Investment Portfolios and FIF’s 2019

Description

How to navigate a portfolio report

While many investment reports are improving, we still are seeing a number of complications and errors. If the provider is offshore, or a boutique provider, the work required increases.

Following on from the webinar on the Foreign Investment Fund rules, this is a practical “how to” session working through an example portfolio report. The webinar will outline what the various components of the report mean and a practical approach to determining what needs to be returned.

LEARNING OUTCOMES

A better understanding of how to review investment portfolios

SUITED TO

Up to manager and those dealing with investment portfolios

PRESENTER

Jarod Chisholm, Senior Partner - Taxation Advisory, Findex on behalf of TEO

 

 

1.25 CPD Hours

  • Sep 25
    Wed, 2:30 PM NZST - 3:45 PM NZST Online
    • $190.00 excl. GST

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One-connection-one-fee

Our webinars operate on a 'one-connection-one-fee' basis so you can have your whole team participate for one cost effective price and claim CPD points.

Recordings

All registrants that do not log into the live webinar are automatically sent a recording either later the same day or early the next business day.

If you did log in and wish to view again simply drop us a line at NZ‑learning@wolterskluwer.com and we’ll be happy to send it to you via email.

Sole practitioners

A discount on webinars is available for sole practitioners. Please contact us at NZ‑learning@wolterskluwer.com to confirm eligibility.