Services | For investors
Your financial life is complex.
We make it work for you.
Practical, timely tax advice for investors and individuals, in a language you can understand.
Expert Tax Advice & Advocacy
Led by Tax Partner Alex Cull, our specialist tax team brings sharp insight and up-to-the-minute expertise across New Zealand’s ever-evolving tax landscape. Blending genuine passion with deep technical know-how, we’re known for delivering measurable value and lasting peace of mind.
Tax Services
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New migrants & cross-border transactions
Know when you may be liable for income tax in New Zealand and what exemptions are available. We assist in determining how your foreign income will be taxed during and after the Transitional Residency Exemption (if eligible).
Tax residence
Understand the concessions that may be available under the relevant double tax agreement with your native or country.
Double tax agreements
Determine how your foreign pension or superannuation is taxed in NZ and whether you have a tax liability for payments and withdrawals.
Foreign pension & superannuation
Outbound (foreign) investment
Determine whether your portfolio of foreign equity investments is subject to NZ’s Foreign Investment Fund (FIF) rules and apply the most beneficial calculation method to determine your income. We can assist with tax calculations for directly held and managed investment portfolios.
Foreign Investment Funds
Understand what NZ tax implications you may have in relation to your foreign company, partnership, trust, or trust. We assist in classifying foreign legal structures and advise on the most tax-efficient timing of income distribution.
Controlled foreign entities
Understand whether your crypto currency and NFT transactions result in a NZ tax liability. We assist in calculating taxable income that may arise from these transactions and provide recommendations to assist you in mitigating your tax exposure.
Crypto currencies & NFTs
Calculate income from your foreign property and understand whether it is subject to NZ’s property tax regimes including, loss ring-fencing, interest deduction removal, and the Bright-line Test.
Foreign rental properties
Business acquisitions
Determine an optimal allocation of value between multiple asset and business transactions. We provide a contract review and tax advice for vendors and purchasers, including assistance with negotiating purchase price allocations for income tax and GST purposes.
Purchase price allocations
Trusts, estates, & succession planning
Establish a tax efficient structure that meets your asset protection and succession goals. We provide advice regarding the tax structuring of trusts and wills.
Trust & estate structuring
Understand whether an inheritance receipt is subject to NZ income tax. We assist executors, testamentary trustees, and inheritors to understand their NZ tax liabilities and the availability of ‘rollover relief’ for assets transferring through the administration process.
Taxation of foreign & domestic inheritance
Confidential and dependable independent trusteeship service.
Trusteeships
Property
Understand whether a transfer or sale of a property may be subject to taxation under the Bright-line Test or any of the 13 other land tests of the Income Tax Act 2007.
Property transactions
Determine the tax cost of owning residential or commercial income-generating property. We provide advice to commercial and residential landlords on interest deduction limitations, loss ring-fencing and pooling, and lease incentives and goodwill payments.
Rental income
IRD review, audit, & dispute management
We provide representation and advocacy when you are under the IRD’s microscope. We have the experience, knowledge, and contacts at the IRD to ensure you receive the best outcome, with the least amount of worry.
Client advocacy
When errors are identified in your tax compliance, we assist in preparing and submitting a voluntary disclosure to assist you in receiving penalties and interest reductions.
Voluntary disclosures
We prepare binding ruling applications and Taxpayer Notice of Proposed Adjustments (TNOPA) on your behalf to provide you with certainty around how the IRD will approach a particular structure or transaction.
Binding rulings & Taxpayer NOPAs
Philanthropy
Ensure your not-for-profit can issues donations receipts as a ‘donee’ organisation and that donors are eligible for a 33.33% rebate. We provide tax advice to boards on the registration and receipt criteria.
Donation rebates
Ready to take the next step?
We’d love to hear about your goals—and how we can help you reach them.