Financial Arrangements 2024 – Practical Examples


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

This webinar will follow on from Part 1 which covered off the details of the rules and instead focus more on providing practical examples of the taxation treatment of financial arrangements, including:

  • Explanation of cash v accrual basis;
  • Completion of spreading calculations
  • Calculation of Base Price Adjustments;
  • Debt forgiveness and debt parking


By attending this course you will get a better understanding of how the financial arrangements provisions work and when they apply.


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


Jarod Chisholm, Managing Partner (NZ) – Tax Advisory, Findex (on behalf of TEO)

1.25 CPD Hours

  • Aug 13
    • $195.00 excl. GST
    Tue, 10:30 AM NZST - Tue, 11:45 AM 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.