24 Investment Portfolios and Foreign Investment Funds (Webinar Recording)
excl. GST - Broadcast Date: 19 September 2024
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Product 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, interest rate rises and global inflation 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 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.
Upon satisfactory completion of this activity you will be able to:
• understand what to look out for and the options available for completing tax returns with investment income.
Total of CPD Hours: 1.25 (1 Hour 15 min)
This course will be suited to:
All levels
PRESENTER:
Jarod Chisholm, Managing Partner, Findex/Crowe
Jarod is the Managing Partner for New Zealand for Findex/Crowe and has been a regular presenter for TEO, presenting on a wide range of topics in all areas of tax. Jarod’s background includes working in “Big 4” firms in Australia and New Zealand in the tax domain, and working for large corporates as a management accountant. Jarod is recognised as an industry leader in the area of foreign investment and regularly assists other accountants/advisors with their clients. He provides commercial, practical advice in all areas of tax.