All Countries
Corporate Governance
Financial Statement Letter

Financial Statement Letter Template for New Zealand

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Financial Statement Letter

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Financial Statement Letter

"Need a Financial Statement Letter for my tech startup's Series B funding round, covering our financial position for the year ending March 31, 2025, with particular emphasis on our R&D investments and growth metrics."

Celebrated by
Collaborations with
Investors
Document background
The Financial Statement Letter is a critical document used in New Zealand's business and financial landscape when professional assurance about an entity's financial position is required. It is commonly prepared when companies need to provide stakeholders with verified financial information, such as during funding rounds, major transactions, or annual reporting periods. The letter typically includes assessments of financial statements, compliance with New Zealand accounting standards, and professional opinions about the entity's financial position. As a formal document, it must comply with the Financial Reporting Act 2013, Companies Act 1993, and other relevant New Zealand legislation. The Financial Statement Letter serves as a key tool for decision-making by investors, lenders, and other stakeholders, while also helping organizations meet their regulatory obligations under New Zealand law.
Suggested Sections

1. Letter Header: Professional letterhead, date, and recipient's details

2. Introduction: Identifies the entity whose financial statements are being addressed and the specific period covered

3. Scope of Review: Clearly states what financial information has been reviewed and the extent of the review

4. Management's Responsibilities: Statement of management's responsibility for the preparation and fair presentation of the financial statements

5. Professional Standards Statement: Reference to relevant accounting standards and frameworks applied

6. Financial Position Statement: Key statements about the entity's financial position based on the review

7. Basis for Conclusions: Explanation of the methodology and basis for the financial statements

8. Signature Block: Professional signature, qualifications, and date of signing

Optional Sections

1. Qualified Opinion: Used when there are specific concerns or limitations that affect the financial statements

2. Going Concern Assessment: Included when there are specific concerns about the entity's ability to continue operations

3. Emphasis of Matter: Used to highlight specific matters that are fundamental to users' understanding of the financial statements

4. Subsequent Events: Included when significant events after the reporting period need to be addressed

5. Related Party Transactions: Added when significant related party transactions need specific mention

6. Regulatory Compliance Statement: Included when specific regulatory requirements need to be addressed

Suggested Schedules

1. Financial Statements: Complete set of financial statements including Balance Sheet, Income Statement, and Cash Flow Statement

2. Notes to Financial Statements: Detailed notes explaining significant accounting policies and other explanatory information

3. Analysis of Key Financial Metrics: Detailed analysis of important financial ratios and metrics

4. Supporting Calculations: Detailed calculations supporting major financial figures

5. List of Reviewed Documents: Comprehensive list of all documents reviewed in preparing the financial statement letter

6. Assumptions and Limitations: Detailed list of key assumptions made and any limitations in the review process

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Relevant legal definitions
Accounting Period
Applicable Financial Reporting Framework
Auditing Standards
Board
Company
Directors
Financial Statements
Financial Year
Generally Accepted Accounting Practice (GAAP)
Group
Material
Materiality
NZ IFRS
Parent Entity
Relevant Period
Report Date
Reporting Entity
Review Period
Signing Date
Subsidiary
True and Fair View
Working Papers
XRB Standards
Professional Standards
Management
Qualified Opinion
Going Concern
Related Party
Subsequent Events
Internal Controls
Relevant Industries

Financial Services

Manufacturing

Retail

Technology

Healthcare

Real Estate

Construction

Professional Services

Energy

Transportation

Agriculture

Mining

Education

Hospitality

Non-Profit Organizations

Relevant Teams

Finance

Accounting

Audit

Compliance

Risk Management

Treasury

Corporate Governance

Legal

Executive Leadership

Corporate Affairs

Relevant Roles

Chief Financial Officer

Financial Controller

Chartered Accountant

Financial Director

Audit Manager

Company Secretary

Financial Analyst

Risk Manager

Compliance Officer

Managing Director

Finance Manager

Board Director

Treasury Manager

Corporate Accountant

Financial Reporting Manager

Industries
Financial Reporting Act 2013: Sets out the financial reporting framework for entities in New Zealand, including requirements for preparation, audit, and filing of financial statements
Companies Act 1993: Provides the fundamental legal framework for company operations in New Zealand, including requirements for financial record-keeping and reporting
Financial Markets Conduct Act 2013: Regulates financial markets and financial products, including disclosure requirements and financial reporting obligations for market participants
New Zealand International Financial Reporting Standards (NZ IFRS): Provides the accounting standards framework that must be followed when preparing financial statements in New Zealand
Tax Administration Act 1994: Sets out requirements for tax reporting and record-keeping that may affect financial statements
Privacy Act 2020: Governs how personal and financial information must be handled and protected when preparing financial documents
Anti-Money Laundering and Countering Financing of Terrorism Act 2009: Includes requirements for financial reporting and due diligence that may need to be considered in financial statements
Institute of Chartered Accountants of New Zealand Rules: Professional standards and ethical requirements for accountants preparing financial statements
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

Find the exact document you need

Statement Of Support Letter

A formal support document under New Zealand law providing official endorsement or recommendation for various purposes including immigration, employment, or academic applications.

find out more

Financial Support Letter For Immigration

A legally binding document used in New Zealand immigration processes where a party commits to providing financial support to a visa applicant.

find out more

Affidavit For Name Discrepancy

A legally sworn statement under New Zealand law that explains and documents variations in how a person's name appears across different official documents.

find out more

Financial Statement Letter

A formal New Zealand-compliant document providing professional assurance and assessment of an organization's financial statements and reporting position.

find out more

Statement Form

A formal legal document used in New Zealand for making sworn or affirmed statements, requiring proper witnessing and carrying legal consequences under NZ law.

find out more

Self Employment Statement Letter

A formal New Zealand-compliant declaration document confirming an individual's self-employed status and business activities for official purposes.

find out more

Retirement Statement Letter

A formal New Zealand-compliant document confirming an employee's retirement arrangements, including retirement date, entitlements, and KiwiSaver details.

find out more

Statement Affidavit

A formal sworn statement made under New Zealand law, providing verified testimony for legal or administrative purposes.

find out more

Consent Statement

A New Zealand law-compliant consent statement for obtaining and documenting explicit individual consent for specified purposes.

find out more

Confidentiality Agreement For Business Plan

A New Zealand-compliant confidentiality agreement protecting business plan information shared with potential investors, partners, or advisors.

find out more

Statement Of Consent

A New Zealand-compliant document for obtaining and recording explicit informed consent, meeting Privacy Act 2020 requirements and other relevant legislation.

find out more

Conflict Of Interest Declaration Form For Employees

A New Zealand-compliant form for employees to declare actual or potential conflicts of interest, ensuring transparency and professional integrity in the workplace.

find out more

Income Statement Letter

A formal New Zealand-compliant document verifying an individual's income and employment status for official purposes.

find out more

Company Statement Letter

A formal corporate document used in New Zealand for making official company declarations or statements, compliant with local corporate law requirements.

find out more

Statement Of Earnings Form

A New Zealand-compliant payroll document that details an employee's earnings, deductions, and leave entitlements for a specific pay period.

find out more

Generic Confidentiality Agreement

A versatile New Zealand-compliant confidentiality agreement template suitable for protecting sensitive information in various business relationships.

find out more

Salary Statement Form

A New Zealand-compliant payroll document detailing employee earnings, statutory deductions, and net pay for a specific pay period.

find out more

Declaration Of Confidentiality Form

A New Zealand-compliant legal document that establishes confidentiality obligations and protects sensitive information shared between parties.

find out more

Billing Statement Form

A New Zealand-compliant billing statement template for documenting financial transactions and charges between businesses and their customers.

find out more

Form Of Proxy For Shareholder Meeting

A New Zealand legal document allowing shareholders to appoint a representative to vote on their behalf at company meetings.

find out more

Account Statement Form

A New Zealand-compliant financial document that records and summarizes account transactions and balances for a specified period.

find out more

Billing Statement Letter

A formal financial document used in New Zealand to communicate billing information and payment requirements to customers, compliant with local consumer and privacy laws.

find out more

Form For Parental Consent For Passport

A New Zealand legal form providing parental/guardian consent for a child's passport application, compliant with NZ Passports Act 1992.

find out more

Employee Acknowledgement Statement

A New Zealand-compliant document confirming an employee's understanding and acceptance of workplace policies, procedures, and obligations under NZ employment law.

find out more

Acknowledgement Statement For Policy

A New Zealand-compliant formal acknowledgment document confirming a policyholder's understanding and acceptance of insurance policy terms and conditions.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

You have full control over your data and who gets to see it

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.

Read our Privacy Policy.