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So far Phil Howison has created 49 blog entries.

AEOI, CRS and why it’s vital you keep your tax info updated

AEOI, CRS and why it’s vital that you keep your tax residency information updated

Following increasing global concern about money laundering and international tax evasion, highlighted by leaks such as the Panama Papers, New Zealand joined the OECD and many other countries in committing to a new global standard (the CRS, or Common Reporting Standard) on the automatic exchange of financial account information (AEOI). This information is required by law to be collected by financial institutions, including InvestNow, and reported to tax authorities around the world, who exchange this information to […]

By |2019-07-24T13:14:44+12:00May 31st, 2019|Uncategorised|0 Comments

The Common Reporting Standard (CRS) explained

What is CRS?


There are numerous acronyms in the investment industry, many of which refer to obligations product and platform providers have to comprehensively identify investors – FATCA, AML, CRS etc.  This month we take a look at CRS.

The Common Reporting Standard is part of an international agreement to counter tax evasion by automatically sharing information between countries. This agreement, which is also known as AEOI (Automatic Exchange of Information), was initiated by the OECD, G20 and EU in 2014 and requires financial […]

By |2018-06-29T16:27:47+12:00June 29th, 2018|Uncategorised|0 Comments

Fund Performance for June 2019

Top 10 Funds available on InvestNow – June 2019

Returns are after fees but before tax, in NZD, for the month ending 30 June 2019.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2019-07-31T16:06:38+12:00July 26th, 2019|Performance|0 Comments

Fund Performance for May 2019

Top 10 Funds available on InvestNow – May 2019

Returns are after fees but before tax, in NZD, for the month ending 31 May 2019.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2019-07-01T16:08:34+12:00June 25th, 2019|Performance|0 Comments

Fund Performance for April 2019

Top 10 Funds available on InvestNow – April 2019

Returns are after fees but before tax, in NZD, for the month ending 30 April 2019.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2019-07-01T16:09:04+12:00May 27th, 2019|Performance|0 Comments

Fund Performance for March 2019

Top 10 Funds available on InvestNow – March 2019 Returns are after fees but before tax, in NZD, for the month ending 31 March 2019.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2019-07-01T16:09:15+12:00April 26th, 2019|Performance|0 Comments

Fund Performance for February 2019

Top 10 Funds available on InvestNow – February 2019

Returns are after fees but before tax, in NZD, for the month ending 28 February 2019.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2019-07-01T16:09:08+12:00March 28th, 2019|Performance|0 Comments

Fund Performance for January 2019

Top 10 Funds available on InvestNow – January 2019 Returns are after fees but before tax, in NZD, for the month ending 31 January 2019.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2019-07-01T16:09:04+12:00February 27th, 2019|Performance|0 Comments

Fund Performance for December 2018

Top 10 Funds available on InvestNow – December 2018

Returns are after fees but before tax, in NZD, for the month ending 31 December 2018.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2019-06-28T14:34:28+12:00January 29th, 2019|Performance|0 Comments

Fund Performance for November 2018

Top 10 Funds available on InvestNow – November 2018

Returns are after fees but before tax, in NZD, for the month ending 30 November 2018.  Past performance is not indicative of future results.

Performance summary – all funds

Notes

All returns are after fees but before tax, and denominated in NZD. Returns for periods over a year are annualised.

Past performance is not indicative of future results. Click here to view performance charts for other months. 

By |2019-06-28T14:33:57+12:00December 17th, 2018|Performance|0 Comments