Investment Portfolios and FIF’s 2019


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.


A better understanding of how to review investment portfolios


Up to manager and those dealing with investment portfolios


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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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.


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‑ 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‑ to confirm eligibility.