The Professional Trustee Team Blog

This tool allows you to punch in the basics of your financial statements and get some instant feedback for management analysis on your business.

Claim form for employees.

An essential tool for any business owner who uses a motor vehicle in the course of their business. Keep accurate records for the IRD

If you break your bank fixed interest rate, this tool shows you the break cost analysis.

This tool assists you to calculate various loan scenarios over time.

This cashbook is for non GST registered entities with no specific bank account for income/expenses. Use this spreadsheet to collect and maintain accounting information for submission to your accountants at year end, summarising all receipts and payments for your rental/business activities.

This cashbook is for non GST registered entities using one bank account for income/expenses. Use this spreadsheet to collect and maintain accounting information for submission to your accountants at year end, summarising all receipts and payments for your rental/business activities.

This cashbook is for GST registered entities with no specific bank account for income/expenses. Use this spreadsheet to collect and maintain accounting information for submission to your accountants at year end, summarising all receipts and payments for your rental/business activities.

This cashbook is for GST registered entities using use one bank account for income/expenses. Use this spreadsheet to collect and maintain accounting information for submission to your accountants at year end, summarising all receipts and payments for your rental/business activities.

One of our simplest but most helpful tools. Compare the monthly repayments between interest-only and principal and interest mortgages.

If you break your bank fixed interest rate, this tool shows you the break cost analysis.

Basic property due diligence checklist and general questions to consider before committing to a purchase.

This tool looks at cost benefit of renting versus buying for property.

This cashbook is for non GST registered entities with no specific bank account for income/expenses. Use this spreadsheet to collect and maintain accounting information for submission to your accountants at year end, summarising all receipts and payments for your rental/business activities.

This cashbook is for non GST registered entities using one bank account for income/expenses. Use this spreadsheet to collect and maintain accounting information for submission to your accountants at year end, summarising all receipts and payments for your rental/business activities.

This cashbook is for GST registered entities with no specific bank account for income/expenses. Use this spreadsheet to collect and maintain accounting information for submission to your accountants at year end, summarising all receipts and payments for your rental/business activities.

This cashbook is for GST registered entities using use one bank account for income/expenses. Use this spreadsheet to collect and maintain accounting information for submission to your accountants at year end, summarising all receipts and payments for your rental/business activities.

One of our simplest but most helpful tools. Compare the monthly repayments between interest-only and principal and interest mortgages.

If you break your bank fixed interest rate, this tool shows you the break cost analysis.

This tool assists you to calculate various loan scenarios over time.

Learn how to avoid your trust being deemed a sham, plus tips to save you time & money.

One of our simplest but most helpful tools. Compare the monthly repayments between interest-only and principal and interest mortgages.

If you break your bank fixed interest rate, this tool shows you the break cost analysis.

This tool assists you to calculate various loan scenarios over time.

This tool assists the user to identify how much benefit they will receive over time from being in the KiwiSaver scheme, with editable variables.

One of our simplest but most helpful tools. Compare the monthly repayments between interest-only and principal and interest mortgages.

Information required annually by your accountant for Company, Trust, Partnership or Sole Trader accounts

Information required annually by your accountant if operating a home office

Information required annually by your accountant for your personal accounts

Information required annually by your accountant to prepare your Australian Taxation Office return

Printable folder tabs and section cover sheets for record keeping best practices

Information required for your accountant to complete your GST returns