© 2019  Findex

While all reasonable care is taken in the preparation of the material on this website, to the extent allowed by legislation Findex Group Ltd accept no liability whatsoever for reliance on it. All opinions, conclusions, forecasts or recommendations are reasonably held at the time of compilation but are subject to change without notice. Findex Group Ltd assumes no obligation to update this content after it has been issued. You should seek professional advice before acting on any material.

The information contained is of a general nature only and does not take into account your objectives, financial situation or needs. You should consider whether the information is suitable for you and your personal circumstances. Before you make any decisions in relation to a financial product, you should obtain and read the relevant Product Disclosure Statement or information statement. You should seek personal financial advice before acting on any material.

This content is also not intended to constitute legal or taxation advice as it is of a general nature only. If you require financial, legal or taxation advice, we recommend you speak to a qualified adviser.

The title ‘Partner’ conveys that the person is a senior member within their respective division and is among the group of persons who hold an equity interest (shareholder) in its parent entity, Findex Group Limited. The only professional service offering which is conducted by a partnership is the Crowe Horwath external audit division. All other professional services offered by Findex Group Limited are conducted by a privately owned organisation and/or its subsidiaries.

© Findex Group Limited 2019. All rights reserved.

Services are provided by Findex Group Ltd ABN 40 128 588 714 and its subsidiaries:

Findex Advice Services NZ Limited

Findex NZ Limited

Findex Financial Services NZ Limited

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By downloading and completing the appropriate questionnaires, this will provide us with the information we require to prepare your financial statements and tax return(s).

Click the appropriate entity from the tabs below.

On the documentation we have sent you, it will outline all your associated entities, and the type of survey required.

You will need to complete a survey for each entity listed in this document.

Further Instructions2019 Tax TipsNeed to review your financial position? Complete our needs analysisEnd of Year Procedures for Computerised Systems

Only if requested by your adviser, you can download the full questionnaires below.

2019 Client Questionnaires