Blog Search Results

The latest Morningstar KiwiSaver results are out, and if you’re with ANZ, you might want to sit down for this. Turns out the biggest provider isn’t exactly the best performer. Despite holding nearly $22 billion in KiwiSaver funds, ANZ have been consistently underwhelming across multiple..

When we think about life insurance, our minds often go straight to a one-off lump sum payout designed to pay off the mortgage, ensuring that your family won’t be left without a roof over their heads if you or your partner were to pass away...

When most people think of insurance, they think about the cost. I guess it's because you see the premium evaporating from your bank account every month. More critically, in these present times, it's tough – what I call the "everything crisis" (the cost of living,..

I recently held a webinar which explains how to integrate life insurance with your financial goals – something that should be of interest to property investors, businessowners, salaried people, and the self-employed. You may now be thinking: How can life insurance assist with financial goals?..

As an insurance adviser and a property investor, I’ve often felt like a circus performer, juggling every dollar amidst soaring interest rates. Life's unpredictability remains the one constant through it all.The ACC Reality CheckMany perceive the Accident Compensation Corporation (ACC) as a beacon. However, contrary..

In March the IRD announced proposed changes to the Foreign Investment Fund (FIF) tax regime, aiming to reduce the perceived deterrent effect the current rules may have on new migrants and returning New Zealanders. This article explains what you need to know. Why are changes being..

No matter what business you are in (property investment, self-employed, salaried, or retired), health insurance should be part of your risk mitigation strategy. Consider this question: How much would you pay to live for an extra year? If you are diagnosed with serious illness, the..

For many of our clients, the most confusing and most-often discussed type of tax is provisional tax. (For background on the different types of tax that we have to deal with on a regular basis, have a look at our March 2022 blog.)What is provisional tax?Provisional..

As we close in on summer, I thought it was worth highlighting a tax trap for bach owners who want to get some extra income by renting out the holiday home on Airbnb. Consider the following.Let us say that 30 years ago your parents formed..