Tax, reporting and advice for investment portfolios
We help investors keep structures, reporting and tax obligations clear so they can make confident long-term decisions.
What you get with Cross Group
Clear information, practical advice and fewer financial surprises.
Portfolio clarity
Consolidated reporting that shows performance across investments.
Tax confidence
Clear planning for structures, income, gains and obligations.
Better decisions
Useful forecasts and scenarios for future investment choices.
How we help
Accounting and tax
- Annual accounts and tax returns
- Entity and ownership structures
- Investment income reporting
Portfolio reporting
- Consolidated management reporting
- Cashflow and distribution planning
- Performance visibility
Planning and advice
- Acquisition and disposal scenarios
- Succession and long-term planning
- Lender and adviser reporting
Kate Bunting
Director
Kate helps investors bring structure, clarity and practical reporting to complex portfolios and long-term financial decisions.
Frequently asked questions
Can you help clean up our existing records?
Yes. We can review the current position, correct the foundations and create reporting you can rely on.
Can you help with forecasting and planning?
Yes. We build practical forecasts and scenarios around the decisions, timing and risks that matter to you.
Do you work with clients outside Southland and Canterbury?
Yes. We work with clients throughout New Zealand using cloud systems and regular online meetings.
Ready for a clearer view of your portfolio?
Book a meeting with Kate and tell us what you need help with.