Date posted: 23/10/2018 4 min read

Wellington Regional Update October 2018

Find out what’s been happening in Lower North Island.

In Brief

  • Upcoming events
  • Events of note in the past month
  • More news

Coming up

November is always a full month for all of the LLTs and SIGs in the region as they squeeze one last event into the year by combining it with a Christmas celebration.  If you are on any of the mailing lists, stay tuned as end-of-year invitations will be sent soon.

Three events worthy of a separate shout out include the annual Capital CFO SIG Christmas Event, a tempting morsel in the Wairarapa and the Manawatu Young Accountants Group (YAG) end of year event.

At the end of each year, the Capital CFO SIG host an evening dinner and speaker at the Wellington Club and this year it will be held on Thursday 22 November. The food and speaker are always first class, as is the company. You will need to be quick to register as it is always a very popular event.

The Wairarapa SIG is bringing members a special treat on Friday 23 November.  Philip Poole, Chief Marketing Officer of Whittaker's - one of New Zealand’s most iconic brands – will share the company’s approach to marketing. The Whittaker Family has been producing high-quality chocolate with the world’s finest ingredients for more than 120 years. Popular amongst chocolate lovers, Whittaker’s commitment to quality explains why this much-loved company has been voted Most Trusted Brand of All Brands Surveyed for the sixth year in a row.

As an added incentive there will be chocolate to sample. 

The Manawatu Young Accountants Group (YAG) hold a get-together on the third Wednesday of every second month bookmark that.Wednesday 21 November is their final event for 2018 and as usual it will be at the Aberdeen Steakhouse. The year-end will be special with the shout of a round of drinks, some finger food and an update on how to join the Lower North Island CA ANZ Facebook closed group.

Events of note in the last month

On Friday 7 September, the Wellington Regional Manager Mike O’Leary and Account Manager Michelle Harvey celebrated with Kaitlin Corrigan, of ServiceIQ, one of the winners of the Craig Norgate CA ANZ 2018 Scholarship with a morning tea at her office.

To honour and celebrate Craig Norgate’s contribution to the Chartered Accountant (CA) profession and community, two memorial scholarships to support emerging leaders from regional New Zealand were created. Of the two scholarships available one is specifically for CA students from the Taranaki region. Kaitlin was the winner of the Taranaki prize as she comes from a rural, dairy farming, family in the Taranaki. Kaitlin intends to enrol in the first CA pathway module next year and appears to be very well supported by her workmates.

Professional Ethics Training

On 11 September, Wellington hosted a further session for Professional Ethics training, which has been a popular course well attended across the region.

Take the Opportunities Conference

On Friday 21 September, the Wairarapa Local Leadership Team hosted a boutique, destination conference at Brackenridge Country Retreat & Spa in Martinborough. The conference was well supported by local CA members and contained a day filled with information sessions and break-out workshops. It was a fantastic success, a credit to the LLT and a clear example of members delivering value to members. Well done Fiona and the LLT team.

Member Celebration

On Thursday 27 September, Whanganui members’ celebrated new members, milestone members and two new fellows at their annual Gala Event at Frank Bar. Well done to all three of the new members who were from the same firm, Silks Audit. One member was awarded their certificate for 25 years of membership and one for 40 years, in addition to their fellowship. Top of the night were the two Fellowship Awards presented to Murray Carey FCA and Philip Lendrum FCA. It was a very enjoyable and relaxed night with two very informative reminiscences of the two fellows careers.

On Wednesday 3 October, Wellington hosted a New Members Ceremony to celebrate new CAs, ACAs and ATs at Prefab Hall in Wellington. It was a large event with 65 recipients and about 220 family, friends and colleagues celebrating. It was a great night with a constant buzz of positivity and celebration in the air. The event was so popular that we had to close the invitations when we hit 220 attendees. This means that members qualifying from August onward could not attend. Shortly, we will send a 'Save-the-date' for the next Wellington New Members Event in April next year.

Of note

MyCA Launch

Last month MyCA launched with two communities of interest as pilots. These are Business Valuation and the Rural Primary Interest Group. Local Leadership Team members and Regional Councillors were given the opportunity to be observers of these first two groups, so ask them what they are seeing. During the next seven months or so, other communities will be added and invitations to all members will be issued. Keep aware of this as it is going to deliver access to all of your records and opportunities to your phone (smart device).

Live Streaming of SIG Event

There was a significant milestone in Wellington last month where the Financial Services Special Interest Group (SIG) live-streamed their SIG Event, Asset Allocation. It was a pilot for Wellington and the invitation to join online was limited to the Fin SIG members only as we proved the capability. It was very successful and Wellington will be rolling this capability out across the Lower North Island and opening up the invitation lists for on-line, digital events more.

Lower North Island Facebook

Chartered Accountants ANZ is ready to dip its toes back in the social media world with a Lower North Island Facebook group. It has taken us a while to work out where social media sits with our other communication channels. A pilot in Auckland has been successful so we are going to do the same in Lower North Island. We are hoping that more media channels will result in more information and choice, rather than more digital noise. Tell us your experiences through your LLT. You will need to go to CA ANZ Lower North Island Members Group and then request to be join as it is a group closed to CA ANZ members only. An administrator will then admit you.

LLT Election

Voting opened on 8 October and will run until 31 October. It is your chance to have a say as to who represents your area. Lower North Island has LLTs in Whanganui, Manawatu, Wairarapa and Wellington. There is also one Regional Councillor vacancy in the Wellington region.  There are three very worthy candidates standing. Voting is again your chance to say who represents you and the Wellington region. We outsource the voting process to Election NZ and by the time that you get this you may only have a day to vote. So check your email to find the notification and have your say before 3pm on Wednesday 31 October.

New Partnerships and Advertising Campaign

Next month I will be bringing you more news about a partnership and scholarships we have entered into with The Icehouse.

I will also have more information about the release of a new advertising campaign for Chartered Accountants ANZ.

Topic of Interest – Tax Agents and IR.

I am told that Wellington Region is the most productive area for questions about CA ANZ Tax Advocacy. I have handled a few in the past month and know that the gap in tax advocacy is us telling you what we are doing, rather than your professional body doing something about the various problems.

Recently CA ANZ and IR had a constructive workshop to discuss and work through the various contact scenarios for Tax Agents. IR have subsequently met internally to identify and again work through their contact points and reasons for contacts that bypass the Tax Agent.

IR inform us that not all direct contacts were planned and intentional. Their restructure of delivery and transition to new computer system (START) have both been contributing factors. As has additional programming required in the START to reflect tax agency relationships.

It is IR’s intention that they will only contact clients of tax agents (in respect of tax types linked to the agent) in exceptional circumstances. Please keep the feedback coming in if this changes.

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