"Success, like the holiday season, is best when shared. Take a moment to celebrate your wins and the people who made them possible."- Anonymous
Hi there
As we step into the final stretch of the year, we're celebrating another incredible journey with you. The 20th December marks our last working day for 2024 and we’re signing off with hearts full of gratitude and excitement for what’s to come.
In this edition, our CEO reflects on a challenging yet rewarding year, celebrating client resilience, DVA's achievements through tax efficiencies, and recognition at industry awards, while expressing gratitude and optimism for 2025.
Thank you for your trust and partnership throughout the year. We wish you a bright and festive holiday season filled with sunshine, joy, and relaxation. Here's to a fantastic New Year!
Wrapping up 2024: A Message from Our CEO
Wrapping the 2024 calendar year up, it’s been a memorable one.
What we’ve seen from most of our clients is enough business acumen, tears and toil to weather the storm and economic headwinds and set themselves up for the 2025 year. There is still plenty of water to go under the bridge economically and some risks geopolitically, but the wheels of commerce seem to be turning.
Here’s to a nice break and the tide turning in your favour in 2025.
On the DVA front a couple of highlights we’d like to share, firstly we were able to help our clients who were impacted remain efficient with the change in the Trust Tax Rate (not having old profits taxed at the new rate). Our estimates are that $2.5 million was saved, leaving that money in business owners hands to keep team employed, invest in new team and equipment, stay on top of debt, and hopefully take a well-earned break.
Secondly, my business partner Justin Wong taking home the Advisor of the Year at the GAP Awards. DVA was also a finalist of Most Innovative and Advisory Firm of the Year. We’re not perfect but we’re always trying to get better. Your feedback has been fantastic in helping us improve our current services and bringing you new ones toMaximise your returns, Minimise your tax and Free up the time do the things you love. Thank you very much.
To that end all the best from myself and the DVA team.
Looking forward to seeing you in the new year.
Matt Vincent, CEO
Your DVA Christmas eBook 2024 is here!
As the festive season approaches, we’re excited to share something special with you—our DVA Christmas eBook! This year’s theme is all about transitioning into holiday mode and taking the time to reset for the New Year.
The holidays are a perfect time to pause, reflect, and recharge while creating wonderful memories with family and friends. In this short eBook, you’ll find:
Creative tips to mix up family gatherings and keep everyone engaged.
Ideas for achieving time, mind, and financial freedom as you head into 2025.
A delicious, sweet Christmassy treat recipe to try—forget the usual gingerbread and chocolate fudge!
We’ve designed this eBook to inspire a balanced holiday season, blending joy, connection and preparation for a fantastic year ahead.
As we approach the end of the financial year, this is a friendly reminder for clients who haven't submitted their 2024 financial records.
Please check your email inbox for an email from support@dva.co.nz with the subject line: Annual Accounts Queries 2024. It contains your Specific Query List and instructions for providing the information we need. Getting your records to us means we can prepare your annual accounts, meet deadlines and help you avoid any last-minute stress. Delaying your submission might lead to missed opportunities for valuable insights, effective tax planning, or even compliance issues.
We’ll begin processing your accounts when we return in January 2025 and when you’re back in the new year, you can compile and send the required information, ensuring we can hit the ground running.
If you’re facing any challenges or need clarification, please don’t hesitate to reach out.
This year, the team celebrated Christmas in style at the picturesque Bracu Estate. Swapping workpapers for adventure, we embraced a day of clay target shooting, knife throwing, air rifle practice, and frisbee golf—even the rain couldn’t dampen our spirits!
It was a perfect balance of fun and camaraderie, bringing our team closer together outside the office. From standout performances to heartfelt reflections on the value of taking a break, the day was full of laughter, connection, and unforgettable memories. Read more on the blog post below.
