ACC Assist

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ACC Assist We are knowledgeable ACC specialists who will help you navigate the minefield of ACC. Visit our website www.accassist.kiwi

Our service is not a one size fits all approach. Because no two businesses are the same, we will work with you on a case-by-case basis to understand what your concerns and objectives are and put a personalised plan together to achieve the best outcome for you and your business. As an ACC service provider, we are the link between you and ACC so you don’t need to deal with them – we’ll act on your behalf. If you need to understand why ACC have billed you, we’ll explain that for you. If you think you have been over charged – we’ll review that for you. If you believe you are on a wrong classification code – we can analyse and change that for you. If you are self-employed and want to look at CoverPlus Extra – we can set that up for you. If you need any ACC support – we’re here for you.

Another ACC levy review. Another opportunity to put money back where it belongs. 💰When your circumstances change, your A...
15/10/2026

Another ACC levy review. Another opportunity to put money back where it belongs. 💰

When your circumstances change, your ACC cover needs to change as well. Unfortunately, that doesn’t always happen.

Recently, I reviewed a client’s ACC levies and discovered they had transitioned from shareholder drawings to PAYE income and had been paying for CoverPlus Extra + Workplace Cover since 2023

My client had phoned ACC and was told “The levies are correct” This didn’t sit well with him, so he phoned me and yep, I went down that rabbit hole and identified an opportunity to recover CPX levies paid across five financial years — 2023 through to 2027.

But it wasn’t just about identifying a potential refund. I also reviewed their PAYE income and shareholder salary against their IRD income summaries to check whether they had been charged correctly.
The result?

✅ An opportunity to recover CPX levies paid after the client became ineligible for that policy.
✅ A review of multiple income sources to ensure ACC levies were correctly charged.
✅ Confirmation that the client’s PAYE and shareholder salary levies had been correctly calculated and adjustments applied, based on the maximum leviable income limits.

This is why ACC accounts need active management - Changes in business structure, income sources and employment status can all affect ACC cover and levies. Without a proper review, opportunities to recover incorrectly charged levies can be missed.

At ACC Assist, I look beyond the invoice. I investigate the circumstances, review the figures, identify potential issues and work with ACC to get things put right.

For financial advisers, accountants, bookkeepers and self-employed business owners, getting ACC right is an important part of the bigger financial picture.

ACC Assist helps businesses navigate the complexities of ACC, we provide Levy Optimisation and Management Solutions saving you time, money and stress.

Another example of why ACC shouldn’t be left on autopilot.ACC can be complicated, and when a client has multiple sources...
13/10/2026

Another example of why ACC shouldn’t be left on autopilot.

ACC can be complicated, and when a client has multiple sources of income, getting their levies right isn’t always straightforward.

Recently, I worked through a client’s levy invoices and identified overcharges, along with previous credits that had not been refunded as they should have been.

The outcome?
✅ $808.59 in Earners’ levy credits confirmed for the 2026 financial year.
✅ $1,562.36 in total credit showing on the client’s personal ACC account, including earlier credits not paid out. A refund is now being processed.
✅ $523.55 credit applied to the client’s company ACC account, reducing the outstanding balance.

This is about more than securing credits. It’s about reviewing the bigger picture, understanding how multiple income sources affect ACC levies, following up on discrepancies and ensuring adjustments are actioned correctly.

At ACC Assist, we don’t simply process ACC paperwork. We investigate, challenge, and manage the details so our clients don’t have to navigate the ACC minefield themselves.

ACC levies deserve attention. The right support can make a real difference.
If you’re a financial adviser, accountant, bookkeeper or self-employed business owner, let’s talk about how ACC Assist can help ensure ACC is being managed as it should be.

ACC Assist helps businesses navigate the complexities of ACC, we provide Levy Optimisation and Management Solutions saving you time, money and stress.

The best client outcomes often happen when specialists work together.A Financial Adviser understands the client’s broade...
23/09/2026

The best client outcomes often happen when specialists work together.

A Financial Adviser understands the client’s broader protection needs and provides advice around their private insurance requirements.

ACC Assist brings specialist knowledge of ACC — including CoverPlus Extra, levy structures, classifications, multiple income sources and ongoing ACC management.

Together, we can give the client something much more valuable – Clarity:
🕊️ Clarity around what ACC provides.
🕊️ Clarity around what private insurance provides.
🕊️ Clarity around the gaps.
🕊️ And clarity around how the two can work alongside each other.

⭐️ For advisers, it means having a specialist you can confidently refer the ACC component to.
🫶 For the client, it means they don’t have to navigate ACC alone.
🙌 And for me, it means doing what ACC Assist was created to do:

Take the complexity out of ACC so our clients can be smarter more strategic operators.

💚 🤎 That’s a partnership I’m proud to build 🤎 💚

ACC Assist helps businesses navigate the complexities of ACC, we provide Levy Optimisation and Management Solutions saving you time, money and stress.

I’m Nat Whelan, Director of ACC Assist.I started ACC Assist in 2022 with an idea: ACC shouldn’t be something that self-e...
21/09/2026

I’m Nat Whelan, Director of ACC Assist.

I started ACC Assist in 2022 with an idea: ACC shouldn’t be something that self-employed people have to figure out on their own.

Coming from a financial services background, I saw how often ACC sat on the sidelines when conversations were happening around personal and business protection.
Yet for many self-employed people, ACC can be a significant part of their overall protection plan.

The problem? ACC can be complicated.

Levy calculations, classifications, multiple income sources, shareholder salaries, CoverPlus Extra, invoices, adjustments and ACC correspondence can quickly become a minefield. So I founded ACC Assist around a simple concept:

⭐️ Simplify ACC ⭐️

Today, I work with Financial Advisers, accountants and directly with clients to manage the ACC side of the equation, and what I enjoy most is finding those things that have been missed — whether that’s an unnecessary cost, an incorrect classification, an opportunity to structure ACC differently, or simply helping a client understand what their cover actually means.

ACC Assist has grown significantly since 2022, but the philosophy hasn’t changed.
💃 Specialist ACC knowledge 💃 Straightforward support 💃Ongoing management.

And most importantly, making sure ACC is no longer the forgotten piece of the puzzle.

ACC Assist helps businesses navigate the complexities of ACC, we provide Levy Optimisation and Management Solutions saving you time, money and stress.

I’m heading to Christchurch for the IFAA Conference, and I’m really looking forward to it!It’ll be great to spend some q...
20/09/2026

I’m heading to Christchurch for the IFAA Conference, and I’m really looking forward to it!

It’ll be great to spend some quality time with IFAA members I already work with, catch up with familiar faces, and connect with plenty of new people along the way.

I’m looking forward to some great conversations, sharing ideas, and building even more connections within the financial advice community.

See you in Christchurch! 👋

ACC Assist helps businesses navigate the complexities of ACC, we provide Levy Optimisation and Management Solutions saving you time, money and stress.

What if ACC was the missing piece in your client’s protection strategy?Financial Advisers do an incredible job of helpin...
16/09/2026

What if ACC was the missing piece in your client’s protection strategy?
Financial Advisers do an incredible job of helping clients protect themselves, their families and their businesses. But for self-employed clients, contractors and shareholder-employees, there’s another piece of the puzzle that can easily be overlooked:

ACC.

That’s where ACC Assist comes in. I work alongside Financial Advisers to take care of the ACC part — from reviewing levy structures and CoverPlus Extra options through to ongoing ACC account management and dealing with ACC on the client’s behalf.

👌 The adviser remains focused on their core advice.
🪽 The client gets specialist ACC support.
🧩 And together, we create a more complete protection strategy.

It’s not about replacing what the adviser does. It’s about complementing it, because when ACC and private insurance are considered together, the client will have broader protection as a key person in their business - That’s the value of having ACC Assist in your corner.

ACC Assist helps businesses navigate the complexities of ACC, we provide Levy Optimisation and Management Solutions saving you time, money and stress.

“Why am I getting this ACC invoice?”It’s a question I’m asked regularly and rather than simply telling a client “you nee...
14/09/2026

“Why am I getting this ACC invoice?”

It’s a question I’m asked regularly and rather than simply telling a client “you need to pay”, I went through their ACC timeline, clarified what each invoice related to, and gave them a clear picture of what to expect going forward.

ACC can be confusing, particularly when a client has moved from standard ACC policies to CoverPlus Extra. The confusion is usually due to different levy periods and how the levy is charged between ACCs standard covers vs CPX.

That’s exactly where ACC Assist adds value. My role isn’t just to help clients with CoverPlus Extra applications or identify potential levy reductions. It’s also about the ongoing management and support that comes afterwards.

That means:
✔️ Reviewing ACC invoices and explaining what they relate to
✔️ Keeping track of cover and levy periods
✔️ Identifying discrepancies or potential overcharges
✔️ Managing ACC correspondence and queries
✔️ Acting as the client’s primary contact
✔️ Making sure the client understands what is happening with their ACC accounts

ACC shouldn’t be “set and forget”, so for Financial Advisers, this also means you can focus on what you do best — knowing your client has a specialist looking after the ACC side of the equation.

I like to think I'm part of the puzzle 🧩

ACC Assist helps businesses navigate the complexities of ACC, we provide Levy Optimisation and Management Solutions saving you time, money and stress.

🎉 Exciting News…on repeat until voting closes 25th SeptemberI'm incredibly proud to share that ACC Assist has been enter...
01/09/2026

🎉 Exciting News…on repeat until voting closes 25th September

I'm incredibly proud to share that ACC Assist has been entered in two categories of the David Awards:
🏆 Solo Meo Award
🏆 People's Choice Award

Building my business has been one of the most rewarding but challenging journeys of my career. It started with identifying a gap in the market that many business owners and advisers were struggling with and turning that vision into a business that I believe, genuinely makes a difference.

It hasn't always been easy. It's taken grit, determination, resilience, long hours, and yes... even a few tears and moments where I wanted to throw in the towel. But knowing the impact I've had on my clients and referral partners has made every challenge worthwhile.
If you've worked with me, referred a client, followed my journey, or simply believe in supporting small businesses that are passionate about what they do, I would be incredibly grateful for your vote in the People's Choice Award.

👉 Vote here: https://www.thedavidawards.co.nz/page/554912/custom/davidawards/peopleschoiceoption.html?businessid=4463886

Thank you for your support, encouragement, and belief in ACC Assist. I truly appreciate every one of you. 💙

Winners will be announced on this site on 8October 2026. Hover over "Our Davids" in the top menu to find a list of this year's winners after that date.

When a client receives multiple income sources eg, PAYE income + shareholder salary…it can create chaos with their ACC l...
19/08/2026

When a client receives multiple income sources eg, PAYE income + shareholder salary…it can create chaos with their ACC levy accounts if the adjustments are not managed.

It’s a rabbit hole but in essence sometimes ACC inadvertently overcharge clients. For those who have received refunds or referred clients who received refunds, it’s a satisfying outcome especially when refunds are in the thousands…like my client last week who received a $2400 back from ACC 🤑

I have said this from the start – you can’t set and forget ACC. Your income, business structure and circumstances can change, and your ACC levy accounts need to be monitored & managed accordingly, and let’s be honest — keeping on top of it all takes time, attention and mental capacity.

That’s why outsourcing to ACC Assist is a smart business decision and for a relatively small cost, you get something that’s hard to put a price on 🕊️ Peace of mind 🕊️ and sometimes… a rather nice refund sitting in your account 😉

ACC Assist helps businesses navigate the complexities of ACC, we provide Levy Optimisation and Management Solutions saving you time, money and stress.

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Auckland

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Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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