Archive

NZ Herald 31 October 2009

Q&As: Tax agent and Inland Revenue differ on treatment of investors selling rental properties; Two big issues lead to bad financial advice results; Is this column dominated by KiwiSaver?; Generally, don’t put lump sums into KiwiSaver.

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NZ Herald 24 October 2009

Q&As: Are house prices less likely to fall in posher suburbs?; Financial advisers paid by commissions can’t do as well as someone who is independent; Two Q&As on why recently issued preference shares are not good investments.

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The Investor 20 October 2009

Long tie-up in KiwiSaver no big deal. A Canterbury reader is concerned about whether to recommend KiwiSaver to his daughters. “For someone in their early twenties, the monies invested in KiwiSaver — even if a contribution holiday is taken — will be tied up for some 40 odd years,” he writes.

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NZ Herald 10 October 2009

Q&As: A reader challenges my advice last week about postponing a first home purchase for three years; How to get around the income cap on the KiwiSaver first home subsidy; How to get around the three-year requirement for KiwiSaver first home assistance; Another reader challenges me — on my advice on whether to sell a Mangere Bridge house or a Whangamata house; The merits of coin tossing; Maybe Lotto will make reader’s decision easier.

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The Investor 6 October 2009

Good news goes unheralded. One of the findings in a recent survey caught my eye. Only 12 per cent of New Zealanders surveyed said the value of their financial investments had grown in the previous six months, with 42 per cent saying the value was unchanged and 46 per cent saying it had fallen. The vast majority got it wrong.

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NZ Herald 26 September 2009

Q&As: Is it better to sell a Mangere Bridge property or a Whangamata property?; Reader who switched to riskier fund, and saw immediate loss, wonders if she should switch back; Share markets have performed really well lately; Two letters about KiwiSaver and “total remuneration”, in which employees more or less pay their own employer contributions.

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The Investor 22 September 2009

More than one way to tax investment property. There’s more than one way to skin a cat — or to change the tax system to discourage New Zealanders from investing in rental property.

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NZ Herald 19 September 2009

Q&As: Even a reader’s accountant seems confused about how gains on share sales are taxed. The law needs to be changed; Property fan who did badly in the share market broke one of the basic rules of share investing; Did I mislead readers about the advantages of dollar cost averaging?

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