Materials comprised of a Paper and PowerPoint Handout. 

Presenters:

Terry Baucher, Director, Baucher Consulting

Shelley-ann Brinkley, Tax Director, Nexia New Zealand

Riaan Geldenhuys, Barrister

Chair: Tammy McLeod, Managing Director, Davenports Law

Synopsis:

Everyday practice isn’t always plain sailing. Add in a myriad of tax considerations, and the risks for you and your clients increase. Tax in respect of property, trusts and relationship property matters, to name a few, is a complex area. The bright-line area alone is complicated, due to successive legislative changes over the past few years. 

Presented by a panel experienced in all things tax, these materials will raise your awareness, and give you a better understanding, of a range of tax-related issues – and provide guidance about when you need to seek specialist advice.

These Materials will help you:

• Become better attuned to the obvious and not-so-obvious tax issues of which you need to be aware when advising clients on property, trusts and relationship property matters.
• Through realistic case studies, dealing with everyday transactions and tax topics (such as the zero-rating regime, land transactions including bright-line considerations, and trust distributions), gain a better appreciation of the issues and the practical implications of getting it right or wrong.
• Gain insights into where practitioners make errors about tax-related issues.
• Become better apprised of when you should seek specialist tax advice.

Intended Audience:

Those practising in the areas of property, commercial, trusts and relationship property.