Articles and updates

solid-icon3.png

We are recognised as authorities in our specialised fields. We publish newsletters with informed opinions that are free for you to subscribe to.

Tax Updates – 3rd August
Can you have a Bare Trust when property is mortgaged The Revenue has released a new  Question We’ve Been Asked (QWBA), addressing a question that arises frequently in family and cross-border lending arrangements: can a bare trust exist under section YB 21 of the Income Tax Act 2007 where the property held in trust is […]
READ IT
Tax Updates 27 July
Getting a cashback payment from the Bank – Taxable or not? I’m a little surprised it has taken this long however finally IR has released a draft Question We’ve Been Asked (QWBA), reference PUB00504, addressing a question many mortgage holders have likely wondered about: is the cash incentive payment (also known as a cashback payment) […]
READ IT
A game of ping pong with the IRD and the Bank
It’s Income Tax filing time, and many are now completing their returns for the year. As a client, you will see the finished product: a return, filed on time, numbers reconciled, nothing left out that shouldn’t be. What happens behind the scenes, however, is never really witnessed: the checking, the chasing, and the refusal to […]
READ IT
“How do I pay less tax?”
This is the number one question New Zealand accountants hear from business owners. The good news is that the answer doesn’t involve loopholes or risky schemes – it starts with understanding the rules and making smart financial decisions throughout the year. 1. Claim every business expense you’re entitled to One of the easiest and most […]
READ IT
Succession: The hardest part is letting go
Part two: Board This is part of a three-part series on succession — covering family, boards, and CEOs — and while each part stands on its own, they’re best read in order. Read Part One here. The seats around the table decide the story Over the years, I’ve sat around a lot of board tables […]
READ IT