Dive into this three-part series to explore the impact of digital assets on estate planning, taxation, and asset management. From tokenisation and buying to managing and strategising, uncover the latest trends and regulatory challenges. Get ready to level up your expertise and navigate the changing landscape with confidence.
Description
Attend and earn 3 CPD hours
If you register for the full series as a live online product after the date of an individual session, you will be sent the recording for the sessions that have passed. Alternatively, you can register for individual sessions by following the links below.
Tokenisation of Real-World Assets: The Next Frontier
Thursday, 17 October 2024
Unlock the future of asset management with our deep dive into tokenisation. Explore how blockchain transforms equities, real estate, and more into digital assets, and gain insights into global and Australasia-specific investment opportunities. Understand New Zealand’s regulatory landscape and legal nuances to stay ahead in this evolving field.
Description
Attend and earn 1 CPD hour
Chair:
Philip McHugh, Lawyer, Grayson Clements Ltd
1.00pm to 2.00pm Tokenisation of Real-World Assets: The Next Frontier
- Transforming Tangible Assets
- Discover how the traditional world of equities, bonds, real estate, and commodities is being revolutionised through the conversion into digital tokens on blockchain platforms
- Global and Local Perspectives
- Explore the latest developments in tokenisation both worldwide and across Australasia.
- Understand the innovative investment products being created and how they offer new advantages for both issuers and investors
- Regulatory Landscape and Legal Insights
- Delve into New Zealand’s regulatory framework for tokenised assets and uncover the potential legal challenges and considerations that may arise
Presented by Jeremy Muir, Partner, MinterEllisonRuddWatts
Learning Objectives:
- Understand the impact of tokenisation on traditional asset classes and the creation of new investment products.
- Navigate New Zealand’s regulatory framework for tokenised assets and address potential legal challenges.
Presenters
Philip McHugh, Lawyer, Grayson Clements LtdPhilip advises individuals and families, the innovative minds behind the idea. His expertise includes technology (blockchain, encryption, AI) and corporate entities. His work primarily involves exploring client objectives and capturing these in succinct, plain language legal documents. Philip is passionate about developments in emerging technologies (NFTs, cryptocurrency, algorithmic decision making), their intersection with the law and assisting clients to commercialise them.
Jeremy Muir, Partner, MinterEllisonRuddWatts
Jeremy heads the national Banking & Financial Services division at MinterEllisonRuddWatts. He specialises in funds, financial regulation, fintech and crypocurrency/blockchain innovation. In the cryptocurrency space, he acts for many of the key New Zealand industry participants and has recently been appointed as a special advisor to Parliament’s Finance & Expenditure Committee for their ongoing review of the area.
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Crypto and Estate Planning
Wednesday, 13 November 2024
Can crypto be part of estate planning? Find out how to manage and document digital assets, integrate them with traditional tools like wills and trusts, and adapt to the evolving legal landscape. Join us for an interactive session to get the answers and practical insights you need.
Chair:
Simon Akozu, Partner, MinterEllisonRuddWatts
1.00pm to 2.00pm Crypto and Estate Planning
- Crypto as property and other legal considerations
- Managing and documenting the assets
- Access and control – self-help and third party solutions
- Interface with traditional estate planning tools such as wills and trusts
- Planning for change
Presented by Derek Roth-Biester, Partner, and Rebekah Mapson, Associate, Anderson Lloyd
Description
Attend and earn 1 CPD hour
Learning Objectives:
- Learn how to integrate crypto assets into traditional estate planning tools like wills and trusts.
- Develop strategies for managing and documenting crypto assets within an estate plan.
Presenters
Simon Akozu, Partner, MinterEllisonRuddWattsSimon is a tax specialist, focused on mergers and acquisitions (M&A), infrastructure projects, financing arrangements, and crypto assets. Simon has broad experience managing tax projects across a wide range of industries. His clients include leading New Zealand corporates, multinationals, financial institutions, and high net worth individuals. Simon is also working with a range of start-ups in the crypto asset space. Simon has a keen interest in tax policy. He regularly writes and presents on new developments in tax, including the taxation of crypto assets. He is a contributor to Bloomberg Tax and is a co-author of Bloomberg’s New Zealand country guide.
Derek Roth-Biester, Partner, Anderson Lloyd
Derek is a partner in Anderson Lloyd’s corporate and commercial team. He has over 20 years’ international experience in commercial matters, with deep sectoral focus in technology (including data privacy), intangible assets and, more recently, blockchain. He has extensive experience of advising in relation to outsourcing arrangements and complex IT projects. Derek joined Anderson Lloyd as a partner in 2019, having previously been a partner at Meredith Connell in Auckland. He also worked for the Hong Kong offices of Sidley Austen and Pinsent Masons over a 12 year period in Asia. He is a member of the Executive Committee of the Hong Kong New Zealand Business Association and a member of the New Zealand Private Equity and Venture Capital Association.
Rebekah Mapson, Associate, Anderson Lloyd
Rebekah is an Associate in our Property and Private Client team. Based out of the Dunedin office, she advises on a number of matters including residential and commercial property transactions, commercial leasing, subdivisions, property matters involving local government legislation (including road stopping and the Public Works Act 1981), and not-for-profit law, including formation and governance of charitable trusts and incorporated societies. Rebekah can also assist in relation to all aspects of estate planning including Wills and enduring powers of attorney, residential care subsidy advice, purchase of retirement village units and occupation rights, and trust related matters including advice on the Trusts Act 2019.
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Taxation on Cryptocurrencies and Crypto Transactions
Thursday, 21 November 2024
Explore the intricate world of cryptocurrency taxation and understand what constitutes taxable activity for individuals and business in this rapidly evolving realm. Discover how tax investigators utilise advanced blockchain analytics to uncover and trace crypto transactions and ensure tax compliance when dealing with crypto assets of your clients.
1.00pm to 2.00pm Taxation on Cryptocurrencies and Crypto Transactions
- Understanding Taxable Events
- Learn what on and off chain activities are considered taxable, including selling, trading, exchange, mining, and staking of Crypto-assets
- Blockchain Analytics
- Gain insights into the sophisticated tools and techniques tax investigators employ to track and analyse blockchain transactions
- Basic Compliance Strategies
- Discover practical tips and strategies to ensure compliance with tax regulations and avoid potential pitfalls
Presented by Tom Aspin, Director, Financial Advisory Services, Grant Thornton
Description
Attend and earn 1 CPD hour
Chair:
James Cochrane, Partner, Lane Neave
Learning Objectives:
- Identify taxable events related to cryptocurrencies and crypto transactions.
- Understand which on-chain and off-chain activities, such as selling, trading, mining, and staking, are subject to taxation.
Presenters
James Cochrane, Partner, Lane NeaveJames is a dispute resolution and litigation partner at Lane Neave in Auckland, specializing in banking, finance, insolvency, company law, and insurance. He has expertise in cryptocurrency, web3 technology, and digital assets, advising on tax, asset structuring, gaming, and regulatory issues. James also handles fintech, social media disputes, and corporate social responsibility. With a First Class Honours LLM from the University of Auckland, he is active in BlockchainNZ, RITANZ, and NZILA. He provides commercial advice to a diverse range of clients, from individuals and startups to multinational corporations.
Tom Aspin, Director, Financial Advisory Services, Grant Thornton
Tom is currently the operational lead for both the Cryptopia and Dasset Liquidations – two of the most complex and challenging cryptocurrency insolvency cases in the world to date. His extensive experience with virtual assets includes tracing cryptocurrencies through multiple exchanges, recovering assets, and supporting the filing of legal actions in various jurisdictions. To deliver the best possible outcomes for stakeholders and creditors, these insolvencies require specialist knowledge of complex cross-border issues and extensive engagement with regulatory authorities in New Zealand and across the globe.
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