Charities Services

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Charity Summary

Charity Details

Legal name of the Charity:

The Optimise Health & Wellness Trust

Other Name (inc Trading Name):

The Optimise Health & Wellness Trust

Registration number:

CC58820

NZBN number:

9429048976824

Current Status:

Registered

Registration details

Date of Registration:

9/02/2021

Balance Date:

March 31

Address for service

Charity's Postal Address:

33 Banbury Terrace

Lower Shotover

Queenstown

9304

Charity's other details

Website:

https://www.optimisehealthandwellnesstrust.co.nz/

Areas of Operation:

Nationwide

Organisation with a focus on the following communities:

N/A

View Charity Link:

https://www.register.charities.govt.nz/Charity/CC58820

Purpose & Structure

Charitable Purpose

The Trust has 3 core Purposes:- 1) To improve the mental, emotional, physical & spiritual wellness of people in New Zealand both on- and off-line 2) To provide partial/full funding for those that require financial assistance for Trust approved wellness sessions & treatments from screened, qualified, authorized, experienced & insured Providers/Practitioners together with wellness training & events. 3) Provide a location/s to hold offline Wellness Retreats, Centre/s & Community Village.

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

Activities:

Provides services (e.g. care / counselling)

Sectors:

Health

Beneficiaries:

General public

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 for the year ending 22 March 2021 under Section 43 of the Charities Act 2005.

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	24/09/2025	$0	$0	Included in Annual Return
31/03/2024	30/09/2024	17/09/2024	$0	$0	Included in Annual Return
31/03/2023	30/09/2023	6/09/2023	$0	$0	Included in Annual Return
31/03/2022	30/09/2022	8/04/2022	$0	$0	Included in Annual Return
31/03/2021	30/09/2021	-	-	-	-	Exempt

Officer Details

Officers

Officer Name	Position	Effective Date
Ruth Therese Paulsen	Trustee	1/01/2021
Victoria Jane Ludemann	Trustee	1/01/2021
Agnes Jose Van Hulst	Trustee	31/12/2020

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)
8/04/2022	NOC001

Charity Documents

Date Uploaded	Document Type	Reference Name