P: +64 (7) 838 0836

Tax & Compliance

Despite ongoing attempts at simplification, New Zealand’s tax system remains complex.  The constant change in tax law requires up to date technical knowledge.

Compliance with your tax obligations can be time consuming and expensive.  Rob and Lynette can assist you with minimising your tax compliance cost through their hands on approach.

We can also assist with planning opportunities and offer a practical common sense approach to complex business issues.  We prefer to work alongside our clients and to enhance your own understanding of the issues.

Our tax expertise enables us to offer the following:
> Return preparation
> Transaction advice including on acquisition and disposal of businesses
> Structuring and restructuring advice
> Deferred tax accounting
> Tax dispute assistance

We can do as much or as little as you want.  You can retain your relationship with other advisors and use them as a cost effective provider of distinct parts of your overall tax and accounting requirements.

Larger tax practices tend to take a technical approach.  We present practical solutions, setting out the issues and providing recommendations.  We prefer to take part in the decision making process.

Accounting Services

General accounting and taxation functions are areas undergoing significant change with software and on-line solutions moving a greater amount of work away from traditional accountants.  When this works, it provides the ideal opportunity for Braithwaite and Pearks Ltd.  With reliable up to date accounting information, we can focus on areas of your business which requires attention.

We can assist by ensuring that this information is reliable and up to date and can work with your accounting systems (or ours) to produce this information if required.  We are firm believers in not re-inventing the wheel, and in using your systems as much as possible rather than unnecessarily duplicating accounting records.

We can look after your:

> Monthly or annual financial statement preparation
> Tax return preparation and advice arising from the accounts
> GST return preparation
> Company secretarial compliance

Valuations and Financial Opinions

We can provide expert independent financial opinions on matters such as business and share valuations, as well as loss of profits or damages assessments.

The reasons for a business valuation or loss assessment are many and varied, and the approach we take will vary accordingly.  Rob has extensive experience in such matters including appearing as expert witness in District Court and High Court hearings.
The need for a valuation or loss assessment is commonly linked to a dispute of some kind.  We can assist you by providing an assessment of your position, and also assist with the resolution process, whether the matter is before the Courts or a dispute resolution service.

Common circumstances requiring valuation or loss assessment include:
> Business and share valuation
> Shareholder dispute
> Succession planning
> Minority interest valuations
> Relationship (Matrimonial) Property
> Loss of profits
> Insurance claims
> Misrepresentation losses
> Goodwill valuations

Bloodstock

We advise horse businesses nationally and internationally including Australia, Asia and America.

Rob’s specialist tax knowledge in relation to agribusiness includes being a former member of the Chartered Accountants Australia New Zealand Rural Advisory Group and co-authoring the CCH publication on Bloodstock Taxation and John Aubrey’s Bloodstock Taxation publication.


Services available to bloodstock owners include advice about and preparation and lodgement of the required returns, forms and activity statements for:

> Registration within the NZ tax system
> Identification of income tax obligations and the impact of cross border activities
> Goods and Services Tax Returns
> Annual Income Tax returns
> Financial reporting to owners, including syndicated ownership structures
> Relationship and communication with Inland Revenue by acting as your tax agent

Our Services

Tax & Compliance

We can help you file your tax returns and provide advice on the best solutions for your business's size.

Accounting Services

Financial statement preparation and company secretarial compliance

Valuations and Financial Opinions

Business and share valuations

Bloodstock

Specialist tax and advisory services to bloodstock owners