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.
13 September 2022
To understand what to look out for and the options available for completing tax returns with investment income.
Jarod Chisholm, Senior Partner – Taxation Advisory, Findex/Crowe (presenting on behalf of TEO).
1.25 CPD Hours