Articles & Audio

The Investor 3 April 2007

New tax rules not so bad. As the new tax regime on shares in countries beyond Australasia takes effect, many taxpayers seem to think it’s tougher than it really is.

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NZ Herald 31 March 2007

Q&As: Have you got what it takes to borrow to invest in a share fund?; How frequent traders in international shares will be taxed under the new rules; How Inland Revenue might catch property traders.

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NZ Herald 24 March 2007

Q&As: Should we blame the banks for soaring house prices?; 2 Q&As on the new fair dividend rate tax on non-Australasian shares — the threshold, and trying to get around the rules; 2 Q&As on home equity release — lifetime interest rates and break fees if you change your mind.

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The Investor 20 March 2007

KiwiSaver enticing enough already. KiwiSaver, the new retirement savings scheme starting July 1, is coming in for criticism that is doesn’t include more tax incentives. But I’m glad of that.

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NZ Herald 17 March 2007

Q&As: Landlords, beware! Changes being considered in rental property taxation; Reader feels unfairly punished by Reserve Bank’s interest rate hike; The word “secured” in a debenture ad is hardly a warning sign. The company is just following the law.

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NZ Herald 10 March 2007

Q&As: Many elderly, and others, could benefit from rates postponement schemes; Why floating interest rates might be better — for home equity release schemes and ordinary mortgages; A not-so-dumb question about the $50,000 exemption for international tax changes, and a new source of info on the changes.

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The Investor 6 March 2007

Digging your way out of the big hole. You’re never in debt so deep that you can’t get out again. At least one reader of this column will be reassured by this message from Raewyn Fox, chief exec of the Federation of Family Budgeting Services.

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NZ Herald 3 March 2007

Q&As: Are home equity release (HER) schemes — which lend to retired people with homes but little income — a rip-off?; Sentinel defends its HER schemes, but they are still expensive compared with possible alternatives. Also: Seeking your questions about KiwiSaver.

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NZ Herald 24 February 2007

Q&As: Woman in mid 50s, who is renting, explores options for buying a home; 2 Q&As about the $50,000 threshold in the new regime on taxation of international shares. Also: Seeking your questions about KiwiSaver.

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The Investor 20 February 2007

Direct share holding often not the best way. A sentence in a recent speech by Reserve Bank Governor Alan Bollard caught my eye. “New Zealanders invest about twice as much in equities (shares) directly compared with managed funds,” he said.

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