14 OCT 2021 · 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”. - How the new 5-year brightline test will apply. - How the brightline roll-over rules can apply. - Options that property investors have given the changes. For more information please visit the Findex New Zealand website: www.findex.co.nz

29 JUL 2021 · 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 limitation, including what kind of properties and entities - How the “developer” and “new build” exemption would apply - Calculation considerations for what interest would be affected - How interposed entities would be treated Bright-line Test: - How the bright-line test would apply to “new builds” - How the main home exemption would apply to new builds - Outline how the roll-over exemption for certain related party transfers might apply if implemented For more information please visit the Findex New Zealand website: www.findex.co.nz

20 JUL 2021 · 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

15 JUL 2021 · 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 will be covered: - What hasn't changed: mandatory duties, timelines, and responsibility to contact beneficiaries - What has changed: COVID, Brightline, interest deductibility and top marginal tax rates - What have we learned: focus on self interest, investment responsibilities, Anti-Bartlett, diversification, investment strategy and tax issues For more information please visit the Findex New Zealand website: www.findex.co.nz

13 JUL 2021 · 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 more information please visit the Crowe Australasia website: https://www.crowe.com/au

13 JUL 2021 · 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 more information please visit the Crowe Australasia website: https://www.crowe.com/au

10 JUN 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

25 MAY 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 Zealand economy. We will analyse the critical issues and dissect the important announcements, including: - The improved Government fiscal position - Policy and economic outlook - How does this year's budget help my business bounce back from COVID-19? - New technologies and lift productivity initiatives - Key points for investors when making asset allocation decisions - Live audience Q&A For more information, please visit: Findex NZ - www.findex.co.nz Crowe Australasia - www.crowe.com.au

20 MAY 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

13 MAY 2021 · 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 to surplus - Government’s plans for stimulus and reform - Superannuation changes - Live audience Q & A Please refer to our website for full disclaimer information: https://www.findex.com.au/disclaimers/disclaimer-and-disclosure. You should seek advice before acting on any material. For more information, please visit the Findex Australia Federal Budget website: https://www.findex.com.au/federal-budget/2021