The 39% Trustee Rate 2025 - Using Companies Owned by Trusts

Description

With trustee tax rates locked at 39%, discover how trust-owned companies taxed at 28% can unlock smarter tax planning—join our webinar to explore strategies, structures, and Inland Revenue insights

With Trustee taxation locked in at 39%, what tax planning options exist for using 28% companies owned by trusts?

This webinar will consider trustees using company structures to own income-earning assets including:

• Recap of the 39% trustee taxation rules and Inland Revenue insights.
• Trustees adopting company structures for income earning activities.
• Transferring income earning assets to companies, (including what not to transfer!).
• Taxing distributions through company / trust structures.
• Avoidance and Inland Revenue concerns – what crosses the line?

Join this webinar for an update on 39% trustee taxation and the use of trust owned companies to generate tax savings on investment and business income.

LEARNING OUTCOMES

An outline of the interaction of the trust and company tax rules and how companies owned by trusts can be used to provide tax benefits.

SUITED TO

Accountants, lawyers, directors, trustees. The webinar is at an intermediate level.

PRESENTER

Maurits van den Berg, Senior Manager, Taxation Services, Baker Tilly Staples Rodway Auckland

Maurits is a Senior Manager Taxation Services at Baker Tilly Staples Rodway Auckland. He has a special interest in cross-border business and the associated GST and income tax issues. Maurits is also a co-author of the popular CCH publication “A Practical Guide to Taxing Property Transactions”.