Case study

New Zealand: Tax advisory and compliance services for a specialist non-bank lender and investment provider

The client is a specialist non-bank lender and investment provider based in Hawke’s Bay, New Zealand. With a legacy dating back to 1896, the business offers low-risk, property-backed and land-backed investment options and lending solutions.

The client challenge

As the client continued to grow, it needed expert support to manage its tax obligations, improve financial processes and build capability within its internal finance team. A key priority was transitioning its Income Fund into New Zealand’s Portfolio Investment Entity (PIE) regime – a move designed to deliver more tax-effective outcomes for investors. The business also required day-to-day support with payroll, reconciliations and financial reporting.

The solution

Nexia Hawke’s Bay, New Zealand, as lead advisor to the client, provided tailored tax advisory and compliance services, including managing the successful PIE transition for the Income Fund. The team also assisted with core finance functions, such as payroll processing and balance sheet reconciliations while mentoring the client’s internal accountant through their Chartered Accountant (CA) programme. This hands-on support helped streamline operations and strengthen in-house capabilities.

Value

With Nexia Hawke’s Bay’s support, the client has enhanced its tax efficiency, improved internal systems and gained confidence in its financial operations. The long-standing partnership between client and Nexia Hawke’s Bay is built on trust, expertise, and a shared commitment to financial excellence. As the client continues to uphold its legacy of providing tailored investment solutions for Kiwis, the strategic support from Nexia Hawke’s Bay ensures that both the business and its investors remain on a strong and secure financial path.