In recent times, as the world struggles to deal with increasing inflation, shortage of supplies and labour, and the cost of living crisis, the share markets around the world have been volatile. The IRD has also requested individuals fill in an IR 1261 where they derive overseas income potentially creating significant more work for tax agents/taxpayers.

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 also covering changes to the rules and common tax issues that investors are dealing with including disclosure requirements.

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

Clearly 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)

1.25 CPD hours

PRESENTER

Jarod Chisholm, Managing Partner (NZ) Tax Advisory, Findex/Crowe
Jarod is the Managing Partner of Tax Advisory in 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.