Company Distributions

12 Tax Traps You Need To Know

This course covers key tax considerations and common pitfalls that advisors and their clients need to be aware of when companies make certain distributions. The course will cover the tax implications of a variety of company distributions and provide, through examples, a practical explanation of the key tax considerations and potential traps.

Topics include:

  • The tax implications of cash versus non-cash dividends
  • When deemed dividends occur and their tax implications
  • How to ensure share buy-backs are not taxable
  • Planning for the tax consequences of distributions made on a company winding up
  • Tax issues with dividends paid to non-resident shareholders
  • Remunerating shareholders: PAYE salaries vs. shareholder salaries
  • Key considerations when making payments to relatives
  • The implications of providing key employees with shares in a company
  • When do the personal income attribution rules apply and what are the consequences?
  • Effective use of management fees and the implications of recent cases.

Suited to:

  • Accountants with clients that are companies or that hold interests in companies
  • Lawyers regularly dealing with companies and providing advice and assistance with documentation for client company distributions
  • Professionals providing advice on company funding structures, shareholder remuneration and company winding ups
  • Financial controllers or other internal finance group personnel for companies or other organisations holding interests in companies

Benefits

You will leave the course with a greater understanding of the key tax considerations and "red flags” associated with common company distributions. As a result, you will be able to approach these transactions with greater confidence and certainty in the tax outcomes, leading to a better tax result for your clients and greater efficiencies in your practice.

Presenters

Greg Neill, Partner - Tax Advisory, Crowe Horwath

Greg is a qualified lawyer and has worked in large law firms in New Zealand and in the UK. He provides advice on the full spectrum of tax matters, ranging from individual issues through to complex corporate or financing transactions. He has advised both local and offshore clients regarding their trust arrangements and the tax implications, including establishment of trusts, trust distributions and migration of settlors and trustees.

Mike Hadwin, Director, Symmetry Advisory

Mike is a regular presenter for TEO Training. You’ll learn from Mike’s 30-plus years of tax experience as a public CA and facilitator. His clear presentation style enables you to quickly understand and apply practical learning concepts to common situations you may face in your role.

 

Event Calendar

Location Date Time
Auckland Albany 26-Sep-17 9.00 - 12.00
Auckland Ellerslie 28-Sep-17 9.00 - 12.00
Auckland South 25-Sep-17 1.00 - 4.00
Christchurch 19-Sep-17 9.00 - 12.00
Dunedin 18-Sep-17 1.00 - 4.00
Gisborne 14-Sep-17 9.00 - 12.00
Gore 19-Sep-17 9.00 - 12.00
Hamilton 29-Sep-17 9.00 - 12.00
Invercargill 19-Sep-17 2.00 - 5.00
Lower Hutt 27-Sep-17 2.00 - 5.00
Masterton 27-Sep-17 08.30 - 11.30
Napier 11-Sep-17 1.00 - 4.00
Nelson 21-Sep-17 9.00 - 12.00
New Plymouth 25-Sep-17 1.00 - 4.00
Palmerston North 26-Sep-17 2.00 - 5.00
Queenstown 20-Sep-17 9.00 - 12.00
Rotorua 12-Sep-17 2.00 - 5.00
Taupo 12-Sep-17 08.30 - 11.30
Tauranga 13-Sep-17 10.00 - 1.00
Timaru 20-Sep-17 9.00 - 12.00
Wellington CBD 18-Sep-17 1.00 - 4.00
Whakatane 14-Sep-17 10.00 - 1.00
Whanganui 26-Sep-17 08.30 - 11.30
Whangarei 27-Sep-17 9.00 - 12.00


 
Register Online
Register online now, click here (credit card only)
Training co-ordinators: put your name & email in the Order Contact field to receive a copy of the tax invoice (includes venue details).
Course Fees

  1. Early bird rate $265 if registration and payment received by Monday, 21 August 2017.
  2. Regular course fee $295 per person.
  3. Register 4 for the price of 3.

 


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