CA ANZ and TMNZ join forces to drive innovation in tax services
Tax Management New Zealand (TMNZ) and Chartered Accountants Australia and New Zealand (CA ANZ) have announced a new partnership aimed at driving innovation in tax services through tax pooling, education, market insights and events.
The three-year alliance between TMNZ (New Zealand’s largest tax pooling provider) and CA ANZ, (Australasia’s peak professional organisation for accountants), will deliver substantial benefits to CA ANZ’s 31,000 New Zealand members, through streamlined access to TMNZ’s fintech products aimed at driving compliance efficiencies and boosting business cashflow.
TMNZ has served thousands of accountants and taxpayers nationwide since 2003, including major banks and leading corporates. The partnership will support CA ANZ members with professional development, thought leadership, digital enablement, early-career support and community impact.
This includes continuing professional development (CPD) focused on managing Inland Revenue audits, thought leadership and insights including the annual Inland Revenue Satisfaction Survey, events such as the annual CA ANZ Tax Conference, tax pooling guides, the latest tax tech solutions, and more.
New Zealand businesses partnering with CA ANZ members will have access to tax management solutions and tools for cashflow optimisation. This collaboration aims to support productivity improvements in the economy and promote digital transformation within the tax sector.
Backed by Business Leaders
“By working together, we’re able to offer more than 31,000 chartered accountants streamlined access to innovative tax management solutions, professional development opportunities, and the latest fintech tools,” said CA ANZ NZ Country Head Peter Vial FCA.
“Partnering with CA ANZ amplifies our vision of transforming tax compliance into a strategic business advantage,” said Matt Edwards, Chief Executive Officer of TMNZ.
“Together, we’re creating a future where accountants are empowered with cutting-edge tools, technology, communities and expertise to deliver exceptional client outcomes. We’re building something that will define the future of accounting services in New Zealand.”
Innovating to transform New Zealand
As a purpose-driven business, TMNZ directs 100% of their profits to philanthropic partner, Whakatupu Aotearoa Foundation, for initiatives that help New Zealand’s communities and the environment to thrive. The strategic alliance means CA ANZ members will effectively be contributing towards efforts to build a better New Zealand, including investment in ocean research, youth development, entrepreneurship and climate initiatives.
The partnership takes effect immediately, with TMNZ working closely with CA ANZ to roll out member benefits, educational programmes and events including the CA ANZ National Tax Conference in November 2025, with TMNZ being the exclusive tax pooling partner.
Find out more about the partnership here www.tmnz.co.nz/caanz
The 7 May solution
We’re excited to share with you: Tax pooling – The 7 May solution. Discover how tax pooling makes 7 May easier for your clients by reducing pressure and minimising risk. We’ll cover the latest market insights and tax pooling best practices, with real-world examples that show exactly how it works.
What you’ll learn
- fresh market insights
- how to strengthen your clients’ tax approach without straining cashflow
- tips for staying ahead of your clients’ tax needs for 2025-2026
- tax pooling benefits in action through real examples
- Q&A
Who this is for
This webinar is perfect for tax agents and accountants in public practice.
This content is for general information purposes only and should not be used as a substitute for consultation with our team of specialists.
The interest rates mentioned in our webinars were accurate at the time of original recording. Please note that IRD interest rates change over time. Always refer to current official IRD rates for the most up-to-date information.
Book a tax pooling overview for your business
Is tax pooling the right solution for you? Every business we work with has different needs. Book an overview with one of our tax pooling specialists to find out how we can support you.
An accountants’ guide to TMNZ’s Dashboard
We’re excited to share with you: Tax Pooling – An accountants’ guide to TMNZ’s Dashboard. In this session, you’ll learn how to navigate our TMNZ dashboard for setting up accounts, creating tax pooling arrangements, and taking advantage of features like Tax Swaps, and Group Optimiser.
What you’ll learn
Account setup and management:
- updating personal information
- setting up client accounts (taxpayer accounts)
- accessing a firm-wide view.
Tax pooling:
- setting up a tax pooling arrangement
- Tax Swaps
- Group Optimiser.
This content is for general information purposes only and should not be used as a substitute for consultation with our team of specialists.
The interest rates mentioned in our webinars were accurate at the time of original recording. Please note that IRD interest rates change over time. Always refer to current official IRD rates for the most up-to-date information.
Book a tax pooling overview for your business
Is tax pooling the right solution for you? Every business we work with has different needs. Book an overview with one of our tax pooling specialists to find out how we can support you.
Managing Imputation Credits
We’re excited to share with you: Tax Pooling – Managing Imputation Credits where you will learn how to manage your ICA (Imputation Credit Account) position by using and recording tax pooling transactions.
What you’ll learn
- the purpose of an ICA
- when imputation credits and debits arise on tax pooling transactions
- how New Zealand tax legislation requires these entries to be recognised
- Q&A.
What are Imputation Credits?
Imputation Credits allow businesses to pass on the income tax they have already paid, to their shareholders.
A shareholder can claim the credits they have received to offset the tax they are liable to pay on that dividend income. This prevents double taxation in the hands of the shareholders.
Who this is for
This webinar is perfect for tax agents and accountants in businesses dealing with the Imputation Credit return.
This content is for general information purposes only and should not be used as a substitute for consultation with our team of specialists.
The interest rates mentioned in our webinars were accurate at the time of original recording. Please note that IRD interest rates change over time. Always refer to current official IRD rates for the most up-to-date information.
Book a tax pooling overview for your business
Is tax pooling the right solution for you? Every business we work with has different needs. Book an overview with one of our tax pooling specialists to find out how we can support you.
Tax Pooling Basics and Benefits
We’re excited to share with you: Tax Pooling – the Basics and Benefits. If you’re new to tax pooling, or need a refresher, watch to learn how tax pooling works and how it can help accountants and businesses better manage tax payments, with more freedom and cashflow flexibility.
What you’ll learn
- the fundamentals of tax pooling and how it works
- all the benefits of tax pooling
- best practice uses of tax pooling in the current environment
- the important ways TMNZ can help accountants and businesses.
Who this is for
- tax agents and accountants in public practice looking for an introduction to tax pooling, or wanting to refresh their knowledge
- business owners interested in using tax pooling to manage their tax with more freedom and cashflow flexibility.
This content is for general information purposes only and should not be used as a substitute for consultation with our team of specialists.
The interest rates mentioned in our webinars were accurate at the time of original recording. Please note that IRD interest rates change over time. Always refer to current official IRD rates for the most up-to-date information.
Book a tax pooling overview for your business
Is tax pooling the right solution for you? Every business we work with has different needs. Book an overview with one of our tax pooling specialists to find out how we can support you.