Taxation of Trusts 2026 - Do you still need one? (live webinar)
Price excludes GST. Broadcast Date: 3 June 2026 (10-11am)
| Quantity |
Product Description
With the trust changes in 2019, the additional disclosure and compliance led many trustees/advisors to question the relevance of having a trust. From 1 April 2024, the increase in the trust tax rate to 39% has created further questions of the relevance of trusts.
As New Zealand has the highest number of trusts per capita in the world, it is worthwhile reviewing when having a trust is relevant. While many trustees will question the compliance cost, often in order to achieve their desired outcomes, a trust is the best vehicle.
This webinar will look at common uses of trusts and discuss various situations where a trust can assist in achieving outcomes for family groups.
Upon satisfactory completion of this activity, you will be able to:
- evaluate the ongoing relevance of trusts
- identify common and appropriate uses of trusts
- have meaningful conversations as to whether a trust is suitable for particular family group circumstances
Duration: 1.00 CPD hours (including brief Q&A)
This course will be suited to:
- accountants and lawyers who act for trusts
- accountants and lawyers who are trustees of trusts and want to ensure the trust is meeting its obligations
PRESENTER
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.