The Adviser

September 2025

This month, we’re focusing on helping you take control of your numbers and plan with confidence. From five smart ways to modernise your business finances, to why regular strategic reviews are so important in uncertain times, we’ve pulled together insights to keep you one step ahead. We’ll also look at how to simplify payroll and PAYE compliance — saving you time, stress and risk — and share some highlights from the Gap Reunion 2025, where the accounting community came together to discuss the challenges and opportunities shaping businesses today.

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August 2025

In this month, we cover a mix of updates and insights to help you stay informed and ahead of the game — from important changes when selling a property held in a trust, to some of the Xero’s new updates, to understanding your revenue drivers for stronger business planning. We’ll also explore how AI is already helping small businesses work smarter. Whether you’re making strategic decisions or looking for fresh ways to streamline your operations, we’re here to help you turn information into action.

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July 2025

The best time to prepare is before things become urgent — whether that’s staying on top of tax dates, planning your finances, or making the most of opportunities to grow your business. In this issue, we share practical updates to help you stay ahead, including a reminder about the Tax Agency Reminder Service and upcoming due dates, insights on discovering your business’s untapped potential with the Value Gap Analysis, and how our Wealth Creation Plan can help you create the life you want. We’ve also included a recap and photos from our recent Mid-Winter Function.

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June 2025

We’re halfway through 2025, a perfect time to pause, reflect and reset. Whether you’re on track or need to shift gears, your numbers can tell you a lot. Let’s make sure they’re pointing you in the right direction. In this issue, we cover key updates and insights to help you stay ahead, from investment opportunities and KiwiSaver changes to smart planning and business structuring tips.

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May 2025

In this month’s issue, we break down the key takeaways from Budget 2025, share practical tips to help you stay in control of your business budget, and highlight the Healthy Business Checklist—a must-have tool for building resilience. Plus, we show you how DVA can help simplify your GST and keep your finances on track.

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April 2025

In this month’s issue: We take a closer look at the impact of new US tariffs and what these could mean for businesses exporting to the USA. We explore the 7 key causes of poor cash flow and share some downloadable resources to help manage your cash flow more effectively. A reminder about upcoming tax obligations: the final instalment of provisional tax and GST return and payment are due on 07 May 2025 and why it's important not to missed your Annual Accounts Review meeting.

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March 2025

With the new financial year underway, we’ll soon be sending out your 2025 query lists for annual accounts and tax returns. To help you prepare, we’ve created a handy checklist to organise your financial documents. From 1 April 2025, key updates take effect—including changes to the minimum wage, ESCT, and FBT. You can read more about these below. Now’s also a great time to assess risks and refine your strategy for the year ahead. Catch up on our recent webinar, Managing Risks, to learn why a solid Risk Management Plan matters. Plus, we’re excited to share highlights from our first Forward Thinkers Accountability Group session held in February.

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February 2025

With ongoing economic uncertainties and rising costs, we've outlined five key strategies to help reduce the impact of increasing business expenses and provided insights into whether buying or leasing equipment is the right move for your business. Employee well-being and productivity remain top priorities, especially as AI and automation reshape the workplace. If you know a business owner who could use expert guidance—whether to navigate challenges or seize new opportunities—send them our way. Your referrals mean a lot to us, and we’re ready to help businesses not just survive, but thrive.

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January 2025

Happy New Year! As we step into 2025, it's the perfect time to reflect on your business and map out your goals for the year ahead. Planning is the foundation of success and we’re here to help you get started. Be sure to check out our Building a Better Business webinar— it’s packed with actionable insights into adding value to your business and setting it up for long-term success. We also listed the 5 Major Business Challenges to Watch in 2025 and key ways to get more from your cash flow forecast. On a lighter note, don’t miss the photos from our DVA Cocktail & Mocktail Competition! It was a fantastic event showcasing creativity and team spirit.

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