Publications | Presentations

Presentations/teaching

• Chartered Accountants Australia & New Zealand (CA ANZ), Auckland Trust Special Interest Group September 2023 mini conference, Tax updates relating to trusts, presenter.

• STEP Diploma in Trusts and Estates 2024 offering, Advanced Certificate 4 – Taxation and Accounting for Trusts and Estates certificate, co-lecturer. 

• STEP Diploma in Trusts and Estates 2022 offering, Advanced Certificate 4 – Taxation and Accounting for Trusts and Estates certificate, co-lecturer. 

• STEP Diploma in Trusts and Estates 2020 offering, Advanced Certificate 4 – Taxation and Accounting for Trusts and Estates certificate, co-lecturer. 

• Chartered Accountants Australia & New Zealand (CA ANZ), Auckland Trust Special Interest Group July 2020 meeting, Trust related tax updates, co-presenter.

Book

• Taxation chapter for the CCH New Zealand Master Trusts Guide (3rd edition), co-writer.

Blog Posts

• New capital gain tax proposed by the Tax Working Group

• Bright-line rule for residential land transactions

• New Zealand Automatic Exchange of Financial Account Information in Tax Matters

• The Anti-Money Laundering and Countering Financing of Terrorism Amendment Bill introduced on 13 March 2017

• Overseas income questionnaire

• Regular pattern involving disposing of land

• Land transfer tax statement

• Non-resident offshore individual IRD No. application

• Land with a purpose or intention of disposal

• Rental property not permanent place of abode

• Foreign Investment Fund Rules Brief

Articles published on Chinese Herald Newspaper Column 

• New Zealand Tax Residence 关于新西兰税务居民 

• Residence and Doubt Tax Treaties 避免双重征税协议对确定居民身份的影响

• Transitional Resident Exemption 过渡性居民的税收豁免

• New Zealand Foreign Investment Funds Rules 新西兰海外投资基金征税规则简介

• New Zealand CFC Rules 新西兰受控外国公司税制

• Taxable Land Disposal 什么类型的土地出售所得须纳税

• Taxation of Trust (1) 信託与税收

• Taxation of Trust (2) 信托与税收（2）

• Taxation of Trust (3) 信托与税收（3）

• Q&A - New Tax Rules relating to Land 新政的税务问题

• Tax and Penalties 税务摘要：关于税收处罚

• Voluntary Disclosure 税务中的自愿披露

• Tax Deductions 关于税项扣除

• Tax Deductions (2) 关于税项扣除(2)

• New Zealand Look Through Company 新西兰穿透型公司

• Non-resident Withholding Tax & AIL 关于非居民利息税

• New Land Taxing Rules 关于房产税新政

Disclaimer

All information and material provided on this website are for informational purposes only and are based on the law and regulation at the time of writing. None of the information or material is intended to provide, and should not be relied on, for tax and/or legal advice.