Attend and receive practical insights on what you need to know when you are acting for an overseas client to ensure that you comply with the provisions of the Overseas Investment Act. Hear timely updates on the complex overseas investment regime that will cover cross-border transactions, property, forestry and best practice guidance on filing documents with the OIO.
Description
* This interactive online recording includes questions and quizzes requiring critical thinking about the topics, so you have no annual limits to the number of points/hours you can claim with this format of learning. Please verify with your CPD rules
*Original Content was created in March 2024
Chair:
Susie Kilty, Partner, Buddle Findlay
OIA Considerations in Property Transactions
- Basics of sensitive land
- Associated land
- Leases
- Options and other interests in land
Presented by Tessa Baker, Partner, Chapman Tripp
Cross-Border Commercial Transactions
- The “overseas person” definition and the impact on various corporate structures
- The impacts of the Overseas Investment Act (and regulatory exemptions) on commercial transactions such as:
- Corporate restructures
- Mergers and Acquisitions
- Minority interest investments
- Shareholding changes
- The application of the Associate provisions to shareholder arrangements
- OIO Applications for Significant Business Assets investments, including the “national interest” test
- The OIO Notification regime that may apply even where OIO consent is not required
Presented by Christina Lefever, Principal, Lefever Law
Learning Objectives:
- Learn about OIA considerations in property transactions
- Stay on top of cross-border transactions and what you need to know
- Be updated on overseas investment developments in the forestry sector
- Receive essential guidance for the filing of documents with the OIO
Overseas Investment in the Forestry Sector: Latest Updates
Hear the latest insights on overseas investment and the forestry sector that you need to know.
Presented by Catherine Reid, Barrister
Dealing with the Documents You Need to File: Tips and Traps
Receive best practice guidance for filing documents with the OIO.
Presented by Hannah Lee, Senior Associate, Buddle Findlay
Attend and earn 3 CPD hours
Presenters
Catherine Reid, Barrister
Catherine is a specialist in New Zealand’s foreign investment regime, including the Overseas Investment Act 2005 and the Overseas Investment Office (OIO) consent process. Catherine developed her expertise at the OIO where she held senior roles. In 2015 Catherine returned to private practice and is now assisting investors in obtaining OIO approvals. Prior to joining the OIO in 2011, Catherine was a senior solicitor at a national commercial law firm.
Christina Lefever, Principal, Lefever Law
Christina is the principal at Lefever Law, a commercial law firm specializing in overseas investment advice and applications. Her experience with the Overseas investment Act consent process includes involvement in over 50 Overseas Investment Office (OIO) applications, including a significant number of applications relating to the agricultural sector (including farming, forestry and horticulture), and OIO applications under the new legislative tests introduced in 2018, including applications under the new streamlined forestry tests, and applications for residential land and property development exemption certificates. She is also a member of the OIO’s Legal Reference Group. Along with a comprehensive knowledge of the Overseas Investment Act and Regulations, Christina understands the practicalities associated with the application process (including applications for variations and exemptions) and the key issues that clients face.
Susie Kilty, Partner, Buddle Findlay
Susie specialises in competition, fair trading, overseas investment consents and economic regulation, particularly of infrastructure industries. Susie is an experienced public and administrative lawyer, having been a key advisor to the former Electricity Commission on significant grid investment decisions, as well as advising private sector clients on engaging with public sector entities. Susie regularly acts for clients when they engage with the Commerce Commission and Overseas Investment Office, including as part of breach investigations under the Commerce Act, Fair Trading Act, and CCCFA, and the Overseas Investment Act. She advises regulators and government departments, and is frequently involved in helping clients (public and private sector) on core public law matters, including handling Official Information Act requests.
Hannah Lee, Senior Associate, Buddle Findlay
Hannah in a senior associate in Buddle Findlay's public law team, specialising in overseas investment. Hannah's experience includes providing overseas investment advice and assisting with all elements of applications under the Overseas Investment Act. Hannah has been involved in advising on the overseas investment aspects of acquisitions by Coca-Cola, Nestlé, a limited partnership between Lightsource bp and Contact Energy (for solar farming), and Drylandcarbon (carbon farming). Having worked on a number of applications, including through changes to the Act in 2018 and 2020-2021, Hannah is well-versed in the practicalities of filing applications and notifications with the Overseas Investment Office. Hannah has also previously been seconded to The Treasury to work on changes to the Overseas Investment Act.
Tessa Baker, Partner, Chapman Tripp
Tessa specialises in commercial property law. She advises both domestic and international clients on a range of property acquisition, management and disposal activities. She is also an expert in New Zealand’s overseas investment regime and has previously been a member of the Overseas Investment Offices’ legal reference group. Tessa has experience in land issues for infrastructure project developments, including leases, licences and easements.
