Investment Portfolios and FIF’s 2020 - 3 June 2020 (On Demand)


Most financial institutions are now providing investment portfolio reports which are easy to understand and follow. However, with the IRD’s new system of recording income direct can create issues.

In addition, the Covid 19 pandemic resulted in most taxpayers taking a significant reduction in their portfolios prior to 31 March 2020. Consequently, it will be critical for taxpayers to understand the various methods available to them to minimize tax exposure and maximize any claims for credits.

This webinar will work through issues with portfolios, the tricks to watch out for, update you on the changes to tax in this area and the various options available to taxpayers under the rules.


3 June 2020


To understand what to look out for and the options available for completing tax returns with investment income.


All levels


Jarod Chisholm, Senior Partner – Taxation Advisory, Findex/Crowe presenting on behalf of TEO

1.25 CPD Hours

  • On Demand Event
    Complete online in your own time (Self-paced)
    • $195.00 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 to a live webinar will automatically be sent a recording at the end of that week along with a full transcript of the webinar, regardless of whether you attended or not.

Sole practitioners

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