Investments Portfolios and Foreign Investment Funds 2022

Description

With technology, it has become easier to invest and achieve diversification both domestically and globally in an investment portfolio, including through various platforms like Sharesies and Hatch. However, with the share market fluctuations in recent times, investors are reviewing investments in order to maximise the return in times of increasing interest rates.

Investors need to be aware of the various types of investments and the options available to calculate taxable income and advisors need to be aware of the options/pitfalls to ensure we advise our clients correctly in this highly technical area of the law.

This webinar looks at New Zealand tax implications of investing in both onshore and overseas, particularly focused on the taxation of financial investments such as shares, funds and bonds. We will discuss amongst others the impact of the PIE regime and the Foreign Investment Fund regime.

LEARNING OUTCOMES

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

SUITED TO

All levels.

PRESENTER

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

1.25 CPD Hours

  • Sep 13
    • $195.00 excl. GST
    Tue, 10:30 AM NZST - Tue, 11:45 AM NZST Online
    • $195.00 excl. GST

Coming Soon

All Coming Soon >>

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 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‑learning@wolterskluwer.com to confirm eligibility.