Planning For The 39% Trustee Tax Rate 2024 - 19 March 2024 (On Demand)


Achieving trust objectives in tax efficient ways

The coalition Government has reinstated the Tax Bill which introduced the 39% trustee tax rate with intended effect from 1 April 2024.

At the same time Inland Revenue have released guidance on certain trust related transactions which seek to mitigate the effect of the 39% trustee rate.

This webinar will consider the likely tax effects of common trust related transactions and structural changes such as:

  • The payment of company dividends to trusts before and after 1 April 2024.
  • Trust distributions to lower rate beneficiaries.
  • Trusts owning and deriving income through lower tax rate entities and investments.

We will also consider additional tax features likely to generate further inquiry from Inland Revenue.

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


19 March 2024


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 excl. GST
    Complete online in your own time (Self-paced)
    • $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.