Basic Financial Management
SECTION G of the CD Resource Kit: Financial Management
The Community Development Resource Kit has a good introduction to Financial Management, covering:
- The Role of the Treasurer: Basic Duties and Responsibilities
- Tax Matters: Different Types of Tax and ACC
- Working With Auditors: (for organisations requiring audited accounts)
The whole Financial Management section can be downloaded in Adobe PDF format, Rich Text Format, or as a Word document:
/how-toguides/crk/financial
The following links take you to the Community Resource Kit:
- Introduction
This section contains information on: what's financial management? policies and procedures, what's in this section? uses of financial information, acknowledgement.
- Financial planning
This section contains information on financial plans.
- Financial record keeping
This section contains information on: treasurer's roles and responsibilities, financial records, computerised accounting system and cash book accounting systems.
- Financial reporting
This section contains information on: monthly reporting, keeping track of grants, and year end financial statements.
- Annual returns and financial statements
This section contains information for groups: registered with the Charities Commission, not registered with the Charities Commission.
- Tax matters
This section contains information on: getting an Inland Revenue (IRD) number, income tax obligations, employment-related tax obligations, goods and services tax (GST), and Accident Compensation Corporation (ACC).
- Where to go for more information
This section contains a list of useful publications and websites.
- Glossary of financial management terms
This section contains an alphabetical list of terms used in the chapter.