Wealth enhancement – how we help mitigate portfolio related tax

​Discussion paper for investors

Good investment advice should always consider an investor’s tax situation as part of any strategic plan designed to help them achieve their investment goals.

When it comes to investment portfolios, tax planning is about enhancing investors’ after tax returns without incurring any additional risk.

There are seven key ways we seek to add value in relation to tax:

1. Reducing the tax burden on New Zealand sourced income
2. Reducing the tax burden on foreign investments by using foreign investment funds
3. Reducing the tax burden on foreign investments in an investor’s first year of investment
4. Reviewing an investor’s PIR to prevent overpayment of taxes
5. Supporting trust distribution strategies to lower marginal rate taxpayers
6. Helping to minimise taxes by bringing forward charitable giving
7. Making investment recommendations based on after tax returns

 
We recognise that none of the above tax planning items are exceptional, however, in our view, great advice is not found in doing the exceptional, but in doing the obvious exceptionally well.

If you want a copy of our discussion paper, please contact Marc or Shaun on 06-8433058.