In the current economic environment, cashflow constraints are increasingly an issue for many businesses. When paying tax, it is important to understand the obligations, including how these rules work, what you need to pay and by when.

The use of tax pooling can be an effective way to provide short-term finance to a business, or to ease cashflows, particularly in current times when the future may not be so clear. It also gives more options to businesses to better manage tax payments.

This webinar will look at the current provisional tax rules and outline the various options in relation to using tax pooling to provide options for your clients.

This will better enable you to have a meaningful conversation with your clients and assist them to proactively manage their tax payments.

Upon satisfactory completion of this course, you will be able to:

• understand more clearly the current provisional tax regime
• identify what to pay and when
• assist clients in proactively managing their tax payments.

Suited to:

• lower to mid-level staff
• sole practitioners.

Total CPD Hours: 1.25 (1 hour 15 min)

PRESENTERS:

Marilyn Maloney, Senior Manager – Tax Advisory, Findex

Marilyn Maloney is a Senior Manager of Tax Advisory for Findex/Crowe Horwath, the largest accounting firm in New Zealand specialising in the SME/HNWI space. Marilyn has been practising in tax advisory for over 165 years.

Marilyn’s background also includes working for Inland Revenue for 15 years and assisting clients as a Client Manager for 7 years. She provides a practical tax advice in all areas of tax.