Trans-Tasman Tax Tango

What your clients need to know

Cross border migration and trans-Tasman business investment is on the increase in our post-COVID-19 environment.  Associated with these activities are a myriad tax considerations.  Tax is a complex and ever-changing area and the risk of overlooking implications and getting it wrong can lead to mounting penalty and interest costs, never mind an unexpected tax bill. 

This seminar aims to equip you with an awareness of issues to raise with your clients if they are considering a move, an acquisition or investment trans-Tasman.  It will be high level and provide you with an overview of relevant matters to be mindful of and when to seek specialist input. 

Who should attend?

Any legal professional advising clients who are migrating either direction (i.e. AU to NZ and NZ to AU) or looking to invest Trans Tasman. 

  • Gain an understanding of the tax residency tests in Australia and New Zealand for individuals and companies 
  • Gain an understanding of how the Australia/New Zealand double tax agreement may apply 
  • Be able to identify possible tax implications for your clients of owning rental properties in Australia or New Zealand 
  • Be aware of trust issues to consider if your clients are relocating 
  • Understand the GST implications of providing cross border services to clients offshore 
  • Be aware of some tax issues relating to superannuation withdrawal, capital gains tax implications on the family home and bright-line main home exemption if your client is relocating 


Presenters

Bridget Riley
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Bridget is an enrolled barrister and solicitor of the High Court in New Zealand and South Africa and an admitted tax lawyer with 28 years tax specialist experience in New Zealand.  She is the managing director of Bridget Riley & Associates, tax lawyers, a boutique tax law firm based in Auckland.

Well-respected in her professional field, Bridget has worked at two of the ”Big Four” global accounting practices, the largest mid-tier accounting practice as a tax director, and has previously established and led the tax team at one of New Zealand’s largest full-service law firms. She also spent a period of four months on the Ernst & Young New Zealand tax desk in Sydney early in her career.

Bridget’s style is proactive and commercial with the objective of unlocking value by providing practical, efficient business and tax solutions. Her expertise extends to the following:

  • advising acquisitive commercial enterprises, private equity, venture capitalists, corporate M&A, and property investor clients on the taxation implications and aspects of their transactions, performing due diligence, drafting tax aspects of sale and purchase agreements and advising on deal structuring. 
  • working with business owners and decision makers in both the corporate and privately owned sectors to unlock value through effective tax planning and sound business decision-making.
  • advising businesses of all shapes and sizes at different stages of the business life-cycle on relevant tax issues.
  • advising individuals on tax aspects of their private wealth and asset management, succession planning, and asset protection.

Bridget has been appointed by the Rodl & Partners German Professional Services Alliance as the New Zealand tax specialist member of their international network for the past 5 years.

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Sam Lo Ricco
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Sam is Chartered Tax Adviser, Chartered Accountant and is Admitted as a Solicitor of the Supreme Court of NSW. He has over 30 years tax specialist experience in Australia and internationally.   

Sam is currently a Partner with Nuwaru, a boutique tax firm based in Australia.  He has worked both in professional services firms and in the private sector.   He spent 15 years at one of the ”Big Four” global accounting practices, including 4 years working in several Asia Pacific offices and was the global Head of Tax for 10 years at what was at the time the largest listed industrial company in New Zealand.

Sam’s clients benefit from his extensive Australian and international tax experience and his ability to formulate and execute strategies to manage risk and improve shareholder returns. By combining his technical and analytical skills with excellent commercial judgement Sam successfully executes complex, cross border initiatives. 

His broader experience in legal, finance and treasury from his time in the private sector, enables Sam to operate cross functionally on projects, bringing together individual functional specialists (or filling a gap himself) to ensure that each understand and support each other in delivering the broader outcome. 

Sam’s practice focuses on the following areas:

  • corporate and international income tax, including the Australian tax implications of mergers and acquisitions, consolidation, group restructuring (solvent and insolvent), investment into and out of Australia, and the application of Australia’s tax treaty network;
  • managing taxation audits, negotiations and disputes with the ATO in relation to income tax and related matters; and 
  • taxation issues affecting individuals including the taxation of offshore assets and structures, issues and disputes concerning tax residency and advising on asset protection.


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Details

Pricing Details

Ticket Price

Member: $140.00 GST
Non-Member: $195.00 GST

Registration

Registration Close Date

23/11/2023
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