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So far Phil Howison has created 56 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 |2020-04-01T19:24:57+12:00June 29th, 2018|Uncategorised|0 Comments

July 2020 Fund Performance

July 2020 Fund Performance

Download the full performance report below. This report contains a breakdown of the previous months overall top performing funds and Index Funds. It also contains the most recent figures of the top performing funds and Index Funds of the last 12 months.

This report is aimed to provide an overview of recent short-term performance of the funds hosted on InvestNow. Please note, past performance is not a guarantee of future returns. Returns are after fees, before tax and denominated in NZD. Performance figures over 1 year are annualised.

For full […]

By |2020-08-26T10:16:09+12:00August 24th, 2020|Performance|0 Comments

May 2020 Fund Performance

May 2020 Fund Performance

Download the full performance report below. This report contains a breakdown of the previous months overall top performing funds and Index Funds. It also contains the most recent figures of the top performing funds and Index Funds of the last 12 months.

This report is aimed to provide an overview of recent short-term performance of the funds hosted on InvestNow. Please note, past performance is not a guarantee of future returns. Returns are after fees, before tax and denominated in NZD. Performance figures over 1 year are annualised.

For full […]

By |2020-06-17T15:45:50+12:00June 17th, 2020|Performance|0 Comments

April 2020 Fund Performance

April 2020 Fund Performance

Download the full performance report below. This report contains a breakdown of the previous months overall top performing funds and Index Funds. It also contains the most recent figures of the top performing funds and Index Funds of the last 12 months.

This report is aimed to provide an overview of recent short-term performance of the funds hosted on InvestNow. Please note, past performance is not a guarantee of future returns. Returns are after fees, before tax and denominated in NZD. Performance figures over 1 year are annualised.

For full […]

By |2020-05-22T00:52:38+12:00May 20th, 2020|Performance|0 Comments

March 2020 Fund Performance

March 2020 Fund Performance

Download the full performance report below. This report contains a breakdown of the previous months overall top performing funds and Index Funds. It also contains the most recent figures of the top performing funds and Index Funds of the last 12 months.

This report is aimed to provide an overview of recent short-term performance of the funds hosted on InvestNow. Please note, past performance is not a guarantee of future returns. Returns are after fees, before tax and denominated in NZD. Performance figures over 1 year are annualised.

For full […]

By |2020-04-21T16:18:03+12:00April 21st, 2020|Performance|0 Comments

December 2019 Fund Performance

December 2019 Fund Performance

Download the full performance report below.

This report contains a breakdown of the previous months overall top performing funds and Index Funds. It also contains the most recent figures of the top performing funds and Index Funds of the last 12 months.

This report is aimed to provide an overview of recent short-term performance of the funds hosted on InvestNow. Please note, past performance is not a guarantee of future returns. Returns are after fees, before tax and denominated in NZD. Performance figures over 1 year are annualised.

For full […]

By |2020-02-26T09:02:00+12:00January 15th, 2020|Performance|0 Comments

Fund Performance for September 2019

Top 10 Funds available on InvestNow – September 2019

Returns are after fees but before tax, in NZD, for the month ending 30 September 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 |2019-10-31T12:33:12+12:00October 29th, 2019|Performance|0 Comments

Fund Performance for August 2019

Top 10 Funds available on InvestNow – August 2019

Returns are after fees but before tax, in NZD, for the month ending 31 August 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 |2019-10-29T14:00:26+12:00September 30th, 2019|Performance|0 Comments

Fund Performance for July 2019

Top 10 Funds available on InvestNow – July 2019

Returns are after fees but before tax, in NZD, for the month ending 31 July 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 |2019-08-30T14:33:19+12:00August 30th, 2019|Performance|0 Comments