Special Edition Webinar: Trusts & the IRD requirements
This webinar will cover the practical application of Trust IRD requirements and will look at some common examples and issues that might arise.
Description
What are the current disclosure requirements for New Zealand domestic Trusts?
Since their introduction on 1 April 2021 there have been a number of changes to the requirements and their practical application. In this webinar, Courtney Adams & Tess Brais-Laflamme will provide an overview of the current disclosure requirements and their impact on Tax returns.
Topics covered in this webinar include:
- Practical application of Inland Revenue requirements
- Financial statements
- Settlements & settlors
- Distributions & beneficiaries
CPD Hours and Recordings
1.5 CPD hours
Presenters
Courtney Adams
Manager, Polson Higgs
Courtney is a Manager in our Accounting Solutions division assisting a variety of clients with both their compliance and advisory needs. Her specialist skills are in business systems/accounting software and she also particularly enjoys assisting clients in the not for profit sector.
Tess Brais-Laflamme
Accountant, Polson Higgs
As an Accountant in Polson Higgs’ Accounting Solutions team, Tess works with clients in a variety of industries. Her work includes preparing annual financial statements and helping clients make best use of their tax entitlements.
Who should attend?
This webinar is aimed at Intermediate/Senior level