Simon Akozu

Senior Associate - Tax

Simon is a tax specialist with more than 10 years’ experience delivering effective commercial solutions to a wide range of New Zealand and international clients.

Simon has a particular focus on M&A, financing transactions, managed funds, inbound and outbound investments, and corporate insolvencies.  Simon routinely advises clients on the tax aspects of:

  • share sale and business asset sale transactions;
  • property transactions and land development;
  • financing arrangements, from facility agreements through to structured debt issuances and securitisations;
  • collective investment vehicles, including limited partnerships and portfolio investment entities; and
  • inbound and outbound investment structures.

Simon also regularly helps clients engage with Inland Revenue, from assisting with everyday inquiries and small adjustments, through to advising clients in significant multi-year tax disputes with the Commissioner of Inland Revenue.

Simon has a strong background in tax policy having started his career in the National Tax practice of a “Big 4” accounting firm.  Simon regularly presents and writes on new developments in tax, including the recent BEPS initiatives and the Tax Working Group’s proposals.

Professional background

Admitted

  • Admitted as a Barrister and Solicitor of the High Court of New Zealand, November 2006

Qualifications

  • Master of Taxation Studies (First Class Honours) University of Auckland
  • Bcom/LLB University of Auckland