39% Trustee Taxation 2023 – Before and After - 24 October 2023 (On Demand)


Achieving trust objectives in tax efficient ways

From 1 April 2024, the 39% trustee rate is expected to take effect regardless of which polity has control post-election. Now is the time to ask: can trust objectives still be achieved in tax efficient ways?

This webinar will:

  • Canvas tax planning options pre-1 April 2024.
  • Consider the tax effect of the proposed rules including:
    • Distributions to beneficiaries
    • Corporate beneficiaries
    • Special distributions: deceased estates and disabled beneficiaries.
  • How might trusts be used tax efficiently in a post 39% environment.

Attend this webinar for a summary of the proposed tax rules and a discussion of approaches for maintaining the tax efficiency of trusts.


24 October 2023


A good understanding of the existing and proposed trustee taxation rules and approaches to achieving trust objectives tax efficiently.


Accountants, lawyers, trustees involved with trust taxation.


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

1.25 CPD Hours

  • On Demand Event
    • $195.00 Summer Sale 40% Discount - Apply Promotional Code: SUMMER40 $117.00excl. GST
    Complete online in your own time (Self-paced)
    • $195.00 Summer Sale 40% Discount - Apply Promotional Code: SUMMER40 $117.00excl. 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‑learning@wolterskluwer.com to confirm eligibility.