How the InvestNow investing principles could have helped those caught up in the Du Val Saga

Article written by Jason Choy, InvestNow Senior Portfolio Manager – 21st November 2024

No doubt you will be well across the Du Val saga that has played out in the media over the past months. Many mum and dad investors and would-be first home buyers are essentially back at square one, with only slim hopes of recovering investments of reportedly up to $1 million.

Without laying any blame on investors, there are some […]

Why investing now is the best decision you can make

Welcome to our October 2024 Manager’s Perspective. Each month, InvestNow reaches out to selected investment managers with questions about our monthly theme. This month, we’ve asked Mercer, Milford and Fisher Funds to share their insights on why investing now is the best decision you can make. You’ll find our questions and their expert responses below.

Padraig (Paddy) Brown
Chief Investment Officer New Zealand
Mercer

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Why many Kiwis are not saving enough for retirement (and the few people that are)

Article written by InvestNow – 8th October 2024

At InvestNow, the more data we see about Kiwis approaching retirement, the more we see how many people are financially unprepared for their later years.

Many people don’t know if they are prepared or not, but the minority that are well set up have one key attribute in common.

Superannuation pays a little more than $25,000 per year for an individual, and less per person for couples. There’s a […]

How tax implications influence investment decisions

Welcome to our September 2024 Manager’s Perspective. Each month, InvestNow reaches out to selected investment managers with questions about our monthly theme. This month, we’ve asked Harbour Asset Management and Pie Funds to share their insights on how tax implications influence investment decisions. You’ll find our questions and their expert responses below.

Chris Di Leva
Head of Multi-Asset and Global Investments
Harbour Asset Management

A large portion of investors don’t know what they’re taxed, survey says

Article written by InvestNow – 11th September 2024

We recently surveyed our customers and were surprised to see that 38% of respondents don’t know what taxes apply to their investments.

The survey, which we ran last month, showed a startling lack of awareness or consideration of how tax impacted the performance of their investments.

Only 30% of respondents said they knew the types of taxes that applied to some of their investments but […]

What you need to know about investment scams in 2024

Article written by InvestNow – 6th May 2024

It’s cybersecurity week, and to support investors staying alert online, InvestNow GM Mike Heath offers his best tips for avoiding investment scams in today’s environment.

In 2024, it’s vital any investor – or anyone at all – takes a vigilant approach to protecting themselves from scams.

MBIE figures show New Zealanders lost nearly $200 million to scams in the last year, and the FMA […]

PIE time: how trusts can side-step a 40% higher tax bill as new high rates kick in

Article written by InvestNow – 29th February 2024

A shockwave is due to roll over New Zealand trusts in just a few weeks, adding on average more than $22,000 to the annual tax bill of the estimated 44,250 trusts caught in its wake – unless they take action now.

Due to come into force on April 1, the well-signalled jump in the trustee tax rate from 33% […]