Professional Advisory Team
Shand Thomson has been providing accounting services to the farming and business community in Clutha District since Percy Shand established the practice in 1944. Since then, there have been a number of principals in the firm including Bill Thomson (senior), Don Sutherland, Archie MacTavish, David Baughan and Brian Dodds. Long-time South Otago residents will be familiar with these gentlemen through their involvement in community organisations - a cornerstone value supported by the current principals.
Susie johnstone
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Susie has a wide range of governance experience across the health, education, and tourism sectors and has served on the boards of Tourism New Zealand, REANNZ, NZ Blood Service, District Health Boards, and Otago Polytechnic. Until recently she chaired the Dunedin City Council's Audit and Risk Committee, and the Southern District Health Board's Finance, Audit and Risk Committee, positions she retired from to take up a directorship of Dunedin City Holdings Ltd and associated companies. Locally, she likes to work with agri folk and the businesses that support them. Her focus is helping people achieve optimal outcomes whatever their circumstances, especially in the areas of succession planning and property sharing.
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jim johnstone
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Jim holds a Bachelor of Agricultural Commerce from Lincoln as well as a Bachelor of Commerce in Accounting from Otago University. He is an innovator and facilitator in the areas of agri governance, benchmarking, and investment. He helps farming families lift on-farm performance and find succession and relationship solutions. He also chairs several farming companies for clients. Jim served for several years on the New Zealand Institute of Chartered Accountant's primary sector committee, is a previous board member of Clutha Health First and Chair of Sport Clutha.
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gaye cowie
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Gaye and her husband farm at Tuapeka West running sheep and beef. She enjoys working with young farming families in the sheep, beef and dairy sectors helping them increase their financial management skills and grow their business. Gaye is Deputy Chair of the Clutha Development Inc and Chair of the Board of Proprietors of St Hilda's Collegiate School. She is a past Chair of the Clutha Valley Primary School Board of Trustees and was instrumental in securing a new school facility for the district.
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tracey murray
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Tracey is a Chartered Accountant with a degree in Business Studies from the Open Polytechnic. She has a broad range of experience in the SME sector working with businesses and investors on their reporting and tax obligations and helping larger organisations with full scale management and external reporting. She has specialist skills in finding "best fit" software solutions for SMEs and implementing business process automation software solutions and loves to help with day to day system issues.
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tim bathgate
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With a degree from Lincoln University (Farm Management/Rural Valuation) Agri is very much Tim's home base and he particularly enjoys working with farmers, foresters and the industries that support them. He has interests in advisory, taxation and business planning and as a certified trainer in Cash Manager Rural, Xero and Figured can also help clients put in place the recording systems that work best for them.
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Bill has a rich history of involvement in the rural business community which includes chairing District business support and economic development agencies. He is also a past Chair of the Otago Community Trust and the local association of Justices of the Peace. Bill has been a long standing contributor and office bearer of the Life Education Trust. Currently he chairs Clutha Health First and the Clutha Foundation. Bill works with SMEs, farming families and family trusts, specialising in inter-generational transfers and agri investments. Those he works with benefit from his wide breadth of commercial experience and business acumen.
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Jeff works predominantly with the farming, forestry, agri business and contracting communities and they benefit from his extensive experience in these areas. He has always been actively involved in our local community, chairing the Cross Recreation Centre, the new Clutha District indoor sports facility, after successfully bringing the $5m project to fruition as Chair of the fundraising body. He served as a Clutha District councillor for twelve years, chairing the Corporate Services Committee.
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