The Not-For-Profit Landscape in New Zealand: A Comprehensive Guide to Charity Structures and Options
- Examine key changes introduced by the Act, focusing on the definition of "officer" and associated risks, particularly deemed director risks
- Structural strategy looking at the pros and cons of Charitable Trusts and incorporated societies
- The rising importance of ‘for purpose’ and ‘social enterprise’ in the context of private wealth
Presented by Andrew Clements, Owner and Workplace Director, Grayson Clements Limited, and Tefin Joseph, Solicitor, Grayson Clements Lawyers
Learning Objectives:
- Understand the legal risks and roles under recent NFP law reforms
- Compare structural options for charities and social enterprises
Description
Attend and earn 1 CPD hour
* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules
Chair
Dr Juliet Chevalier-Watts, Associate Professor in Law, Research Convenor
Presenters
Andrew Clements, Owner and Workplace Director, Grayson Clements Lawyers
Andrew acts for enterprise, institutional, charitable, and private wealth clients both domestically and internationally. As an owner and director of Grayson Clements Ltd, with over 20 years of experience, Andrew’s expertise extends beyond structural design and succession planning to include a deep commitment to supporting the charitable sector. Andrew has developed a niche expertise in trusts and limited partnerships, presenting and lecturing on these topics for professional bodies and institutions. His work with charitable entities includes setting up and implementing structural strategies that promote enterprise expansion, multigenerational succession, and philanthropic initiatives. He actively advises charities on governance, compliance, transactions, and strategic growth, helping them to align with their core missions while ensuring sustainability and legal integrity. His experience also includes guiding charities through difficult transitions, including winding up when necessary. Grayson Clements has been committed to the charitable sector since its inception, reflecting the firm’s core values and dedication to building a stronger, more sustainable Aotearoa, New Zealand. Andrew’s work mirrors this commitment, recognising the crucial role charities play in fostering a healthy and vibrant society. Andrew is a Notary Public registered with the New Zealand Society of Notaries. His memberships include the Society of Trust and Estate Practitioners, the New Zealand Law Society, and the Auckland District Law Society.
Tefin Joseph, Lawyer, Grayson Clements Lawyers
Working in the Litigation team at Grayson Clements Lawyers, Tefin supports clients across a range of matters. These include relationship property, civil and commercial litigation, and contentious trust and estate matters. Tefin also assists with advice for charities, corporate, and private trust and succession clients particular to risk and compliance considerations. This sees Tefin working regularly with the Private Wealth and Business Structuring teams. Tefin believes in working collaboratively with both clients and other professions and values innovation, efficiency and excellence in his practice.
Dr Juliet Chevalier-Watts, PhD, PGCLT, LLM (Distinction), LLB(Hons), BA (Hons). Associate Professor in Law, Research Convenor and former Co-Director Waikato Public Law and Policy Research Unit
Juliet is a specialist in charity law, equity and trusts, and religious law. Juliet’s recent contributions to the literature includes the monographs "The Law of Religion in New Zealand" and the 2nd edition of the "Law of Charity" (with a 3rd edition on its way), and the OUP article "Advocating for the environment, charity law and Greenpeace: A New Zealand perspective". Juliet has authored 4 other books, several book chapters, numerous journal articles, as well as giving radio interviews and podcasts, and producing a number of commissioned reports.
