Description

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 and other overseas tax authorities 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.

ORIGINAL BROADCAST DATE

6 August 2024

LEARNING OUTCOMES 

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

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

SUITED TO 

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

PRESENTER

Jarod Chisholm, Managing Partner (NZ) – Tax Advisory, Findex - on behalf of TEO