Taxation of Financial Investments: Onshore and Offshore Insights.
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 the share market fluctuations, interest rates rises and global inlfation in recent times, investors are reviewing investments in order to maximise the return in times of increasing interest rates.
Investors need to be aware of the various types of investments and the options available to calculate taxable income and advisors need to be aware of the options/pitfalls to ensure we advise our clients correctly in this highly technical area of the law.
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, funds and bonds. We will discuss amongst others the impact of the PIE regime and the Foreign Investment Fund regime.
This course will be suited to:
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.
