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Charities Services Ngā Rātonga Kaupapa Atawhai
Charities Tag Line - Supporting Charities in New Zealand for Stronger Communities

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*NEW GUIDE FOR TIER 4 CHARITIES* Annual Reporting to Charities Services for Tier 4 Charities (.pdf)

Date Published: 22/11/2016

2.6 MB

New Guide that explains the process for reporting annually to Charities Services for Tier 4 charities, including filing an Annual Return and preparing a Performance Report.

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Research and reports

Information and guidance

*NEW GUIDE FOR TIER 3 CHARITIES* Annual Reporting to Charities Services for Tier 3 Charities (.pdf)

Date Published: 22/11/2016

2.8 MB

New Guide that explains the process for reporting annually to Charities Services for Tier 3 charities, including filing an Annual Return and preparing a Performance Report.

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Research and reports

Information and guidance

Tier 4 Performance Report Template (Excel) (.xls)

Date Published: 10/08/2017

475 KB

Tier 4 Performance Report optional template in Microsoft Excel format.

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Tier 3 Performance Report Template (Excel) (.xls)

Date Published: 10/08/2017

651 KB

Tier 3 Performance Report optional template in Microsoft Excel format.

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Update Details Form (Form 2) (.pdf)

Date Published: 07/04/2016

250 KB

Use this form to update details about your charity (name, balance date, address, new officers, officers removed, charity purpose, rules)

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Annual Return Form (Form 4) - Tier 4 Charity - Balance date on or after the 31st of March 2016 (.pdf)

Date Published: 07/04/2016

354 KB

Use this form to file an Annual Return for a Tier 4 Charity if your balance date (financial year end) is on or after the 31st of March 2016.

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Annual Return Form (Form 3) - Tier 3 Charity - Balance date on or after the 31st of March 2016 (.pdf)

Date Published: 07/04/2016

372 KB

Use this form to file an Annual Return for a Tier 3 Charity if your balance date (financial year end) is on or after the 31st of March 2016.

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Annual Return (Form 6) - Balance date BEFORE the 31st of March 2016 (.pdf)

Date Published: 01/03/2014

314 KB

Use this form to file an Annual Return if your balance date (financial year end) is before the 31st of March 2016.

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Deregistration Form (Form 5) (.pdf)

Date Published: 29/11/2016

172 KB

Use this form to deregister your charity if you no longer wish to be a registered charity.

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GUIDE: Registration - Is your organistion considering registering as a charity? (.pdf)

Date Published: 30/06/2014

10 MB

Deciding to become a Registered Charity creates opportunities and obligations for an organisation. This resource aims to help you understand what these opportunities and obligations are.

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GUIDE: Officer Kit - A resource for certified officers of Registered Charities (.pdf)

Date Published: 01/07/2014

5.5 MB

This resource aims to help you understand the responsibilities of being a certified officer of a Registered Charity. It also provides information about Charities Services and the benefits and obligations of being a Registered Charity, answers some common questions, and recommends useful resources.

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Charity Law in New Zealand (.pdf)

Date Published: 30/06/2013

3.2 MB

Written by Dr Donald Poirier, a senior employee of the Department of Internal Affairs Charities Services, Charity Law in New Zealand provides an up-to-date analysis of charity law in this country.

Charities Services believes this online book will be useful to those in the legal profession as well as the wider charity and not-for-profit sector.

The book is also intended to promote a wider understanding for all New Zealanders of the structure and complexities of charity law.

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Information and guidance