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24/06/2024 - 10:00 AM

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Tax Pooling – A practical guide to imputation credits

Thursday 5 March
10:00am – 11:00am

1 CPD hour*

The imputation credit account (ICA) rules for tax pooling can be tricky. Learn how to get the entries right and avoid common pitfalls. Want more CPD* and insights like this? See your CA ANZ member benefits at tmnz.co.nz/caanz.

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Scan the QR code or join us at tmnz.co.nz/slide

Tax Pooling – the Basics and Benefits

Learn how tax pooling works and discover the many ways it can help accountants and businesses better manage tax.

Overview

CA ANZ members are invited to this exclusive and complimentary tax technical webinar from TMNZ, the Tax Pooling Partner of CA ANZ.

TMNZ is here to make tax easier. Join us for a practical session that cuts through the complexity of imputation credits. We’ll cover when imputation credits and debits arise on tax pooling transactions, how the entries are recognised for ICA purposes, and work through examples.

What we'll cover

  • when and how to recognise tax pooling transactions in your ICA
  • common ICA errors involving tax pooling transactions
  • case studies that bring the concepts to life
  • Q&A with our tax experts

Who is this for?

This webinar is perfect for tax agents and accountants managing dividends and ICA compliance.

It counts towards 1 CPD hour* and CPD* certificates will be provided

Our speakers

Penny Ineson, Head of South Island Relationships, TMNZ

Penny is based in Christchurch and brings deep tax knowledge to TMNZ and our clients. With a background at Inland Revenue and hands-on expertise, she supports corporate clients and accounting firms across the South Island, making tax simpler with practical cashflow and tax payment solutions.

Kathleen Payne C.A. Head of Advisor Relationships, TMNZ

Kathleen brings a wide range of experience in tax and accounting from positions held in both top tier and smaller accounting firms, as well experience in a corporate tax environment. She values client relationships and enabling others to succeed with business solutions and training.

Speaker Three, Independent Consultant

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Book a tax pooling overview

Is tax pooling the right solution for your clients? Every business we work with has different needs. Book an overview with one of our tax pooling specialists to find out how we can support you.

Flexible cashflow solutions

*This webinar may be eligible for CPD hours. Members are requested to please refer to the CPD Regulation (CR7) before logging these hours. Should the member deem this CPD appropriate, they will be responsible for logging the hours themselves. Continuing Professional Development (CR7) - sets out the continuing professional development (CPD) requirements for trienniums commencing from 1/7/2021, including the minimum hours required for each designation, what constitutes different categories of CPD, monitoring compliance and the rules for managing non-compliance. For trienniums commencing from 1/7/2024, the Continuing Professional Development (CR7) sets out the CPD requirements to apply. The former Continuing Professional Development (CR7) sets out the CPD requirements for trienniums commencing prior to 1/7/2021.

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