With technology, it has become easier to invest globally and achieve diversification in an investment portfolio. However, with this global investment strategy, investors and advisors need to be aware of the various types of investments and the options available to calculate taxable income.

In many cases, it can be more tax effective to invest off-shore given the differences in treatment of investments. As advisors, we need to be aware of the tax implications of the various types of investments, particularly with the information being shared between jurisdictions and the IRD being active in this space.

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.

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

• better understand how the rules work for a portfolio
• understand what tax credits are available

1.25 CPD hours

Suited to:

Accountants and practitioners completing tax returns for clients with overseas investment portfolios.

PRESENTER

Jarod Chisholm, Senior Partner, Findex/Crowe

Jarod is a senior partner in the Otago Tax Team 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.