Money Q&A: Taxes on Global vs NZ Shares, FIF and More

In honour of our favourite time of the year - aka tax time - we thought we’d answer a few commonly asked questions.

Specifically, we answer:

• How important is tax when investing?
• Are NZ shares taxed differently from global shares?
• What benefit does investing through a trust give me, if at all?
• What the heck is the FIF tax regime?

Got a burning money question that you want answered? Slide into our DM’s and we’ll answer them on the pod!

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Disclaimer:
Investing involves risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.

The information provided should not be relied upon as investment advice or recommendations and should not be considered specific legal, investment or tax advice.

Any information we provide is general only and current at the time of writing.

Kernel Wealth Limited is the manager and issuer of the Kernel KiwiSaver Plan and Kernel Funds scheme. The Product Disclosure Statements are available at www.kernelwealth.co.nz