Terms & Conditions

These terms and conditions for the Robin Oliver Tax Policy Scholarship Award (the Award) form part of the application form and should be read before completing the application form.

  1. The Award will be offered every two years from 2013 onwards (however this will be at the discretion of the Trustees of the Tax Policy Charitable Trust).
  2. Applications are accepted from those who are eligible at the time of application. To be eligible, the applicant should have:
    • NZ citizenship or permanent residency in NZ;
    • Demonstrated excellence in tax policy with potential to be a future tax policy leader;
    • 5+ years work experience with 2 or more years relevant to tax policy; and
  3. The Trustees are not obliged to make an Award if in any year there is no candidate of sufficient merit.
  4. Any Award will be made by the Trustees upon the recommendation by the Selection Panel appointed by the Trustees. The Trustees will have no involvement in the selection process.
  5. It is anticipated that the Award will allow for three to six weeks of study overseas. However, applicants may seek to apply the Award as a partial contribution to a longer period of study or to fund engagement with tax policy experts overseas or within New Zealand.
  6. Award recipients will be expected to sign a Robin Oliver Tax Policy Scholarship Award Contract (the Contract).
  7. The tenure of the Award shall commence on a date to be determined in each case by the Selection Panel after discussion with the applicant.
  8. The Selection Panel may grant an Award recipient a deferment of the commencement of the Award if it considers that such a deferment would benefit the Award recipient’s study.
  9. An Award shall be terminated if an Award recipient ceases to resume the aforesaid programme of study within one month of the last day of the period of the suspension.
  10. In the event that an Award is terminated, the Trustees may require repayment of any Award funding paid to the recipient.
  11. The Award recipient must complete any progress reports as stipulated as part of the grant.
  12. The Selection Panel may at any time suspend or terminate a Award, or require the forfeiture of such proportion of the Award emolument as it may determine, if the Award recipient is not diligently pursuing their study and is not making satisfactory progress or has failed to comply with any of the terms and conditions on which the Award was awarded or of their Contract.
  13. At the discretion of the Selection Panel, the application of any of the terms and conditions of an Award may be modified or relaxed in special circumstances or in order to avoid hardship to any Award recipient or misuse of the Award funding.
  14. The Trustees shall review these Terms and Conditions from time to time.

© 2022 Tax Policy Charitable Trust

The Tax Policy Charitable Trust was established by Tax Management New Zealand and its founder Ian Kuperus to encourage future tax policy leaders and support leading tax policy thinking in Aotearoa.

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