Incorporated Societies: Requirements Post the New Act
Ensure you’re across the key changes and implications of the new legislation for incorporated societies. This programme will cover the nuts and bolts of the new requirements, what a society’s constitution must contain under the new Act, as well as the requirements for and timing of reregistration, and key considerations that all incorporated societies must do going forward to ensure they are compliant. WEB229NZA07
Description
Attend and earn 3 CPD hours
Chair: Lisa Small, Partner, Duncan Cotterill
9.30am to 10.30am New Requirements Under the Incorporated Societies Act 2022
At 113 years of age, the Incorporated Societies Act 1908 was long overdue for an upgrade.
- Discuss the key changes for incorporated societies under the new Act, including changes to membership, governance, officer duties, amalgamation, disputes resolution and offences.
Presented by Sophie Tremewan, Law Clerk and Steven Moe, Partner, Parry Field Lawyers Limited
10.30am to 11.30am Existing Incorporated Societies and the Incorporated Societies Act 2022
- How do existing incorporated societies transition to ensure they comply with the Incorporated Societies Act 2022?
- What a society’s constitution must contain under the new Act, as well as the requirements for and timing of reregistration.
Presented by Steven Moe, Partner, Parry Field Lawyers Limited
11.30am to 12.30pm Ongoing Requirements for Incorporated Societies Post-Transition
- Financial reporting
- Notification obligations
- Duties of officers
- Conflicts of interest
- Register of members
- AGMs
- Use of society name
Presented by Susan Barker, Director, Sue Barker Charities Law
Learning Objectives:
- Learn about the implications of the new requirements
- Understand what a society’s constitution must contain under the new Act, as well as the requirements
- Be informed about the ongoing requirements that Incorporated Societies must know
Presenters
Lisa Small
Lisa is a senior associate in the corporate and commercial law team at the Auckland office of Duncan Cotterill. Lisa advises a broad range of clients on (amongst other things) all things contractual - from negotiation of terms, drafting bespoke contracts, advising on maintaining the relationship of parties during the contract term through to “end of contract” issues.
Sophie Tremewan
Sophie works in our purpose driven team assisting many charities, for purpose organisations and companies. She works with Steven Moe on impact driven clients and enjoys doing meaningful work that helps clients such as assisting to review rules for Incorporated Societies, considering structure options or setting up charitable trusts. Sophie joined Parry Field Lawyers having graduated from the University of Canterbury with an LLB with first class Honours and BA with a double major in French and European & European Union Studies.
Steven Moe
Steven Moe is a Partner at Parry Field Lawyers with a focus on 'for purpose' organisations ranging from social enterprises to charities, NFPs and religious groups. He has worked as a lawyer for 20 years including 11 years overseas based in Tokyo, London and Sydney and since 2016 has been based in Christchurch. He is a Director of a charitable company and is Chair of Community Finance (impact investing with a social housing focus). He writes on purpose and impact for Spinoff, hosts seeds podcast with 260+ interviews of inspiring people from across Aotearoa and wrote the book “Social Enterprises in New Zealand: A Legal Handbook”.
Susan Barker
Sue Barker is the director of Sue Barker Charities Law, a boutique law firm based in Wellington, specialising in charities law and public tax law. Since its founding in 2012, the firm has won a number of awards, including Boutique Law Firm of the Year at the New Zealand Law Awards. Sue is a member of Charities Services’ Sector Group and a member of the Core Reference Group for the review of the Charities Act. Sue is also a co-author of the text The Law and Practice of Charities in New Zealand (LexisNexis, 2013) and a contributor to a number of texts, including Charity Law: Exploring the Concept of Public Benefit (Routledge, 2022), Regulating Charities: the Inside Story (Routledge, 2017), and Corporate Governance – a Practical Handbook (2ed) (Wolters Kluwer, 2016). In 2016, Sue was made an Honorary National Life Member of the National Council of Women of New Zealand Incorporated for her work assisting the Council with charities law issues. For the last 2 years, Sue has been on sabbatical as the New Zealand Law Foundation International Research Fellow Te Karahipi Rangahau ā Taiao, undertaking research into the question “What does a world-leading framework of charities law look like?”. Her report Focus on purpose was released in April 2022 making 70 recommendations for charities law reform in Aotearoa New Zealand. More information about Sue and the research can be found at www.charitieslaw.co and www.charitieslawreform.nz