2018 New Zealand CLAANZ Conference

The Charity Law Association of Australia and New Zealand (CLAANZ), in conjunction with Chartered Accountants Australia and New Zealand (CAANZ) and Parry Field, hosted the Perspectives on Charities Law and Regulation in New Zealand conference in Wellington, New Zealand on 26 and 27 April 2018.

The conference was held at the Museum of New Zealand Te Papa Tongarewa and focused on current topics of interest in fields of charity law and accounting.

The aims of the conference were to:

  • inform and educate on important topics for charities 
  • strengthen links, contacts and collaboration within the sector community; and
  • share lessons learnt and best practice that have worked for others, both within New Zealand and beyond.

View below videos, photos and presentations from the conference. An overview of the conference can be read here.


Programme

DAY 1: Thursday 26 April 2018


INTRODUCTION


 
SESSION 1: Who we are as a sector, why are we here and what do we hope to achieve?

 






        

Panelists:
    • Stewart Donaldson - Inland Revenue
    • Roger Holmes Miller - Charities Registration Board
      Presentations:
    • Stewart Donaldson - Inland Revenue - view here 


 
SESSION 2: Are there too many charities in New Zealand?

 







        

Panelists:
  • Sue Barker - Sue Barker Charities Law
  • Jamie Cattell - Charities Services
  • Kate Russell - Fundraising Institure of New Zealand
  • Cheryl Spain - The Gift Trust
  • Dellwyn Stuart - Auckland Foundation
  • Steven Moe (moderator)

  • Presentations:
  • Sue Barker - Sue Barker Charities Law - view here
  • Jamie Cattell - Charities Services - view here

    Other resources:
  • Please don't set up a new NFP entity - Craig Fisher - view here
  • ACNC factsheet: Are there too many charities in Australia? - view here
  • Seeds bonus episode: Are there too many charities in Australia? - listen here
       

MEASURING


 
SESSION 3: Overview of new financial reporting standards implementation
 
      





        
Panelists:

  • Anthony Heffernan - XRB
  • Caroline White - Paralympics New Zealand
  • Ceri-Ann Ross - Chartered Accountants Australia and New Zealand
  • Raewynne Jacobs - Foundation North
  • Robert Buchanan - NZ Audit and Assurance Standards Board
  • ​Julia Fletcher - Charities Services (​Moderator)
Other resources:
  • New Zealand Rio 2016 Paralympic Games Team highlight video watch here
  • How to write a great statement of service performance - Craig Fisher and Wayne Tukiri - view here


       


DEFINING


 
SESSION 4: Approaches to public benefit – different perspectives on social housing and charity
 
      



        
Panelists:

  • Andrew Butler- Russell McVeagh
  • Peter Gunn - Crown Law
  • Scott Figenshow - Community Housing Aotearoa
  • Professor Matthew Harding - The University of Melbourne (Moderator)



       


 
SESSION 5: Advocacy by charity
 
      





        
Panelists:

  • Adam Parachin - Associate Professor at the Faculty of Law at Western University (via webcast)
  • Andrew Phillips - Charities Services
  • Sue Barker - Sue Barker Charities Law
  • Professor Matthew Harding - The University of Melbourne (Moderator)


       

 
SESSION 6: The interplay of judge-made and statute law
 
      





        
    Panelists:
  • Jennifer Batrouney QC - Vice President of the Australian Bar Association
  • Professor Matthew Harding - The University of Melbourne
Presentations:

  • To codify or not to codify THAT is the question - Jennifer Batrouney QC - view here



       


TAXING


 
SESSION 7: Tax issues and charity
 
      






        
Panelists:
  • Andrew Babbage - Deloitte
  • Denham Martin - Lawyer
  • Stewart Donaldson - Inland Revenue
  • Jennifer Batrouney QC - Vice President of the Australian Bar Association (Moderator)
Presentations:


       



 

DAY 2: Friday 27 April 2018


REGULATING


 
Keynote address - Hon Peeni Henare
 
      

 

 


        
  • Presented by Minister for the Community and Voluntary Sector, Hon Peeni Henare

       

 
SESSION 8: How to build public trust and confidence in the charitable sector
 
      






        
Panelists:
  • Oonagh Breen - Professor of Law at the Sutherland School of Law
  • Murray Baird - Assistant Commissioner, General Counsel at Australian Charities and Not-for-profits Commission
  • Stephen Reilly - Charities Services
  • Wayne Tukiri, RSM New Zealand (Moderator)
Panelists:
  • Oonagh Breen - Professor of Law at the Sutherland School of Law - view here
 

       



FUNDING & SOCIAL ENTERPRISES


 
SESSION 9: Funding, social enterprise and the intersection with charities who operate businesses
 
      






        
Panelists:
  • David Woods - Whai Rawa Fund Limited
  • Levi Armstrong - Patu Aotearoa
  • Louise Aitken - Akina Foundation
  • Matt Dodd - Russell McVeagh
  • Michael Gousmett - Independent researcher and commentator on charities law
  • Steven Moe - Parry Field Lawyers (Moderator)
Presentations:

Other resources:

  • Patu Up! with Levi Armstrong - watch here
  • Social Enterprises in New Zealand - Steven Moe - view here

       

THE FUTURE


 
SESSION 10: Charity law and accounting in Te Ao Māori
 
      






        
Panelists:
  • Alex Wilson - Deloitte
  • Damian Stone - Kahui Legal
Presentations:
  • Charity law and accounting in Te Ao Māori - view here

       


 
View from the Bench - Justice Ellis
 
      







        
Presentations:
  • View from the Bench - Justice Ellis - view here
       


 
SESSION 11: The review of the Charities Act
 
      








        
Panelists:
  • Anthony Heffernan, XRB
  • David McLay - Barrister
  • Dr Mary Synge - Associate Professor in Law at the University of Exeter
  • Andrew Phillips - Charities Services (Moderator)
Presentations:
  • Anthony Heffernan, XRB - view here
  • David McLay - Barrister - view here
  • Dr Mary Synge - Associate Professor in Law at the University of Exeter - view here

       

 

 
SESSION 12: Future challenges and opportunities
 
      






        
Panelists:
  • Craig Fisher (MC) - RSM New Zealand
  • Professor Matthew Harding - The University of Melbourne

  • Other resources:

    • An uncharitable appeal framework for charities: is it time for a Charity Tribunal? - Tessa Vincent - view here