Investment Strategy Template (2024)

TrainSmart gives you the option to get some of your training locked down for 2020 with only one registration!

TrainSmart gives you the option to get some of your training locked down for 2020 with only one registration!

This TrainSmart 3 offers you the option to get some of your training locked down for 2020!

This training is especially designed as a series of three webinars for all AML Compliance Officers

A unique combination of webinars and live streaming events and mentoring for Grad accountants

A unique combination of webinars, live streaming events and mentoring for Grad accountants

This training is especially designed as a series of the two remaining webinars for AML Compliance Officers for 2020. If you booked on the Webinar #1 in March, we suggest that these 2 webinars will enhance your understanding of AML even more! The slides and recording for Webinar #2 are attached to your confirmation. The slides, link and recording will be sent to you before Webinar #3.

Lock down your Tax Update Training for the rest of 2020! TrainSmart gives you the option to receive training with only one registration! This TrainSmart Option is from July to November 2020

A package of checklists and templates which are specifically geared towards satisfying the requirements under the Trusts Act 2019, in relation to record keeping and disclosures to beneficiaries.

A package of checklists and templates which are specifically geared towards satisfying the requirements under the Trusts Act 2019, in relation to record keeping and disclosures to beneficiaries.

Strategies to alleviate stress and minimise the consequences for you, your employees and your organisation. A self-run, in-house course!

A Package of two webinars in a current series on Obligations for Landlords

Get all the information you need to stay up-to-date for your landlord clients

Get our two Property Development Webinars and Save $70.00 on the two!

Ensure you remain ethically alert and up to date

One registration! That's all it takes and you've got your monthly, premium, Tax Update Webinars for 2021-2022 sorted! You will be kept up to date with tax-related issues each month, plus the 8 Tech Savvy Webinars and you have a total TrainSmart Package which gives you the option to get some of your training locked in for the upcoming CPD year, as well as the time-saving convenience of having it dropped into your email box each month! That's 25 CPD hours taken care of.

This package runs for the full training calendar - July 2021 to June 2022 One registration! That's all it takes and you've got your monthly, premium, Tax Update Webinars for July 2021 to June 2022 sorted! You will be kept up to date with tax-related issues each month. TrainSmart gives you the option to get some of your training locked in for the CPD training year and the time-saving convenience of having it dropped into your email box each month! That's 15 CPD hours taken care of.

Statement of Investment Policy & Objectives (SIPO) template. This template will enable you to create a SIPO for each of your trusts quickly and efficiently in accordance with section 128 of the Act.

Save and get two Special Edition Webinars! Interest Deductibility & Bright Line - The Final Answers and ADD Tony Alexander's 30 minute update on the current New Zealand Property Market

A template to enable you to create a Protected Disclosures (Whistleblowers) Policy for your organisation.

The Protected Disclosures (Whistleblowers) Act came into effect on 1 July 2022 - were you prepared? This package includes a 60 minute webinar explaining the significance of the Act and a template to enable you to create a Protected Disclosures (Whistleblowers) Policy for your organisation.

Join Tim Dunn and Brenton Rooney in part 1 of our Succession Planning series to look into Creating the Plan

Join Brenton Rooney as he presents Part 2 of our Succession Planning Series looking into which path to take

Join Michael Turner as he presents Part 3 of our Succession Planning Series talking through 'What about the Tax?'

If you have any clients that are involved in (or thinking about) Property Development then this package of webinars is essential. We have gathered a team of experts from Polson Higgs, Colliers and Property Finance NZ. With insights in taxation, valuation and finance, the package explores the complex process of investing in commercial property and residential developments.

Join Tim Dunn, Brenton Rooney and Michael Turner as they present the Succession Planning Series looking into different considerations to be made when looking into inter-generational restructuring.

This series will provide you with a practical introduction to the valuation of SMEs. You will gain a greater understanding of the complexities of the valuation processes, enabling you to provide expert advice to clients when reviewing valuations.

Our base package of ten premium Tax Update Webinars. This package is perfect for Partners and Senior staff who need monthly updates ensuring they keep up to date with tax and regulatory changes.

This intermediate package includes ten Tax Update Webinars and eight Tech Savvy Webinars. This combination of tax and regulatory changes and practical foundation webinars provides a range of training for your team from junior right through to partner level.

The extra package has been designed with a focus on business advisory. It includes our ten premium Tax Updates as well as four Special Edition Webinars of your choice from the Polson Higgs range presented during 2024. This combination of Tax updates and Special Edition Webinars is perfect for Partners and Senior Staff.

This advanced package includes ten Tax Update Webinars, eight Tech Savvy Webinars and your choice of three Special Edition webinars from the Polson Higgs range presented during 2024.

In 2024 Tony Marshall, New Zealand’s leading rural tax expert will be delivering a series of three Special Edition Webinars, focusing on livestock valuations, ensuring you maximise the opportunities that different methods provide.

Our base package of ten premium Tax Update Webinars. This package is perfect for Partners and Senior staff who need monthly updates ensuring they keep up to date with tax and regulatory changes.

The extra package has been designed with a focus on business advisory. It includes our ten premium Tax Updates as well as four Special Edition Webinars of your choice from the Polson Higgs range presented during 2024. This combination of Tax updates and Special Edition Webinars is perfect for Partners and Senior Staff.

A package of checklists and templates which are specifically geared towards satisfying the requirements under the Trusts Act 2019, in relation to record keeping and disclosures to beneficiaries.

Special Package offer of both Your Role as a Trustee - Checklists & Templates package and Investment Strategy Template usually valued at $580

The TrainSmart extra package has been designed with a focus on business advisory. It includes our ten premium Tax Updates as well as four Special Edition Webinars of your choice from the Polson Higgs range presented during 2025. This combination of Tax updates and Special Edition Webinars is perfect for Partners and Senior Staff.

Cover all of your CPD requirements with this one package. With 30 hours of CPD including two of Ethics, this package is a great solution to meet your CPD needs.

Cover all of your Practices training requirements with this one package. With 34.5 hours of CPD including two of Ethics and three of AML, this package is a one stop shop for an Accounting Practice.

In 2025 one of New Zealand's leading Rural Tax experts Tony Marshall will join us once again for a series of three webinars with a Rural Tax focus.

This two-part webinar has been exclusively developed for accountants new to practice, bookkeepers, administrators or anyone looking for a practical reference for New Zealand tax concepts. The webinars focus on ensuring you develop an understanding of different business taxes, income, expenses and compliance.