Team Members

Checklist for Your Company’s Annual Return

If you are one of the 1,000s of NZ companies with 31 March as its balance date, there are two important deadlines coming up.

  • AGM – you are required to either hold your AGM or pass a resolution in lieu of an AGM, on or before 30 September (6 months after balance date).
  • Financial statements – if you are required to prepare GAAP compliant financial statements or group financial statements under the Companies Act 1993, those have to be completed and signed before 31 August (5 months after balance date).  If you are required to audit those financial statements, that needs to be done by then too.

View a one page information sheet about these obligations below.

If you need any assistance or have any questions, our team can help or reach out to your usual CLM contact.

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