Automatic Exchange of Information (AEOI) - CRS Implementation update - 20 November 2017 (On Demand)


Focus on reporting. 

The Common Reporting Standard (CRS) is a global initiative New Zealand has committed to, to help combat offshore tax evasion. It is similar to the United States Foreign Account Tax Compliance Act (FATCA) but applies to 102 countries.
Learn more about the CRS and FATCA reporting obligations and the three different options available to submit your annual disclosure(s).
Topics included will be:

  •  Registration/Enrolment process 
  •  Reporting options 
  •  System validations 
  •  Inland Revenue support tools 

This is an introductory overview of reporting requirements and is a practical session. It applies to small, medium and large financial institutions who are Reporting New Zealand Financial Institutions (NZFIs).


Understanding of the reporting obligations, what information is required, when to report and the options available for reporting.


20 November 2017


Financial institutions, tax agents, accountants, professional trustees, lawyers, tax consultancy, 3rd party service providers, relevant trusts, investment managers, banks


Joanne Poole, Senior Project Manager, Inland Revenue



No CPD with this recording

  • On Demand Event
    Complete online in your own time (Self-paced)
    • Free

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