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Charity Summary


Charity Details

Dunedin Budget Advisory Service Trust
DBAS
CC20511
9429053297044
Registered

Registration details

15/01/2008
June 30

Name change history

Name Effective Date
Dunedin Budget Advisory Service Incorporated 15/01/2008
Dunedin Budget Advisory Service Trust 2/12/2025

Address for service

42 Macandrew Road
South Dunedin
Dunedin
9012

Charity's other details

(03) 471 6158
enquiries@budgetingdunedin.co.nz
https://www.budgetingdunedin.co.nz


Organisation with a focus on the following communities:

N/A

https://www.register.charities.govt.nz/Charity/CC20511

Purpose & Structure

Charitable Purpose

To develop the financial capability of people in the greater Dunedin area, and reinforce the importance of good money management in our clients. This is achieved by offering free one-to-one mentoring and advice sessions on how to manage debt, set financial goals, review clients' finances, negotiate with creditors, and more. The Dunedin Budget Advisory Service empowers people in the Greater Dunedin area to successfully manage their own finances through accessing our education, support and advice.

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

Provides advice / information / advocacy

Economic development

Social services

General public

Older people, People with disabilities, Family / whanau

Legal Structure

Charitable Trusts incorporated under the Charitable Trusts Act

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.

Exemptions

This charity has been granted an exemption from filing an annual return by 31 December 2008 under Section 43 of the Charities Act 2005. The first annual return is due by 31 December 2009.

For Year Ended Due Date Date Submitted Total Income Total Expenditure Financial Statements Annual Return Summary
30/06/2025 31/12/2025 19/12/2025 $110,278 $164,270 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2024 31/12/2024 2/04/2025 $308,898 $286,719 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2023 31/03/2024 2/04/2025 $301,156 $295,257 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2022 31/03/2023 3/05/2023 $333,378 $305,560 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2021 31/01/2022 31/01/2022 $261,082 $291,284 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2020 31/03/2021 6/04/2021 $289,347 $264,818 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2019 29/02/2020 11/02/2020 $229,722 $202,347 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2018 31/12/2018 1/10/2018 $198,468 $177,757 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2017 31/12/2017 31/10/2017 $193,126 $171,918 load annual return's financial documents spinner gif
Included in Annual Return
30/06/2016 31/12/2016 2/11/2016 $188,478 $171,646 load annual return's financial documents spinner gif
Included in Annual Return

Officer Details

Officers

Officer Name Position Effective Date
Kellie Donovan Trustee 13/04/2026
Amy Johnston Trustee 13/04/2020
Gerry O'Farrell Trustee 11/02/2020
Cameron James Olsen Trustee 24/09/2018
Andrew Henderson Trustee 1/04/2016

Past Officers

Officer Name Position Past Since
Debs Whitty Secretary 10/11/2025
Kirsty Mason Committee Member 23/04/2025
Sarah Kate Strang Committee Member 12/11/2024
Heather Urquhart Committee Member 1/07/2022
Judy Cook Secretary 1/07/2021
Alana Murray Committee Member 9/11/2020
Gordon Tucker Committee Member 1/04/2019
Irene Hollebon Committee Member 13/08/2018
Heather Agnes Urquhart Committee Member 1/11/2016
Judith Diane Cook Secretary 1/11/2016

Charity Updates

Here is a list of all the details changed by the charity, for example adding or removing officers, amending rules, changing balance dates or updating address details.
Date Created Reference View Summary (.pdf <1MB)
20/04/2026 NOC028
2/04/2026 NOC027
2/04/2026 NOC026
2/12/2025 NOC024
16/05/2025 NOC023
19/12/2023 NOC020
2/12/2020 NOC016
13/05/2020 NOC015
13/05/2020 NOC014
7/01/2016 NOC009

Charity Documents

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Date Uploaded Document Type Reference Name

No supporting documents.