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New Zealand

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Tax authorities

Inland Revenue
PO Box 39010
Wellington Mail Centre
Lower Hutt 5045
Tel: +64 4 978 0779
Website: www.ird.govt.nz

Tax rates at a glance

(As of September 8 2011) 

Corporate Income Tax 30%
Capital Gains Tax 0%
Branch Tax 30%
 
Withholding Tax
Nonresidents
  Dividends 30%
  Interest 15%
  Royalties from Patents, Know-how, etc. 15%
  Payments to Contractors 15%
  Branch Remittance Tax 0%
Residents
  Dividends 33%
  Interest 33%
 
Net Operating Losses (Years)
Carryback 0
Carryforward Unlimited
  • The corporate income tax rate is reduced to 28% for companies' 2011-2012 and subsequent income years. The 28% rate will apply from April 1 2011 for companies with the standard year-end date of 31 March. For companies with an approved December 31 year-end date, the 28% rate will first apply for their income year ending December 31 2011.
  • The withholding tax on dividends is a final tax. If dividends are fully imputed, the rate is reduced to 15% (for cash dividends) or to 0% (for noncash dividends and, effective from February 1 2010, for cash or noncash dividends if nonresident recipients have direct voting interests of at least 10% or if a tax treaty reduces the New Zealand tax rate below 15%). The rate is also reduced to 15% to the extent that the dividends are fully credited under the dividend withholding payment system or under the conduit tax relief system (both of these systems are being phased out) or to the extent that imputation credits are passed on to foreign investors through the payment of supplementary dividends under the foreign investor tax credit regime.
  • The withholding tax on interest is a final tax if the recipient is not associated with the payer. For an associated person, this is a minimum tax (the recipient must report the income on its annual tax return, but it may not obtain a refund if the tax withheld is more than the tax that would otherwise be payable on its taxable income). Under the Income Tax Act, associated persons include:
  • Any two companies in which the same persons have a voting interest of at least 50% and, in certain circumstances, a market value interest of at least 50% in each of the companies
  • Two companies that are under the control of the same persons
  • Any company and any other person (other than a company) that has a voting interest of at least 25% and, in certain circumstances, a market value interest of at least 25% in the company
  • Interest paid by an approved issuer on a registered security to a nonassociated person is subject only to an approved issuer levy of 2% of the interest payable.
  • Withholding tax on royalties from patents, know-how etc. is a final tax on royalties relating to literary, dramatic, musical or artistic works. For other royalties, this is a minimum tax.
  • Effective from October 1 2010, the 33% rate of withholding tax on residents' interest is a default rate if recipients' tax file numbers are not supplied. Individuals may elect rates of 10.5% (if their expected annual income is not more than NZ$14,000 ($12,000)), 17.5%, 30% or 33%. Effective from April 1 2010, payers can choose to apply a rate of 33% instead of 30% to interest paid to companies. Effective from April 1 2011, the basic rate for interest paid to companies is reduced to 28%, but companies may elect a 33% rate.

Source: Ernst & Young

New Zealand

Mathew McKay and Jarrod Walker
Bell Gully
New Zealand

Ambitious moves to promote New Zealand as a regional financial hub and attempts to curb New Zealanders' traditional appetite for real estate investment have been two driving forces behind tax reform over the past 12 months, believe Mathew McKay and Jarrod Walker of Bell Gully.

[Show full article]

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The Willy Sussman-led tax team at Bell Gully advises on the tax aspects of commercial transactions including M&A and cross-border transactions. Tax litigation and disputes are growing risks for companies.Mathew McKay is advising a client in a dispute ... [more]

Led by Thomas Pippos with Teresa Farac and Ross Milne, the Deloitte tax practice employs 26 partners and 129 fee earners. Several new senior hires have joined the firm, including Patrick McCalman in November 2010, previously the head of tax at ANZ bank.The ... [more]

David Haywood oversees the tax practice at Ernst & Young. Andy Archer leads the corporate tax team and Iain Blakeley is head of indirect tax.The firm strengthened in tax controversy with the addition of Richard Williams and Kirsty Keating, a lawyer with ... [more]

Ross Buckley heads the tax team of 17 partners and 120 fee earners at KPMG. Gwenan Riley was promoted to partner in January 2011.The firm regularly works closely with large domestic and multinational clients, advising on a whole range of tax issues ranging ... [more]

PwC

PwC's tax team is led by Tony Gault. John Shewan, who chairs the firm, has been described as "a very experienced senior practitioner" and "influential in the tax market in New Zealand". The team provides advice on tax efficient funding and group structures, ... [more]

Though it is smaller than the other Tier 1 firms, Russell McVeagh has earned a leading reputation for tax advice in New Zealand, building on strong relationships with tax policy officials and advising on matters for clients such as five large trading ... [more]

Neil Russ heads Buddle Findlay's tax practice with Tony Wilkinson and six fee earners.Russ advises clients on inbound investment, private-equity transactions, corporate restructuring and restructuring securitisations, while Wilkinson works on the tax ... [more]

Chapman Tripp's tax team is led by the highly recommended Casey Plunket, who advises on the tax aspects of corporate transactions as well as tax disputes with the revenue authorities.The firm has been significantly strengthened by the arrival of consultant ... [more]

Minter Ellison Rudd Watts has offices in Auckland and Wellington and is led by leading tax partners Andrew Ryan and John Peterson. Despite the loss of experienced partner David Patterson in November 2010, the team has maintained its strong presence in ... [more]

Stuart Hutchinson is the sole partner in Simpson Grierson's tax division. He works closely with experienced senior associates Paul Windeatt, Barney Cumberland, and Nicholas Bland to maintain the firm's highly reputed tax practice. The team specialises ... [more]

Andrew Dickeson heads the tax practice at Baker Tilly Staples Rodway, which comprises eight partners and 30 fee earners. Staples Rodway has existed since 1945, making it New Zealand's oldest specialist tax firm.Tax services include corporate, international, ... [more]

BDO Spicers has 12 offices in New Zealand and is led by Adam Davy in the Wellington office, and Craig Lamberton in Auckland. Davy is known for his work on business planning, M&A, and cross-border taxation, while Lamberton is recognised for his corporate ... [more]

Greg Thompson leads the tax team at Grant Thornton. The firm offers a wide range of tax and transfer pricing services.

See also

New Zealand
Asia-Pacific

Firm contact details