Foreign Investment Funds — Getting the Tax Treatment Right in 2026 (live webinar)

Price excludes GST. Broadcast Date: 11 November 2026 (10-11am)

Quantity
Add to Cart

Product Description

Foreign investments can create significant tax complications for New Zealand taxpayers – particularly when markets are volatile or clients have recently arrived in New Zealand.

 

With investors increasingly active in overseas markets and the recent release of further proposed changes, advisers need to understand the Foreign Investment Fund (FIF) regime, the options and the issues that can arise when applying it.

 

This practical webinar will provide a high-level overview of the FIF regime and its application, including the disclosure requirements that advisers need to be aware of. It will also examine recent proposed changes, current issues in this area, and where Inland Revenue is likely to focus.

 

The aim is to help advisers identify the key issues and pitfalls so they can advise clients correctly and help ensure clients do not pay more than their fair share of income tax.

 

WHAT TOPICS WILL BE COVERED?

 

  • The Foreign Investment Fund regime and how it applies to overseas investments
  • Key issues arising from the current market environment
  • Disclosure requirements for FIF investments
  • Recent proposed changes
  • Current issues and potential implications for advisers and their clients
  • Potential pitfalls when advising clients with foreign investments
  • Areas where Inland Revenue is likely to focus

 

WHY SHOULD YOU ATTEND?

 

The FIF rules are technically complex, and getting the treatment wrong can have significant tax consequences for clients.

 

This webinar will help you refresh your understanding of the FIF regime, identify issues that may require closer attention, and keep up to date with recent developments affecting taxpayers with overseas investments.

 

It will be particularly useful for advisers who need to ensure their clients are meeting their obligations without unnecessarily paying more tax than required.

 

WHO SHOULD ATTEND?

 

This webinar is suited to CA, lawyers and tax advisers, particularly those at Manager level, although it may also be suitable for advisers at other levels depending on their existing knowledge of the FIF regime.

 

LEARNING OBJECTIVES

 

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

 

  • Explain at a high level how the Foreign Investment Fund regime applies to overseas investments
  • Identify key tax and compliance issues arising from foreign investments
  • Recognise the disclosure requirements relevant to FIF investments
  • Understand the proposed changes
  • Identify potential pitfalls and areas requiring particular care when advising clients
  • Recognise current issues and areas where Inland Revenue may focus
  • Apply your knowledge to help clients achieve the correct tax outcome without paying more than their fair share of income tax

 

PRESENTER

 

Jarod Chisholm, Managing Partner (NZ) Tax Advisory, Findex/Crowe

 

Jarod is the New Zealand Managing Partner of Tax Advisory for Findex/Crowe, based in Dunedin. He advises on a wide range of tax matters, including overseas investment issues, business sales and structuring.

 

His main areas of interest include international tax, foreign investments and structuring business operations and sales.