Tax Management NZ

The original and the best

Tax Management NZ is New Zealand's original tax payment intermediary approved by Inland Revenue, allowing taxpayers to manage provisional tax and reduce their exposure to use-of-money interest.

We have been in business since April 2003 when Inland Revenue changed the tax rules to allow tax payment intermediaries to effectively sell overpayments of provisional tax to taxpayers who have underpaid.

Since then we have added millions of dollars of value to New Zealand businesses including many of New Zealand’s top 200 companies (including all of the largest trading banks) and the top four chartered accountancy firms.

Tax Management NZ works hand-in-hand with New Zealand Guardian Trust, Inland Revenue, the New Zealand Institute of Chartered Accountants and leading Chartered Accountants in an ongoing quest to develop fresh tax solutions for you.

For further information from Inland Revenue regarding provisional tax and tax pooling please refer to tax pooling on the Inland Revenue website.

Our team of tax masters

TMNZ - Ian Kuperus

[Ian Kuperus – Managing Director]

Ian is the Managing Director and majority shareholder of Tax Management NZ. He worked closely with Inland Revenue to develop the legislation allowing pooling of tax payments by an intermediary. Ian has over sixteen years of corporate tax experience, having led the tax teams of Fonterra, the New Zealand Dairy Board and National Bank. He is a member of the International Fiscal Association, the New Zealand Institute of Chartered Accountants (NZICA) and its National Tax Committee.

TMNZ - Josh Taylor

[Josh Taylor – General Manager]

Josh is responsible for the developmental and operational aspects of the business. He joined the company in March 2006 and previously held roles with BNZ in their Corporate Banking Team and with Bell Gully in Auckland as a solicitor.

TMNZ - Martin Bing

[Martin Bing – Manager Business Partners]

Martin is responsible for maintaining key business relationships and overseeing the financial aspects of the business. Prior to being with Tax Management NZ, he has had commercial experience with Peace Software as their CFO/Finance Director, and has held senior management positions with Ernst & Young in NZ and Canada. Martin is a member of the New Zealand Institute of Chartered Accountants.

TMNZ - Liz Taylor

[Liz Taylor – Relationship Manager]

Liz is the key contact point for taxpayers and accountants looking to manage provisional tax – either by depositing funds in the Tax Management NZ Tax Pool, financing provisional tax or purchasing shortfalls. She joined Tax Management NZ in July 2004 prior to which she worked in administration/marketing for two of the major CA firms.  Liz has a particular involvement with the Tax FINANCE product and fostering its growth and development.

TMNZ - David Randerson

[David Randerson – Operations Manager]

David heads up the operations team that is responsible for the management of the processing and monthly deposit cycles, as well as internal reporting. He is a key contact for accountants, assisting with maintaining and developing our service offering to this sector of the tax community. David joined the company in October 2007 and prior to this worked in Audit at Ernst & Young as well as for the Auckland Regional Council as Financial Advisor.

TMNZ - Doug Maarschalk

[Doug Maarschalk – Operations Administrator]

Doug forms part of the operations team and provides two key functions: administering the processing and monthly deposit cycles, and acting as key contact for general and technical queries relating to Tax PURCHASE. He joined Tax Management NZ at the beginning of 2009 and prior to this was the financial administrator for a consumer goods wholesaler.

Advisory board

The Tax Management NZ Advisory Board provides advice on strategy and relationships with key stakeholders - corporates, small and medium businesses, tax agents, accountants and the Government.

[David McLay]

David is an experienced tax adviser spending 20 years as a tax lawyer with Bell Gully, advising on a wide range of tax-related matters. He is now practising in Wellington as a barrister specialising in tax and trusts, and is Chairman of The Income Tax Rewrite Panel.

[Rob McLeod]

Rob is a well-known New Zealand barrister and tax practitioner. He is currently chairman of the Business Roundtable and Managing Partner at Ernst & Young. Rob has extensive experience in New Zealand tax reform, having served on various consultative committees for over a decade. He is a former chair of the NZICA National Tax Committee and chaired the 2001 McLeod Tax Review.

[Phillip Porter]

Phillip co-founded Tax Management NZ. Phillip's background is in corporate banking, risk management and corporate strategy and includes roles with the ANZ Bank, the Asia 2000 Foundation and the New Zealand Meat Board.

Trustee services

Custodial Trustee Services for the Guardian Trust/Tax Management NZ Tax Pool are provided by the New Zealand Guardian Trust Company Limited (Guardian Trust). Guardian Trust is a subsidiary or the Promina Group, a leading Australasian insurance and financial services organisation listed on the Australian and New Zealand stock exchanges. Guardian Trust currently supervises assets and investments in New Zealand in excess of $NZ50 billion.

[Guardian Trust]

  • Holds all payments and Tax DEPOSITS on trust for members
  • Maintains client registration details and the tax register of Tax DEPOSITS
  • Holds the Guardian Trust/Tax Management NZ Tax Pool account at Inland Revenue
  • Authorises all payments and tax refunds
  • Authorises all transfers to members' accounts at Inland Revenue

To contact Guardian Trust:

Harry Koprivcic
Relationship Manager

DDI 09 377 7265
harry_koprivcic@nzgt.co.nz

Vero Centre, 48 Shortland Street
PO box 1934, Auckland