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 the Foreign Investment Fund regime at a high level.
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.
Total CPD Hours: 1.25
Suited to: Accountants, lawyers and business advisors at all levels.
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, tax advice in all areas of tax.
- 12 May 2020
2:00 pm - 3:15 pm