FAMILY TRUSTS NZ: BASIC CONCEPTS

NZ trust deed

Family trusts NZ basic concepts: Family trusts are one of the most commonly used legal structures in New Zealand—but also one of the most misunderstood. Many people hear about trusts from their lawyer or accountant and assume they provide automatic asset protection or tax advantages. Others set them up but don’t fully understand how they…

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COMPANY VS SOLE TRADER

sole trader asks accountant what to do

Company vs Sole Trader: Which structure is right for your business? When you start a business in New Zealand, one of the first and most important decisions you’ll make is choosing the right structure. The most common options are operating as a Company vs Sole Trader. At first glance, the decision might seem straightforward. But…

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OFFSET LTC PROFITS OR LOSSES AGAINST OTHER RENTALS

hourglass money sand

Note that you can’t offset any losses against income from other sources e.g. wages, like you used to in the good old days. That is what the concept of “ring-fencing of losses” means. The losses are “ring-fenced” so that they only apply to residential rental property.

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BEST OWNERSHIP STRUCTURES FOR INVESTMENT PROPERTY

9 times out of 10 an LTC is the best structure for owning a rental property: “You have the benefit of limited liability, a legal structure that is clearly a separate entity yet under your control, and yet it is treated at tax time like a partnership: the best of both worlds.”‘

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WHAT TRUST TAX CHANGES MEAN FOR MY FAMILY

What trust tax changes mean for my family: Is that something you have been wondering about? Lately, I’ve been hearing a lot about rising taxes on trusts and the growing wealth gap between generations. Like many families, we’ve worked hard to build up some assets — a home, maybe a rental or two, a business…

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WHY USE A LOOK-THROUGH COMPANY?

Why use a Look-Through Company? In New Zealand, a Look-Through Company (LTC) is a special type of company that allows its income, expenses, tax credits, gains, and losses to be passed directly to its shareholders. Here are the benefits of using an LTC for New Zealand investors:   1. Flow-Through Taxation Pass-Through Income and Losses:…

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INTEREST RATE CUTS NEW ZEALAND IN NEXT 6 MONTHS

Interest rate cuts in New Zealand in the next 6 months: are they likely? For homeowners and property investors in New Zealand, understanding the potential for interest rate changes is crucial, especially if you have a mortgage refix coming up soon. This blog will explore the factors influencing the likelihood of interest rate cuts within…

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