FAQS
OVERSEAS SHARES: SHOULD YOU BE A DE MINIMIS INVESTOR?
Overseas shares: Should you be a de minimis investor? It’s a good question. Learn why staying under the “de minimis” threshold might not actually get you the most tax-efficient outcome. To introduce this, firstly let’s point out the obvious: Investing globally offers New Zealand investors the opportunity to diversify their portfolios and tap into international…
Read MoreTHE ULTIMATE GUIDE TO BUSINESS STRUCTURES AND RECORD-KEEPING
Want the ultimate guide to business structures and record-keeping in New Zealand? You’ve come to the right place! Managing a business in New Zealand involves careful planning, choosing the right structure, and maintaining meticulous records. This guide explores the most common business structures in New Zealand and provides practical tips on record-keeping to ensure compliance…
Read MoreWHAT DOES TAX-DEDUCTIBLE MEAN?
What Does Tax-Deductible Mean? What does tax-deductible mean? Why does it matter? Understanding tax deductions is essential for effective financial management, especially for property owners and investors. A tax deduction allows you to subtract certain expenses from your taxable income, thereby reducing the amount of tax you owe. But: It’s important to note that a…
Read MoreHOW CAN I BUILD A FINANCIAL SAFETY NET?
How can I build a financial safety net? This is something that many investors and small business owners worry about. Both encounter distinct challenges, especially regarding financial stability in a volatile economic landscape. Establishing a strong financial safety net is not merely wise; it’s vital for your survival and growth. By proactively building this safety…
Read MoreWHAT’S MY RISK PROFILE?
What’s my risk profile? Why does it matter? When it comes to investing, determining your risk profile is essential. It guides your investment strategy by helping you align with your financial goals, capacity, and comfort levels. This article will explore what a risk profile is, the factors that shape it, and how you can assess…
Read MoreNZ 2024 TAX CHANGES: WHAT YOU NEED TO KNOW
NZ 2024 Tax Changes: What You Need To Know NZ 2024 tax changes: what you need to know. As New Zealand gets into the new financial year (which started on April 1, 2024) significant tax changes took effect/are set to take effect. These updates will impact individuals, trusts, and property owners, reflecting the government’s aim…
Read MoreNEW TAX RATES IN NZ
…additionally, the government have increased the trustee tax rate from 33% to 39% from 1 April 2024.
Read MoreRETIREMENT PLANNING – HOW TO ESCAPE THE POVERTY CYCLE
Start Early: The earlier you begin saving for retirement, the more time your investments have to grow. Even small contributions can compound over time, significantly boosting your retirement fund.
Read MoreTHE FOUR KEY ELEMENTS TO INVESTMENT PROPERTY THAT YOU MUST GET RIGHT
By prioritizing location, conducting thorough financial analysis, assessing property condition and potential, and understanding legal and regulatory considerations, potential property investors in New Zealand can make informed decisions and maximize their chances of achieving investment success.
Read MoreRENTAL PROPERTY: WHAT RECORDS DO YOU NEED TO KEEP?
What rental property records do you need to keep for your investment property? General guide for the 12 months preceding 31 March
Read More