David Heald

Business Advice, Tax, Managing Director, Waikato

David is a director with a taxation background and also specialises in corporate agri and business advisory. He advises a diverse range of clients operating and investing in a variety of industries and markets, both on taxation and general business matters. Before joining Baker Tilly Staples Rodway, David worked for a Big Four firm in Auckland where he advised an array of private, public and multinational clients on a myriad of taxation and business issues.

David has presented at a number of seminars, including presentations for the New Zealand Institute of Chartered Accountants. Topics have included property and business related tax issues, structuring and the use of Limited Partnerships, and more recently QC/LAQCs and look-through companies. David has also presented at New Zealand Law Society's Rural Conference on Limited Partnerships.

David has been specialising in tax for 14 years. During which time he has been involved in a number of domestic tax structuring and restructuring assignments for corporate and non corporate entities, and more recently this has included frequent use of limited partnership structures. David has a particular interest and specialisation in property taxation and agribusiness, the later in the form of large multi-farm dairy syndications.

Specialist areas

  • Corporate and non-corporate restructuring to facilitate inter- generational wealth transfer and preservation and succession planning
  • Implementation of structures for high net worth individuals
  • Tax efficient structuring of syndicated investments, including commercial property, aircraft and corporate dairy operations
  • Tax due diligence assignments including IPOs and trade sales
  • Management and resolution of IRD disputes
  • Corporate and trust governance reporting and advisory

Industry experience

  • Agriculture
  • Bloodstock
  • Charitable trusts
  • Education
  • Property
  • Retail and wholesaling operations
  • Technology
  • Timber

Memberships & qualifications

  • Bachelor of Management Studies
  • Member, New Zealand Institute of Chartered Accountants
  • Member, Institute of Directors
  • Chartwell Trust Group - Trustee
  • St Peters School, Cambridge - Chair
  • Various Private Company Directorships