Recording of the webinar held on 26 & 27 July 2016
The Statement of Service Performance is a non-financial statement required under the reporting standards for Tier 3 and Tier 4 registered charities and it’s important that you know how to use it well. In this webinar we will explain:
How to make the Statement of Service Performance work for your charity
What outputs and outcomes are
How you can use the Statement of Service Performance to celebrate your charity's successes
View the han…
Recording of the webinar held on 2 May 2017
Charities using Tiers 1, 2 or 3 must complete a Statement of Cash Flows in their end of year reporting. For some charities, this will be a new thing and it can be tricky the first few times.
In this webinar we cover:
What is a Statement of Cash Flows and how does it differ from other financial statements?
An easy method of calculating your cash flows without having to sort through your bank statements
A chance to ask questions
On completion of the w…
Recording of the webinar held on 25 May 2017
To comply with the reporting standards, Tier 3 and Tier 4 charities' revenue/receipts and expenditure/payments must be reported according to certain minimum categories. In this webinar we will cover:
What are the minimum categories and what is the rationale for each category?
How to determine which category to record items under
Guidance on breaking down and renaming the minimum categories
A chance to ask questions
On completion of the webinar,…
Posted on 17 July 2017As you are probably aware, New Zealand faces a general election on 23 September 2017.
Charities have a key role in civil society, including in election years, but it is important they understand their obligations. In an election year, it is particularly important for charities to understand what is acceptable, and what may be an issue under charities law.
I have previously explained how a charity can “advocate for causes” and remain registered as a charity.
After recent…
Recording of the webinar held on 30 August 2017
If your charity is Tier 4, you need to complete a performance report every year as part of your annual reporting.
In this webinar we’re going to explain:
What a performance report is
How it fits in with your charity's annual return
What you need to complete one
How it can help your registered charity
This webinar is only relevant to Tier 4 charities. Before you watch this recording, make sure you know what tier your charity is. If you’re un…
Posted on 24 October 2017The purpose of this blog is to introduce a new way of communicating our activity as a regulator: case reports. These are reports of our investigations into serious wrongdoing and breaches of the Charities Act, and reviews of charities’ eligibility for registration.
Being a charity means getting access to a number of benefits, but it also means certain duties for the charity and its officers. The responsibilities of being on the Charities Register include meeting some mi…
Published 22 November 2017
The independent Charities Registration Board has decided to remove Destiny International Trust and Te Hahi o Nga Matamua Holdings Limited from the Charities Register on 20 December 2017 because of the charities’ persistent failure to meet their annual return obligations.
The role of the independent Charities Registration Board (“the Board”) is to maintain the integrity of the Charities Register (“the Register”) by ensuring that entities on the Register qualify for…
The Charity Law Association of Australia and New Zealand (CLAANZ), in conjunction with Chartered Accountants Australia and New Zealand (CAANZ) and Parry Field, hosted the Perspectives on Charity Law, Accounting and Regulation in New Zealand conference in April 2018.
The conference focused on current topics of interest in fields of charity law and accounting, and covered a range of subjects of importance to practitioners and others in Australia and elsewhere in the world.
The aims of the confer…
Learn about grants and how to record them in your accounts and in the Tier 3 performance report.
What is a grant?A grant is money given to a charity by a grant funder for a specific purpose. Grant funders may be charitable trusts, foundations, philanthropic organisations, or central or local government departments.
Charities apply to grant funders for a grant. The grant funders then decide which charities or projects they want to fund and if successful, the charity receives grant money.
A gra…
On this page, you'll find Tier 1 and 2 example financial reports to help you prepare your own.
Comprehensive Care (Tier 1)Comprehensive Care PHO provides and supports general health care services through its own team and a network of General Practices, for a wide section of local communities. More specifically, their health care programmes include supporting and educating people whose lives are impacted by chronic health conditions including diabetes, heart disease, mental health issues, a…