Voice of Findex - podcast cover

Voice of Findex

A Findex podcast series covering the width and breadth of financial and advisory topics & issues affecting private individuals, SMEs and large corporations in Australia, New Zealand and internationally.

Produced and presented by Findex.

Disclaimer: while all reasonable care is taken in these podcasts, to the extent allowed by legislation Findex accepts no liability whatsoever for reliance on it. All opinions, conclusions, forecasts or recommendations are reasonably held at time of publishing but subject to change without notice. The information is of a general nature and does not take into account your objectives, financial situation or needs. You should seek professional advice before acting on any material.

For further information please visit the Findex websites:
Australia - http://www.findex.com.au
New Zealand - http://www.findex.co.nz
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Episodes

45. Individuals & SMEs | NZ controversial property tax changes

After much anticipation, proposed legislation has been released on the controversial property tax changes which were first announced on March 23 2021 in New Zealand. Join our expert panel led by Tax Advisory Partners Daniel Gibbons and Ryan Watt as they discuss the practical implications of: - How the interest deductibility rules will apply in practice. - What properties will be affected by the loss of interest deduction and when. - What exemptions will apply, including what is a “new build”. - ...

Oct 14, 202157 min

44. Individuals | Controversial property tax changes - interest deductibility and new build update

Following on from March 23 property tax changes in New Zealand, the IRD has recently released their consultation documentation on how the design of the interest deductibility limitation rule might apply and some proposed changes to the bright-line rules. This session is hosted by Tax Advisory Partners, Daniel Gibbons and Ryan Watt. What will be covered: Interest Deductibility: - An overview of how the limitation on interest deductibility is proposed to apply - Outline who would be subject to the...

Jul 29, 20211 hr

43. SMEs | New Zealand Rural Xcelerate

In this episode, Findex Accounting & Business Advisory Partner, Colin Tasker, will take us through the Emissions Trading Scheme and financial and tax impacts in New Zealand. Colin is joined by Madeline Hall, Environmental Policy Analyst from Beef + Lamb New Zealand who will be presenting on the current environmental policy context that the Emissions Trading Scheme sits within. For more information please visit the Findex New Zealand website: www.findex.co.nz...

Jul 20, 202154 min

42. NZ Trust Law | The Final Countdown

The new Trust legislation came into effect in New Zealand in January 2021. This signalled the first major change in Trust Law since 1956. The new act lifts the expectations on trustees. It also puts the emphasis on the role and responsibility to look after the interests of the beneficiaries. With deadlines for action, this is an important update for all trustees. This session is hosted by Paul Moodie, Senior Partner in Performance Consulting, and Daniel Gibbons, Partner in Tax Advisory. What wil...

Jul 15, 202159 min

41. Financial Reporting Update | Not For Profit

With June 30 and financial reporting season fast approaching, some careful consideration and planning is required. Join our Crowe team for this session where we share our insights on current and future financial reporting and areas of risk specifically as it relates to 'not for profit' entities: - The new and revised accounting standards, interpretations and implementation challenges and opportunities - The regulator focus areas for 2021 reporting - Current cyber threats - Common fraud risks For...

Jul 13, 20211 hr

40. Financial Reporting Update | For Profit

With June 30 and financial reporting season fast approaching, some careful consideration and planning is required. Join our Crowe team for this session where we share our insights on current and future financial reporting and areas of risk specifically as it relates to 'for profit' entities: - The new and revised accounting standards, interpretations and implementation challenges and opportunities - The regulator focus areas for 2021 reporting - Current cyber threats - Common fraud risks For mor...

Jul 13, 202158 min

39. Australian Financial Reporting and Tax Updates 2021

Our Crowe Australasia team of experts led by Accounting & Advisory Partner Mark Seddon, Senior Tax Partner Phil London and National Tax Director Roelof van der Merwe share insights on current and future financial reporting and tax trends. For more information, please visit: Findex Australia: www.findex.com.au Crowe Australasia: www.crowe.com/au

Jun 10, 20211 hr 8 min

38. Economic analysis | New Zealand Government Budget 2021

After one of the most turbulent periods in our economic history, all eyes are on this year’s New Zealand Government Budget, which will be announced on Thursday 20 May by Finance Minister Grant Robertson. To assist our clients to unpack these announcements, Findex Managing Partner Jeremy Curragh is joined by Kiwibank Economist Jarrod Kerr, Findex Wealth Adviser Matt Tod and Findex Tax Partner Daniel Gibbons to share their insights on the potential impacts of the 2021 Government Budget on the New ...

May 25, 202158 min

37. Individuals & SMEs | GST for education 2021

Join us for our GST for Education 2021 podcast. Crowe Australasia Audit Partner Wicus Wessels and Findex Tax Advisory Partner Mark Reynolds will ensure you are informed on the recent developments and provide an in-depth analysis of the GST issues applicable to schools. Our Findex GST team will take you through: - Recent GST changes - Recap on GST and education supplies - Benefits of using GST charity provisions For more information, please visit the Findex Australia website: www.findex.com.au...

May 20, 20211 hr 1 min

36. Economic analysis | Australian Federal Budget 2021-22

After one of the most turbulent periods in our economic history, all eyes are on this year’s Australian Federal Budget, handed down by Treasurer Josh Frydenberg on Tuesday 11 May 2021. Findex Chief Investment Officer Kieran Canavan is joined by Findex economic expert Stephen Koukoulas to share their insights on the potential impacts of the 2021-22 Federal Budget on the Australian economy, including: - Treasury economic forecasts - The outlook for unemployment - The budget deficit and returning t...

May 13, 202156 min

35. Individuals | Controversial tax changes - does residential property still make dollars & sense?

Findex New Zealand Tax Advisory Partners Daniel Gibbons and Ryan Watt, and Wealth Partner Craig Smith, present our webinar 'Controversial tax changes - does residential property still make dollars and sense?' They'll discuss the recent controversial tax changes announced by the NZ government that took effect on 27 March 2021. Given the extension to the Bright-line rule to 10 years and the removal of interest deductibility from residential rental income, many residential property owners are left ...

Apr 13, 20211 hr 16 min

34. Individuals & SMEs | New Zealand Xcelerate tax update

Join us for our NZ tax update with our tax expert Jarod Chisholm who will discuss the key issues surrounding the end of financial year (EOFY) income tax and GST. Both income tax and GST have various actions and adjustments that are required on or by 31 March 2021. What will be covered? - Writing off bad debts - Treatment of prepayments - Accrued employee entitlements - Provisional tax considerations - Dividends and imputation credits accounts - GST adjustments for assets used for both business a...

Mar 28, 20211 hr 4 min

33. SMEs & Corporates | Fringe Benefit Tax update

Are you prepared for your 2021 Fringe Benefit Tax (FBT) return? Do you want to learn more about the current COVID 19 landscape and how it directly affects your business? Hosted by Tax Advisory Partner Anthony Patrk and Associate Partner Chris Heyes, this webinar will help ensure you are up to date with the latest developments (including any COVID 19 considerations) to assist you in preparing your 2021 return. The team will take you through: - Recent developments in the FBT provisions - ATO FBT f...

Mar 25, 202155 min

32. Individuals | Capital gains tax on property, does it exist?

While the government has ruled out introducing a “Capital Gains Tax” in New Zealand it is still common for every day “capital gains” to be subject to tax (Capital Gains Tax by stealth you might say). In this webinar hosted by Tax Advisory Partners Daniel Gibbons and Ryan Watt we will go through common situations that you may find yourself in, and how these can be inadvertently taxed. We will cover: - The Bright-line Rule – what is it and how does it apply? Can I still be taxed if my situation ch...

Mar 21, 20211 hr 4 min

31. SMEs & corporates | R&D tax incentives

Presented by our R&D tax specialists Naida Beltrame and Emily Chase, this webinar will help you understand and prepare your 2020 R&D tax incentive application. Topics covered include: - Program benefits - Key eligibility requirements - Tips and strategies for substantiating your claim - Current compliance environment For more information please visit the Findex Australia website: www.findex.com.au

Mar 15, 202153 min

30. Individuals | Property investment through your SMSF

Presented by the Findex Self-Managed Superannuation Fund (SMSF) team, this episode will help you to understand the potential benefits of property investment through your SMSF and key considerations including: - Business Real Property - Lending considerations - Legislative considerations For more information, please visit the Findex Australia website: http://www.findex.com.au

Nov 23, 202029 min

29. Individuals & SMEs | New Zealand Xcelerate tax update

New Zealand tax update for November 2020 with our tax experts Stephen Richards & Jarod Chisholm. What will be covered? - New 39% tax rate - Things to think about - Potential avoidance measure to buttress the new high rate and how these may affect those earning less than $NZ180,000 - IRD audit activity - Tax treatment of buying and selling crypto-assets - Upcoming tax changes - Q & A For more information, please visit the Findex New Zealand website: http://www.findex.co.nz...

Nov 16, 20201 hr 5 min

28. All | New Zealand post-election analysis

Our panel of experts discuss the potential outcomes and results of the 2020 New Zealand general election held on Saturday 17 October, 2020. They cover the economy, investments, employment law and tax legislation. For more information, please visit the Findex New Zealand website: http://www.findex.co.nz

Oct 22, 202058 min

27. Individuals | New Zealand trust law update

The 'NZ trust law update' webinar is hosted by Findex Tax Advisory Partner Daniel Gibbons and Consulting Senior Partner Paul Moodie. In this webinar they cover: - Highlight the trust law changes - Outline the responsibilities for trustees going forward - Key decision considerations when assessing to retain a trust - An overview of the key tax considerations when amending or winding up a trust, including the tax considerations for beneficiaries For more information please visit the Findex NZ webs...

Oct 12, 20201 hr 12 min

Series prologue | Voice of Findex

In this series, we’ll be covering the width and breadth of integrated financial and advisory issues affecting Australian and New Zealand businesses and the individuals within them. The content will be blend of original podcast and simulcast webinar productions, featuring subject matter experts from Findex, Crowe Australasia and the broader marketplace to help you understand and implement ongoing improvements to your professional and personal circumstances. Whether it’s understanding end-of-year ...

Oct 05, 20201 min

24. Individuals & SMEs | New Zealand Xcelerate tax update

This webinar is presented by Findex Tax Advisory Partner Greg Neill for local professionals, and is intended to provide a brief update on topical New Zealand tax issues, and the latest IRD views and publications.

Sep 21, 202049 min

23. SMEs | New Zealand employment law and agribusiness update

Findex and Copeland Ashcroft Law discuss topical employee accommodation and employment law issues being faced in New Zealand. For more information please visit the Insights section of the Findex New Zealand website: https://www.findex.co.nz/insights/article/agribusiness-webinar-employee-accommodation-and-employment-law

Sep 14, 202055 min

22. Individuals & SMEs | New Zealand Xcelerate tax update

Watch our latest New Zealand tax update webinar with our Findex tax experts Stephen Richards & Jarod Chisholm. What will be covered? Hear about the latest changes to NZ taxation and the issues that have arisen from the government's COVID–19 support package including: - Provisional tax payments for 2021 - Wage subsidy audits (COVID-19) - COVID-19 wrap up of ongoing tax issues - GST and Airbnb - Changes to the taxation of land rules For more information please visit the Insights section of the...

Aug 27, 20201 hr 4 min

21. SMEs | Preparing your business for the Fourth Industrial Revolution

In this COVID-19 webinar, we'll analyse changes to the adoption of technology, consumer behaviour and habits that have been drastically accelerated by the coronavirus pandemic, help business owners understand that standing still is not an option if they want to survive this period and provide solutions to adapt and respond accordingly in order to succeed. Our four subject matter experts in the webinar are Stephen Koukoulas - Economist, Jane Betts - Findex Chief People Officer, Thomas Paule - Fin...

Aug 24, 202047 min

19. Individuals | Why an SMSF? 16 factors to consider

Findex SMSF Senior Partner Kathy Evans and Business Advisory Partner Pip Conn come together for the 'Why an SMSF? 16 factors to consider' webinar discussing the benefits of a Self-Managed Superannuation Fund, and the overarching factors you should be aware of when deciding if it’s the right thing for you and your financial circumstance. For more information please visit the Findex Australia website: http://www.findex.com.au

Aug 09, 202021 min

18. Individuals | Estate planning for superannuation and SMSFs

Findex SMSF Senior Partner Kathy Evans, Tax Advisory Partner Marcus Davis and Wealth Management Managing Partner Jonathan Scholes are co-hosts in a webinar focusing on estate planning for superannuation and SMSFs; to understand what happens to your super when you die. For more information please visit the Findex Australia website: http://www.findex.com.au

Jul 14, 202018 min

17. Individuals | Understanding property investment through SMSFs

Findex SMSF Senior Partner Kathy Evans and Tax Advisory Partner Marcus Davis collaborate in a new webinar to understand property investment through Self Managed Superannuation Funds. For more information please visit the Findex Australia website: http://www.findex.com.au

Jul 14, 202019 min

16. SMEs | New Zealand retail e-commerce solutions

Learn more about recent developments in online shopping and e-commerce solutions. The Findex NZ Business Advisory team - Nigel Smellie (Associate Partner), Michael Alexander (Senior Manager) and Melissa Berkers (Software Consultant) - have done the research to create some comprehensive digital packages using leading technology platforms. For more information please contact your Findex adviser or visit our website: www.findex.com.au

Jul 14, 202035 min

15. COVID-19 | The road back from COVID-19

In this webinar, we'll aim to understand how the coronavirus pandemic has impacted our perception of the workplace, what the ‘new normal’ looks like for SMEs, planning to navigate the post-COVID economic downturn, and the challenges and opportunities it presents to organisations in Australia and New Zealand. Our four subject matter experts in the webinar are Jeff Broughton – Senior Manager in Consulting, Behrang ZadJabarri - Lead Data Scientist, Michelle Malcolm – Partner in Business Advisory, a...

Jul 14, 202040 min
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