Income Tax Basics for Newbies 2026 (live webinars)

Two-part webinar series / 3 CPD hours.
Early Bird Price $399 ($459 after 8 April).  
Prices ex GST. Redeemable for 3 membership credits.

Give your new grads the best start in 2026

The 2026 Income Tax Basics for Newbies course is for those in their first two years of practice and provides coverage of the key elements of the income tax system.

You will learn:

• how New Zealand taxes residents and non-residents
• how different types of income are taxed
• when an expenditure is deductible and some specific deduction regimes
• how to determine a person’s taxable income for a tax year
• how provisional tax works and managing resulting use of money interest exposures

This essentials package is comprised of the following webinars ...

CORE 1

Wednesday, 29 April 2026
10:00 – 11:30am (1.5CPD)

Types of Income

• Distinction between income, windfalls gains, and capital gains
• Income under ordinary concepts and how the Income Tax Act 2007 deems other amounts to be income 
• Distinction between assessable income, excluded income, & exempt income 

Tax Residence and Source of Income

• The relevance of tax residency and the source of income
• Tax residence of natural persons, companies, and trustees
• Income sources rules for selected income types

CORE 2

Wednesday, 6 May 2026
10:00 – 11:30am (1.5CPD)

Deductibility of Expenditure

• The General Permission and General Limitations
• The Capital- Revenue Distinction

 Determining Taxable Income

• Distinction between tax year and income year
• Rules of allocating assessable income and allowable deductions to an income year
• Calculating net income and taxable income

EXCLUSIVE EXTRA OFFER

Choose any six webinars from the following options to get each at
30% off their normal price! This offer is for those who purchase the above two-part series.

1. Taxation of Trusts 2026 - How does the tax work? (4.3.26)
2. GST Essentials 2026 – Complacency Can Be Costly (12.3.26)
3. FBT 2026 (22.4.26)
4. Accruals, Provisions & Prepayments 2026 (28.4.26)
5. Taxation of Land 2026 - What you need to know 30.4.26
6. Rural Essentials 2026 (5.5.26)
7. Taxation of Land 2026 - GST Considerations (17.6.26)
8. Income Tax Depreciation 2026 (18.8.26)
9. Property Tax Issues for Landlords - Commercial and Residential 2026 (14.10.26)
10. Taxation of Investments 2026 (26.11.26)

Each session 1.0 CPD hours duration. Attend live and/or on demand.

Place your order and you will receive instructions about how to let us know your selections.

*Can you customise a package especially for us?
Absolutely! If the above package isn't quite right for you, just contact us. If you would like to choose fewer or more optional courses, let us know and we'll put together a plan just for you.

PRESENTERS

Stephen Richards, Partner, Findex
Stephen Richards is Partner in the Tax Advisory team at Findex. Findex is one of the largest providers of integrated financial advisory and accounting services to individuals, SMEs, and corporates in Australasia. Stephen has been practising in tax advisory for over 25 years and is a sought-after speaker on tax topics, including for CCH, CAANZ, and TEO Training courses and lecturing in taxation practice at the University of Otago. Stephen is renowned for making complex topics understandable.

Jarod Chisholm, Managing Partner (NZ) Tax Advisory, Findex/Crowe
Jarod is the New Zealand Managing Partner of Tax Advisory for Findex/Crowe based in Dunedin. He advises on a wide range of tax matters, including overseas investment issues, business sales and structuring. His main areas of interest include international tax, foreign investments and structuring business operations and sales.

Nola Crafar, Senior Manager, Findex/Crowe
Nola is a Senior Manager for Findex in the Dunedin Tax Team. Nola has been with Findex for over 15 years, where she advises on a wide range of tax matters, including property transactions and property ownership structures, structuring opportunities for businesses including relationship property considerations, providing advice on the tax treatment of transactions for clients and other professional advisory firms and managing Inland Revenue Department queries, disputes and debt relief applications.

Mike Hadwin, Director, Symmetry Advisory
Mike has been a regular presenter for TEO Training. You’ll learn from Mike’s 40 years of tax experience as a public CA and facilitator. His clear presentation style enables you to quickly understand and apply practical learning concepts to common situations you may face in your role.

Daniel Gibbons, Partner, Findex/Crowe
Daniel is a Partner for Findex in Queenstown. Daniel has been with Findex for 18 years, where he advises on a wide range of tax matters, including property transactions and property ownership structures, international taxation issues, the tax treatment of investments and providing structuring advice to clients, including assistance for family group restructures. Daniel is recognised as a leader in the taxation treatment of short stay accommodation, providing training to other practitioners.

Craig Macalister, Partner – Tax Advisory, Findex
Craig is a Taxation Advisory Partner at Findex in Invercargill. He has unrivalled experience in this role, providing the firm and its clients with advice on all aspects of GST, income tax and fringe benefit tax. He joined Findex following his role as Tax Director with the New Zealand Institute of Chartered Accountants. This role primarily involved leading the Institute’s direction and input on tax policy and overseeing the Institute’s Tax Advisory Group. Craig is a co-author of the Staples Tax Guide and GST in New Zealand.