In recent years with increasing interest rates and fluctuations in share prices, many taxpayers have started trading in shares.  Often we hear that taxpayers are share traders when losing money and investors when profits are being made.

Of course, the distinction is not based on how much tax you will pay, but on the actions of the taxpayer.  The outcome may also differ depending upon the underlying investment.

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

This course will look to outline the factors to determine if a taxpayer is a “share trader” and also outline the implications of this for common investments both onshore and offshore.

This course will be suited to: 

This course will be suited to those actively investing and those acting for active investors.

1.25 CPD hours

PRESENTER

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

Jarod is the Managing Partner of the New Zealand Tax Advisory 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.