Master the tax implications of trusts with overseas beneficiaries, including distributions, compliance, and cross-border considerations.
Many clients utilise trusts to hold income-earning assets and investments. With the reopening of borders, more and more beneficiaries may become non-resident or will at least be living overseas for a period of time. When settling a trust, or administering a trust as a trustee, it is important to bear in mind what impact beneficiaries living overseas may have.
The focus of this webinar will be on taxation issues associated with overseas beneficiaries, including:
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Suitable for:
TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.
Senior Manager at Findex/Crowe
Nola is a Senior Manager for Findex in the Dunedin Tax Team. Nola has been with Findex for over 15 years, where she advises on a wide range of tax matters, including property transactions and property ownership structures, structuring opportunities for businesses including relationship property considerations, providing advice on the tax treatment of transactions for clients and other professional advisory firms and managing Inland Revenue Department queries, disputes and debt relief applications.
