Appendix 2: Summary of proposed fees and levies

Proposed Companies Office fees and levies set to recover $42 million expenditure.

Companies register

Register and Service Type Unit Cost Proposed fee Proposed levies Proposed total charge Current charge (fee + levy) Change in charge
Name approval  10.85  11.00  -  11.00  10.00  1.00
Company incorporation## **  55.28  55.00  28.00  83.00  91.00  (8.00)
Annual return## **  8.62 9.00  28.00  37.00  22.00  15.00
Annual return – API## **  5.90  6.00  28.00  34.00  19.00  15.00
Amalgamation  742.56  745.00  -  745.00  350.00  395.00
Restoration  225.61  225.00  -  225.00  150.00  75.00

Personal Property Securities register

Register and Service Type Unit Cost Proposed fee Proposed levies Proposed total charge Current charge (fee + levy) Change in charge
Registration/renewal financing statement 7.88 8.00  -  8.00  14.00  (6.00)
Registration/renewal financing statement – API 4.87 5.00  - 5.00  7.00  (2.00)
Basic search – Internet 1.93 2.00  -  2.00  2.00
Basic search – API 1.03 1.00  -  1.00  1.00

Financial statements (Disclose and Companies registers)

Register and Service Type Unit Cost Proposed fee Proposed levies Proposed total charge Current charge (fee + levy) Change in charge
Financial statement filing 171.36 170.00 - 170.00 175.00 (5.00)

Disclose register

Register and Service Type Unit Cost Proposed fee Proposed levies Proposed total charge Current charge (fee + levy) Change in charge
Disclose: Managed fund offers
Lodgement of product disclosure statement (per fund)  717.36  720.00  -  720.00  521.74  198.26
Add new fund to existing managed fund (limited disclosure)  717.36  720.00  -  720.00  521.74  198.26
Annual confirmation to managed fund (per fund)  717.36  720.00  -  720.00  521.74  198.26
Disclose: Other financial products 
Lodgement of product disclosure statement (per PDS)  3,749.91  3,750.00  -  3,750.00  2,347.83  1,402.17
Add limited disclosure to other financial product  3,749.91  3,750.00  -  3,750.00  2,347.83  1,402.17
Annual confirmation other financial products (per PDS)  3,749.91  3,750.00  -  3,750.00  2,347.83  1,402.17
Disclose: Managed investment schemes
Register managed investment scheme or governing document  1,247.42  1,245.00  -  1,245.00  673.91 571.09
File scheme annual report  295.32  295.00  -  295.00  239.13  55.87

Disclose register

Register and Service Type Unit Cost Proposed fee Proposed levies Proposed total charge Current charge (fee + levy) Change in charge
Disclose: overseas offers
Offer under Asia region funds passport (per fund)  717.36  720.00  -  720.00  521.74  198.26

Financial Service Providers register

Register and Service Type Unit Cost Proposed fee Proposed levies Proposed total charge Current charge (fee + levy) Change in charge
Registration  284.39  285.00  -  285.00  300.00 (15.00)
Annual renewal  75.61  75.00  -  75.00  75.00

Incorporated Societies register

Register and Service Type Unit Cost Proposed fee Proposed levies Proposed total charge Current charge (fee + levy) Change in charge
Registration# 44.22 45.00 27.00  72.00  88.89  (16.89)
Annual return# 9.00 9.00 27.00  36.00  -  36.00
Restoration 224.87 225.00  -  225.00  177.78  47.22
Amalgamation 225.00 225.00  -  225.00  -  225.00
Conversion to be an incorporated society# 44.22 45.00 27.00  72.00  -  72.00

Limited Partnerships register

Register and Service Type Unit Cost Proposed fee Proposed levies Proposed total charge Current charge (fee + levy) Change in charge
Registration (New Zealand and overseas)# 387.94 388.00 27.00  415.00  217.39  197.61
Annual return (New Zealand and overseas)# - - 27.00  27.00  -  27.00

Building Societies, Friendly Societies and Credit Unions registers

Register and Service Type Unit Cost Proposed fee Proposed levies Proposed total charge Current charge (fee + levy) Change in charge
Registration# 149.73 150.00 27.00 177.00 217.39 (40.39)
Annual return# 9.01 9.00 27.00 36.00 34.78 1.22
Annual return – Friendly society branch# 9.01 9.00 27.00 36.00 34.78 1.22
Registration of an Association of credit unions under section 145(1) of the Friendly Societies and Credit Unions Act# 149.73 150.00 27.00 177.00 355.56 (178.56)

Credit Unions register

Register and Service Type Unit Cost Proposed fee Proposed levies Proposed total charge Current charge (fee + levy) Change in charge
For filing, under section 140 (2)(b) the Act, where a request to the Registrar is made to remove the credit union from the register. 311.11 - - 310.00 - 310.00
For filing, under section 135C (2) of the Act, a copy of a special resolution passed for the purpose of amalgamation or transfer of engagements. 355.56 - - 350.00 - 350.00

Friendly Societies register

Register and Service Type Unit Cost Proposed fee Proposed levies Proposed total charge Current charge (fee + levy) Change in charge
For filing, under section 82(3) of the Act, a copy of a special resolution passed for the purpose of amalgamation or transfer of engagements or conversion into a company. 133.33 135.00 - 135.00 133.33 1.67
For filing a resolution for conversion of a society into a branch under section 88 of the Act. 177.78 175.00 - 175.00 177.78 (2.78)
For any cancellation or suspension of the registration of a society or branch under any of paragraphs (d) to (g) of section 92(1) of the Act. 133.33 135.00 - 135.00 133.33 1.67
For filing an instrument of dissolution under section 94 of the Act. 311.11 310.00 - 310.00 311.11 (1.11)

Retirement Villages register

Register and Service Type Unit Cost Proposed fee Proposed levies Proposed total charge Current charge (fee + levy) Change in charge
Registration application 643.05 645.00 -  645.00  782.61  (137.61)
Annual return (< 34 units)^ - 370.00 -  370.00  347.83  22.17
Annual return (35 – 84 units)^ 634.91 620.00 -  620.00  565.22  54.78
Annual return (> 85 units)^ - 1,270.00 -  1,270.00  1,130.43  139.57

Insolvency Practitioners registe

Register and Service Type Unit Cost Proposed fee Proposed levies Proposed total charge Current charge (fee + levy) Change in charge
Licence registration 186.21 185.00  -  185.00  165.00  20.00
Annual confirmation 68.45 70.00  -  70.00  105.00  (35.00)

Auditors register

Register and Service Type Unit Cost Proposed fee Proposed levies Proposed total charge Current charge (fee + levy) Change in charge
Registration/renewal of a licence 349.47 350.00 - 350.00 304.35 45.65
Annual confirmation 122.39 122.00 - 122.00 95.65 26.35

## New Zealand and overseas companies

**CO levy $15.00, NZBN levy $12.00, IP levy $1.00.

#CO levy $15.00, NZBN levy $12.00

^includes the financial statement filing cost of $170.00

Retirement Villages – Land transfer fees

It is proposed that sections 4 (b)(c), 6 (a)-(c) and 7 of the Retirement Villages (Fees) Regulations 2006 are amended to refer to fees charged by the Registrar-General of Land, as set out in the Land Transfer Act 2017, and the regulations thereunder.

Last updated: 08 May 2025