Understand New Zealand’s Foreign Investment Fund rules, exemptions, and tax implications.
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. We have also seen a significant increase in investors looking to use options to take advantage of fluctuations in the overseas markets.
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 the Foreign Investment Fund regime at a high level. We will also outline the current issues in this area and the potential implications of these to you and your clients, and where the Inland Revenue Department is likely to focus.
Suitable for: Accountants, lawyers, and business advisors at all levels.
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.
