With $250m per annum committed to this initiative, the new R&D program offers some of the most generous government funding across the Asia Pacific region.
New Zealand R&D Tax Incentive legislation was recently passed on 2 May 2019 and is effective retrospectively from 1 April 2019 (the 19/20 tax year).
Businesses are offered an attractive opportunity to obtain 15% refundable tax credits in addition to their standard tax deduction.
To understand these opportunities, our Tax experts and R&D specialists will explain how the criteria applies and how the program might benefit your business.
- Objectives of the new R&D Tax Incentive
- Eligibility criteria and key requirements
- Transition from the Callaghan grants program to the R&D Tax Incentive
- How the New Zealand R&D regime is based on other OECD R&D programs, including specific learnings from the Australian R&D Tax Incentive (which heavily guided the New Zealand legislation)
- What you need to do now to be best prepared to make a claim
Who should attend: Tax Managers, Finance Managers, Business Owners, Accountants, Lawyers, Bankers and anyone else with an interest in government funding for innovation.
Friday 9th August 2019
12:00pm Light lunch
12:30pm Seminar begins
RSM House, Level 2
60 Highbrook Drive
Lisa Murphy – Tax Partner
Lisa Murphy is a tax partner at the Auckland office of RSM New Zealand and specialises in providing tax advice to both national and international clients.
Lisa is passionate about her work and ensuring her clients are operating under the best tax structure for their business model. Over the years, she has had the opportunity to be involved in structuring advice for multi-million dollar property developments, wineries and listed companies all with on-going tax advice requirements. With a wealth of knowledge in the sector, Lisa has also successfully negotiated favourable outcomes for clients facing investigations or audits by the Inland Revenue.
Jessica Olivier – Partner, R&D
Jess leads the East Coast R&D practice for RSM Australia, providing R&D Tax incentive compliance and consulting services. Prior to joining RSM in 2016, Jess was a Director in the R&D Tax services at PwC where she worked with clients ranging from start-ups and SMEs to multi-national groups.
Jess assists clients from a broad range of industries to optimise their R&D benefits, strategic direction and risk profile of R&D claims for clients, including identifying previously unconsidered projects or substantial new opportunities for inclusion within the R&D claim.
Bryan Soepardi – R&D Senior Analyst
Bryan is a Senior Analyst specialising in R&D tax incentive services with 4.5 years’ experience across R&D, Innovation Consulting, and Corporate Tax services and working extensively with clients in software and emerging technology applications.
Prior to joining RSM, Bryan worked at PwC in the Innovation and Incentives team.