Structuring for Success or Trouble 2025 - A Real-Life Property Investment Case Study

Description

Explore how everyday property investments can trigger complex tax implications—this case-based webinar equips accountants in small to mid-sized firms with practical insights on structuring, compliance, and tax efficiency

Even the simplest residential property investment can become a tax minefield when family involvement, ownership structures, property improvements, and shareholder transactions come into play.

This case study-based session highlights how intersecting tax rules—like associated person provisions—can complicate compliance. Learn how strategic planning and ongoing advice can help your clients stay efficient and compliant.

LEARNING OUTCOMES

A practical understanding of the common opportunities around structuring property investments effectively for clients.

SUITED TO

Smaller CA practices, sole practitioners, non-tax specialists or anyone who simply wants to go back to the basics.

PRESENTERS

Serjit Singh, Director, Andersen in New Zealand

With over 25 years of tax expertise, Serj brings deep insight and practical experience across a wide range of tax matters. His career has spanned roles at KPMG, Inland Revenue, and Shell, where he managed tax operations across the Asia Pacific region. Serj, Managing Director at Andersen New Zealand, is a Fellow Chartered Accountant and holder of both a Bachelor of Management Studies and a Master of Taxation Studies, combines academic rigour with hands-on expertise.

Galina Bell, Senior Associate Tax, Andersen in New Zealand

Galina brings over 20 years of experience in domestic and international tax advisory services. Prior to joining Andersen, she worked at a Big 4 firm and one of New Zealand's leading second-tier firms, providing consulting services to a diverse range of clients, including multinational corporations, SMEs, trusts, and high-net-worth individuals. Galina holds a Master of Taxation studies with First Class Honours and is passionate sharing her expertise by educating and upskilling fellow professionals.

1 CPD Hour

  • Jul 22
    • $175.00 excl. GST
    Tue, 2:30 PM NZST - Tue, 3:30 PM NZST Online
    • $175.00 excl. GST

Coming Soon

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One-connection-one-fee

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.

Recordings

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.