CM Tax – New Zealand – Update 2023

Sep 19, 2023

Country Manuals Tax – CM Tax – 

We would like to inform you that BRP Tax has updated its Country Manual Tax for the following jurisdiction:

> NEW ZEALAND (TIM, PEM and BT Short)

The Country Manual has been reviewed together with our local counsels to ensure that the content of all the documents remains accurate and up to date. The few changes/modifications concern:

Tax Investment Manual (TIM)
The chapter of Tax suitability for the direct line management of financial instruments is further developed with additional subsections on specific investment products.


Tax Private Equity Manual (PEM)
The PEM is supplemented by an additional chapter containing the tax suitability rating for each type of investment in foreign countries.

Tax Behaviour Template (BT Short)
The Tax Suitability Ratings in the Tax Behaviour Template is aligned with those contained in the TIM. This update is recommended if your subscription includes the digital solution.

Please access this new version on our Platform: mybrponline under the following search:

Subscribed Tax ManualProductDocument
Tax Country Manual
Tax Investment Manual
Tax Private Equity Manual Tax Memorandum
Tax Brief
Behaviour Template Short
Country Manual Tax
Country Manual Investment Tax
Country Manual Investment Tax Country Manual Investment Tax
Country Manual Tax
Country Manual Investment Tax
CM Tax RT
CM InvTax RT
CM InvTax PE
CM InvTax Memo
CM Tax RS
CM InvTax BT Short

Please do not hesitate to contact us (info@brptax.com), should you require any further information.

Best regards,

Your BRP Tax Team

Geneva, September 19th 2023