Tax & transactions

Tax & transactions

Tax is a key factor in all transactions, whether they're for business, work or family. Our tax specialists help manage all your tax affairs, leaving you to concentrate on the big picture.

Our services include:

Mergers & acquisitions

  • Due diligence: Identify any hidden New Zealand tax obligations.
  • Pre-acquisition tax optimisation: Debt/equity mix, repatriation and optimising tax-carrying values.
  • System integration for high-quality tax reporting.
  • Planning for the best tax result on exit.
  • Advice on sale and purchase contracts, and tax warranties and indemnities. 

Business exit strategy

  • Identify tax implications to prepare your business for succession or sale.
  • Purpose-built ownership structures to protect capital and income.
  • Vendor due diligence assistance.
  • Sale documentation and the settlement process.
Services

Choose your location for better results

Make an Enquiry

Find a tax and transactions specialist

News

Tax Talk App tax 500x500
07 Mar 2024

Tax Talk: App tax to stay – here’s how the new regulations will apply

With National having promised to repeal the platform economy GST rules (the so-called “app tax”), it came as a surprise to many when late last year, the incoming coalition government indicated they would not repeal the “app tax”.

Director Fees 500x500
14 Dec 2023

Ask an expert: What are employers’ obligations around directors’ fees?

Ask an expert: I have recently taken on an independent director who is not also an employee. What do I need to be aware of?

2023 Pre Election Survey results A 500x500
31 Aug 2023

Pre-Election Survey paints a broad picture of business sentiment

Over the past month, we've been carrying out our 2023 Pre-Election Survey, with 741 clients sharing their thoughts on everything from government performance to tax settings.  There is also some crystal-ball gazing on export prices and housing market expectations.

Tax Pooling 500x500
17 Aug 2023

Savings of $4m-plus: Clients find tax pooling is well worth the plunge

If you read an article about a group of people in essence reaping more than $4 million, you might assume they’d had a Lotto win.  

Tax Talk Aug 2023 500x500
08 Aug 2023

Tax Talk: Inland Revenue updates a range of 2023 income year tax rates

Our specialists outline the amendments to FBT interest rates, use of money interest, kilometre- and square metre rates, short-stay accommodation and more. . .

Technology funding 500x500
18 Jul 2023

Government's game development boost fails to move the joystick

Two months ago, the New Zealand government announced in its 2023 budget that it would assist video game developers and the wider digital industry.

Gifting 23 500 x 500
20 Jun 2023

Gifting and taxes feel like a minefield, but are they?

Ask an expert: Christchurch directors Dorian Crighton and Spencer Smith package up the answers to your gifting questions…

Budget 2023 500x500
18 May 2023

2023 Budget: Trustee tax rate will increase to 39%

Finance Minister Grant Robertson has released his sixth budget. The government had indicated there would be no real surprises in today’s budget and Robertson has not disappointed. We highlight the key items for business.

GENERIC 500x500 c
15 May 2023

Kiwis short-changed by wasteful tax spend

Normally, tax policy isn’t a topic the average Kiwi talks about. But over the past month it appears that everyday New Zealanders have been vigorously debating our tax settings.

PIE fund posts 500x500
12 May 2023

Yes, you can have your PIE and eat it too

Do you have spare cash that you’re contemplating locking into a term investment to generate some interest income?  You should consider the benefits of a PIE Fund, says Baker Tilly Staples Rodway Auckland Business Advisory Services senior manager Sonia Gaskin.

Tax Talk posts 500x500
10 May 2023

Tax Talk | Tax relief for flood-hit businesses

The government has announced tax relief for North Island businesses hit by flood damage. The relief comes in the form of a deferral of tax on insurance receipts, allowing time for the business to rebuild or purchase replacement assets.

Cyclone Gabrielle HB 1080 x 1080
29 Mar 2023

Hawkes Bay Cyclone Gabrielle update

Our website uses cookies to help understand and improve your experience. Please let us know if that’s okay by you.

Cookies help us understand how you use our website, so we can serve up the right information here and in our other marketing.