We all like to control our environment. It makes us feel safe. The problem is we all seek to do that in our own way, and by default no one can ever control our environment to the extent that they might wish. If collectively we were successful there would be no uncertainly, no risk, no […]

Previous ProfileNext Profile Lucy MontgomeryEnglish Literature MA with First-class Honours Lucy Montgomery is a member of our marketing team. She uses her proofing, editing, and branding skills to manage content cycles for Gilligan Sheppard and our clients. This includes updating website blogs, publishing and proofing newsletters, and posting to social media for businesses and individuals. [...]

Conflict is a natural part of any workplace involving people with diverse personalities and backgrounds. However, when conflict occurs, many aspects of the business are affected, so we must understand how to actually manage it. Differences in opinions, beliefs, or perspectives can often lead to conflicts in any team environment. While they can create disruptive […]

On March 28, Royal Assent was given to the passing of the Taxation Bill (Annual Rates for 2023-24, Multinational Tax, and Remedial Matters). The Bill enacted some welcomed changes, balanced with the unfortunate news for some that the trustee tax rate would increase to 39%, effective this April 1. I expect most of you will […]

Is it because we are paranoid, insecure, embarrassed, or awkward? Or is it that we don’t want to be judged or thought of as offensive or ostentatious? Perhaps our family values and traditions have made wealth a subject to be discussed behind closed doors. Or maybe we just like a little privacy regarding our personal […]

When I first began working for Gilligan Sheppard, my experience and knowledge of marketing and accounting (this one is obvious) were fairly limited. Despite failing the ‘spelling test,’ Lisa and Debra took a chance on me. Perhaps it was because of ‘team fit’, and they liked that I had travelled. Either way, I couldn’t be […]

Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion on any national or international tax issues, please contact Richard via email at richard@gilshep.co.nz. May 7 fast approaching Following all the excitement of […]

Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion on any national or international tax issues, please contact Richard via email at richard@gilshep.co.nz. New trustee tax rate Hard on the heels of […]

Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion on any national or international tax issues, please contact Richard via email at richard@gilshep.co.nz. International tax disclosure exemption issued Each year, Inland Revenue […]

The heading of this article is not original to me; it came from Stuart Nattrass, probably during those conversations around the board table. As a long-term board member of South Canterbury Finance, he would know about debt on both the upside and the downside. The dynamics of debt Detail Purchase/hard money Plus 20% growth in […]

It’s that time of year when you’re either scrambling to file your last financial year before the end of March or gearing up to complete another financial year. When preparing for the year-end, you may want to start collecting the documents or information you’ll need to provide to your accountant (including but not limited to): […]