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Education Sector Services

Shand Thomson has extensive involvement in a number of areas of the education sector including accounting services, tutoring, careers liaison and governance roles.

Financial Reporting

We have several options available for our education sector clients that will satisfy their monthly and annual reporting requirements.

All systems provide regular reports that enable you to manage the entity and its resources effectively, and plan and monitor financial results.

  • Shand Thomson Financial Services

We generate regular management reports that provide you with up to date financial management information.
  • Management reports highlight income and expenditure variances between actual and budgeted results
  • Your reports can be produced yearly, quarterly, monthly or bi-monthly
  • The reports can be used as a tool to forecast your income and cashflow
  • MUSAC & Other Financial Packages

The MUSAC financial package is an integrated financial management system, specially designed for schools, that enables:
  • our school clients to process their own financial transactions
  • us to regularly monitor the integrity of the financial results and provide accounting expertise
  • the advantages of a real-time true solution without the need for in-house expertise or a significant investment in technology
The data is hosted in a secure environment and enables the school to have on-line data entry and enquiry facilities.
The many useful features of MUSAC include:
  • transaction entry screens that are easy to use


  • search facilities that enable the user to find and report on transactions based on specific criteria


  • computerised bank reconciliation and many standard reports such as trial balances, ledgers and cashflow reports
  • password systems which ensure user security


Other packages can be hosted at Shand Thomson or supported at your offices.

External Reporting

We can ensure you comply with the legislation and regulatory requirements of the Ministry of Education. Year-end external reporting services provide you with reports that satisfy the ministry and include liasing with the auditors on your behalf.


Our well qualified young accounting team enjoy the opportunity to impart their knowledge to your students.

We can:

  • develop, teach, examine and grade courses on accounting and computing topics
  • provide assistance with Ag ITO training

Accounting Careers

Shand Thomson is passionate about providing opportunities for accounting students to experience a live office working environment.  We:

  • actively support the Gateway program which links schools with employers to provide work experience to students
  • support school leavers, tertiary students and trainee accountants to "earn while you learn" as an alternative to student loans and fees
  • are an ATO (approved training organisation) which provides structured training and mentoring to accounting trainees and graduates


The leadership group at Shand Thomson is widely involved in our community and serves in many capacities in the education sector.

Brian Dodds

  • South Otago High School, Chair, Board of Trustees (past)

Bill Thomson

  • South Otago High School, Board of Governors (past)
  • Rosebank Primary School, Committee (past)

Jeff Seymour

  • St Joseph Primary School, Board of Trustees (past)

Susie Johnstone

  • Otago Polytechnic Council
  • University of Otago, Advisory Board (Accounting)
  • Teleford Rural Polytechnic Council (past)

Jim Johnstone

  • Rosebank Primary School, Board of Trustees (past)

Gaye Cowie

  • Clutha Valley Primary School, Chair, Board of Trustees (past)
  • Telford Rural Polytechnic Council, Deputy Chair (past)

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Paying Tax Online ...

It's easy when you know your IRD number, tax type being paid and the tax year or period.

Our guide explains the important information you need to know so that your online tax payments are correctly recorded by the IRD. 

Holiday Homes

The holiday season will soon be upon us and the IRD continues to watch for mixed use assets.  You may be affected if your holiday home is used for a mix of private and income earning holidays.  Our assistance will ensure the treatment of your asset complies with the IRD's rules.

IRD Payments

If you have an IRD payment due on a weekend or public holiday, the IRD will accept the payment if it is made on the next working day.  Beware though as provincial anniversary days are treated as a normal working day.

Health & Safety Alert

There are health and safety requirements that all business owners must adhere to.   Contact Karen Morgan for clarification on your health and safety obligations.


Balclutha Office
102 Clyde Street, Balclutha
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P. 03 4180020

Dunedin Office
7th Floor Westpac Building,
Cnr Moray Place & George Street, Dunedin
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P. 03 4741394