NZ Herald 20 August 2005
Q&As: Should a youg woman put her savings into her rental mortgage or diversify?; How to get through to Inland Revenue; Take care when depreciating rental property.
NZ Herald 13 August 2005
Q&As: Risky to buy shares while waiting to buy a house; Is the gain on excess shares in an IPO taxable?; Rental property depepreciation and Inland Revenue.
The Investor 9 August 2005
One bad apple — New Zealanders are bad at diversifying. Most New Zealand shareholders are frighteningly undiversified. About 24 per cent of share investors own shares in just one company, and another 36 per cent hold shares in two to five companies, according to recent research by the stock exchange, NZX, and sharebrokers ABN AMRO Craigs.
NZ Herald 6 August 2005
Q&As: 18-year-old should wait a bit before buying a house; Saving for the grandchildren — how much risk is good?; Rental property depreciation risks.
NZ Herald 30 July 2005
Q&As: What chattels can be depreciated separately in a rental property?; Share trading and tax on capital gains.
The Investor 26 July 2005
Keeping financial advisers on their toes — good for the rest of us. A warning to financial advisers: You’d better give good, unbiased advice to your next new client. And the one after that. And the one after that. You never know which one might be a “mystery shopper” working undercover. If you do serve a mystery shopper, they will report on a website whether the advice you gave “is truly in the best interests of the individual client” — something that Joe and Joanne Blow often find hard to judge.
NZ Herald 23 July 2005
Q&As: Pay off rental property mortgage as you approach retirement; When is a capital gain taxable?
NZ Herald 16 July 2005
Q&As: When to declare share trading profits; What to do if travel agent charges more for using a credit card; Different Visa rules in Australia, and how Visa operates.
Holm Truths Winter 2005
Seize the chance: A great way to boost your savings. Also in this issue: From the Mailbox — Investment as retirement approaches.
The Investor 12 July 2005
Complexity of financial products no accident. Confirmation, at last, of what we’ve suspected all along: Providers of financial products may deliberately make them sound complicated.