Tools & Resources

As a member, you have access to a wealth of tools and resources designed to assist you in your day-to-day work...

Q&A: NZ Regulation Update – PS-2: Client Monies

This Q&A answers questions received from Members who attended the Sharing Knowledge session 'NZ Regulation Update – PS-2: Client Monies' on 15 May 2025. Topics include joint signatory situations and...

Q&A: NZ Regulation Update - Changes to the NZ Code of Ethics – Tax Planning & Related Services

This Q&A answers questions received from Members who attended the Sharing Knowledge session 'NZ Regulation Update - Changes to the NZ Code of Ethics – Tax Planning & Related Services' on 4 April 2025...

Trust losses: income tax checklist (Australia) 2025

Trust losses: income tax checklist for Australia commissioned from Thomson Reuters, updated annually...

Turnover-based Concessions Checklist (Australia) 2025

Turnover-based Concessions Checklist for Australia commissioned from Thomson Reuters, updated annually...

Trust income tax checklist (Australia) 2025

Trust income tax checklist for Australia commissioned from Thomson Reuters, updated annually...

Trading Stock income tax checklist Australia 2025

Small business CGT concessions: income tax checklist (Australia) 2025

Small business CGT concessions: income tax checklist for Australia commissioned from Thomson Reuters, updated annually...

Small and medium business entity: income tax checklist (Australia) 2025

Small and medium business entity: income tax checklist for Australia commissioned from Thomson Reuters, updated annually...

Partnership income tax checklist (Australia) 2025

Partnership income tax checklist for Australia commissioned from Thomson Reuters, updated annually...

Rental properties: income tax checklist (Australia) 2025

Rental properties: checklist commissioned for Australia from Thomson Reuters, updated annually...

Non-commercial losses: income tax checklist (Australia) 2025

Non-commercial losses: income tax checklist for Australia commissioned from Thomson Reuters, updated annually...

Individual supplementary income tax checklist (Australia) 2025

Individual supplementary tax checklist for Australia commissioned from Thomson Reuters, updated annually...

Individual income tax checklist (Australia) 2025

Individual income tax checklist for Australia commissioned from Thomson Reuters, updated annually...

Family trust election: income tax checklist (Australia) 2025

Family trust election: income tax checklist for Australia commissioned from Thomson Reuters, updated annually...