Explore the complexities of New Zealand tax implications for both domestic and global investments. Learn how to navigate various tax regimes and achieve a tax-efficient outcome for your financial investments, including shares, bonds, and currency.
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, following the US election, share markets, particularly in the US, have fluctuated significantly. As we look to calculate the 2025 income tax, investors and advisors need to be aware of the various types of investments and the options available to calculate taxable income to ensure they achieve a tax efficient outcome.
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.
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.
Accountants, lawyers and business advisors at all levels.
Jarod Chisholm, Managing Partner (NZ) – Tax Advisory, Findex/Crowe (presenting on behalf of TEO)
Jarod is the New Zealand Managing Partner of Tax Advisory for Findex/Crowe based in Dunedin. 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.
1 CPD Hour
