Articles and updates

Our relationship with Gilligan Sheppard began 20 years ago, when my brother Paul and I had a very successful business called Ballantyne Directories. Ballantyne Directories was a Yellow Pages advertising agency with a multi-million-dollar turnover, designing and placing ads for over 500 clients throughout New Zealand. So, what led us to engage with Gilligan Sheppard? […]

For those of you who attended our recent event on business growth, you would have heard Liam Forde from ‘The Zone’ talk about the role of human engagement in successful business execution, and the tools essential to optimise that. I was introduced to Liam by a mutual friend over 20 years ago, that’s two decades […]

Quite often, a company holding a family business may need to improve its ownership structure; this can mean transferring shares from ‘individuals’ into ‘trusts’. Common situations where this occurs: Succession planning – when the controlling individuals bring family members together in an attempt to make a viable business across generations. Risk protection – when the […]

Traditional bookkeeping once involved tedious, manual, data entry, stuck behind the computer. Transactions were typed in one digit at a time, and bank reconciliations typically only happened once the paper statement was received or downloaded from an online banking platform. ARTICLE SERIES: KEEPER OF BOOKS The old… Paperwork needs to be filed and stored for […]

The Government has recently released a discussion document titled ‘Design of the interest limitation rule and additional bright-line rules’. It’s a rather lengthy 144 pages, and as the title suggests, the document not only discusses the proposed ‘interest limitation rules’, but also provides commentary surrounding some proposed additional bright-line rules. Before I get into the […]