Overseas Beneficiaries — The Trust Tax Issues You Can't Afford to Ignore (live webinar)

Price excludes GST. Broadcast Date: 8 September 2026 (10-11am)

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Product Description

The increasing number of New Zealanders moving overseas means more New Zealand trusts now have beneficiaries living outside New Zealand. At the same time, Inland Revenue continues to closely scrutinise trust arrangements and treatment of income.

 

This webinar looks at the tax implications of overseas beneficiaries and the issues trustees and advisers need to consider when administering trusts. Whether a beneficiary is leaving New Zealand, returning home, or has lived overseas for many years, their residence status can have significant tax consequences for both the trust and its beneficiaries.

 

Join tax specialist Nola Crafar as she provides a practical overview of the key tax rules, common pitfalls and trustee obligations, helping you confidently advise clients and ensure trusts remain compliant.

 

During this webinar you'll work through:

 

  • How an overseas beneficiary may become a settlor—and why this matters.
  • The taxation of trust income distributed to overseas beneficiaries.
  • Withholding tax obligations that may arise on distributions.
  • The tax consequences when beneficiaries become non-resident.
  • What changes when non-resident beneficiaries return or move to New Zealand.
  • Trust disclosure requirements and Inland Revenue expectations.

 

Learning outcomes

 

Upon completion of this webinar you will be able to:

 

  • Understand how overseas beneficiaries can affect the taxation of a trust in New Zealand.
  • Identify the tax implications when beneficiaries leave or return/move to New Zealand.
  • Advise trustees on their tax obligations and available options.

 

Duration: 1 CPD hour including Q&A

 

Who should attend?

 

This webinar is ideal for:

 

  • Accountants and lawyers who advise trusts.
  • Professional trustees.
  • Accountants and lawyers acting as trustees.
  • Anyone responsible for administering trusts with beneficiaries who live overseas or may become non-resident.

 

PRESENTER

 

Nola Crafar is a Senior Manager in the Dunedin Tax Team at Findex. With more than 15 years' experience advising clients on complex taxation matters, Nola specialises in trust taxation, business structures, property transactions, relationship property considerations, Inland Revenue disputes and tax planning. She is well known for translating complex tax legislation into practical, commercial advice.