Specialised banking solutions for accountancy practices

Accountancy practices

Specialised banking solutions
for accountancy practices.

Accountancy practices have unique banking and finance needs. We can help, with tailored services and industry-specific expertise and support.

From day-to-day banking, financing options, succession planning and investment solutions, we can provide specialist knowledge and will partner with you to grow your business. Let us tailor a banking solution for your practice, partners and staff.

Day-to-day banking

Let us tailor a solution to your individual needs. We can provide:

Easy to operate transaction accounts and business trust accounts
Solutions for staff expense management
Improved payment options with competitive credit card and EFTPOS processing options
Efficient online banking and payment processes vis ANZ Direct Online - giving you one access point to manage all of your accounts, including business payments, foreign exchange and trust management
Special transactional pricing for accountancy practices (eligibility criteria apply).

Finance solutions for accountancy practices

We have a range of finance options to help your practice grow: assist with partnership changes, mergers, acquisitions, premises and equipment purchases and day-to-day working capital.

Investment options

We offer a variety of investment products, including on-call and fixed-term accounts for the practice.

For practices managing client funds, we offer Trust Management services (TMS) to efficiently manage client funds, both on-call and fixed term. This service can be accessed via ANZ Direct Online.

ANZ Trust Management

Insurance

Our specialists can assist with building and contents cover, professional indemnity, life and income protection, key person insurance and vehicle insurance.

Benefits for partners

We support partners throughout their careers - from initial capital contributions, through to structured savings and investment, retirement and succession planning.

Benefits for staff

As part of your professional practice banking package, we can provide a range of banking and lifestyle benefits for your staff.

Industry insights

As New Zealand’s largest bank, we can provide you with insights and research for you and your clients through access to our Economics and sector specialists.