While taxpayers investing in funds etc assume that the tax treatment is similar, there are many complex tax regimes which may apply, each with different tax implications.

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

This webinar looks at New Zealand tax implications of investing in both onshore and overseas, particularly focused on the taxation of financial investments such as shares, bonds and currency. We will discuss amongst others

• the impact of the PIE regime,
• Foreign Investment Fund regime,
• the Controlled Foreign Company regime and
• the Financial Arrangements regime, and
• the common errors made by taxpayers.

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

• Better understand the various regimes
• Be able to identify tax issues

Suited to:

Accountants, lawyers and business advisors at all levels.

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.