Deep Dive into Practical Applications and Recent Developments.
This comprehensive course offers an in-depth exploration of advanced financial management principles and trust law in New Zealand. It is designed to provide participants with a thorough understanding of complex financial arrangements, trust deed changes, tax implications, and various compliance issues. The course will use real-world scenarios and recent case studies to illustrate key concepts, ensuring that learners can apply their knowledge effectively in professional settings.
List of Topics: Financial Arrangements: Accrual vs. Cash Refresher & Bonds Changes in Trust Deeds and Deemed Resettlement Issues Sharesies Platform and Foreign Tax Credits Company Interest Payments to Shareholders Imputation Continuity with Different Classes of Shares Tax Implications of Salaries Received After NZ Residency
Taxation Specialist and Presenter
Julie has lived and breathed taxation for just over 40 years, starting her tax career as a result of gaining an IRD scholarship to become a chartered accountant. She left IRD in 1994 as a Senior Investigating Accountant to join the tax team at Beattie Rickman in Hamilton which later merged with PwC where Julie became a Director in the tax division. She left to set up a specialist tax practice in 2008. Since then she has focused almost exclusively on providing tax specialist advice to other accountants and lawyers of SMEs. Her comprehensive experience on both sides of the ‘tax fence’ combined with her technical dexterity and a flair for cracking puzzles enables Julie to provide practical and innovative solutions across a broad spectrum of tax issues facing the many accountants she works alongside.
Carl Brandt is one of New Zealand’s leading taxation specialists, providing effective and accurate tax advice to more than 350 accounting and law firms across New Zealand. With more than 35 years of tax experience there are very few areas of taxation which he does not advise on. Trusted, efficient, reliable and armed with strong technical and analytical skills Carl is known for demystifying complex areas of tax law and find effective solutions for a very wide range of people and organisations. After 21 years at Inland Revenue in the Legal and Technical Support areas, he joined the tax team at Beattie Rickman in 2002 (which merged with PwC in 2007), leaving in December 2008 to start Brandt Segedin LP, now Carl Brandt Taxation Specialists.
