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Trans-Tasman Tax Services

Australian and New Zealand have always been significant trading partners.  Australia is New Zealand’s second largest destination for overseas investment and Australia is the largest source of foreign direct investment in New Zealand.

Nuwaru can assist you with all your trans-Tasman transactions, whether a greenfield investment, an acquisition or disposal, capital and funding arrangements, or IPOs. We can help guide you through the increasingly complex and regulated taxation environments in both countries, and can also assist with your tax compliance obligations.

Nuwaru works with companies listed on the ASX and NZX, other corporates, private equity funds and fund managers. We collaborate closely with our clients to develop efficient, “no surprises”, value creative solutions to deliver the desired commercial outcomes over the life cycle of your trans-Tasman investments.

Tax policy, governance, and risk management

Both the ATO and NZ Inland Revenue expect larger taxpayers to have a Board approved tax policy, governance, and risk management framework. We can assist in preparing and updating and reviewing existing frameworks to meet changing expectations by the ATO and NZ IR, including document related compliance processes and procedures.

Inbound and outbound investments

Whether you are an Australian company seeking to establish a presence in New Zealand or a New Zealand company in Australia we can guide you through the relevant regulatory frameworks to ensure you choose the most effective investment vehicle in each country.

Mergers and acquisitions (Including IPOs)

We provide both structuring and due diligence services in Australia and New Zealand bot on a buy-side and sell-side

Profit repatriation

Effective profit repatriation that maximises shareholder value is important. We can assist with:

  • Optimising your capital and funding structures
  • Pre and post-tax repatriation strategies; and
  • Effective management of NZ Imputation and franking credits

Compliance

Our compliance team can provide a full suite of monthly and annual tax compliance services (income tax, FBT and GST) in both Australia and New Zealand

Tax policy, governance, and risk management

Both the ATO and NZ Inland Revenue expect larger taxpayers to have a Board approved tax policy, governance, and risk management framework. We can assist in preparing and updating and reviewing existing frameworks to meet changing expectations by the ATO and NZ IR, including document related compliance processes and procedures.

Inbound and outbound investments

Whether you are an Australian company seeking to establish a presence in New Zealand or a New Zealand company in Australia we can guide you through the relevant regulatory frameworks to ensure you choose the most effective investment vehicle in each country.

Mergers and acquisitions (Including IPOs)

We provide both structuring and due diligence services in Australia and New Zealand bot on a buy-side and sell-side

Profit repatriation

Effective profit repatriation that maximises shareholder value is important. We can assist with:

  • Optimising your capital and funding structures
  • Pre and post-tax repatriation strategies; and
  • Effective management of NZ Imputation and franking credits

Compliance

Our compliance team can provide a full suite of monthly and annual tax compliance services (income tax, FBT and GST) in both Australia and New Zealand

Sam Lo Ricco

sam.loricco@nuwaru.com

+61 400 520 382