Share Trader vs. Investor: Tax Implications, Classification and Key Factors
In recent years with the lower interest rates and fluctuations in share prices, many taxpayers have started trading in shares. Often we hear that taxpayers are share traders when losing money and investors when profits are being made.
Of course the distinction is not based on how much tax you will pay, but on the actions of the taxpayer. The outcome may also differ depending upon the underlying investment.
This course will look to outline the factors to determine if a taxpayer is a “share trader” and also outline the implications of this for common investments.
Suited to:
This course will be suited to those actively investing and those acting for active investors.
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.
