Finance

Title:

Understanding your Pricing and Financial Reports / Key Performance indicators

Type:

Workshop

Content Description

• Basic theories of pricing and costing
• Practical example of how you calculate your production or service delivery costs
• Understanding margin contributions / break even / minimum sales levels
• Understanding the main drivers of your business profits and how to measure them
• Understanding your year end and monthly management reports
• Guidance on having an effective accounting function for your business
• What do you need from your accounting advisor
• Simple cash flow management
• Interactive case studies

Duration (sessions/hours)

3 hours

Cost (NZD$)

$1,400 + GST per attendee (minimum 10 attendees) + travel.

Travel will be subject to client location but indicatively these will be as follows:
Tairawhiti $100 – $350 max
Hawke’s Bay $50 – $100 max
Manawatu / Whanganui / Horowhenua $100 – $200
Wairarapa / Wellington $100 – $200

Note that services under this Agreement only cover the above Programme Fee, and any additional costs such as accommodation or other disbursements will be the responsibility of the Valid Voucher Holder.

Title:

Understanding new tax regimes and how they impact your business

Type:

Workshop

Content Description

• The new corporate rate – are you ready to take full advantage?
• No more LAQC or QCs, what now?
• Limited depreciation on buildings and other limitations
• Land: Are those gains really tax free?
• The IRD’s focus and the new zero rating provisions for GST
• International rules that effect almost anyone with foreign equity investment
• The unknown world of deemed dividends
• Tax pooling – reduce your Use of Money Interest and eliminate Late Payment penalties

Duration (sessions/hours)

2 hours

Cost (NZD$)

$600 + GST (minimum 15 attendees) + travel.

Travel will be subject to client location but indicatively these will be as follows:
Tairawhiti $100 – $350 max
Hawke’s Bay $50 – $100 max
Manawatu / Whanganui / Horowhenua $100 – $200
Wairarapa / Wellington $100 – $200

Note that services under this Agreement only cover the above Programme Fee, and any additional costs such as accommodation or other disbursements will be the responsibility of the Valid Voucher Holder.

Title:

Do you have the most appropriate tax structure for your business

Type:

Workshop

Content Description

Common problem areas:

• ineffective structures and why
• recognition of income
• unplanned and inefficient remuneration strategies
• management fees
• Unplanned cross boarder expansion

Government changes i.e. aligning of rates, new LAQC/QC structures, gift duty changes, new DTA changes and profit repatriation.

Key considerations to building an appropriate structure i.e. future aspirations, risk, growth/succession, other, tax.

Case studies for discussion of practical examples.

Duration (sessions/hours)

2 hours

Cost (NZD$)

$800 + GST (minimum 15 attendees) + travel.

Travel will be subject to client location but indicatively these will be as follows:
Tairawhiti $100 – $350 max
Hawke’s Bay $50 – $100 max
Manawatu / Whanganui / Horowhenua $100 – $200
Wairarapa / Wellington $100 – $200

Note that services under this Agreement only cover the above Programme Fee, and any additional costs such as accommodation or other disbursements will be the responsibility of the Valid Voucher Holder.