«Back to Event Calendar

Hawkes Bay Branch Meeting (25 May 2017)

Event Type: Branch meetings/Conference
When: 25 May 2017
Time: 4 pm -5 pm
Venue: Crowe Horwath, 208 Avenue Rd East, Hastings
Location: Hawkes Bay
Provider: IFA
Contact: Anita AitkenTaylor
anita.aitken-taylor@camelotgroup.co.nz
Practitioner Member Fee:  
Associate Member Fee:  
Affiliate Member Fee:  
Non-Member Fee:  
CPD Credits: 1 Structured
RSVP: By Monday 22nd May 2017 to Karen at office@fahbinvestments.co.nz.
Description:  
Specialist Tax Matters

Greg Neill
Tax Partner/head of Tax Advisory hub of Crowe Horwath Hawkes Bay

Greg a qualified lawyer & now a tax advisor of 12 years, provides advice on specialist tax matters and this includes local & offshore clients with their portfolio investments & NZ tax implications.

Greg will do a presentation to IFA members on foreign tax matters pertaining to NZ investors, and tax treatment on the various tax entities, including tax consequences of PIES & direct investments in NZ & offshore.

• Summary of foreign investment fund rules – What do the rules apply to? How does the FDR method work? When is that method not available?
• Summary of tax treatment of asset holding vehicles – What is the tax effect of holding investments individually, in a trust or in a company?
• Brief comment on tax consequences of different investments: direct investment in shares/bonds vs. investment in NZ based PIE vs. investment in offshore fund

Also, if there is a particular topic or issue that any of you would like Greg to address, or a particular scenario that interests you, lets us know and Greg would be happy to consider that.

You are welcome to stay for a drink once the presentation has finished.