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Courses/Tax/Income Tax *

Financial Arrangements for SMEs - Beware the Traps

Financial Arrangements in NZ: Rules, Examples, and Pitfalls

Created byTEO Training
BeginnerUpdated Jan 19, 2025
Financial Arrangements for SMEs - Beware the Traps

What You'll Learn

check_circleProcess with confidence SME financial statements and tax returns involving financial arrangements
check_circleAdvise SME clients on minimising financial arrangement tax compliance costs
check_circleRemember the key steps and choose the best options

About This Course

The FA regime represents one of the more unusual regimes in the NZ tax system. It can really trap you if you are not ready for it. In this webinar we will look at these rules as they apply to SMEs, using examples and walkthrough case studies.

Specific topics covered will include:

  • General rules
    • Overview
    • What is a FA
    • What is an excepted FA 
  • Cash basis holder
  • The BPA calculation
  • Deferred property settlements  
  • Debt remission/Bad Debts
  • Finance leases

This webinar series will be a mixture of reviewing the rules and walking through worked examples.

Suited to:

This course will be suited to foundation through to intermediate accountants, especially those in public practice and those employed by SMEs. It will also be useful for more senior accountants looking for a refresher on Financial Arrangements

Your Instructors

TEO Training
TEO Training
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star214 reviews

TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.

Mike  Hadwin
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 Chartered Accountant (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.

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