Tax Updates
12 July 2026
2026 Tax Deadlines: What NZ and AU Filers Need to Know
A side-by-side look at this year's key IRD and ATO dates, so nothing slips through the cracks on either side of the Tasman.
Download PDFTrans-Tasman Advisory
Stop juggling separate accountants in New Zealand and Australia. We handle your tax, compliance, and CFO support as one connected team — so nothing falls through the gap between the two countries.
QBA Consultant (Australia) Pty Ltd & QBA Consultant (NZ) Ltd
Virtual CFO support, fundraising models, and structuring advice.
See startup servicesResidency, tax planning, and KiwiSaver / super transfers.
See migrant servicesRegistered Tax Agent services in Australia and New Zealand.
See tax agent servicesWhether you're raising your first round or relocating your family, every engagement is scoped, priced up front, and coordinated across both countries.
Entity choice, founder agreements, and employee share schemes — set up correctly from day one.
Structure My StartupBoard-level financial oversight — cash runway, burn rate, investor-ready reporting — without a full-time hire.
Book a CFO Discovery CallFinancial models for pitch decks, due diligence, and R&D tax incentive claims across both NZ and Australia.
Get Fundraise-ReadyStructure your affairs before you become tax resident — timing, trusts, and KiwiSaver or super treatment.
Plan My MoveA clear, plain-language answer to which country taxes what — so you stop guessing or paying twice.
Get My Residency Position ReviewedEnd-to-end guidance on moving retirement savings between schemes, including eligibility and timing.
Check My Transfer OptionsRegistered Tax Agent services for individuals and businesses — return lodgement, ATO liaison, and ongoing compliance, handled end to end.
Talk to Our Australia Tax AgentRegistered Tax Agent services for individuals and businesses — return filing, IRD liaison, and ongoing compliance, handled end to end.
Talk to Our NZ Tax AgentRepresentation and support if the ATO or IRD opens a review or audit — from first notice through to resolution, so you're never dealing with it alone.
Get Audit SupportTell us where you are — starting up, scaling, or relocating across the Tasman — and we'll tell you exactly what to do next. No jargon, no obligation.
A free 20-minute conversation to understand your situation on both sides of the Tasman.
A scoped, fixed-fee proposal covering exactly what needs to happen and by when.
One coordinated team across Auckland and Sydney, so nothing falls through the gap.
"We had two accountants giving us two different answers about the same raise. Having one team look at both countries together removed all the guesswork."
Daniel FerrisStartup Founder, Auckland — raised a seed round in 2025
"I moved my life across the Tasman and had no idea what to do with my KiwiSaver. The whole transfer was handled without me chasing anyone."
Emily ChapmanNew Sydney Resident, relocated from Wellington
"Everything was scoped and priced before we started. No surprise invoices, no jargon — just a clear plan we could actually follow."
Michael TanakaSmall Business Owner, cross-border property owner
"We shifted our whole family from Auckland to Sydney and started the business at the same time. Having someone plan the structuring and the visa side together saved us months."
James MitchellFounder, relocated Auckland to Sydney
"Moving the kids, the house, and my husband's job across the Tasman all at once was overwhelming. They mapped out our residency and tax position before we even landed, so settling in Melbourne felt calm instead of chaotic."
Sarah ReynoldsRelocated from Wellington to Melbourne
"Retiring to New Zealand sounded simple until we looked at our Super and the rental property we kept in Brisbane. They walked us through both without a single moment of guessing."
Margaret & David WhitfieldRetired from Brisbane to Queenstown
We started this firm because we kept meeting the same person twice — once in New Zealand, once in Australia, always with the same problem: two accountants, two sets of advice, and nobody looking at the whole picture. A founder raising capital in one country while incorporating in the other. A family relocating for work with retirement savings stuck in the wrong scheme. Trans-Tasman life is normal; Trans-Tasman advice, until now, has not been.
To give every entrepreneur, investor, and family moving across the Tasman a single, coordinated source of financial and tax advice — so no decision is made blind on either side of the border.
Most firms are licensed and comfortable in one country and treat the other as a referral. We operate as one practice across both, which means your NZ and AU positions are planned together from the start — not reconciled after the fact when something's already gone wrong.
Kathleen is a qualified public practitioner endorsed by the Institute of Chartered Accountants Australia and New Zealand. She has over 20 years of experience as a Business Advisor and more recently professional Director / CFO across New Zealand and Australia with a track record of leading business development projects to success.
Before she founded the QBA Consultant firms in Australia and New Zealand, she has been a financial professional for a variety of industries, such as banking, insurance, private equity investment, technology and her own public practice in New Zealand.
Kathleen's technical and commercial acumen, as well as her vibrant leadership style, has brought positive outcomes for her clients and her firms. She is passionate about listening to the actual problem of her clients and taking deep analysis before she gives advice. Keeping herself in touch with the latest technology, she adopts modern technologies in producing accurate and fast work. She enjoys collaborating and helping business owners convert financial insight into specific actions and initiatives.
Not the typical boring bean counter, Kathleen is an engaging presenter who breaks down complex financial data into understandable information. She has actively participated in numerous business networks, such as BNI, Chamber of Commerce and a lover of golf.
Iris is a trusted advisor with over 16 years in Australian public practice. As a member of CPA Australia and a Registered Tax Agent with the Tax Practitioners Board, she helps individuals and businesses navigate Australia's complex tax landscape with clarity, structure, and confidence.
Beyond her professional expertise, Iris is an appointed Justice of the Peace in New South Wales, regularly supporting her community through document witnessing and certification. This role reflects her commitment to integrity, fairness, and service — values she brings to every client engagement.
Known for her strategic approach and practical solutions, Iris doesn't just manage numbers — she helps clients make informed decisions, protect what they've built, and move forward with certainty.
Contact UsPractical, plain-language updates on tax, business, and cross-Tasman moves — written so you can actually use them, not just read them.
A side-by-side look at this year's key IRD and ATO dates, so nothing slips through the cracks on either side of the Tasman.
Download PDFThe handful of metrics that make a founder look investor-ready — and the common reporting mistakes that raise red flags.
Download PDFThe eligibility and timing details that trip people up most often when moving retirement savings across the Tasman.
Download PDFHow NZ's bright-line rules and Australia's foreign-resident CGT withholding interact for cross-border property owners.
Download PDFWhere the two schemes overlap, where they differ, and how to plan a claim that works across both jurisdictions.
Download PDFA quick introduction to Iris, her background in Australian public practice, and what it means for clients on both sides.
Download PDFBook a free consultation and leave with a clear next step, not more homework.
Book Your Free ConsultationTell us a little about your situation and we'll come prepared to your call. No obligation, no jargon.
Auckland
📍 110 Carlton Gore Road, Newmarket, New Zealand
Available for in-person meetings by appointment.
Sydney
📍 9 Castlereagh Street, Sydney, Australia
Available for in-person meetings by appointment.
Email
📩 kathleenduan@qbaconsultant.com
Phone
📞 WhatsApp: +64 21 211 8638
Most clients work with us entirely remotely, by video call and shared cloud tools — wherever you're based.