Voice of Findex
61 episodes - English - Latest episode: over 2 years ago -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
Homepage Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
45. Individuals & SMEs | NZ controversial property tax changes
October 14, 2021 19:30 - 56 minutes - 77.6 MBAfter 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 buil...
44. Individuals | Controversial property tax changes - interest deductibility and new build update
July 29, 2021 04:00 - 1 hour - 82.6 MBFollowing 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 ...
43. SMEs | New Zealand Rural Xcelerate
July 20, 2021 21:00 - 53 minutes - 73.8 MBIn 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
42. NZ Trust Law | The Final Countdown
July 15, 2021 21:00 - 58 minutes - 80.4 MBThe 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. Wha...
41. Financial Reporting Update | Not For Profit
July 13, 2021 21:00 - 1 hour - 82.6 MBWith 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 risk...
40. Financial Reporting Update | For Profit
July 13, 2021 21:00 - 58 minutes - 79.9 MBWith 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 F...
39. Australian Financial Reporting and Tax Updates 2021
June 10, 2021 02:16 - 1 hour - 93.1 MBOur 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
38. Economic analysis | New Zealand Government Budget 2021
May 25, 2021 01:53 - 58 minutes - 79.9 MBAfter 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 ...
37. Individuals & SMEs | GST for education 2021
May 20, 2021 01:05 - 1 hour - 83.7 MBJoin 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.c...
36. Economic analysis | Australian Federal Budget 2021-22
May 13, 2021 00:55 - 55 minutes - 76.7 MBAfter 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 retur...
35. Individuals | Controversial tax changes - does residential property still make dollars & sense?
April 13, 2021 01:25 - 1 hour - 104 MBFindex 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 ...
34. Individuals & SMEs | New Zealand Xcelerate tax update
March 28, 2021 19:00 - 1 hour - 87.5 MBJoin 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 busi...
33. SMEs & Corporates | Fringe Benefit Tax update
March 25, 2021 20:00 - 55 minutes - 75.8 MBAre 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 F...
32. Individuals | Capital gains tax on property, does it exist?
March 21, 2021 22:58 - 1 hour - 87.3 MBWhile 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 situatio...
31. SMEs & corporates | R&D tax incentives
March 15, 2021 01:00 - 53 minutes - 73.1 MBPresented 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
30. Individuals | Property investment through your SMSF
November 23, 2020 22:17 - 28 minutes - 39.5 MBPresented 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
29. Individuals & SMEs | New Zealand Xcelerate tax update
November 16, 2020 23:34 - 1 hour - 89.3 MBNew 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
28. All | New Zealand post-election analysis
October 22, 2020 01:56 - 58 minutes - 80 MBOur 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
27. Individuals | New Zealand trust law update
October 12, 2020 23:00 - 1 hour - 99.3 MBThe '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 ...
26. Federal budget 2020-21 | Panel discussion
October 09, 2020 02:02 - 37 minutes - 51 MBListen to Findex's panel discussion 'From surplus to stability' on the 2020-21 Australian federal budget reviewing and analysing the budget announcement, and the implications it has for private individuals and households, small and medium sized businesses and large enterprises. Spokespeople involved: - Stephen Koukoulas (Australian economist) - Mark Azzopardi (Managing Partner, Tax Advisory) - Sarah Eltakchi (Associate Partner, Accounting & Business Advisory) - Ross Patane (Senior Partner, ...
26. Australian federal budget 2020-21 | Panel discussion
October 09, 2020 02:02 - 37 minutes - 51 MBListen to Findex's panel discussion 'From surplus to stability' on the 2020-21 Australian federal budget reviewing and analysing the budget announcement, and the implications it has for private individuals and households, small and medium sized businesses and large enterprises. Spokespeople involved: - Stephen Koukoulas (Australian economist) - Mark Azzopardi (Managing Partner, Tax Advisory) - Sarah Eltakchi (Associate Partner, Accounting & Business Advisory) - Ross Patane (Senior Partner, ...
25. Federal budget 2020-21 | Analysis
October 09, 2020 02:02 - 58 minutes - 80.4 MBAustralian economist Stephen Koukoulas and Findex Chief Investment Officer Kieran Canavan discuss the effects that the 2020-21 federal budget will have on the Australian economy and the forecast for recovery.
25. Australian federal budget 2020-21 | Analysis with economist Stephen Koukoulas
October 09, 2020 02:02 - 58 minutes - 80.4 MBAustralian economist Stephen Koukoulas and Findex Chief Investment Officer Kieran Canavan discuss the effects that the 2020-21 federal budget will have on the Australian economy and the forecast for recovery.
25. Federal budget 2020-21 | Analysis with economist Stephen Koukoulas
October 09, 2020 02:02 - 58 minutes - 80.4 MBAustralian economist Stephen Koukoulas and Findex Chief Investment Officer Kieran Canavan discuss the effects that the 2020-21 federal budget will have on the Australian economy and the forecast for recovery.
Series prologue | Voice of Findex
October 05, 2020 06:06 - 1 minute - 1.76 MBIn 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...
24. Xcelerate for professionals | New Zealand tax update
September 21, 2020 07:02 - 48 minutes - 66.5 MBThis 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.
24. Individuals & SMEs | New Zealand Xcelerate tax update (Sep 2020)
September 21, 2020 07:02 - 48 minutes - 66.5 MBThis 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.
24. Individuals & SMEs | New Zealand Xcelerate tax update
September 21, 2020 07:02 - 48 minutes - 66.5 MBThis 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.
23. SMEs | NZ employment law and agribusiness update
September 14, 2020 01:30 - 54 minutes - 75.1 MBFindex 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
23. SMEs | New Zealand employment law and agribusiness update
September 14, 2020 01:30 - 54 minutes - 75.1 MBFindex 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
22. Individuals & SMEs | New Zealand Xcelerate tax update
August 27, 2020 22:00 - 1 hour - 87.3 MBWatch 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 t...
22. Individuals & SMEs | New Zealand Xcelerate tax update (Aug 2020)
August 27, 2020 22:00 - 1 hour - 87.3 MBWatch 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 t...
21. SMEs | Preparing your business for the Fourth Industrial Revolution
August 24, 2020 07:00 - 46 minutes - 64.3 MBIn 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...
20. COVID-19 | Australian economic update with Stephen Koukoulas
August 14, 2020 08:00 - 54 minutes - 74.8 MBOne of Australia's leading economic thinkers Stephen Koukoulas joins Findex Partner Matthew Parrella for a discussion on the broader impact to the Australian economy of Victoria's second wave of COVID-19 cases and restrictions.
19. Individuals | Why an SMSF? 16 factors to consider
August 09, 2020 21:00 - 20 minutes - 28.5 MBFindex 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
18. Individuals | Estate planning for superannuation and SMSFs
July 14, 2020 07:15 - 17 minutes - 24.1 MBFindex 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
17. Individuals | Understanding property investment through SMSFs
July 14, 2020 07:05 - 19 minutes - 26.1 MBFindex 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
16. SMEs | New Zealand retail e-commerce solutions
July 14, 2020 07:00 - 34 minutes - 47.8 MBLearn 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
16. SMEs | NZ retail e-commerce solutions
July 14, 2020 07:00 - 34 minutes - 47.8 MBLearn 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
15. COVID-19 | The road back from COVID-19
July 14, 2020 03:30 - 39 minutes - 54.2 MBIn 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 Adviso...
14. COVID-19 | New Zealand investment property tax update
July 07, 2020 05:00 - 1 hour - 83.8 MBThe economic impact of COVID-19 has been significant with New Zealand property investors experiencing reduced property rentals and vacancies. Recent changes in legislation will affect property owners so it is essential to understand these implications and integrate them into the overall investment and ownership strategy. In this webinar, Tax Advisory Associate Partner Daniel Gibbons will discuss the property tax issues arising from COVID-19 relevant to investors and owners of New Zealand pr...
14. COVID-19 | NZ investment property tax update
July 07, 2020 05:00 - 1 hour - 83.8 MBThe economic impact of COVID-19 has been significant with New Zealand property investors experiencing reduced property rentals and vacancies. Recent changes in legislation will affect property owners so it is essential to understand these implications and integrate them into the overall investment and ownership strategy. In this webinar, Tax Advisory Associate Partner Daniel Gibbons will discuss the property tax issues arising from COVID-19 relevant to investors and owners of New Zealand pr...
13. COVID-19 | Post-COVID: how best to deal with your lenders
July 01, 2020 05:00 - 40 minutes - 55.6 MBIn this webinar, our Debt Advisory team will provide an insight into the current financial landscape, the importance of understanding the cashflows of your business, and how best to prepare for a post COVID-19 environment - particularly when dealing with your bank. Presenters include Findex Managing Partner for Consulting Jeremy Curragh, Partner in Corporate Finance Tony Krohn, Partner in Corporate Finance Chris Dorn and Associate Partner in Lending & Finance Brendan Hearle. Topics to be dis...
12. COVID-19 | The walking dead: identifying and dealing with a zombie business
June 29, 2020 03:00 - 30 minutes - 41.7 MBFindex New Zealand Managing Partner Scott Mason (Tax Advisory), Partner Craig Macalister (Tax Advisory) and Managing Partner Jeremy Curragh (Consulting) come together for a webinar discussing how to identify and deal with zombie businesses; particularly important to acknowledge during COVID-19. For more information please head to our Findex New Zealand website: www.findex.co.nz
11. COVID-19 | Keeping on top of your Kiwisaver
June 17, 2020 05:00 - 53 minutes - 73.6 MBFindex NZ Wealth Management experts David van Schaardenburg and Craig Smith discuss how to keep on top of your KiwiSaver in stressful times. They will cover topics such as: - COVID-19’s effect on the financial markets - KiwiSaver success strategies - KiwiSaver in a longer term context For more information please visit the following websites: Findex New Zealand - www.findex.co.nz COVID-19 Resource Centre - http://insights.findex.co.nz/covid19/
10. COVID-19 | Is your business financially equipped post COVID-19?
June 03, 2020 03:00 - 32 minutes - 44.5 MBOn Tuesday 2nd June, Partner Tony Krohn and Associate Partner Anthony Bell of the Findex Debt Advisory team presented a webinar on how to prepare your business financially with funding assistance from the banks post COVID-19. The presentation highlighted: - The banks’ perspective; - Risk factors still on the horizon; - Understanding and acknowledging stress factors in cashflows; - How best to approach your bank For more information please head to the Funding Support for Business campaign pag...
9. COVID-19 | New Zealand economic update
May 28, 2020 00:30 - 57 minutes - 79.1 MBFindex Consulting Managing Partner Jeremy Curragh hosts our latest COVID-19 webinar providing New Zealand economic update presented by Chief Economist Jarrod Kerr, Kiwibank. Jarrod will bring us through the current climate and what may occur in the coming months with a focus on: 1. COVID-19 Overview – Curve flattening, government response, how did we get to this position and a comparison with previous pandemics e.g. SARS. 2. Economic impact – Consequences and recovery. 3. Market outlook – Spe...
9. COVID-19 | New Zealand economic update (May 2020)
May 28, 2020 00:30 - 57 minutes - 79.1 MBFindex Consulting Managing Partner Jeremy Curragh hosts our latest COVID-19 webinar providing New Zealand economic update presented by Chief Economist Jarrod Kerr, Kiwibank. Jarrod will bring us through the current climate and what may occur in the coming months with a focus on: 1. COVID-19 Overview – Curve flattening, government response, how did we get to this position and a comparison with previous pandemics e.g. SARS. 2. Economic impact – Consequences and recovery. 3. Market outlook – Spe...
8. COVID-19 | A refresh on stimulus measures affecting superannuation and SMSFs
May 21, 2020 00:00 - 11 minutes - 16.3 MBA special Findex COVID-19 webinar featuring SMSF Senior Partner Kathy Evans to provide a refresh on stimulus measures affecting superannuation and Self Managed Superannuation Funds. For more information please visit the COVID-19 Resource Centre: http://insights.findex.com.au/covid19 And the Findex Australia website: http://www.findex.com.au
7. COVID-19 | New Zealand Xcelerate tax update
May 05, 2020 01:30 - 57 minutes - 79 MBTax Advisory Senior Partner Jarod Chisholm and Technical Director Stephen Richards provide the latest on potential tax issues and other considerations that arise from the New Zealand government’s COVID-19 support package, including: - Wage subsidy - Recent tax changes - Managing tax payments - Audience Q&A For more information please visit our COVID-19 Resource Centre: insights.findex.co.nz/covid19