The tax team at Bell Gully regularly acts for clients in significant matters throughout the market, with a strong reputation in transactional tax, tax disputes and litigation, and private client taxation issues. The group’s core tax dispute capability extends to advising clients on IRD audits and investigations, while the team also demonstrates strong knowledge on the tax aspects of financing and securitisation transactions. Graham Murray heads the team with a broad practice that includes the taxation of corporate restructurings, while Mathew McKay is a tax disputes and litigation specialist. The team further includes the experienced Willy Sussman, noted for his private client tax knowledge, and Campbell Pentney, who has particular expertise in customs and excise matters. Hayden Roberts has a wealth of experience advising on corporate tax law issues, including those arising in M&A, financing arrangements, and securitisation structures.
Tax in New Zealand
Bell Gully
Praxisleiter:
Graham Murray
Weitere Kernanwälte:
Mathew McKay; Willy Sussman; Campbell Pentney; Hayden Roberts
Referenzen
‘Strong collaboration across the disciplines within the organisation, with the invitation to utilisation of other disciplines done with courtesy.’
‘Exceptional competence but also extremely personable. Able to collaborate and debate constructively and ensure understanding of the client and adapt advice to meet their competency.‘
‚Mat McKay demonstrates an exceptional level of listening, curiosity, understanding and technical capability that, combined, translates into well considered, targeted and tailored advice.’
Kernmandanten
Contact Energy
Downer
AGP
Kami
Orion Health
Enable
Jarden
One New Zealand
AirBnB
Fletcher Building
Air New Zealand
Highlight-Mandate
- Provided income tax and GST advice in relation to the combination of Jarden and NAB’s wealth advice and asset management businesses in a newly formed entity, known as FirstCape, with input from Pacific Equity Partners.
- Advised on the tax aspects of the NZ$410 million sale of Asteron Life to Resolution Life, including all tax documentary aspects of the transaction.
- Advised the shareholders of Kami Limited, a tech start-up, in connection with the sale of its business to Boston Ventures for NZ$300 million.
MinterEllisonRuddWatts
MinterEllisonRuddWatts‘ tax team demonstrates significant proficiency across specialised areas such as infrastructure, transfer pricing, and private wealth management. The group continues to be sought after for its expertise in M&A work, with strong knowledge of both the pre-transaction and post-transaction structuring and tax due diligence. Andrew Ryan leads the practice, regularly working with both domestic and international clients, advising on a variety of tax law issues, including cross-border transactions for major corporations to employment taxes for privately owned businesses. Further, Simon Akozu is particularly noted for his work in relation to infrastructure projects, as well as crypto asset projects.
Praxisleiter:
Andrew Ryan
Weitere Kernanwälte:
Simon Akozu; Phillip Chrisp; Sue Wong
Kernmandanten
Wellington Gateway Partnership
AgriZeroNZ
Avolon
Amicaa Investments Pty Ltd
ANZ Bank of New Zealand Limited
Tower Limited
Todd Corporation Limited
Z Energy Limited
Westpac New Zealand Limited
Milford Asset Management Limited
Highlight-Mandate
- Acted for Wellington Gateway Partnership on all aspects of the restructuring of the landmark Transmission Gully motorway public-private partnership.
- Acted for Camco, a UK-based specialist climate and impact fund manager, on the formation of TIDES (Transforming Islands Development through Electrification and Sustainability) – a first-of-its-kind wholesale impact fund for the Pacific region.
- Acted for Z, a New Zealand fuel distributor and subsidiary of Ampol, on a wide range of strategic projects and BAU matters.
Russell McVeagh
The tax team at Russell McVeagh provides a strong offering, advising on a complete range of tax matters, including all types of direct and indirect taxation. The group is regularly instructed on tax matters related to financing and capital raising, M&A, business establishment and reorganisation, as well as employee remuneration packages, transfer pricing, and tax investigations. Greg Neill acts as chair of the department, with particular experience in M&A, private equity, banking and finance, and general corporate tax. The team further includes Fred Ward, who is noted for both his tax advice and litigation services, regularly acting for large banks and corporations.
Praxisleiter:
Greg Neill
Weitere Kernanwälte:
Fred Ward
Referenzen
‚Very responsive to our tax queries, which can sometimes be urgent. Good, clear advice, presented in an easy-to-read format.‘
‚We deal with Greg Neill and find he is extremely responsive to our queries. Turnaround time is very good.‘
Kernmandanten
UDC Finance Limited
Scentre Group Limited
Auckland Airport Limited
Craigs Investment Partners
Manawa Energy
Direct Capital
Orams Group Limited
Bostock Group and Bostock Brothers
Goldman Sachs Australia Pty Limited
UBS New Zealand Limited
Highlight-Mandate
- Advised UDC Finance Limited (UDC Finance) on its fourth term securitisation, whereby the term securitisation SPV issued asset-backed AAA-rated notes to a pool of third-party investors across New Zealand and other overseas jurisdictions.
- Advised the underwriters on Infratil’s NZ$1.275 billion equity raise.
- Acted as principal NZ advisors to Scentre Group Limited on the issuance of A$300m of subordinated non-call fixed rate notes and A$600m of subordinated non-call floating rate notes, each due 2054.
Mayne Wetherell
The tax practice at Mayne Wetherell is regularly instructed by a range of clients to handle a variety of tax matters throughout the market. The team benefits from the joint leadership of Brendan Brown and Chris Harker, both of whom provide a wealth of experience across the practice area. Brown is noted for his specialisms in corporate and international taxation, regularly working with large banks and corporations, while Harker advises on significant transactions in relation to M&A, restructures, and infrastructure projects. Key support is provided by Tim Stewart, who has particular expertise in tax issues affecting financing arrangements and the financial sector.
Praxisleiter:
Brendan Brown; Chris Harker
Weitere Kernanwälte:
Tim Stewart
Referenzen
‚Market-leading tax practice in terms of technical knowledge.‘
‚We work with Brendan Brown and Tim Stewart. Brendan is, in our view, the market leader in NZ tax with very strong technical knowledge and an ability to apply that knowledge thoughtfully and practically in the context of the complex financing transactions which we look at.‘
‚They are a team of senior practitioners, skilled in their field, who can deliver results quickly and effectively.‘
Kernmandanten
Avanti Finance Limited
Bank of New Zealand
Corporate Taxpayers Group
FleetPartners Group Limited
Genesis Energy
Goldman Sachs
Spark New Zealand
Taxi Limited
Westpac New Zealand Limited
Highlight-Mandate
- Acted for Spark on the NZ$311m sale of its remaining stake in Connexa to CDPQ.
- Advised Westpac on its NZ$375m issue of perpetual preference shares to New Zealand investors.
- Acted for Genesis Energy on the tax aspects of its acquisition and development of the 127-megawatt Edgecumbe solar farm.
Simpson Grierson
Simpson Grierson‘s tax offering demonstrates strong expertise in corporate transactional tax practice, regularly handling work for major corporations, both domestic and international clients. The team is noted for its unique public sector and charity advice, evidencing clear strengths in advising on tax matters in these areas. Barney Cumberland spearheads the practice, with a focus on the tax aspects of domestic and cross-border M&A, private equity deals, financing, and capital raising transactions. Cumberland further advises on tax regulatory matters, while providing specialist tax advice to high-net-worth individuals. Nick Bland offers key support to the team, with a specialist focus on charity and public sector taxation.
Praxisleiter:
Barney Cumberland
Weitere Kernanwälte:
Nick Bland
Referenzen
‚They have extensive experience and knowledge concerning local authorities and tax issues that arise. They are also experts in charitable trusts and donee organisation status, particularly concerning Local Authorities.‘
‚They can provide definitive advice and assist in submissions concerning proposed government legislation and water restructuring.‘
‚Nick Bland, one of their senior associates, has been invaluable in his prompt addressing of our concerns concerning tax issues.‘
Kernmandanten
The a2 Milk Company Limited
Adamantem Capital
Archer Capital
ASB Bank
Auckland Council
Baker McKenzie
DoorDash, Inc
Flynn Restaurant Group
Huntington Bank
Jenden Business Trust
Johnson Controls International plc
Mercury Capital
New Zealand Rugby
Oceana Gold
Rayonier, Inc
Shinsei Bank
Highlight-Mandate
- Advised Rayonier, Inc on its NZD $1.5 billion sale of its 77% interest in Matariki Forests.
- Advised Johnson Controls on a restructuring of its local operational sale of part of its New Zealand business.
- Advised Auckland Council on the establishment of the Auckland Future Fund and its initial capitalisation with $NZ1.31 billion shares in listed Auckland International Airport Limited.
Buddle Findlay
Buddle Findlay‘s tax team is well-regarded for its expertise across all areas of direct and indirect taxation, including income tax matters, GST, and duties. The team consistently works with both domestic and international business operations, as well as managing inbound and outbound investments. Tony Wilkinson heads the team, with expertise in the tax aspects of financings, corporate restructurings, and M&A. Fiona Heiford provides key support to the team.
Praxisleiter:
Tony Wilkinson
Weitere Kernanwälte:
Fiona Heiford
Referenzen
‚Very responsive, quick to understand issues.‘
‚Tony Wilkinson and Fiona Heiford – pragmatic and responsive.‘
DLA Piper New Zealand
DLA Piper New Zealand’s tax team works in tandem with the firm’s corporate, finance, and international network to advise on cross-border transactions. The team demonstrates particular competence in handling structuring matters under specialised regimes such as GST, across a broad range of sectors, including energy, technology, and financial services. David Johnston leads the team with a focus on M&A, capital raising, inbound and outbound investment, as well as contentious tax disputes. Max Kwan provides key support, with specific expertise in areas of emission trading schemes and investment funds.
Praxisleiter:
David Johnston
Weitere Kernanwälte:
Max Kwan
Kernmandanten
Tracksuit Limited
Yamaha Motor Ventures
Contact Energy
BNP Paribas
Deere & Company
HSO Group B.V
AIG Insurance
Foodstuffs North Island Limited
King’s Trust Aotearoa New Zealand
Apex and Fund Rock
Highlight-Mandate
PwC Legal New Zealand
PwC Legal New Zealand‘s tax team offers an integrated service model, combining legal expertise with the broader capacities of the global network. The team works with a diverse client base, including multinational corporations, financial institutions, and family-owned enterprises. Helen Johnson leads the tax practice, with extensive experience advising clients in a range of sectors on their cross-border and domestic investments, including in relation to tax restructuring, acquisitions, as well as capital raises.
Praxisleiter:
Helen Johnson
Weitere Kernanwälte:
Emma Richards; Harry Cundy
Referenzen
‚What stands out is how seamlessly the tax insights are woven into broader legal advice, rather than sitting in a silo; the tax perspective is always considered and always pragmatic.‘
‚Very knowledgeable, professional.‘
‚Wide-ranging expertise across all forms of tax.‘
Kernmandanten
Genesis Energy
Manawa Energy
Wingnut Films
Real Estate Institute of NZ
NZ Transport Agency
BlackRock
ICD Property
The Centre for Climate Action Joint Venture Limited
Methanex
Country Road
Highlight-Mandate
- Instructed solicitors in relation to an appeal to the High Court and Court of Appeal in relation to a customs duty matter for Country Road.
- Advised an offshore family office in relation to a series of high-value and complex cross-border transactions, an Inland Revenue investigation, restructuring investments, and succession planning matters.