Master compliance for foreign investment funds and portfolio investment entities.
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 offshore, given the differences in the 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 a practical case study focusing on a sample investment portfolio and the calculation of income tax from a practical level.
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Suitable for: Accountants and practitioners completing tax returns for clients with overseas investment portfolios.
TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.
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 as a management accountant for large corporates. Jarod is recognized 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.
