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Proposed changes to the treatment of shareholder current accounts could significantly impact how shareholders draw funds from their businesses.
If you’re not prepared this, these changes could have real tax and cashflow consequences.
As well as discussing the implications of this change, this session helps you stay up to date with the latest tax laws, uncover smart strategies to maximise deductions, and gain expert insights to help your business stay compliant and financially efficient.
For New Zealand business owners, financial controllers, or bookkeepers looking to understand NZ tax considerations, streamline year-end tax planning and avoid common pitfalls.
What’s covered:
Changes to treatment of shareholder advance accounts
Commercial depreciation and fit out
Bad debt deductions
Trading stock valuation
Unexpired expenditure and prepayments
Employee entitlement accruals
Provisional tax strategies
Use of money interest
Tax pooling and year-end distributions
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As Tax Advisory Managing Partner for New Zealand, Jarod leads a team of dedicated professionals specialising in all areas of tax, with a particular emphasis on owner managed/High Net Worth individuals.
Jarod has worked for a number of Big 4 firms in both Dunedin and Sydney before joining the Findex tax team in Dunedin (formerly Taylor McLachlan Limited) in 2004. He also has experience in working as a management accountant for a couple of large corporates.
Jarod enjoys assisting entrepreneurial and High Net Worth clients in achieving practical/commercial outcomes in all areas of their business/investments. Jarod has experience in providing advice in most areas of tax to a wide range of clients ranging from passive investors to major corporates. He also provides tax support to a number of accounting firms.
Jarod regularly presents to lawyers and accountants and the wider public on various tax topics ranging from cross border taxation to business sales.
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