Financial Arrangements 2021 – General Concepts


The financial arrangement rules are often seen as complex, but with the IRD’s wider scrutiny on investment income and the taxation of this, it is critical that advisors understand these rules.

This webinar will focus on the taxation treatment of financial arrangements, including:

  • Determination of cash v accrual basis;
  • Excepted financial arrangements;
  • Base Price Adjustments;
  • Common financial arrangements;
  • Cash v Accrual calculations
  • Determinations
  • Debt forgiveness


By attending this course you will get a better understanding of the financial arrangement rules and their application.


CA/Lawyer/Advisor – Graduate to Senior level (but potentially all levels subject to knowledge base).


Jarod Chisholm, Senior Partner – Tax Advisory, Findex (presenting on behalf of TEO)

1.25 CPD Hours

  • Aug 17
    Tue, 2:30 PM NZST - 3:45 PM NZST Online
    • $195.00 excl. GST

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Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.


All registrants to a live webinar will automatically be sent a recording at the end of that week along with a full transcript of the webinar, regardless of whether you attended or not.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑ to confirm eligibility.