RSM New Zealand

Personal tax compliance and planning

Individuals and families that have achieved a substantial level of prosperity have complex financial needs and often require expert advice and planning. Protecting your wealth is a primary concern and effective tax planning has a large part to play in this process.

Our personal tax compliance and planning service include:

  • Income tax planning and self-assessment tax returns
  • Tax implications of buying or selling property in New Zealand or overseas
  • Wills and trust planning
  • Taxation advice in relation to overseas investments and application of the Foreign investment fund “FIF” rules
  • Tax planning advice for expatriates and recent migrants
  • Charitable giving, philanthropy or private foundations
  • Family services to help design and manage key systems
  • Succession / transition planning
  • Valuation services

Are you struggling to complete your personal tax return due to the complexities of your income and investments? Or do you have a portfolio of investments either in New Zealand or overseas and are unsure of the correct tax treatment? Have you recently located to New Zealand and are unsure of the tax rules applicable to you? Are you engaged in any dealings with residential or commercial real estate and are unsure if the complex land taxing rules apply to you?

Then talk to us.

Anyone who enjoys a higher income should ensure their tax and personal financial affairs are handled professionally. Managing personal tax effectively and keeping abreast of the latest tax rules can be a challenge, especially if you have assets in multiple countries or jurisdictions.

RSM has experience working with a wide range of high net worth individuals from entrepreneurs to business directors, to property developers and major land estate owners.

RSM can provide effective planning and sound advice to help you make informed decisions to manage and minimise its impact on your personal wealth and help you achieve your personal goals. Through our global network, we can seamlessly advise on a host of tax issues, even where multiple countries and jurisdictions are involved.

How can we help you?

Contact us by phone 0800 774 623 or submit your questions, comments, or proposal requests.


CONTACT us

Tax : reminders and important dates

15 January
Provisional tax instalments, student loan interim payments, GST and employers' returns and payments due  more

28 January
GST returns and payments due  more

7 February
Do you have a bill to pay by 7 February?  more

28 February
Provisional tax payments for ratio option customers and GST returns and payments due  more
28 March
GST returns and payments due  more

31 March
Student loan repayments due for overseas-based borrowers more

Final date for ratio option provisional tax applications more

7 April
Did you have a bill to pay by 7 April? more
30 April
Received your tax credit claim form for donations or childcare? more
7 May
Provisional tax instalments, student loan interim payments, GST returns and payments due  more
28 May
GST returns and payments due  more
28 June
Provisional tax payments for ratio option customers and GST returns and payment due more

7 July
Due date for income tax returns more

* If you are with a registered tax agent, this due date is extended to 31 March the following year

28 July
GST returns and payments due  more
28 August
Provisional tax instalments, student loan interim payments, GST returns and payments due  more
28 September
GST returns and payments due  more
30 September
Student loan repayments due for overseas-based borrowers more
28 October
Provisional tax payments for ratio option customers and GST returns and payments due more

28 November
GST returns and payments due  more