Gaining New Zealand Tax Residency: A Practical Case Study

Description

Join us for an insightful webinar as we follow John's journey from Australia to New Zealand, covering essential tax residency rules and offering practical tips to efficiently structure your tax affairs and avoid common pitfalls.

The webinar provides a comprehensive overview of New Zealand tax residence rules using a practical case study. It follows John's journey as he transitions from being an Australian resident to establishing his tax residency in New Zealand. The webinar covers key topics such as individual and company tax residence, the transitional tax resident regime, and permanent establishment risks. It also offers practical takeaways for structuring tax affairs efficiently and avoiding common pitfalls.

This practical webinar is suitable for small to medium sized CA firms and intermediate-level professionals looking to deepen their understanding of NZ tax residency rules

LEARNING OUTCOMES

By the end of this webinar, attendees will be able to: 

  • Identify the key tests for establishing individual and company tax residence under New Zealand law.
  • Apply the transitional tax residence rules to real-life scenarios, including what income may be exempt and how to optimise the exemption period. 
  • Evaluate the risk of dual tax residence and permanent establishment when a client retains directorships or business interests overseas. 
  • Recognise common tax pitfalls when advising on migration or international business presence, and how to mitigate them through planning. 

SUITED TO

Intermediate to senior accountants or anyone advising clients relocating to New Zealand 

PRESENTERS

Serjit Singh, Director, Andersen in New Zealand 

With over 25 years of tax expertise, Serj brings deep insight and practical experience across a wide range of tax matters. His career has spanned roles at KPMG, Inland Revenue, and Shell, where he managed tax operations across the Asia Pacific region. Serj, Managing Director at Andersen New Zealand, is a Fellow Chartered Accountant and holder of both a Bachelor of Management Studies and a Master of Taxation Studies, combines academic rigour with hands-on expertise. 

Galina Bell, Senior Associate Tax, Andersen in New Zealand 

Galina brings over 20 years of experience in domestic and international tax advisory services. Prior to joining Andersen, she worked at a Big 4 firm and one of New Zealand's leading second-tier firms, providing consulting services to a diverse range of clients, including multinational corporations, SMEs, trusts, and high-net-worth individuals. Galina holds a Master of Taxation studies with First Class Honours and is passionate sharing her expertise by educating and upskilling fellow professionals.  

1.25 CPD Hours

  • May 27
    • $195.00 excl. GST
    Tue, 2:30 PM NZST - Tue, 3:45 PM NZST Online
    • $195.00 excl. GST

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One-connection-one-fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

All registrants to a live webinar will automatically be sent a recording at the end of that week along with a full transcript of the webinar, regardless of whether you attended or not.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑learning@wolterskluwer.com to confirm eligibility.