Description
Navigate the tax complexities of modern investing and stay ahead of changing rules.
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 ongoing war in Iran, oil price and share market fluctuations, interest rate changes and global uncertainty in recent times, investors are reviewing investments in order to maximise the return.
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 and ever-changing area of the law with the recent introduction of the revenue account method and proposed widening of these rules.
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.
LEARNING OUTCOMES
By attending this course you will get a better understanding of how thefinancial arrangements provisions work and when they apply.
SUITED TO
CA/Lawyer/Advisor – Graduate to Senior level (but potentially all levels subject to knowledge base)
PRESENTER
Jarod Chisholm, Managing Partner (NZ) – Tax Advisory, Findex/Crowe (On behalf of TEO)
Jarod is the Managing Partner for Tax Advisory in New Zealand for Findex/Crowe. He advises on a wide range of tax matters, including overseas investment issues, business sales and structuring.
His mains areas of interest include international tax, foreign investments and structuring business operations and sales.
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