneration levels, and guidance with incentive and bonus schemes.
    • Performance Management
      Includes assistance in identifying performance measurement criteria, training in how to carry out performance appraisals, guidance for managers in dealing with non-performance problems.
    • Strategic HR
      Involves aligning HR strategies with business objectives to ensure the development of a team to drive the improvement of business performance.
    • Team Building
      Includes personality test implementation to aid resolution of communication problems, and team building workshops.
    • Change Management
      Includes implementing plans to achieve change in the workplace, training managers to guide their team throughout the change process, and outplacement services such as counseling and interview coaching.

    Information Technology

    We live in a computerised age. Technology enables us to enhance a wide variety of business processes. Effective use of software and hardware can provide enormous benefits to your business.

    Here at Goldsmiths we have embraced the world of computerised systems, and as such, our experienced professionals are able to:

    • Discuss with you the best system to implement to further your business
    • Install and configure software to suit your purposes
    • Recommend processes to make your computer system more secure
    • Suggest accounting software applications suitable for your business
    • Train clients to be as self-sufficient users of a variety of softwares
    • Offer advice on electronic banking

    Whether you are contemplating the addition of new computer hardware, or looking at completely changing your business systems, our trained staff are able to assist you.

    Orchard Accounting

    Goldsmiths brings the appropriate knowledge of the industry-specific orchard regulations along with accounting expertise to provide you with the basis for an efficiently run business.

    We assist not only in completing the accounting requirements of your orchard, but in providing expert advice to ensure your business increases profits and makes fully-informed financial decisions.

      Rental Property

      At Goldsmiths we have the necessary expertise to assist in a variety of areas in relation to residential and commercial property.

      The services we offer our clients include:

      • Advice on the purchasing of a property
      • Reviews of lease agreements
      • Advice on funding
      • Guidance in tax minimisation
      • Advice on ownership structure
      • Periodic reviews to ensure returns are maximised

      The importance of forecasts in making a residential investment cannot be emphasised enough. We are able to provide for you:

      • Forecasts of revenue returns
      • Forecasts of financial position
      • Forecasts of potential growth

      Get in touch today for more information on how we are able to assist you in the business of rental properties.

      Retirement Planning

      To achieve a comfortable retirement requires forward planning. You need to consider such things as when you will retire, how much income will be required to allow the retirement you desire, how to acquire that income, and what role the government will play.

      The friendly team at Goldsmiths can help you answer these questions and plan for the relaxing retirement that you’ve earned.

      Selling a Business

      Selling a business can be a difficult, often disheartening time. In this state the tasks involved in selling a business can seem particularly arduous. Here at Goldsmiths we are able to relieve that stress for you.

      The services we provide in relation to organising the selling of a business include:

      Obtaining comparative results Establishing a realistic sale price Taking the business to the market Negotiating with potential purchasers Drafting a contract Our friendly and professional staff are able to assist in such a way that a maximum return for your business can be achieved.

        Succession Planning

        In ensuring the long term success of your business, it is critical to establish a well-designed succession plan. Coordination of the transition of your business to your successors can be an arduous process. However, with our years of experience we can address the complex issues of business continuation, taking the stress off your shoulders.

        Contact us for more information on forming a plan that allows for a hassle free continuation of your business.

        Trusts

        A trust provides a valuable way of protecting the assets you have accumulated for the benefit of others.

        We have extensive experience and so are able to offer specialist advice on Trust formation, ensuring all statutory requirements are met. Obligations for trustees can often be onerous, and our assistance in Trust administration will be invaluable.

        We are able to:

        • Prepare and execute the vital documentation involved in Trust formation
        • Attend to the special requirements involved in reporting for Trusts
        • Trust administration
        • Minute keeping service
        • Annual accounts
        • Taxation
        • Asset management
        • Investment monitoring
        • Income distribution

        Contact us today to ensure your trust is as formed and administered as effectively as possible, covering all legal requirements and so allowing it to fulfil its purpose.

          Goldsmiths Chartered Accountants

          Level 1, 189 The Strand, Whakatane, New Zealand­

          Contact Us

          (07) 308 4700

          Level 1, 189 The Strand, Whakatane, New Zealand­