1. 2013 PRESIDENTIAL GALA DINNER
AUCKLAND &
NORTHLAND
CONNECTIONDecember 2013
IN THIS ISSUE
NEWS
3 2013 A year to reflect on
4 Members give New Institute proposal
the green light
4 Introducing Natalie
5 The 59th annual golf tournament
6 Auckland Local Leadership Team 2014
7 2013 NZICA National Conference
7 2013 Post-PCE drinks
8 Youth engagement update
9 Executive Insight 2013
10 Auckland Fellowships
NZICA NORTHLAND
11 Northland Leadership Team Chair’s report
11 Milestone memberships
12 Northland Local Leadership Team 2014
13 2013 Northland Member Fellowships
NZICA AUCKLAND
13 Tax report: We came, we saw
14 New Zealand sustainability leader wins
top award
15 Special interest groups
18 NZICA Library – top books from 2013
21 New members and milestone memberships
21 Young Accountants November networking
23 Auckland event calendar
New Fellows honoured
NZICA President Liz Hickey FCA and new Fellows
Michele Embling FCA and Rob McDonald FCA were
honoured at the NZICA Auckland Presidential Gala
Dinner on 24 September.
Held in the iconic GrandTearoom of the Heritage Hotel, over 110
family, friends and colleagues were in attendance to celebrate
Liz’s tenure as the 100th NZICA President and recognise
Michele and Rob’s outstanding contribution to the profession.
Continued over page

2. AUCKLAND&NORTHLANDCONNECTION2
Entertainment for the evening was
provided by accomplished jazz duo Clo
Chaperon and Kevin Field, along with
Master of Ceremonies, TV3 news anchor
Mike McRoberts.
The prestigious Fellowship awards are
conferred on members who have proven
enduring and outstanding service to
the profession across a range of criteria
and, above all, their nomination must be
supported by their peers.
Bruce Hassall FCA, CEO of PwC spoke of
Michele’s career as one of Australasia’s
leading experts on technical financial
reporting issues. She heads PwC New
Zealand’s assurance practice and is
known internationally as a specialist in
IFRS. She is Chair of the New Zealand
Accounting Standards Board, leading the
development of new reporting standards
for the public and non-profit sectors.
Outside of her accounting career, Michele
is committed to developing leadership
opportunities for New Zealand’s women,
where she chairs the Global Women’s
Women in Leadership programme.
The second Fellowship of the evening
was presented to Rob McDonald, with
his long-time mentor, Roger France FCA,
highlighting many aspects of his career
and achievements at Air New Zealand,
where he is Chief Financial Officer. He
has been an active member of NZICA
since 1984 and most recently serving on
the NZICA Council from 2010 to 2013.
A key member of the executive leadership
of Air New Zealand, Rob has been a
major contributor to the financial
success of the airline.
Outside of Air New Zealand, Rob
McDonald is a regular contributor on
professional panels and has spoken at the
Trans-Tasman Business Circle, as well as
working with the University of Auckland
in a judging and mentoring capacity.
Proudly sponsored by our Privilege Partner
NZICA AUCKLAND NEWS
2013 PRESIDENTIAL GALA DINNER CONTINUED...
Jazz duo singer Clo Chaperon
MC Mike McRoberts
The iconic Heritage Hotel Grand Tearoom
Michele Embling FCA and guests Rob McDonald FCA and guests

3. December 2013 3
As the 2013
calendar year
comes to an end,
your Auckland
Leadership
Team (ALT) and its sub-groups,
the Auckland Public Practice and
Auckland Corporate Sector sub-
groups are taking time to reflect on a
great year, featuring a number of very
successful events and seeing record
numbers of our members engaging
with NZICA through many different
events including conferences,
PD programmes, Special Interest
groups, New Members’ceremonies,
Milestone Members’ events and
many student events including
Executive Insight and Auckland
Ignition for tertiary students.
Planning for next year’s events is
well under way with a key upcoming
event being the Accountants’One Day
Business Update on 12 March 2014 at
Sky City. In past years this event has
been an outstanding success and has
become a feature event on our calendar.
The event provides a lineup of quality
speakers, a great venue and a full day of
quality PD. My special congratulations
and thanks to our Corporate Sector sub-
group members who contribute many
volunteer hours to make this event
such a success. For members who did
not manage to attend this year, register
early and avoid missing out on the 2014
event as this event always sells out.
Our Special Interest Groups (SIGs)
continue to build on a very successful
formula for engaging with our members
and this year we saw some SIGs with
record numbers of registrations from
members. Some of our SIGs are now
broadcasting their sessions live via
webinar links and it provides members
with an opportunity to attend the
2013 A YEAR TO REFLECT UPON
sessions without having to travel
through Auckland traffic. The dedicated
Chairs of our SIGs continue their
outstanding work to provide quality
speakers on topical issues. SIGs provide
you a great forum to catch up on
your CPD hours and provide valuable
networking opportunities with other
like-minded members. Now is the time
to renew those SIG memberships for
next year and enjoy the wonderful
benefits that these groups provide. If
you are new and haven’t previously
attended a SIG meeting, I urge you to
contact our Auckland Regional Manager,
Anne Stevenson (anne.stevenson@
nzica.com) and she will help select the
right one for you.
We have lots planned to happen next
year. Please take the opportunity and
come along to one of the many events
and PD programmes that we host for
you. It is exciting and encouraging to see
record numbers of members come along
to our events.
This year will be remembered for the
vote for the One New Institute. The “yes”
vote for NZICA and ICAA to merge into
the One New Institute signals a lot of
work ahead in the next 12 to 18 months
to ensure a smooth implementation
process and delivery of outcomes by the
new organisation.
As 2013 draws to a close, I would like
to take the opportunity to make special
mention and say a huge thank you to
Jeff Barkwill, Chair of our Auckland
Corporate Sector sub-group as he is
stepping down after many years of
significant contribution to NZICA and to
our Auckland members. Jeff is a special
person whose contribution to NZICA is
vast. Thank you, Jeff, for all your years of
dedicated service. The other person that
I would like to recognize and say thank
you to is Dr Rowena Sinclair of AUT and
a member of our ALT. Rowena is also
stepping down at the end of the year.
She has made a special contribution to
our ALT and will be missed.
2014 will see a new ALT take office,
together with a new Chair. Our
succession planning has worked well,
as all returning members are capable
of becoming the new Chair and I wish
them every success in selecting a new
Chair and for the contribution the ALT
will make.
After nearly 11 years’involvement with
the Auckland Branch and the Auckland
Office, I will be stepping down from
my role as Chair of the ALT. It has been
an incredible and wonderful journey. I
have thoroughly enjoyed every moment
of being involved with NZICA and our
members and it has helped me grow
immensely. I have made so many
wonderful friends and many who have
provided great support and advice
throughout the years. I would like to
acknowledge each one of you and say a
very special thank you.
As Chair of the ALT, it has been a real
pleasure to have hosted and attended
many events for our members. The
special moments of listening to our
members at Milestone Members’
Ceremonies, sharing stories of their
careers, the hardship they endured in
the early years and how they have seen
the profession change during their time
as members and at our New Members’
Ceremonies, seeing the pride, joy and
happiness of families and our members
on becoming a member of NZICA have
been truly memorable moments.
There is one particular moment that
really stands out for me and something
that I will remember for a very long
time. At our new members’ceremony
on 6 September 2011, we had over 450
guests and new members attending.
New member, Inna Rudyy-Collie, who
was to attend this ceremony tragically
died in an unfortunate accident a few
weeks earlier. We invited her husband

4. AUCKLAND&NORTHLANDCONNECTION4
AUCKLAND & NORTHLAND
CONTACTS
Auckland Office
Tel: 09 917 5915 Fax: 09 522 0820
Email: auckland.office@nzica.com
Level 1, Carlaw Park
12-16 Nicholls Lane
Parnell
Auckland 1140
PO Box 3334
Shortland Street
Auckland 1140
Northland Office
Tel: 09 430 8859 Fax: 09 522 0820
Email: northland@nzica.com
c/– Sayers Hamilton Pool Ltd
113 Banks Street
Whangarei 0140
NZICA Northland
PO Box 109
Whangarei 0115
Stephen Collie to come to this ceremony
and we presented him with her
Chartered Accountants certificate in a
special frame. It was such a profound
and touching moment and he received
a standing ovation from everyone
in the room. It was a moment to be
remembered. For me it really did put
everything into perspective about being
a member. I feel really proud, honoured
and privileged to have served our
members as your Chair.
Finally, I would like to acknowledge and
thank the many Auckland members who
volunteer so much of their time and
make a significant contribution to help
NZICA and our members.
My very best wishes for a safe, happy
and enjoyable Christmas and New Year
holiday period to you all.
Michael Prasad
Chair – Auckland Leadership Team
INTRODUCING NATALIE
NATALIE FAIDLEY joined NZICA Auckland as a Learning and
Development Coordinator on 2 October 2013. Natalie comes
to us from Grant Thornton where she was part of the Human
Resources team. Her role included recruitment, training, payroll
and human resources. Prior to this she worked at Gaze Burt, a law
firm in Auckland city, as a Personal Assistant to the HR Manager
and the Employment Law Partner.
Natalie’s role in the NZICA team is to develop, plan and organise Auckland
professional development courses. She also coordinates two Auckland Special
Interest Groups – Business Development Specialists and Tax. Natalie sees this role
as a great opportunity to review the current professional development that is taking
place for Auckland members and expand the range of professional development so
that the courses can relate to all members.
In her spare time Natalie enjoys playing netball, reading, movies and spending time
with her family and friends.
MEMBERS GIVE NEW
INSTITUTE PROPOSAL
THE GREEN LIGHT
On 1 November 2013, NZICA and the Institute of
Chartered Accountants Australia (ICAA) announced
that members had voted in favour of amalgamating
and creating a new trans-Tasman body.
The following results have been scrutineered and are confirmed:
ICAA – 37,423 (61.5%) members voted.
77.95% voted for the proposal
NZICA – 16,876 (58.7%) members voted.
69.61% voted for the proposal
Members can expect regular updates over the coming months to outline progress
on the transition plan and milestones. Transition to the New Institute has begun
already, but before the New Institute can be completed the necessary changes to
the NZICA Act and Royal Charter in Australia must be secured. These are expected
to happen by April 2014.
The New Institute’s vision is to become ‘the trusted leaders in business and
finance’and it will provide the scale that members need on the world stage. The
New Institute proposal promises to deliver approximately $18m in annual net
cost savings, the benefits of which would be passed on to members in a range of
measures, including greater investment in education, services, policy, advocacy,
thought leadership and fee reductions for most members.

5. December 2013 5
The 2013 NZICA Auckland Golf Tournament was held at The Grange Golf Club on 21
November. This year’s event attracted the largest turnout in recent years with 102
players competing for over $5000 worth of prizes. Taking out the team of four major
Rosebowl competition this year was Mark Bezuidenhout, John Alexander, Michael Chen
and Grant Raynor.
THE 59TH
ANNUAL GOLF
TOURNAMENT
The other winners of the day were:
SOCIAL TEAM:
Tony Williams
Stuart Cairns
Ross Goldsack
Leighton Fisher
SENIOR GRADE:
1st: Steve Nelson
2nd: Dean Robertson
3rd: James Pivac
Will MacFarlane
INTERMEDIATE GRADE:
1st: Terry Von Pein
2nd: Peter Callagher
3rd: Kevin Bowick
SOCIAL GRADE:
1st: Artie McLelland
2nd: Alan Withrington
3rd: Len Mitchell
LONGEST DRIVE:
Senior: Nigel Smith
Intermediate: Nick Putt
Social: Ross Goldsack
NEAREST THE PIN:
Senior: Will McFarlane
Intermediate: Terry Von Pein
Social: Rob Edmondson
LONGEST PUTT:
Senior: Andrew Ford
Intermediate: Allan Boot
Social: Gary Dickins
Peter Mensah from Fidelity Life (2nd from Left), with the winning Rosebowl team.
Senior GradeWinner Steve Nelson (left) and Intermediate Grade Winner Terry Von Pein
(right) withVictoriaToon from Corporate Restructuring
Thanks to our major sponsor Fidelity
Life, and supporting sponsors
Jerry Clayton BMW, Corporate
Restructuring, MYOB and McDonald
Vague for their contribution.

6. AUCKLAND&NORTHLANDCONNECTION6
ANDRÉE ATKINSON CA
Andrée is a qualified Chartered
Accountant with 13 years experience in
Business Advisory and Corporate Training.
She holds a certificate of Public Practice.
In addition she was an auditor for seven
years. Andrée graduated from Massey
University with a BBS and Post Graduate
Diploma in Accountancy.
In addition to working in public practice, she is heavily involved
with NZICA through facilitating and marking both Foundations
and the PAS/PCE programme.
Andrée is keen to grow her involvement and be a part of
NZICA’s future development. She has enjoyed being part of the
Auckland Leadership team and hopes to continue to work with
other members of the team to be a voice for members in the
Auckland Region.
DAVID BASSETT CA
David is a Manager in Ernst & Young’s
Financial Accounting Advisory Services
group. David has experience in providing
technical accounting support, including
the application of IFRS, to listed issuers,
large private companies, Crown entities
and not-for-profit entities. David has
worked as a project consultant to the
External Reporting Board to assist with
the development of NZ IFRS and PBE Standards. David also has
audit experience in both New Zealand and the United Kingdom
across a range of industries, with specialised experience in real
estate, manufacturing and pharmaceutical industries.
MATTHEW FINDSEN CA
Matthew is responsible for the financial
performance of the New Zealand subsidiary
and leadership of the Finance department
at Brightstar NZ Limited. As an actively
engaged member of NZICA and CA, he has
been part of the Auckland Local Leadership
Team in 2012 and 2013. He is a registered
Mentor and takes part in initiatives like the
Executive Insight and Career speed dating networking events.
Prior to his current role, he held senior positions with the NZ Strong
Group Ltd and Staples RodwayWaikato – Chartered Accountants.
He has worked for Brightstar since its inception in New Zealand
and is regularly involved in new business initiatives at Brightstar;
Matthew is actively involved in the evolution of the company.
AUCKLAND LOCAL LEADERSHIP TEAM 2014
PAUL MCELWEE CA
Paul has been a CA for just over 21 years
and has worked across a number of
sectors, industries and disciplines from
the public to private sector, auditing
to senior financial and commercial
management. He has spent the last
twelve years working in the FMCG
and manufacturing sectors as a senior
commercial manager.
As a current member of the Auckland Local Leadership Team
he is proud of his contribution but more importantly believes
he has more to contribute to the Auckland region in this
leadership role.
He is passionate about the profession, particularly corporate
sector involvement in NZICA and improving the perception of
accounting in the community. Paul and his wife Marie-Louise
have four children (3 sons and one daughter) ranging in age
from 8 to 16 years.
JOHN LARNER CA
John Larner has been with PwC’s
restructuring team since 2000 and
has worked on numerous advisory
assignments including independent
business appraisals and investigations,
performance monitoring, corporate
restructuring and business sales,
performance improvement, receiverships
and liquidations.
CHIN MA ACA
Chin Ma is a New Zealand trained and
educated financial accountant and native
of Kaohsiung, Taiwan’s second largest city.
Chin migrated to New Zealand in
November 1992, after falling in love with
its beautiful surroundings on a holiday. In
1996 Chin was accepted into the Bachelor
of Commerce (Accounting and Finance)
course at the University of Auckland. Prior to her formal
employment, Chin volunteered at the Citizens Advice Bureau
as an interpreter and mediator for Mandarin speaking citizens.
After 11 years of service in the funds management industry
Chin decided to branch out with a role at ASB Bank. She was
one of the two senior financial accountants in the statutory
reporting and controls team. In November 2012, after
careful consideration Chin decided to become a contracting
professional. Her first contracting role was as a tax accountant

7. December 2013 7
Peter Coker OBE – captivates the
audience with the Martin Jetpack story
for Tower Limited. In this role Chin
successfully facilitated the transfer of
tax operations to Fisher Funds after the
sale of Tower’s investments business.
Chin sees a great opportunity in the LLT
position as it will enable her to actively
engage with people who have had
similar experiences, especially for those
for whom English is a second language.
SWATHY GUDIPOODI CA
Swathy Gudipoodi
is a chartered
accountant
with 18 years
experience in the
areas of business
advisory, financial
accounting and
tax. She has
worked in a wide range of sectors and
industries including small to medium
businesses, large corporates, listed and
regulated entities, public practice and
public sector.
Swathy is currently working at
Watercare Services Limited as the
Financial Accounting manager. In
this role her main responsibilities are
financial reporting, taxation, back
office treasury, accounts receivable and
accounts payable.
2013POST-PCEDRINKS
The story behind the Martin Jetpack and
an expert panel of CFO’s from three of New
Zealand’s leading businesses operating
offshore attracted a sold-out audience
of over 200 people to the 2013 NZICA
National Conference on 26 November.
Peter Coker OBE, and CEO of Martin
Aircraft Company – the Christchurch
based inventors of the Jetpack –
captivated the audience with the
story of the kiwi ingenuity behind the
amazing technology and the plan for its
commercial launch.
This presentation was followed by a
panel discussion on the theme: New
Zealand Business Offshore: Insights
from Leaders with a Global Focus. Led
by NZICA Councillor Murray Taylor
FACA, the panel included three leading
CFO’s – Rob McDonald FCA (Air New
Zealand), David Sullivan CA (Fisher &
Paykel Appliances), and Merv Dallas
CA (Zespri International). All three
panellists gave tremendous insights
into their experience and key learnings
in operating New Zealand business in
international markets.
2013 NZICA
NATIONAL
CONFERENCE
Panellists David Sullivan (Fisher & Paykel
Appliances), Rob McDonald (Air New Zealand),
Merv Dallas (Zespri International), and
facilitator Murray Taylor.
Over 110 members of the Auckland Young Accountants Group celebrated with those
who finished their PCE exam at The Foodstore in the Viaduct Harbour. Halloween was
the theme for the evening with the exam
this year falling on 31 October.

8. AUCKLAND&NORTHLANDCONNECTION8
The newly formed academic
stakeholders’ group has had great
success since its inception. The group is
made up of representatives from local
universities and polytechnics, secondary
school teachers, CETA (commerce and
economic teachers association) and
NZICA staff.
The group has worked well in examining
how we can work together to offer
tomorrow’s members support and
guidance. We look forward to continuing
this worthwhile initiative and creating
a community of shared interest
across local education stakeholders
in 2014. If you are an academic CA or
schoolteacher who would like to be
involved in the stakeholders group,
please let me know.
As we come to the end of the academic
year, we have two events left from
the education portfolio. The first is
our Auckland Ignition event. NZICA
has hosted several successful Career
speed dating events over the last
few years and through these events,
gathered research from both students
and employers alike. One of the main
concerns was that many students
lacked fundamental knowledge of the
different organisations and roles within
the accounting profession. To meet this
challenge NZICA is pleased to announce
“Ignition”which aims to educate
students on what organisations they
could work for, the available roles and
the all-round skills needed when
job hunting.
The second is the annual Auckland
teachers update day, which provides
teachers an insight into developments
in business and accounting that they
can take back and apply directly in
their classroom. At the time of writing,
the event had a record 51 teachers
attending from across the region. This is
significantly more than in the past and
evidence of the success that NIZCA is
having in the secondary space.
As the academic year closes, the
remainder of my 2013 will be spent
building awareness of the rejuvenated
College of Accounting Technicians
(AT College). There are two new
pathways to the profession that give
prospective Accounting Technicians
(AT), from a broad range of industries
and backgrounds, the ability to expand
career opportunities and earn while
they learn. If you are interested in some
information or in a presentation to your
team about the benefits of being an AT
please let me know.
Finally I would like to congratulate all
the Auckland University students who
received NZICA prizes at the University
of Auckland’s Department of Accounting
and Finance scholarship and prize
awards evening, which was attended by
Peter Vial, NZICA General Manager-Tax
and myself..
NZICA proudly sponsored the prizes for
best scholar across a selection of core
accounting papers.
YOUTH ENGAGEMENT UPDATE
Congratulations to the following award
winners: Amanpreet Kaur Bhandal,
Felicia De Haan, Kristee Hardacre,
Ka Man Lau, James Lewis Pullin, Nicole
Vin Yearn Siew.
Congratulations must also go to the
University of Auckland Business School
for being recently ranked as the second
best business school in Oceania, second
only to the University of Melbourne.
The University of Auckland’s Accounting
and Finance department have also been
ranked in the top 20 globally.
Robert Cooper
Robert can be contacted on: 09 969 1890
or at robert.cooper@nzica.com.
Robert Cooper, NZICA (far left) with Auckland University top scholars and Peter Vial,
NZICA (far right)

9. December 2013 9
EXECUTIVE INSIGHT 2013
A special luncheon and awards ceremony was held
in Auckland on 30 October 2013 to acknowledge the
participants and host organisations involved in the 2013
Executive Insight programme.
Executive Insight winner Nicholas Chong-Adams with
Michael Van Druten, CFO, Eurovintage
Executive Insight is a national programme for second and
third-year accounting students.
Each student on the programme is allocated to a host organisation
for a one-to-three day insight into how senior management works
and is then required to write a 1,500 word report summarising
their experience. Judges Skye Daniels, Dale Gray and Murray
Taylor representing the Auckland corporate sector then
assessed the reports and selected the best three submissions.
Congratulations to Nicholas Chong-Adams from the University of
Auckland, winner of Best Report for 2013. Nicholas was hosted
by Eurovintage and received the winner’s certificate, an $800
prize from NZICA and an Apple iPhone from Skinny Mobile.
The runner-up was Sam Wong, from the University of
Auckland, who was hosted by Iosis Family Solutions and
received a certificate and a $200 prize from NZICA.
The highly commended prize went to Bettina Salomon, from
the University of Auckland, who was hosted by YELLOW and
won a $100 Westfield voucher.
Continued over page
Runner up Sam Wong (right) with Iosis Family Solutions Finance
& Property Manager Wayne Boyd (centre) and Zara Stewart
(L-R) Elissa Whittaker, Senior HR Advisor from Yellow with Bettina
Saloman (Highly Commended) and Rauikau Rostami
Nicholas Chong-Adams, Executive Insight 2013 winner receives
his award from Michael Prasad, Auckland LLT Chair

10. AUCKLAND&NORTHLANDCONNECTION10
EXECUTIVE INSIGHT CLASS OF 2013
Student University Host organisation
Bettina Salomon University of Auckland Yellow
Rauikau Rostami University of Auckland Yellow
Nathan Wallace University of Auckland Grant Thornton
Ashley Elder University of Auckland XERO
Emil Kiroff University of Auckland Coca Cola Amatil
Nicholas Chong-Adams University of Auckland EuroVintage
Sam Wong University of Auckland Iosis Family Solutions
Zara Stewart Unitec Iosis Family Solutions
Karmin Homavizir University of Auckland Restaurant Brands
Hannah Wallace University of Auckland Inland Revenue
Lisa Huang University of Auckland Inland Revenue
Herman Pretorius (Restaurant Brands
host) and Karmin Homavizir
Ashley Elder with Amanda Armstrong,
Xero General Manager, New Zealand
for no obligation advice:
Call: 09 302 0759
attention to
detail
Victoria Toon and her
team at Corporate
Restructuring have a
wealth of experience
in handling:
• Liquidations solvent&insolvent
• Receiverships
• Investigations
• Business assessments
As a boutique firm they
provide a high level of
personalised service and
superior value. If your
clients are under pressure
from the IRD, creditors,
bank or have cash flow
problems, they can help.
www.restructuring.co.nz
GrahamRose,FinancialAccountingManager
Coca Cola Amatil (NZ) with Emil Kiroff
Nathan Wallace and Natalie Faidley,
Grant Thornton HR
AUCKLAND FELLOWSHIPS
Congratulations to the following Auckland members who
wereawardedFellowshipstatusoftheNewZealandInstitute
of Chartered Accountants at the AGM on 26 November.
Matthew Bellingham FCA
Mark Conelly FCA
Kimberley Crook FCA
Andrew Dick FCA
Grant Ellis FCA
Earl Gasparich FCA
Brendon Gibson FCA
Dale Gray FCA
Peter Gulliver FCA
Jason Hollingworth FCA
Trevor Janes FCA
Roger Jarrold FCA
Ian Kuperus FCA
Nick Olson FCA
Graeme Pinfold FCA
David (Peter) Scott FCA
Susan Tremlett FCA
Jilnaught Wong FCA
HannahWallace, Zhimin Huang, and Sara Rashid, Inland Revenue
Investigations Team

11. December 2013 11
Hi everyone. Hard to believe
that the end of the year is upon
us. Most practitioners I talk to
have experienced a very busy and
challenging year – it certainly is a
time of change for the accounting
profession. Let’s hope members
can work together as a profession
to navigate through these
changes and make the most of
the positive opportunities that
will arise.
NZICA NORTHLAND NEWS
NORTHLAND LEADERSHIP TEAM CHAIR’S REPORT
Northland had a solid 60% turn out as
we voted on the future of our profession.
It will be interesting times over the next
eighteen months as the strategy for the
One New Institute becomes a reality.
The Local Membership Teams for 2014
have now been appointed. Northland
welcomes Arturo Robiso of Northpower
to the team. Arturo will be a great
representative for the corporate sector;
his strengths particularly in terms
of International Financial Reporting
Standards and working with Audit
Committees bring valuable diversity
to the group. I would like to take this
opportunity to thank the 2013 LLT
members along with Councillor Chris
Pool for all the time and energy they
have donated over the past 12 months.
The LLT have hosted some great local
training events over the past few
months. The Maori Land Trusts and
Incorporations course was very well
attended. It was excellent to have
Wayne Coutts from Thomson Wilson
Law as a presenter. Leon Wijohn,
Deloitte Private Partner and National
Maori Business Sector Leader along
with Mark Lash, Tax Partner, also of
Deloitte, provided a practical analysis of
governance structures associated with
treaty settlements.
The merry makeover and Christmas
mirth social event will have taken place
MILESTONE MEMBERSHIPS
by the time this edition of the Northern
Connection goes to print. For 2013 it
was our aim to try something different
and unique. I’m sure a good night would
have been had by all in attendance. It
was great to secure a guest appearance
from first class comedian Steve Wrigley,
well known for his appearances on the
TV Show “7 Days”. For those of you
disappointed that the golf event did not
take place this year – don’t despair – it
will be back.
The lawn bowls has been a popular
summer event which will be held
again in the New Year. Look out for
this evening which is a lot of fun and
presents a great opportunity to network
with fellow members.
As Chair of the LLT, in November I
attended a National Conference with
the other Chairpersons from around the
country as well as the Annual General
Meeting and Leadership Awards.
National events such as these provide an
excellent platform for the views of local
members to be aired and discussed.
I hope everyone has a wonderful break
over the Christmas period. I’m sure we
will all come back feeling refreshed and
ready to get back into it again in 2014.
Best Wishes
Adelle Allbon
Northland Leadership Team Chair
NZICA recognises and values the
ongoing commitment from our
Northland members. Congratulations
to the following members who
deserve special recognition
for reaching these milestone
memberships between 1 September
2013 and 31 October 2013:
25 YEARS:
Belinda Beehre CA
30 YEARS:
Alistair Drake CA
Michael Waymouth CA

12. AUCKLAND&NORTHLANDCONNECTION12
ADELLE ALLBON CA
Partner & Director, Kennedy Allbon Tane – Chartered Accountants
Adelle has been with Kennedy Allbon
Tane since 2004. Her specialist area
is Assurance services which include
statutory audits, reviews, audits for
a special purpose such as Ministry of
Education funding, and internal audit.
Adelle has a particular interest in the not
for profit sector and the accounting and
audit requirements that apply within
that area. Whilst Adelle’s primary focus is audit, she also has
experience in both corporate and compliance accountancy.
Adelle holds a tertiary qualification in Accounting and for the
most part, achieved this qualification studying locally at the
Northland Polytechnic (NorthTec).
JOHN DYKZEUL CA
General Manager, Thomson Wilson
John’s responsibilities include practice
development, finance, human resources
and IT.
Before joining Thomson Wilson in 2010,
John worked in accounting and general
management roles in manufacturing,
retail and road transport industries. He
has also worked in auditing where he
specialised in banking and finance.
After studying and working elsewhere in New Zealand and
overseas for 15 years, he returned to Northland in 1994 for
career and lifestyle choices.
STEVE GANLEY CA
Director, Sumpter Baughen
Steve is a born and bred Northlander who
became a Director of Sumpter Baughen in
December 2010. He brings considerable
tax knowledge to the firm and regularly
consults to legal firms and other
accounting firms.
Steve worked at Inland Revenue for 15
years before moving to one of the ‘Big
Four’accounting firms where he was involved with a large
client base covering an extensive range of tax issues.
NORTHLAND LOCAL LEADERSHIP TEAM 2014
CHANTAL GILMORE CA
Director, Gilmore Brown Ltd
Chantal takes an active interest in assisting
her clients to improve business profitability
and helps them plan for their business
and personal financial goals, giving them
maximum protection and options. Chantal
has developed a high profile and respect
within the business community. She
strives to provide value added information
through the presentation of seminars on a variety of topics.
MAHMOOD KHAN CA
Partner, Director, BDO Bay of Islands
Auckland University graduate Mahmood’s
background includes two years in private
practice. In 1980 he joined a major
chartered accounting firm in Australia and
was admitted as partner based in Suva,
Fiji. He joined BDO Spicers Bay of Islands in
1986 based as partner responsible for the
Paihia and Kawakawa offices. Specialising
in assurance services, Mahmood also has expertise in the areas
of farm accounting, tourism, Maori Trusts and incorporations.
SHIRALEE MCLEAN CA
Director, Gunson Mclean
Shiralee started her accountancy career
in 1980 working for the international firm
Coopers & Lybrand. In 1996, along with Craig
Gunson she established Gunson McLean
where she became a full partner in 1998.
Shiralee specialises in taxation planning
and structures, farm accounting, trusts,
personal financial planning and wealth
management. She enjoys the challenge of building long lasting
relationships with clients to grow their business and future wealth.
EDWIN (EDDIE) ROBERTS CA
Director, Russell Turner Chartered Accountants
Eddie was born and educated in
Whangarei before heading to Auckland
University. In between enjoying the
social side of student life, he completed
a Bachelor of Commerce with majors
in Economics and Marketing and then
promptly headed overseas.
On his return, and after further study to
complete a Post Graduate Diploma in Accounting, he worked
in two mid-tier Auckland accounting firms. Ed joined Russell
Turner in 2006 and became a Partner/Director in 2007.

13. December 2013 13
UPCOMING EVENTS
If you have any ideas about relevant local events or are interested in being involved in an NZICA Northland sub-committee or
planning group, please send through your contact details to sarah.fox@nzica.com.
ARTURO ROBISO CA
Group Financial Reporting and Compliance Manager, Northpower
Arturo has taken a role as Group Financial
Reporting and Compliance manager with
Northpower Limited.
His background includes time spent in
the Philippines and Singapore providing
assurance to multinational corporations.
When he made the move to New Zealand
he spent 6 years at Ernst and Young in the
Auckland office as their audit manager. His global experience
encompasses financial reporting, assurance and auditing,
project management and risk management.
Arturo is looking forward to furthering the needs of the
Northland Corporate sector members.
2013 NORTHLAND
MEMBERFELLOWSHIPS
Congratulations to the following Northland members who
were awarded Fellowship status of the New Zealand Institute
of Chartered Accountants at the AGM on 26 November:
NZICA AUCKLAND NEWS
TAX REPORT: WE CAME, WE SAW….
In November and early December the
NZICA tax team went on road trips around
New Zealand delivering the Tax and
Inland Revenue Update (aka The Branch
Visits). In keeping with tradition the team
was joined by Inland Revenue staff who
kept members up to date on issues and
developments from IR’s perspective.
Tax is a moving feast and the team is
committed to helping members stay
one step ahead. Face-to-face delivery
of the constant changes is a key part of
their role and a great way for members
to get to know them.
Look out for the next time the NZICA tax
team are in your area and come and say
“G’day.”
WHAT WE’VE BEEN SAYING
The Branch Visits have not put a stop
to the tax team’s efforts in the tax
policy and advocacy area. Meetings and
discussions with senior Inland Revenue
staff and officials take place regularly.
Recent topics of discussion include:
> R&D tax loss proposals
> Residence
> Allowances
> Deductibility of a companion’s travel
expenses
> Trading stock taken for own use
> GST issues.
Another tax bill was introduced into
Parliament in November 2013. Formal
submissions will be made early in the
new year.
WHAT YOU’VE BEEN SAYING –
INLAND REVENUE SERVICE
The results of the 2013 NZICA-Tax
Management New Zealand Inland
Revenue Satisfaction Survey were
released in early November.
Highlights of the results are:
> Overall satisfaction levels have fallen
– the downward trend is gradual but
continuous.
> IR’s phone service has given rise to the
most concern followed by processing.
> The key issues with audits are:
– Slow response times
– Inland Revenue not “considering
fairly”the points raised
– Inland Revenue not providing an
estimate of the time required for
the audit or under delivering
against an estimate.
This year members were asked about
their awareness of and the effects on
their business of changes in Inland
Revenue’s published view or position
eg accommodation allowances and
residence. Results indicated that:
> Over half of members were aware of the
changes to Inland Revenue’s position.
> Many were aware of the changes
because of NZICA activity (e.g.
attended an NZICA seminar).
> Inland Revenue may need to consider
doing more to raise awareness and
consult more widely on changes to
their position.
> Many members think position changes
create uncertainty and complexity.
The full survey report will be available
on the NZICA web site.
ClareDavies-ColleyFCA MahmoodKhanFCA LeahWatsonFCA

14. AUCKLAND&NORTHLANDCONNECTION14
NEW ZEALAND SUSTAINABILITY LEADER
WINS TOP AWARD
Nick Main FCA receives his award from President Liz Hickey FCA and David Rayner, head
of Crombie Lockwood’s key partnerships division
GLOBAL SUSTAINABILITY ADVOCATE NICK MAIN HAS WON THE TOP TITLE OF CROMBIE LOCKWOOD
CA OF THE YEAR AT THE NZICA 2013 ANNUAL LEADERSHIP AWARDS HELD AT THE AUCKLAND WAR
MEMORIAL MUSEUM ON 26 NOVEMBER.
Main is a former CEO and Chairman of
Deloitte New Zealand and most recently
was Global Managing Partner, Climate
Change and Sustainability Services for
Deloitte Touche Tomatsu in London.
He has been key in shifting corporate
thinking about climate change and
sustainability and has held a number
of high profile positions including chair
of the New Zealand Business Council for
Sustainable Development, and deputy
chair of the New Zealand Leadership
Institute.
The annual Leadership Awards is a
celebration and recognition of the
stars in the profession and other
winners included:
Westpac 2013 Outstanding New
Member Award:
Winner Benjamin Richmond is a sales/
product specialist for Xero and former
Young Entrepreneur of the Year. Most
recently Ben turned around Xero’s
farming solution project to deliver
outcomes ahead of plans.
MYOB 2013 Innovation Award:
Joint winners of this new category
were Fonterra Finance Delivery Centre’s
Director Patrice Wynen and GM
Reporting Services Kenneth Stephens.
They led an innovative initiative
delivering significant efficiencies in
monthly financial reporting.
EY 2013 Public Sector CFO of the
Year Award:
Winner Paul Helm, CFO, NZ Transport
Agency has taken the finance function
through significant change since 2009 and
has demonstrated inspiring leadership
and integrity during the transition.
American Express 2013 Outstanding
Service to the Profession:
David Barker FCA, was recognised for
his service to Chartered Accounting
which includes numerous roles that
have contributed to NZICA at branch and
national levels.
Young MD of the Year Award:
This award in association with the Young
Enterprise Trust recognised winner Sian
English from Columba College Dunedin
who was picked from more than 800
nominations for the leadership skills she
showed in running her team of eleven
and their business Otepoti Products.
EECA Business Annual Report Awards:
There were a number of awards in
this category, the Supreme Winner
is Watercare Services Ltd and best
Sustainability Report is New Zealand Post.
Nick Main FCA addresses the audience
after receiving his award

15. December 2013 15
SPECIAL INTEREST GROUPS
Special Interest groups (SIGs) meet on a regular basis and provide great opportunities for networking with like-minded members.
There is a wide range of topics available and most meetings qualify for CPD hours.
NZICA Auckland currently has 17 SIGs to choose from which from late December you can register online at www.nzica.com/events;
or download a subscription form from the NZICA SIG website. Car parking at the adjacent Wilson’s Gateway car park is included in
the subscriptions.
For more information on joining please visit the SIG web pages at www.nzica.com or email: aucklandsigs@nzica.com
AUDIT
SteveHayesCAandAllanPaulCA,Co-Chairs
The Audit Special Interest group holds
up to four meetings a year on topics of
interest for audit practitioners in the
Auckland region. Members of the group
also receive email bulletins relating to
audit developments promulgated by
NZICA or other professional bodies,
with the intention of keeping members
abreast of current audit developments.
The SIG provides networking opportunities
for auditors and practical support for
members on audit issues, and promotes a
forum for discussion and review of audit-
related standards and guidelines.
There is no annual fee to join the Audit
SIG mailing list. However there is a small
charge to attend each meeting.
BUSINESS DEVELOPMENT
SPECIALISTS
Diana Petrie CA, Chair
Tired of compliance? Join the Business
Development Specialists for a monthly
dose of inspiration.
Meetings are held on the first Thursday
of each month at 4pm. You can start
with “Compliance Plus”and grow from
there. We can help you to utilise your
personal strengths to add value to your
clients’businesses.
The group provides a monthly speaker
relevant to business development – plus
case studies and real-life experiences from
fellow practitioners and other experts.
We will help you identify your specific
"thing" (as Murray Thom says) that you
can build into your existing compliance
practice. You just need to add in one
extra-special skill that you possess and
then build a client need around that.
You don't need the latest BDS guru or
expensive tools and systems to achieve
this for your clients. You just need a
focus that you can get excited about,
which then gives you the motivation to
plan and implement. The BDS SIG can
assist you on an ongoing basis to ensure
you maintain and build upon that one
"thing" to the extent that you want to.
Not really complicated if it's kept simple
and clear. Come along to one of our
meetings. We know you will be hooked.
Annual subscription $230 (incl GST).
Casual attendance welcome at $51
(incl GST) per meeting.
CHIEF FINANCIAL OFFICERS/
FINANCIAL CONTROLLERS
Marin Matulovic FCA, Chair
The CFO Group provides a forum for senior
finance professionals to meet regularly
and interact professionally and socially
by attending presentations on the latest
developments in legal, HR, accounting,
tax, treasury, IT and general management
issues.The group meets monthly between
February and December. In addition to the
traditional accountancy-related topics,
meetingsoftencoverawidevarietyofother
topics including leadership and successful
management, project management, and
health and lifestyle matters.
Annual subscription $287 (incl GST).
Casual attendance welcome at $51
(incl GST) per meeting.
COMPANY ACCOUNTANTS
David Smith CA, Chair
This SIG meets monthly from February
to December and provides a useful
peer group and CPD for those working
in a company business environment.
Regular topics include taxation, legal
matters, economic updates, IT and
financial accounting. As well as looking
at functional topics for accountants
we have speakers who assist us in our
personal development and planning,
help us to work in better ways, and
improve how we work with others.
The group is large and active and
benefits from social interaction and
networking at the end of each meeting.
Meetings are webcast so members can
participate remotely via broadband
internet connection.
Annual subscription $276 (incl GST).
Casual attendance (subject to capacity)
$57 (incl GST) per meeting.
FOCUS ON MANAGEMENT
Denise Bovaird FCA and David Worth CA,
Co-Chairs
The Focus on Management Group is
targeted at members and non-members
who have moved beyond traditional
financial accounting roles, who are
working in management or business
or have an interest in management
and business-related issues. The
monthly meetings typically have two
presentations covering topical subjects of
relevance to group members and qualify
for two hours professional development.
Meetings are held at the NZICA
Auckland Conference Centre from
February to December on the second
Thursday of the month from 4–6pm
and are followed by networking and
refreshments. The convenors are happy
for prospective members to attend a
meeting on a “try before you buy”basis,
and welcome casual attendees who may
be interested in the occasional topic.
Annual subscription $299 (incl GST).
Casual attendance welcome at $60
(incl GST) per meeting.

16. AUCKLAND&NORTHLANDCONNECTION16
FORENSIC ACCOUNTING
Peter Preece CA, Chair
Six presentations are made each year on
a variety of relevant topics followed by
networking over food and refreshments.
Susan Bingham CA (Commerce
Commission), Jared Booth CA (McDonald
Vague), Cindy Chaimowitz CA (Serious
Fraud Office), Deepika Lodhia CA
(Auckland Council), Ann-Marie Le Clair-
Johnstone (Serious Fraud Office), Mike
Lowe CA (KPMG), Anthony McCullagh CA
(PKF Corporation), Lesley Newland (Crowe
Horwath), Tina Payne CA (Financial
Forensics Limited) and Peter Preece CA
(NZ Police) are the committee of this
SIG, now in its fifth year. The committee
welcomes communication regarding
speakers, venues, topics, conference
content and any other matters.
Presenters in 2013 included:
> Gillian Holland, Detective, Financial
Crime Unit, Auckland Central Police
> Iain McLennon, Director, McDonald
Vague
> Carolyn Culliney, Associate Meredith
Connell
> Paul Murray, Associate Meredith Connell
> Blair Bulloch CA, KPMG Forensics,
Senior Manager
> Wayne Ngamanu, Senior Investigator,
Special Audit
> David Rowley, Specialist Investigations
Team Leader, Special Audit
> John Hannan, Partner, DLA Phillips Fox
> Gary McLoughlin CA, Principal, WHK
Auckland
> Jon Duffy, Head of Trust & Safety,
TradeMe
> Ann Webster, Assistant Auditor-General
More information and a leaflet titled
What is Forensic Accounting – how do I
become a forensic accountant? can be
obtained from aucklandsigs@nzica.com.
Annual subscription $195 (incl GST).
Casual attendance welcome at $60
(incl GST) per meeting.
INFORMATION TECHNOLOGY (IT)
Sarah Ellisdon CA, Chair
The IT Special Interest Group provides
attendees with the opportunity to learn
about the latest developments in IT.
Topics are leading-edge, informative and
relevant for all levels of IT users.
Each meeting is structured to cover
two or three areas of technological
interest, therefore ensuring two hours of
structured CPD.
The IT Special Interest Group meets
bi-monthly on the second Tuesday of
the month at 4pm. The first session for
2014 is Tuesday 11 March.
Annual subscription $172 (incl GST).
Casual attendance welcome at $51
(incl GST) per meeting.
INSOL NZ
Brendon Gibson FCA, Chair
In need of mentoring or just interested
in the dark arts of insolvency?
INSOL New Zealand is an approved
member association of INSOL
International, the world’s leading
association of insolvency and
restructuring professionals, with a
current membership of over 10,000.
Group members, by virtue of their New
Zealand subscriptions, are automatically
enrolled as members of INSOL
International. Affiliation with INSOL
International provides access for New
Zealand members to global conferences,
educational programmes, scholarships
and fellowships, as well as links to
the community of the world’s leading
insolvency and restructuring practitioners.
INSOL New Zealand operates
domestically as an educational and
networking group for members. Leading
academics are among our membership.
The group meets regularly in Auckland,
Wellington and Christchurch with a
keynote speaker presenting at those
meetings. The meetings are typically
followed or accompanied by networking
drinks. The regular meetings qualify
for up to two CPD hours. An annual
conference is hosted in early March
of each year, attracting a high-quality
speaker faculty drawn from government,
private practice and overseas. INSOL
New Zealand’s annual dinner, an
excellent networking event, is held in
conjunction with the conference.
All NZICA members are welcome to
attend one of our meetings at any of the
main centres for a modest cover charge,
and if of interest, we look forward to
welcoming you as a new member.
Annual subscription $195 (incl GST)
Casual attendance welcome at $41
(incl GST) per meeting
INVESTMENT
Kim Gabites CA and Mary Potter CA,
Co-Chairs
The Investment SIG meets bi-monthly
and receives expert updates on local
and global markets for shares, property,
interest/debt and foreign exchange.
Additionally, keynote speakers present
on a range of topics providing in-depth
analysis and insights into markets,
business, and the regulatory and
economic environment that affects
accountants and their clients as investors.
The group is not a channel for the active
promotion of investment products, but
rather a quality educative forum (with
each meeting qualifying for CPD hours)
providing an opportunity to interact with
leaders in the investment field and other
colleagues with an interest in this area.
Annual subscription $196 (incl GST).
Casual attendance welcome at $52
(incl GST) per meeting.
MAORI ACCOUNTANTS
Jamie Rihia, Chair
The objective of the network is to
assist Maori to excel in commerce and
contribute to their successful economic
development. The group meets
throughout the year to discuss topical
issues. University students, provisional
members and non-Maori are all welcome.
There is no annual fee to join the Maori
Accountants mailing list. However, there
may be a small charge to attend each
meeting. Please see the Nga Kaitatau
Maori o Aotearoa website www.nkmoa.
co.nz for further information.
NOT-FOR-PROFIT
Ross Rattray FCA, Chair
The Not-for-Profit SIG holds four
breakfast meetings and one mid-year

17. December 2013 17
evening meeting annually and can
provide up to 8 CPD hours per annum.
Our membership includes accountants
who work in the not-for-profit sector in
paid roles or as volunteers, practitioners
who provide accounting and audit
services, and other members with an
interest in the sector. The group aims to
focus on issues specific to the not-for-
profit sector which are not covered by
other Special Interest Groups.
During 2013 our programme included:
> The first meeting of the year in
March covered “Destination Unity”
– a case study of how Diabetes New
Zealand tackled the re-organisation,
merger and unification of a disparate
federation of local societies into a
single entity.
> In May, we had an External Reporting
Board update -Simple format
reporting standards for Tier 3 & Tier
4 NFP entities – presented by Patricia
McBride CA, Director-Accounting
Standards with the External
Reporting Board
> In July’s meeting, two topics were
covered – firstly, “Taxation update in
the Not-for-Profit sector”presented
by Peter Scott CA of KPMG. The
second presentation was by Judy
Whiteman speaking on the subject of
“How well is your board performing?”
> September’s meeting was addressed
by Maria Clarke, Principal, Maria
Clarke Lawyers. Her presentation was
on the topic of “Major changes ahead
for incorporated societies”
Membership also provides the
opportunity to network and share ideas
with others from the Not-for-Profit sector.
Membership is by annual subscription
but any member may attend a meeting of
interest on a casual basis.
Annual subscription $120 (incl GST).
Casual attendance welcome at $41
(incl GST) per meeting.
PUBLIC PRACTICE
Victoria Toon CA, Chair
This group consists of NZICA members
holding Certificates of Public Practice.
Presentations cover a wide range of
topics including formal presentations,
networking sessions and technical
briefings. The group’s objective is to
identify the technical needs of members
and provide them with exposure
to current practice and likely future
developments. The group meets monthly
between February and November.
Annual subscription $276 (incl GST).
Casual attendance welcome at $41
(incl GST) per meeting.
TAX
Susan Tremlett FCA, Chair
The Tax SIG is a growing group of tax
practitioners and professionals with an
interest in tax. The group meets on the
second Monday of every month between
February and November from 4–5.30pm.
We offer webcast of our meetings and
many members enjoy the benefits
of accessing our sessions this way.
Membership of the group comprises
accountants in practice, those working
in industry, people managing their own
tax affairs and professionals wishing to
advance their tax knowledge. Sessions
cover topical tax issues including
peripheral tax-related areas, plus
refreshers on core tax topics. Presenters
are generally tax specialists.
Topics covered in 2013 included year-
end tax issues, foreign investment fund
regime overview, current tax policy
issues, current tax issues relating to
trusts and tax disputes. Presenters
have come from such organisations as
the NZICA Tax team, Inland Revenue,
ACC and Buddle Findlay. Each session
qualifies for 1.5 hours CPD.
Annual subscription $150 (incl GST).
Casual attendance welcome at $51
(incl GST) per meeting.
TREASURY AND FINANCIAL MARKETS
Tony Horton CA, Chair
TheTreasury and Financial Markets
SIG meets on the 4thTuesday of every
month (excluding December), at the
NZICA Auckland Conference Centre
from 4.30–6.30pm.This group operates
nationally with all sessions available by
webcast. Remote members are able to
view both the PowerPoint slides and
the speaker. Another benefit is the
partnership with PwC and ASB, who
provide topical presentations, special guest
speakers and other intellectual input.
Effective treasury and financial markets
management is a critical function for
virtually all companies, big and small. It is
subject to constant change and requires
a different and dynamic approach, hence
the technology and the partnership.
Topics for 2013 included:
> FX management for corporates
> Interest risk management for
corporate borrowers
> Mergers, acquisitions and divestments
> Governance for SMEs
> Property and liability insurance update
> Benefits of considering an IPO
> Corporate debt survey
Annual subscription $260 (incl GST).
Casual attendance welcome at $56
(incl GST) per meeting.
TRUSTS
Rachelle Pelkman CA, Chair
The Trusts group offers outstanding
value CPD hours.
The meeting programme targets leading
speakers to present on topical trust
issues in this dynamic area of law. The
speakers are all leaders in their respective
areas and are invited from around the
country to address our meetings.
For accountants who have some
involvement with trusts it is essential
that they stay up to date. Given the
substantial amount of litigation
concerning trusts and the rapid
evolution of law in this area, lack of
knowledge or failing to keep current
could prove to be costly. If you offer
services as a professional trustee this is
the perfect forum for you.
The group has been running successfully
for many years and regularly has over
250 attending the bi-monthly seminar
meetings. The group is attended by
many leading law practitioners who
provide valuable input. The inclusion of
Law Society members provides a great
opportunity to get together with our

18. AUCKLAND&NORTHLANDCONNECTION18
fellow trust professionals. The group’s
purpose is to share information on
trusts, provide opportunities to network
and learn from the experience of the
high-profile presenters.
The Trust SIG meets six times annually,
from 8–10am on Tuesday mornings.
Topics covered in 2013 have included:
> Family Protection Act issues
> Trusts and capital gains
> Exercising a Trust Power
> Beneficiaries’rights to trust information
> The New Standards Framework for
Charities
> Illusory Trusts
> Constructive Trust on Express Trust
Annual subscription $230 (incl GST)
Casual attendance welcome at $70
(incl GST) per meeting
WOMEN ACCOUNTANTS
Shashi Kumar CA, Chair
This group brings together women
across the diverse range of NZICA
members. Our members comprise
a mix of full-time and part-time
employees, employers, business
owners, independent consultants
and those choosing time out from
the business world. Our events form
part of our members’continuing
professional development needs by
providing informative, interesting and
professional speakers to address various
topical issues. The group provides an
occasion every other month to meet
for high-quality presentations, in an
informal atmosphere, and to engage in
networking opportunities over drinks
and nibbles.
Our membership continues to increase,
which is a testimony to the relevance of
our meeting topics, and confirmation
that it is a great opportunity to
network and build valuable business
connections. We also welcome casual
attendance if a topic is of particular
relevance to you or your colleagues.
The programme of events for 2014
will continue to build on our goal of
presenting inspirational, intelligent
and relevant topics to engage our
members with enthusiasm. This is your
opportunity to use the resources of this
group to help maximise the value of
your membership. Please join us in 2014.
Annual subscription $185 (incl GST).
Casual attendance welcome at $55
(incl GST) per meeting.
YOUNG ACCOUNTANTS
Come and have some fun with an
enthusiastic group and bring back the
work/life balance. Sign up for free to the
Young Accountants Group mailing list
to be informed of regular events such as
poker nights, pub quiz nights, celebrity
speakers and the post exam party. This
is the perfect way to build relationships
with career/industry contacts in a
social setting, or to simply unwind from
the stresses of work with other young
Chartered Accountants.
There is no annual fee to join.
For more information please follow the
group on Facebook: www.facebook.com/
aklYoungAccountantsGroup
NZICA LIBRARY – TOP BOOKS FROM 2013
WE’VE HAD A VERY BUSY YEAR IN THE LIBRARY WITH A HUGE NUMBER OF BOOKS BEING ISSUED TO OUR MEMBERS.
We’re highlighting some of our most popular titles from 2013. If you’re interested in any of these titles, email library@nzica.com or
call 04 474 7882 to get them couriered up to you.
Thank you for your support this year, and the Library team looks forward to
working with you in 2014.
Lean in: women,
work, and the will
to lead
by Sheryl Sandberg,
with Nell Scovell, 2013.
Draws on research and
personal experience
to articulate solutions
that can help women reach their full
potential. Includes practical advice on
negotiation techniques, mentorship, and
on building a satisfying career.
Practical guide to
business valuations
for small and medium
enterprises
by Greg Hayes, 2013.
Provides a step-by-
step guide to valuing a
small to medium sized
enterprise (SME). Includes case studies and
practical examples.
Family trusts: the
must-have New
Zealand guide
by Martin Hawes –
8th rev.ed, 2012.
Includes real-life
examples and answers
to commonly asked questions. Explains
how to keep correct records and minutes,
and how to manage a trust so that it is
resilient in the face of a challenge.

19. NZICA AUCKLAND – SPECIAL INTEREST GROUPS
ANNUAL REGISTRATION FORM 2014
Register online at nzica.com/eventsor complete and return this form and send with your payment to:
NZICA Auckland, PO Box 3334, Auckland; fax 09-522 0820 or email: aucklandsigs@nzica.com
Name: ........................................................................................... NZICA ID: ...........................................................................
Organisation: ................................................................................ Position held: .....................................................................
Postal Address: ...........................................................................................................................................................................
...................................................................................................................................................................................................
Email: ................................................................................................................................. Tel: ................................................
Please register me for the following Special Interest Groups:
SPECIAL INTEREST GROUP NZICA MEMBER
FEE INCL. GST
STANDARD
FEE INCL. GST
OTHERFEE
INCL. GST
PLEASE
TICK
Auckland Maori Accountants – mailing list No fee payable – –
Audit – mailing list No fee payable – –
Business Development Specialists $230 $288 $115
additional member
from same firm
CFO/Financial Controllers $287 $359 –
Company Accountants $276 $345 –
Focus on Management $299 $374 –
Forensic Accounting $195
also applies to
members of the CFE
$244 –
Information Technology $172 $250 –
Investment $196 $245 –
INSOL New Zealand (Insolvency) I am interested in joining the Insolvency Special Interest Group,
please contact me with information on how to register.
Not-for-Profit $120 $207 –
Public Practice $276 $345 –
Tax $150 $188 –
Treasury and Financial Markets $260 $325 $234
additional member
from same firm
Trust $230
also applies to
members of Law Society
$300 $185
additional member
from same firm
Women Accountants $185 $232 –
Young Accountants (For under 35 year olds) No fee payable – –
Total $
PAYMENT DETAILS
Electronic payment (Payable to our account 03 1527 0004336 000. Please include a detailed payment reference including your NZICA ID/attendee name
and course name. Send remittances to debtors@nzica.com)
Cheque is attached for $ ...................... incl GST (cheque made payable to New Zealand Institute of Chartered Accountants)
Or please charge my credit card $ ........................... Amex Master card Visa Diners
Card No. Expiry Date: / / Card security code: ..............................
Cardholder’s name:............................................................... Cardholder’s signature:.....................................................................
Cardholder’s address (if different from above): ...................................................................................................................................
All meeting notices will be sent by email. All meetings with the exception of those held by INSOL NZ are held at the NZICA
Conference Centre, Ground Floor, 12-16 Nicholls Lane, Parnell. The cost of car parking is included at Wilsons Gateway car park, end
of Nicholls Lane, Parnell.
A GST tax invoice will be issued once payment has been processed.

20. AUCKLAND&NORTHLANDCONNECTION20
The Accountants One-Day
Business Update
2014
CORPORATE SECTOR CONFERENCE
Healthy Business – Leading the Way
Wednesday 12 March 2014
7 CPD Hours
REGISTER NOW
Early bird closes 31 January

21. December 2013 21
WELCOME TO OUR
NEW MEMBERS
Congratulations and a warm welcome to the following people
who were admitted to full membership of the New Zealand
Institute of Chartered Accountants between 1 September 2013
and 31 October 2013.
COLLEGE OF CHARTERED
ACCOUNTANTS
Jamie Armstrong
Ali Cheema
Terry Chin
Felecia Fernandes
Herbert Fong
Claire Gibson
David Good
Leah Gu
Jenny Huang
Linda Jones
Kenny Leung
Margerie Lim
Daisy Mao
Larry Mao
Catherine Meintjes
Sarah O’Connell
Abigail Ong
Michael Pinson
Katie Satherley
Frank Smillie
Sabrina Sun
Claire Trent
Rob Wadsworth
Marshall Whitehouse
Jenny Yu
Jennifer Zheng
Stephany Zheng
COLLEGE OF
ASSOCIATE CHARTERED
ACCOUNTANTS
Nawras Abudebei
Ramanjaneyulu Duptala
Daniel Egan
Xinghua Fan
Vikram Fritschi
Nicola Jackson
Woo Jin Jung
Vijayalaxmi Koteeswaran
Janet Kulkarni
Lyannel Lopez
Veronica Murphy
Chris Park
Rowela Toledo
Angela Wang
Bridget Whale
Michelle Zhang
COLLEGE OF ACCOUNTING
TECHNICIANS
Karen Mazzone
Judy Mewburn
Lata-Dilip Ravji
25 YEARS
Paul Butcher CA
Paul Davies CA
Mike Donovan ACA
John Edwards CA (Retired)
Ross George CA
David Hassall CA
Sandy Kimpton CA
Hamilton Laughland CA
Denise Maffey CA
Naresh Magan CA
Kristine McCurrach CA
Bruce Redmond CA
Wendy Stein CA
William Waters CA
Steven Watkins Barlow CA
Maria Webb CA
30 YEARS
Greg Bateman CA
Judith Batt CA
David Bennett CA
Shelley Bruce CA (Retired)
Bruce Carlsson CA (Retired)
Geoff Devine FCA
Tom Duffy CA
Tony Goddard CA
Randall Hills CA
Graham Killip CA
Michael Knowles CA
Helen Lewis CA (Retired)
Philip McIntyre CA
Rastimir Misur CA*
Michael Molloy CA
Alan Revie CA
Mark Roberts CA
Bruce Sheppard CA
*Omitted from the July 2011 edition
of the Northern Connection
40 YEARS
Bryan Bain CA
John Ballard CA
Jeremy Edbrooke CA
Nole Irvine CA
Rick Middleton CA
John Novak CA
50 YEARS
Terry Corbett FCA (Retired)
MILESTONE
MEMBERSHIPS
NZICA recognises and values the ongoing commitment
from our members. Auckland members who deserve special
recognition for their milestone membership of 25, 30, 40 and
50 years between 1 September 2013 and 31 October 2013:
YOUNG ACCOUNTANTS & YOUNG LAWYERS –
NOVEMBER NETWORKING
On Friday 29 November, Westpac
hosted a special networking event
for members of the Auckland Young
Accountants and Young Lawyers groups.
Nearly 200 turned out for the event
in which Simon Pomeroy (Westpac
Head of Digital Banking and Customer
Experience) presented about consumer
trends and the future of mobile banking.
A special thanks to Westpac for their
continued support of the Auckland
Young Accountants Group.
Mark Bull & Melissa HammerAnishka Prasad, Jacinda May and
Ramya Sathiyanathan

22. AUCKLAND&NORTHLANDCONNECTION22
AUCKLAND
Close to the heart of Auckland’s CBD, and a stones throw from
Auckland Domain, NZICA’s stunning new Auckland Conference Centre
features three large conference rooms, video conferencing facilities and
a fully flexible boardroom.
Call Nishant Jadav, Conference Centre Manager, on 09 917 5915 to arrange a visit
WE LOOK FORWARD TO HOSTING YOUR NEXT EVENT
Ground Floor, 12–16 Nicholls Lane, Parnell. aucklandconferencecentre@nzica.com
20% OFF
Book your meeting
now for 2014, and
receive a 20% discount
on room hire*.
*Available to NZICA members only.
NATURAL LIGHT
STATE-OF-THE-ART AV IN ALL ROOMS
EXEMPLARY SERVICE
DELICIOUS CATERING
Accommodating up to 300 guests, it’s the
ideal location for your next corporate event,
small meeting, all-day workshop, seminar,
or after-work networking function. We offer
favourable rates for NZICA members.

23. December 2013 23
CATEGORIES
FINANCIAL ACCOUNTING AND REPORTING CONFERENCES
ETHICS, VALUES & ATTITUDESGENERAL BUSINESS & PROFESSIONAL KNOWLEDGE GENERAL TECHNICAL SKILLS
AUDITING AND ASSURANCE
PERSONAL & INTERPERSONAL SKILLS
LEADERSHIP AND BUSINESS STRATEGY
SOCIAL EVENTS FUNCTIONS
TAXATIONINSOLVENCYUP
SPECIAL INTEREST GROUPS
BUSINESS FINANCE
AUCKLAND EVENT CALENDAR
To learn more about upcoming events in your area and how to register, please go to nzica.com/events.
Date Name
28 January Treasury and Financial Markets SIG
30 January Business Development Specialists SIG
4 February Audit & Assurance Essentials 2014 Webinar Series
5 February CFO/Financial Controllers SIG
5 February Change Management Webinar Series – Session 1
10 February Tax SIG
12 February INSOL NZ
12 February Change Management Webinar Series – Session 2
12 February Debt Collection & Credit Management
13 February Focus on Management SIG
13 February Forensic SIG
13 February Debt Collection & Credit Management
18 February Debt Collection & Credit Management
19 February Company Accountants SIG
19 February Change Management Webinar Session 3
19 February Business Essentials 2014
20 February Investment SIG
20 February PEW: A Refresher on Code of Ethics Principles
21 February Northland Young Accountants Group –
Bikinis, Boardies and Beach Cricket
24 February Public Practice SIG
25 February Trust SIG
25 February Treasury and Financial Markets SIG
25 February Trust 2014 Webinar Series
25 February Trust Webinar Session 1 – Practical application of
aspects of taxation of trusts in New Zealand
26 February How to Handle Intense Emotional Situations
27 February Financial Markets Conduct Law Essentials
27 February Management Accounting for Decision Making
27 February Management Accounting Session 1: Emerging
trends in management accounting
Date Name
3 March Northland – Wealth at Work
4 March When Staff Behave Badly Webinar
4 March Trusts 2014 Best Practice – Auckland North Shore
4 March Payroll calculations
5 March CFO/Financial Controllers SIG
5 March Trusts 2014 Best Practice – Auckland CBD
6 March Business Development Specialists SIG
6 March Trusts 2014 Best Practice – Auckland Waitakere
6 March Trust Webinar Session 2 – A practical guide to
winding up a trust
7 March Northland Bowls Social Event
10 March Tax SIG
11 March Information Technology SIG
12 March The Accountants One Day Business Update 2014
13 March Focus on Management SIG
13 March Mastering Excel – Intermediate hands-on session
18 March Trusts 2014 Best Practice
18 March Trust SIG
19 March Company Accountants SIG
24 March Public Practice SIG
25 March Not-for-Profit SIG
25 March Treasury and Financial Markets SIG
25 March ReportingChangesforSMEs–AucklandNorthShore
26 March Reporting Changes for SMEs – Auckland CBD
26 March Reporting Changes for SMES – Auckland South
27 March Time Mastery for CAs
27 March Women Accountants SIG
27 March Management Accounting Session 2:
Costs and value creation
31 March Professional Ethics – February 2014 –
Auckland North Shore
GENERAL ACCOUNTING & RELATED KNOWLEDGE
MANAGEMENT ACCOUNTING,
CONTROL AND PERFORMANCE
EVALUATION

24. FISH WHERE THE FISH ARE
Recruiting
the best for
your business
Financial Recruitment Specialists
MARIE AUGUST
RECRUITMENT MANAGER
T +64 4 913 9088
M +64 21 477 528
E Marie.august@nzica.com
JEANETTE ROSS-SMITH
FINANCIAL RECRUITMENT SPECIALIST
T +64 9 917 5934
M +64 27 838 6761
E Jeanette.ross-smith@nzica.com