In recent times, many businesses have been forced to endure the impacts of the cost-of-living crisis fluctuations in the world economy and interest rate changes. Some businesses have prospered while others have seen market share diminish.

During this time, the share markets around the world have seen a significant amount of volatility as investors seek gains. Others have looked to alternative strategies such as trading in options.

Now more than ever before, 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 course will work through the Foreign Investment Fund regime at a high level and its application including the various disclosures required by the IRD.

We will also outline the current issues in this area and the potential implications of these to you and your clients and where the Inland Revenue Department are likely to focus.

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

better understand the FIF rules and the current issues impacting on taxpayers.

This course will be suited to …

CA/Lawyer/Advisor – Manager level (but potentially all levels subject to knowledge base)

Total CPD Hours: 1.25 (1 hour 15 min)

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