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Charity Summary

Charity Details

Legal name of the Charity:

New Zealand Investment Education Trust

Registration number:

CC58210

NZBN number:

9429048588966

Current Status:

Registered

Registration details

Date of Registration:

17/09/2020

Balance Date:

March 31

Address for service

Charity's Postal Address:

PO Box 12360

Thorndon

Wellington

6144

Charity's Street Address:

Level 2,

24 Johnston Street

Wellington Central

Wellington

6011

Charity's other details

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC58210

Purpose & Structure

Charitable Purpose

The charitable trust exists to advance financial literacy by: - supporting the preparation of education materials to improve New Zealanders' financial literacy; - supporting initiatives the educate the public about listed securities; and - supporting educational efforts of other organisations that promote education about financial literacy

Note: The main sectors, activities and beneficiaries are bolded.

Activities:

Provides advice / information / advocacy

Sectors:

Education / training / research

Beneficiaries:

General public

Entity Structure

We are Charitable Trust Board governed by Trustees

Annual Returns

Annual Returns are due within 6 months of a charity’s balance date (financial year-end), or a longer period if an extension has been granted.

Note: Charities that use the Tier 4 Combined Form to file their annual returns do not need to file their financial statements separately. The financial statements are included in their annual return summary.

For Year Ended	Due Date	Date Submitted	Total Income	Total Expenditure	Financial Statements	Annual Return Summary
31/03/2026	30/09/2026	-	-	-	To be filed	To be filed
31/03/2025	30/09/2025	-	-	-	To be filed	To be filed
31/03/2024	30/09/2024	30/09/2024	$128	$60	Included in Annual Return
31/03/2023	30/09/2023	16/09/2023	$129	$60	Included in Annual Return
31/03/2022	30/09/2022	2/11/2022	$116	$105	Included in Annual Return
31/03/2021	30/09/2021	30/06/2021	$10,134	$30	Included in Annual Return

Officer Details

Officers

Officer Name	Position	Effective Date
Martin John Dowse	Trustee	28/08/2020
Matthew James Underwood	Trustee	24/08/2020

Charity Updates

There are no public Update Details change records for this charity.

Charity Documents

Date Uploaded	Document Type	Reference Name