shares Archives - EPSOMTAX.COM - Property Accountants, Auckland

ARE SHARES TAXABLE INCOME?

Garreth Collard, Senior Property Accountant — Tue, 28 Jul 2026 19:02:14 +0000

Are shares taxable income? It’s something many New Zealand investors ask, and the honest answer is that it depends on which kind of shares you hold. New Zealand has no comprehensive capital gains tax, but several share-related amounts are still taxable. Six situations cover most investors, and each one is taxed differently. (If you’re weighing…

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CHANGING SHARES IN LTCS: CONSIDERATIONS

Garreth Collard, Senior Property Accountant — Thu, 29 May 2025 01:57:06 +0000

Let's say that the company owes the shareholders $150,000. This is tracked in the Shareholders Current Account, and is a liability (debt) of the LTC...

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OVERSEAS SHARES: SHOULD YOU BE A DE MINIMIS INVESTOR?

Garreth Collard, Senior Property Accountant — Fri, 28 Feb 2025 03:58:15 +0000

Overseas shares: Should you be a de minimis investor? It’s a good question. Learn why staying under the “de minimis” threshold(opens in new tab) might not actually get you the most tax-efficient outcome. Let’s get into the nuts and bolts of that. First, here is a high-level overview: Key Points (30 Second Read) The de…

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PIES vs DIRECT INVESTMENTS: WHAT’S BETTER?

Garreth Collard, Senior Property Accountant — Thu, 06 Feb 2025 23:59:18 +0000

PIEs vs Direct Investments: What’s better? First, let’s check out our high points to look forward to in this read: Key Points (30 Second Read) Should you invest through a PIE managed fund or buy shares and bonds directly? The right answer depends on your tax rate, investment knowledge, and how much time you want…

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SHARE MARKET VOLATILITY AND EFFECTS ON PROPERTY PRICES AND INFLATION

Garreth Collard, Senior Property Accountant — Wed, 31 Jan 2024 08:52:32 +0000

For investors, diversification and risk management strategies are essential tools for mitigating the impact of market volatility on investment portfolios.

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