While taxpayers investing in funds etc assume that the tax treatment is similar, there are many complex tax regimes which may apply, each with different tax implications.
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, particularly with recent decrease in the equities market and then the fluctuations occurring, investors and advisors need to be aware of the various types of investments and the options available to calculate taxable income to ensure they achieve a tax efficient outcome.
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, bonds and currency. We will discuss amongst others the impact of the PIE regime, Foreign Investment Fund regime, the Controlled Foreign Company regime and the Financial Arrangements regime and the common errors made by taxpayers.
27 April 2023
Accountants, lawyers and business advisors at all levels.
Jarod Chisholm, Senior Partner – Tax Advisory, Findex (presenting on behalf of TEO).
1.25 CPD Hours
