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Bruce'sShare options: demystified context and uses
Many share option plans in both the investment markets and employment markets are misunderstood, misused, and don’t deliver for at least one, if not both parties, what they expected. This is the basic jargon: What is an option? The right to buy or sell something at some future point in time. What is a share? […]
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Tax Updates: 30 September 2024
Welcome to this week’s review of tax issues where Richard comments on what’s been happening in the world of tax over the past week. If you have a question or would like a second opinion on any national or international tax issues, please contact Richard via email at richard@gilshep.co.nz. Bright-line rollover relief Inland Revenue (IR) have just released […]
The blue deck chair: A bank with an infinite game mindset?
In an unashamed take from Graham Norton, I intend to write a few stories called ‘the blue deck chair.’ You are free to pull the lever and flip my chair. So please send feedback, flip, or let me walk… Recently, I had a chinwag with a couple of Kiwibank commercial bankers who’d just refinanced an […]
Philanthropy simplified: How the Auckland Foundation is creating real change
At Gilligan Sheppard (GS), we take our purpose seriously. Enriching lives is our guiding factor in every interaction with our clients, our people, and I would like to say in all interactions in and out of work. It fits. This is why in our dealings with clients and our network, we promote purposeful business. Purposeful […]
Why sisters are better than parents: How to avoid the dreaded locked-in capital gain
New Zealand has an overwhelming fascination with using Holding Company structures in business. The Holding Company may be entirely passive or may undertake management services for its subsidiaries. Each subsidiary is likely to operate separate businesses or projects, which is particularly prevalent in the building, construction, infrastructure and IP industry segments but extends to almost […]
Client retention is your secret weapon.
It’s a subject that’s come up a lot lately, and I’m pleased that so many more businesses now understand that their relationships with their clients (client retention) aren’t just a nice-to-have; they’re a must-have for any business looking to thrive. Person-to-person communication—or at least any communication that feels personal—is by far the best way to […]