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VCFO Group

Jointly owned by Roger Hatrick-Smith and Randolph van der Burgh, VCFO Group will provide a full suite of advisory and outsourcing services for our clients – from essential bookkeeping assistance through to accounting, tax compliance, tax structuring, private client services, capital raising, M&A support, turnaround services, fund administration services, and business growth advisory services.

The merger is being effected by way of a legal amalgamation under the Companies Act which will take approximately one month. We will remain initially in our current locations and all contact details will remain unchanged. We expect to be co-located at Roger’s offices in Parnell within the next few weeks.

Our Services Will Be Provided Through The Following Entities

rockb

2112

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Rockburgh Fund Services Limited

Fund establishment, fund administration, accounting, registry and investor reporting services.

VCFO Group Limited

Management and financial accounting, domestic and international taxation, private client services, capital raising, M&A support, turnaround services, and business growth advisory services.

Change Accounting Limited

Paperless bookkeeping and accounts preparation services.

GROWING, MANAGING, PROTECTING YOUR BUSINESS AND WEALTH

VCFO Group comprises a team of specialists with in-depth experience in domestic investment, foreign direct investment, and wealth management. We provide cost-effective, tailored solutions for all of your back-office outsourcing needs and advisory requirements.

Working with Integrity

Discretion, integrity and independence are at the core of everything we do. We do not perform statutory accounting audits or sell financial products. Being independent means we always have your best interests in mind.

Rising to the Challenge of Change

Our team can help you navigate the pitfalls of falling foul of statutory requirements, and our tightly integrated service offering mitigates the risk of working with multiple advisers for consulting, legal, trust, and tax planning. This also means the risk of compliance gaps or conflict among the elements of financial management is significantly reduced. Working with VCFO Group gives you the assurance that business opportunities and risks are expertly managed.

Putting You in Control

Finding a service that matches your precise needs is not easy. Our unbundled service model enables us to provide bespoke solutions and means you can choose the exact resources you need. Using VCFO Group puts you firmly in control of resources and costs.

About VCFO Group

Who we are

Since 2006

VCFO Group has been providing insightful advice to private clients, investment managers and business owners who are starting a business or wanting better performance from their existing business or investments.

Today VCFO Group

is the virtual finance function for private investors, family offices, investment funds and private companies, from early stage to established multinational groups navigating the challenges of national and international growth.

VCFO Group brings

clarity and simplicity to complex structuring, foreign investment, growth and financial management issues.

Our Services

  • Financial Leadership – Virtual Finance Function
  • Optimised Capital Structures
  • Transaction Support
  • Turnaround Services
  • Taxation Advisory Services
  • Private Client Services
  • Fund Services
  • Start Ups

Financial Leadership – Virtual Finance Function

Working with you and your team we develop and implement operational and strategic financial guidance frameworks appropriate for the needs of your business. The virtual finance function service is tailored to your needs, from one hour per week or more, and suits organisations that do not require a full finance function
Concise, meaningful and timely information guides effective business decision making. VCFO Group creates dashboard reporting for critical business information needs including segmented profitability analysis by business unit or product line, cash-flow management and forecasting, and balance sheet optimisation.
Our back-office outsourcing solutions operate as a shared services centre, allowing us to provide professional operational expertise on a highly cost-effective basis. We use all popular cloud based accounting systems and apps with full remote and on-site back-ups.
VCFO Group are Chartered Accountants so we can advise you on all accounting and tax needs

Optimised Capital Structures

An optimal capital structure allows you the owner to focus solely on growth objectives and meeting investor expectations without the distractions of having a weak balance sheet.
VCFO Group will help you to develop detailed forward-looking financial forecasts to assist in determining the required capital to support your business plans. We work with you to determine the optimal capital structure and offer support in any capital raising or refinancing programme.
We assist you with drafting your Information Memorandum, investor terms sheet, dataroom management, investor selection, deal negotiation strategies and final documentation.
We have relationships with all banks and a range of capital providers and can assist with you capital raising requirements.

Transaction Services

We advise on and manage a range of domestic and foreign investment structures for our clients. Our integrated service model gives you the confidence that opportunities and risks are expertly managed across the region in a manner that is aligned with your growth objectives
We work with you to seek out and assess opportunities for domestic and foreign investment that fit your size, scale, and investment strategy. We then manage your transaction from start to finish including undertaking due diligence, helping gain regulatory approval, structuring the chosen acquisition vehicle, and closing the deal.
If you are embarking on an acquisition, disposal or global expansion, VCFO Group will work with you to provide integrated transaction support, sound governance and management processes, and regular reports to business owners. This will ensure that the execution of your growth strategy proceeds as smoothly as possible.

Turnaround Services

We perform an independent analysis of the company’s financial health, position, and circumstances through a range of activities to identify the appropriate strategic solution for the company’s short- and long-term success.
Following the recommendation of the most appropriate repositioning strategy, we will work with you and your stakeholders to draw up an appropriate repositioning plan to effectively execute the new business strategy.
We can also assist in the execution   of the plan through lead advisory and due diligence roles in selling, merging or otherwise restructuring subsidiaries and business units.

Entertainment

We work with event managers, entertainment groups, media agencies, sports and entertainment management companies, film production companies, ticketing companies, theatre companies and artistes and athletes to optimise their global tax position and provide back-office accounting and administration support.
Our corporate services team can assist you with: establishing companies, limited partnerships, trusts and cross border IP and services structures; virtual office, board room, meeting rooms; attending to all in-country compliance matters; managing bank accounts as required; immigration visa and other immigration services; managing New Zealand Screen Production Grant compliant structures; Investor reporting and investor relations.
Our tax team provides specialist local and international tax planning services; tax advice regarding contract payments to non-residents; non-resident entertainers and sportspeople personal and loan-out company NZ tax compliance services; payroll and HR services; company tax returns and other IRD filings; liaising with the IRD; and applying for IRD Binding Rulings

Taxation Advisory Services

Whether you require assistance with your New Zealand tax compliance obligations, or are seeking advice on the most appropriate tax structure for your international affairs, we have the expertise to advise and support you.
We offer a full range of domestic and international tax planning services. We specialise in establishing tax-efficient domestic investment structures for HNW individuals, family offices and investment funds and cross-border ownership structures and optimised global supply chain structures for private groups.
We also offer a full range of tax compliance services from tax risk assessments, tax policies and procedures, managing IRD investigations, to completing income tax, PAYE, FBT, and GST returns.

Private Client Services

VCFO Group will help you with the increasing complexity of the trust and private company environment in Asia-Pacific by providing a full range of professional services for your business and family.
We provide you with clear, practical, and informed trust, partnership and private company solutions for preserving family wealth, asset protection, retirement savings, estate planning, portfolio investment, direct investment, financial planning and tax management.
For non-residents we can establish a New Zealand Foreign Trust with a New Zealand trustee for asset protection, wealth management and foreign investment purposes. Foreign sourced income and capital gains can be accumulated and/or distributed by the New Zealand trustee in a tax efficient manner.
For non-residents applying for New Zealand Permanent Resident Visas under New Zealand’s Investor and Investor Plus Investment Visa Schemes, we have a range of trust (and other) structures which enable you to make New Zealand investments which comply with Immigration New Zealand requirements. We also assist new migrants with all other New Zealand real estate, business investment and tax compliance matters.

Fund Services

We help you to establish and manage you fund structure, including venture capital, private equity, real estate, superannuation, unit trusts, alternative investment funds, and hedge funds.
We have extensive experience in acting as the project manager during the pre-launch phase of a fund. We work with you to assess the opportunities  for your new fund and then manage your fund set-up process from start to finish, including fund structuring, helping the fund gain regulatory approval, and undertaking AML/CFT investor due diligence.
By performing the ongoing administrative tasks that a fund requires, we provide the platform to the investment manager which allows them to concentrate on managing the capital entrusted to them. Financial institutions, wealth managers, and collective investment        funds can select from a range of outsourced solutions for balance sheet and business model flexibility.
We provide independent verification of the fund’s investments and their value, thereby safeguarding the investor’s interest.
Our specialist fund administration company, Rockburgh Fund Services Limited, is a registered Financial Services Provider (FSP 479827) and FMA AML/CFT Reporting Entity. It provides fund accounting, taxation and administration services to a range of New Zealand and offshore funds, wealth managers, private investors, family offices, private companies, and multinational groups.

Start-ups

Bring us an idea and we will help you develop a commercial strategy to realise the opportunity. We will develop the financial dimension of your idea and connect this with mentors, lawyers, advisers and sources of capital.
We assist you with drafting your Information Memorandum, investor terms sheet, dataroom management, investor selection, deal negotiation strategies and final documentation including shareholder agreements.
We can advise on all operational matters including business, IP and tax structures through to operational areas including cloud based systems and business procedures.
Our specialist paperless bookkeeping company, Change Accounting Limited, provides cost effective cloud based bookkeeping solutions matched to your transactional requirements. Our Change software securely connects to your Xero account, so we can do your bookkeeping and accounting in the background, while you focus on the work that matters to you.

Our Team

Roger Hatrick-Smith

Roger is a Chartered Accountant although for most of his career he has been advising businesses and owners on how to solve problems, beat the odds and get ahead. When working with clients his primary focus is you the owner and what you can and could achieve with your business. Often it’s your main investment so he encourages his clients to think about how to build value, how to get it right and the right time to look to exit. Roger owns a start-up company himself and has investments in more established businesses so he knows what it’s like. Roger has assisted businesses across most industry sectors from retail, manufacturing, services, real-estate as well as many start-up companies across IT, Biotech and primary resources sectors. Prior to founding VCFO Group Roger was a partner in Ernst & Young in charge of the Entrepreneurial Services and Transaction Advisory service lines.

Randolph van der Burgh

Randolph’s global experience in financial services, corporate finance, mergers and acquisitions, group restructuring and international tax planning spans 25 years. Before merging his business into VCFO Group, he was an international tax partner at Ernst &Young advising clients in sectors ranging from financial services, investment banking, private equity, wealth management, insurance, property, mining, dairy, forestry, FMCG, IT, retail, to entertainment. He sits on the board of several private investment groups and is a private venture capital investor. Randolph is a member of the Chartered Accountants of Australia and New Zealand and holds a Bachelor of Commerce and Administration (First Class Honours) degree from Victoria University, Wellington.

Adam is our client services management and looks after the compliance accounting and tax team at VCFO Group.  Adam’s team undertakes regular accounting tasks for our clients as well as year end accounting and tax compliance work.

Diana is a Chartered Accountant with considerable experience in advising a broad range of businesses from primary industries to manufacturing, construction, education, hospitality, entertainment and retail. She has first-hand business experience having successfully operated her own business so she understands the challenges faced in today’s business world. Diana passionately believes that people and relationships are the key to business success. Whether the business provides a product or a service, building the relationship between owners, their team, customers and suppliers is essential to improving profits and growth. She works alongside owners to grow their business profits and value. Just as importantly she assists the businesses to be less dependent on the owners by improving processes and internal systems. This in turn facilitates an exit plan and frees time for them to pursue personal and lifestyle goals.

Frank has over 20 years’ management experience overseas and in New Zealand, working in a variety of industries ranging from semiconductor to telecommunications. Frank is a senior member of the team and works with a number of our clients in a financial controller capacity, overseeing their accounting functions and providing advice and guidance. His biggest strength is the empathy he has for his clients and his peers. Frank has helped countless Kiwi business owners grow in industries not limited to high tech start-ups, bioscience, manufacturing, construction and retail. After hours, Frank enjoys a competitive game of badminton and travelling with his family.

Heidi has a Bachelor of Commerce degree from the University of Auckland and is currently enrolled in the Chartered Accountants Program. She is a valued member of the Funds Administration team and is looking to expand her horizons by assisting the Management Accounting team.

James is a senior member of our management accounting team and works with a number of clients providing advice & guidance to grow their businesses. These services include management reporting, budget analysis, cash flows & forecasting.
Being an avid technophile James is our resident Xero guru and popular with clients for support & training. He believes technology isn’t just software & hardware but the techniques & processes we use to become more efficient. He employs this methodology in identifying problems & providing bespoke solutions.
James is currently a provisional Chartered Accountant and outside of business his passions include badminton & motorcycling.

Juliet is a Chartered Accountant with over 25 years’ experience in business services, project management and managing finances for HNW individuals. She has worked in the UK, Australia and New Zealand, including management positions on a £2bn London Underground project and with a New South Wales retail chain. Juliet specialises in private client services and fund accounting. She is a member of the Chartered Accountants of Australia and New Zealand and holds a Bachelor of Commerce and Administration degree from Victoria University, Wellington.

Kim is our practice manager and key point of contact for many of our clients.  Kim is responsible for all client communications, making sure we deliver on our promise to our clients and the efficient running of the office.

Lu holds a post-graduate degree in accounting and made her move from the mighty Waikato in search of a more challenging and varied role. She is a valued member of our Compliance team, enjoys working with our wide range of clients and is focused on continued learning. When she’s not in front of her desk, you can find her behind a microphone singing along to her favourite tunes.

May Lee joined us as a graduate from AUT Business School. She brings a wealth of overseas experience to the team. Her previous roles include auditor and advisor, as well as finance manager in IT and manufacturing companies. Out of the office, May enjoys hiking, swimming and badminton.

Melissa Du joined us as a graduate from Auckland University Business School.  She is a valued member of our Change Accounting team, enjoys helping a wide range of clients and is studying for her Chartered Accountants Program. Out of the office, Melissa enjoys swimming and cooking.

CPA Qualified, Oliver has a highly diverse and unique skill set. In the last 7 years he has worked in fast growing businesses. As a previous CFO, he was responsible for controlling the financial stability and growth of the business and managing supply chain, finance and HR, Advocacy, marketing and Australian Operation. In addition he has expertise in negotiating, creating and managing supply contracts for a range of entities. Oliver’s key strengths are people engagement, driving business improvement and efficiency as well as drilling down into the numbers, financial modelling, business turnaround strategies, and post-acquisition integration.

With a strong administrative background, Sheetal handles client queries confidently and assists the Management Accounting team with preparation of financial reports. Sheetal’s ability to work well under pressure, eye for detail and love of taking on new challenges makes her an invaluable team member. An avid netballer, Sheetal can be found on the courts with her daughter come rain or shine.

Tri is our financial accountant. He recently made the move from the Waikato to Auckland in search for a more challenging and varied role. Tri relishes helping our clients grow by delivering financial accounting insights and advice and assisting them with tracking their success. When Tri is not in the office, you can find him playing football in the Auckland Domain. Tri is a provisional member of CAANZ.

Yunyi has over 12 years’ financial management experience with investment management and financial services groups both in Auckland and Hong Kong. He has experience in financial statement and tax preparation, corporate finance, mergers and acquisitions, business planning, financial governance, accounting advisory, risk management and investor reporting and communications. Yunyi has held senior financial management roles in both NZX and ASX listed infrastructure and property groups with operations throughout Asia including China, Hong Kong, Japan, Singapore, Malaysia, Australia and New Zealand. Yunyi is a member of the Chartered Accountants of Australia and New Zealand and holds a Master of Commerce in Finance (with First Class Honours) from the University of Auckland.

0 9 918 3474

info@vcfo.co.nz
Level 5, Tower 2, 205 Queen Street, Auckland 1010 – PO Box 74032, Greenlane, Auckland 1546

Level 2, 2a Augustus Terrace, Parnell, Auckland. PO Box 91211, Victoria Street West, Auckland 1142

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