WHO IS TAX TRADERS?
An Inland Revenue approved intermediary, it is led by one of New Zealand's leading figures in tax pooling, Josh Taylor. The team is supported by an advisory board that includes former Deputy Commissioner of Inland Revenue Robin Oliver, former Deloitte partner Mike Shaw and prominent New Zealand director and past president of the New Zealand Institute of Chartered Accountants, Keith Smith.
We believe tax pooling should be available to all, because no New Zealand taxpayer should have to pay use-of-money interest or penalties to Inland Revenue. Since we started, we've driven the price of tax finance down by 1.5% p.a. What's more, we've led the way in innovative solutions to tax management. Innovations like deposits into our trust account at Inland Revenue without the need for same-day cleared payments or time consuming follow up.
KEY BENEFITS OF TAX TRADERS
No minimum limits
We've removed minimum limits so that New Zealand taxpayers big and small can make deposits and benefit from tax pooling.
Buy or finance tax by instalment
For optimum flexibility we let you buy or finance tax by instalment, meaning you don't have to miss out on the savings tax pooling offers when cash flow is tight.
Flexible payment dates
Rather than dictate rigid payment terms, we let you pay on any day of the month (and price this accordingly).
A fairer way to trade
With feeGuard, if you finance too much tax, we'll give back the full finance fee on any tax that's not required.
We were first to quote an interest rate on all transactions, giving taxpayers an effective metric to judge the value they're receiving.
Automated deposit process
We accept deposits until 10pm on provisional dates without the need for same-day cleared payments, to save you time and reduce transaction risk.
Since day one we've provided taxpayers with more value. We were first to price finance cheaper than purchasing, reduce finance rates by 1.5%, and our buy and sell rates consistently lead the market.
Pool to pool in 24hrs
Deposits in another pool can be sold through us for a better return. And it only takes 24 hours to transfer them in.
BCom (Hons) / LLB
Josh is one of New Zealand's principal authorities on tax pooling, with 12 years of industry leadership. He founded Tax Traders in 2011, building a specialist team committed to innovating New Zealand's tax industry. Josh began his career in commercial law and corporate banking management. He is an active contributor in the charitable sector and passionate about the important role businesses can play in supporting families and communities to thrive.
LLM, BA / LLB (Hons)
Nicola co-founded Tax Traders with Josh in 2012, and plays a vital role in strategic and team development. Nicola began her career as a solicitor at Russell McVeagh and later led the law and policy team at the internationally acclaimed think tank, Maxim Institute. She has extensive experience in governance across multiple sectors including local government, not-for-profit, education and corporate.
HEAD OF MARKETING & ENGAGEMENT
Jenny is a strategy, marketing and communications specialist with broad leadership experience across a number of sectors. She ran her own strategy and consultancy business for seven years, equipping boards and management teams to increase their capability and capacity. Prior to joining Tax Traders, Jenny was in the executive leadership team at Parenting Place.
JOSH DE JONG
HEAD OF CLIENT SERVICES
Josh is passionate about empowering others to succeed. He has led teams in real estate sales, not-for-profit organisations, and business governance, and ran his own financial services business for a number of years.
MBS, BBS (Hons)
HEAD OF CLIENT ENGAGEMENT
Donovan is responsible for developing Tax Trader's presence nationally across our valued corporate and tax agency networks. Prior to joining our team he worked in national and international sales and marketing leadership roles across marine, information technology, education and aviation industries.
SALES SUPPORT MANAGER
Geraldine has a background in administration management in the insurance sector, and brings a strong understanding of compliance and financial systems. She is passionate about the benefits of tax pooling and supporting clients to achieve outstanding results.
CLIENT RELATIONSHIPS MANAGER
Jeromy joined us after a long standing role as Principal Adviser in Capital Markets Disclosure at the Financial Market Authority. Jeromy is a Chartered Accountant with extensive experience in the reporting and audit space, and a certified member of the Institute of Financial Professionals in New Zealand. Jeromy brings an exceptional knowledge of New Zealand business and is passionate about seeing his clients thrive.
CA, BBS (Hons)
Tim is a Chartered Accountant with substantial experience across a wide variety of industries. Prior to joining the Tax Traders team, Tim was Audit Manager for BDO, and Senior Auditor for BDO in New Zealand and London.
Merade is a Chartered Accountant and brings 10 years of business advisory and commercial financial experience. Prior to joining Tax Traders, she was Assistant Manager in Business Advisory Services for BDO, working directly with management and partners.
SENIOR SOFTWARE & WEB DEVELOPER
Marco has a vast knowledge and experience of new technologies and system design. He's highly skilled in API integration and has worked on major web and app projects in both New Zealand and China.
MSc, MBA (Hons)
Chris is a highly skilled web and software engineer with strategic, communication and management expertise. He brings wide international experience in web and mobile applications and has managed major web development projects.
Robin is a former Deputy Commissioner of Inland Revenue who has been described as 'one of the most fearsome tax minds in the country'. His service to our nation saw him recognised as a Member of the New Zealand Order of Merit in 2009. Robin is also a shareholder in Tax Traders and co-founder of OliverShaw, a specialist tax firm.
Mike is a former senior tax partner at Deloitte, where he specialised in strategic tax advice and tax policy. He's been a primary advisor to the Corporate Taxpayer Group and a member of the government's Tax Working Group. A shareholder in Tax Traders, he is also the co-founder of specialist tax firm, OliverShaw.
Keith is currently a director and advisor to many key New Zealand companies including The Warehouse Group, Goodman (NZ) and Mighty River Power. Once a senior partner of BDO and president of the New Zealand Institute of Chartered Accountants, he plays an active advisory role, bringing valuable commercial insight to our growing business.
Your funds are independently held in trust accounts by Public Trust, the custodian.
Public Trust has sole control over the operation of these trust accounts as well as the Tax Traders tax pool. Established in 1873, it is New Zealand's largest trustee organisation and a crown entity with an independence guaranteed under the Public Trust Act 2001. Responsible for all client funds in designated trust accounts at Inland Revenue and registered banks, the custodian also ensures client funds are dealt with, and transactions authorised and completed, as instructed by the client.
For more details contact:
Glenn Wilkinson - Manager Custodial Services