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Quick Bite: What's the $50,000 Rule in NZ Foreign Investing?

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Manage episode 427792173 series 2728473
Content provided by Sharesies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sharesies or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this quick bite, we dive deep into the world of offshore investing for New Zealanders. Mark Lash from Deloitte Private breaks down the complexities of the Foreign Investment Fund (FIF) regime, explaining:

  • The threshold for FIF rules
  • Special exemptions for Australian investments
  • Fair Dividend Rate vs Comparative Value
  • When to call in the professionals

This quick bite is from our previous episode: Tax for investors 101

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

See omnystudio.com/listener for privacy information.

  continue reading

296 episodes

Artwork
iconShare
 
Manage episode 427792173 series 2728473
Content provided by Sharesies. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sharesies or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this quick bite, we dive deep into the world of offshore investing for New Zealanders. Mark Lash from Deloitte Private breaks down the complexities of the Foreign Investment Fund (FIF) regime, explaining:

  • The threshold for FIF rules
  • Special exemptions for Australian investments
  • Fair Dividend Rate vs Comparative Value
  • When to call in the professionals

This quick bite is from our previous episode: Tax for investors 101

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

See omnystudio.com/listener for privacy information.

  continue reading

296 episodes

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