Foreign Investment Funds – Practical Examples 2024


With technology, it has become easier to invest globally and achieve diversification in an investment portfolio. However, with this global investment strategy, investors and advisors need to be aware of the various types of investments and the options available to calculate taxable income.

In many cases, it can be more tax effective to invest off-shore given the differences in treatment of investments. As advisors, we need to be aware of the tax implications of the various types of investments, particularly with the information being shared between jurisdictions and the IRD and other overseas tax authorities being active in this space.

This webinar will work through a practical case study focusing on a sample investment portfolio and the calculation of income tax from a practical level.


Upon satisfactory completion of this activity you will be able to:

  • have a better understanding of how the rules work for a portfolio
  • understand what tax credits are available


  • Accountants and practitioners completing tax returns for clients with overseas investment portfolios


Jarod Chisholm, Managing Partner (NZ) – Tax Advisory, Findex - on behalf of TEO 

1.25 CPD Hours

  • Aug 06
    • $195.00 excl. GST
    Tue, 2:30 PM NZST - Tue, 3:45 PM NZST Online
    • $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.