Investing platform age makes PIEs extra tasty

Article written by InvestNow

July 7 marks an important date in the tax calendar with most end-of-financial-year income tax returns due for filing.

This July, however, will likely pass unnoticed by the majority of Kiwis who benefit from one of the most automated tax systems in the world.

But not everyone will reap the benefits…

Those invested in shares or direct equities might find themselves caught out by an unexpected tax […]

The role of Bonds in an investment portfolio, why you need them

Article written by Hunter Investment Management

Everyone is starting to talk about the risk of rising interest rates and inflation as central banks and regulators maintain strong fiscal and monetary stimulus while, at the same time, highlighting an improving economic growth outlook.

The thinking is that investors should switch out of bonds/fixed interest to avoid losses but even this thinking is compromised by a desire for returns […]

End of the affair: Where NZ investors are heading after the house party is over

Article written by InvestNow

Fueled by a steady population increase, limited supply growth and what amounted to generous tax subsidies, Kiwi residential real estate investors have been on the winning end of a one-way bet for decades. 

But in March this year, the property investment odds blew out as the government launched its first serious assault against a sector slated […]

Paper gains, tax cuts: Why the IRD has direct share-traders under watch

Article written by InvestNow

In typical tight-lipped tax office style, the Inland Revenue Department (IRD) issued a brief statement last October confirming it was keenly observing the stampede of novice retail investors into the direct share-trading game in NZ. 

“As new investors are attracted to the market, we will be looking to make sure their tax obligations are clear to them and ensure education […]

Jumping lessons: what all investors can learn from GameStop loss

Article written by David Boyle, Mint Asset Management

Mint head of sales and marketing, David Boyle, explains why the ongoing GameStop experience holds lessons for new-breed investors and the old-school financial industry on handling the highs and lows of markets. Boyle takes it to the bridge…

If an online entity called ‘Roaring Kitty’ suggested a bridge-jumping strategy might be just what you need to improve your life, would you […]

Tax take-away: How Labour rate hike heats up PIE incentives

Article written by InvestNow

Fresh from its resounding election victory last year, the governing Labour Party rushed to make good on its promise to raise the tax rate for high-income earners. 

Under a measure put in place early in December 2020, those earning over $180,000 in income from (almost) all sources will face a top tax rate of 39% – an increase of 6