From Grants to Compliance: How SaaS Businesses Can Navigate Tax and Deploy Financial Strategies for Growth | online

From Grants to Compliance: How SaaS Business Can Navigate Tax and Deploy Financial Strategies for Growth

Thursday, 31 August 2023, 9.00AM - 10.00AM

Overview:

SaaS businesses in New Zealand are growing – fast. Strategic financial and tax planning can be often overshadowed by the drive for product development and market expansion. However, smart financial strategies can enhance your business’s overall growth trajectory, in a sustainable way.

Join us for our upcoming Need-to-Know webinar designed specifically to help SaaS businesses navigate the labyrinth of tax and finance strategies. We’ll go beyond helping you to understand the tax landscape – you’ll learn how to adopt smart approaches to financial management that can enhance your competitive edge.

In this session, tax experts from Tax Traders and KPMG will be addressing your queries, including:

• Understanding Tax Pooling: Have you ever wondered if you could pay your taxes when it suits you, rather than when the IRD says so? Tax pooling is a flexible tool that allows you to control when and how you pay your taxes, improving your cash flow and helping you better manage the financial highs and lows.
• Maximising Government Grants and Incentives: Are you capitalising on R&D Tax Incentives and other grants to drive innovation and maintain your competitive edge? Learn strategies to make the most of the financial support available to your business.
• Tax-efficient International Expansion: If you're looking to take your SaaS business global, you need to know how to do it in the most tax-efficient way. We'll explore outbound tax considerations and provide practical insights on international tax planning.
• Employee Share Ownership Plans (ESOPs): Understand how ESOPs can be a game-changer for your business by incentivising your team while also exploring their related tax implications.
• Industry-Specific Financial Strategies: Get exclusive insights into unique financial strategies tailored for SaaS businesses that can help you manage your revenue cycle effectively.

Join us for this one-hour webinar and gain valuable insights on tax pooling, outbound tax considerations, and tips on maximising benefits from R&D tax credits and other grants

Who should attend?

This webinar is a must attend event for SaaS CEOs, founders, Board members, finance team members, and anyone else interested in tax and cash flow matters in SaaS

Best suited to what stage of SaaS business?

SaaS businesses at all stages of growth

What you will learn:

• How to maximise benefits from New Zealand's R&D Tax Incentive and other government grants for your business.
• The key things you need to consider when expanding internationally in the most tax efficient way.
• The most important tax implications of Employee Share Incentive Plans and how to navigate them.
• How the tax pooling system can provide a more flexible way for you to manage your tax payments.

Following this session, you’ll be equipped with the tools to undertake a review of your business’s financial strategies, maximise your fiscal benefits, and ensure that the tax decisions you’re making are right for your business.

Cost: Free

Presenters:

James is the National Sales Director at Tax Traders.  He is a Chartered Accountant and has worked for Big 4 accounting firms in New Zealand, the UK, US and Channel Islands.  Having been in the tax pooling space for the past 7 years, he has significant expertise in the technical and legislative detail of tax and tax pooling and loves working alongside clients to see them flourish and grow.  Tax Traders is New Zealand's fastest growing tax pool, has been operating for over 10 years.  It is proud to be the industry's technology and innovation leader.

Kimberley is a director at KPMG NZ with extensive corporate tax and transfer pricing experience. Based in Auckland, she leads KPMG NZ’s tech sector tax practice and works with companies in the early stages of commercialisation through to large listed New Zealand and multinationals. She focuses on providing practical, tailored advice, leveraging her experience with the areas which are commonly encountered by those in the tech sector.

Byran is a Partner at KPMG and has been working there for over 15 years.  He has worked in tax compliance, tax consulting, R&D incentives, and government grants, since 2008.  Byran has assisted New Zealand companies with their tax affairs when expanding overseas, and international companies investing locally.  His clients span a range of industries, including manufacturing, software development, engineering, construction, and food and beverages.

kiwiSaaS Need to Know Webinar

Essential, short and punchy Need to Know sessions run by experienced SaaS practitioners and hosted by kiwiSaaS . The kiwiSaaS Need to Know Webinar equips SaaS entrepreneurs with the critical ‘survival’ skills needed to tackle big business challenges such as attracting talent, data security and business scaling. Visit kiwiSaaS.com for more details.