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.

Related Articles

image

25 March 2021

Interest deduction “loophole” closing: Seven common questions and...

image

23 March 2021

Increased tax disclosure rules for trusts

image

14 October 2020

Landmark UK business interruption case

Professional background

Admitted

  • 2006, New Zealand

Qualifications

  • Master of Taxation Studies (First Class Honours), University of Auckland
  • BCom, LLB, University of Auckland

Awards

  • Ranked as a Rising Star – Tax, The Legal 500 Asia Pacific