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Investor Presentaiton

Overview of the Overseas Investment Act Regulating overseas investment into New Zealand OVERSEAS INVESTMENT OFFICE What's changing and why Reform of New Zealand's overseas investment law supports overseas investment into New Zealand by simplifying the Overseas Investment Act 2005 and reducing the screening of low- risk transactions. The reforms also ensure that the right checks and balances are in place to protect New Zealand's economy, communities, and national security. Role of OIO The Overseas Investment Office (OIO), part of Toitū Te Whenua (Land Information New Zealand), regulates overseas investment in New Zealand's sensitive land, significant business assets, and fishing quota. The OIO assesses notifications and applications for consent under the Overseas Investment Act 2005. It also monitors and enforces compliance with the Act. Toitū Te Whenua Land Information New Zealand Key sources Overseas Investment Act 2005 The Act governs overseas investment in sensitive assets in New Zealand. The Act sets out criteria for applications for consent for overseas investments, notification of transactions, and gives powers to impose conditions on investments and manage risks. Overseas Investment Regulations 2005 The Regulations provide detail on how the Act is applied. The Regulations set out processes, procedures, definitions, and thresholds, and describe certain types of investors and investments that are exempt from the Act. Ministerial Directive Letters Directive Letters set out the Government of the day's priorities and policy approach to regulating overseas investment into New Zealand and guide how the OIO considers applications and focuses assessment effort. Further information More information on the overseas investment regime, and copies of the current Ministerial Directive Letters and delegation of functions, duties and powers are on the Toitū Te Whenua website: linz.govt.nz/overseas-investment The Overseas Investment Act 2005 and Overseas Investment Regulations 2005 are available on the New Zealand legislation website legislation.govt.nz. More information on New Zealand's foreign investment policy and national interest guidance is available on the Treasury website treasury.govt.nz. Changes to the Act × Removing lower-risk transactions 0 Simplifying investor requirements Adjust the definition of overseas person. New investor test. Introduce new exemptions. Increase the threshold for screening of leases. Refine scope of the national interest test. Allow incremental investments within control thresholds. New repeat and standalone investor tests. Consolidate factors in the benefits test. Simplify the counterfactual requirement. Managing higher risk investments Refine and focus scope of the national interest test. New National Security and Public Order notification regime allows proactive assessment of investments in particular higher-risk sectors and industries. Increasing stewardship responsibilities Stronger enforcement and monitoring powers. Increased recognition in the benefits test for kaitiakitanga, sites of sensitivity to Māori and access to those sites. Tighter requirements for farm land to be advertised for sale within New Zealand first. Temporary emergency notification powers. New requirements for fresh and seawater areas (previously special land). Statutory timeframes for overseas investment decision processes. 10/21 Disclaimer: This outline provides high-level general information only. It does not constitute legal or other advice. The OIO recommends all overseas investors seek independent expert legal advice on their responsibilities and obligations. www.linz.govt.nz/oio Te Kāwanatanga o Aotearoa
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