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CONNECTING CLIENTS TO MAKE THE MOST OF THEIR CENTS

Makes Cents Newsletter June 2023

We are full on getting 2023 work underway and meeting up with clients for sign off meetings so we can file their income tax returns. There is a steady stream of work coming in.

Unfortunately, Susan has resigned so we are on the hunt for an Intermediate Accountant to replace her. For those of you who don’t know Susan had a car accident at Kings Birthday weekend and both Susan and her car came off second best.  She has been off work since with her injuries, but is well on the way to recovery now and we wish her all the best for the future.

Thursday 6th July- Team Breakfast Office Opening at 10am

We are going to have a Team Breakfast on Thursday 6th July 2023. It is the school holidays so we are taking the kids to breakfast with us and it may take a bit longer to have breakfast so the office will open at 10.00am that day. And we deserve it!

IRD and Other Scames

You have all seen various scams including NZTA, bank & IRD over the years. We are again seeing a lot of scams going around regarding IRD. Scammers know when it is tax season and target this time of the tax year to try to rip people off and gain access to bank accounts and other personal information.

Do not click on any links you receive in emails or text messages, it is always safer to type in the address directly to your web browser and navigate from there.

Inland Revenue will never put the dollar amount of a refund in an e-mail or text message and will not ask for your credit or debit card details in order to pay a refund. They will also never ask you to reply to an email or text message to provide your bank account details. Inland Revenue will only pay funds directly into the bank account they have on record and you need to log in to myIR to update bank account details.

If you are unsure if a text, phone call or email you receive from Inland Revenue is legitimate, log into your myIR to check what is being said matches what you are seeing, or call us and we can check for you.

Interest Rates

Interest rates are reportedly reaching their peak but we may see a little more upward movement yet. If you think there is a better way to structure your home mortgage and or business loans then contact us as there are ways we may be able to help with that, especially with both personal and company debt. Lets hope we never get back to this like in the late 1980’s!

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