PIEs — portfolio investment entities – Mary Holm

RNZ Radio 14 May 2026

mary — Thu, 14 May 2026 03:15:55 +0000

What is covered and what not? How to make the most of it Use a higher-risk deposit taker to get more interest? Listen to the segment below, or click here to read Radio NZ’s summary. You can listen to these sessions as podcasts. Subscribe free to Mary’s RNZ podcast here. No paywalls or ads — just generous people like you. All Kiwis deserve accurate, unbiased financial guidance. So let&#

Source

NZ Herald 6 December 2025

mary — Fri, 05 Dec 2025 11:00:40 +0000

Couple in 70s sell home to fund retirement fun While couple in 50s may choose to stay renting How young reader may get into housing market Where are those tiny KiwiSaver fees? QWe are in our early 70s, retired, and will shortly have about $1 million from the sale of our house. Does it makes more sense to tip that sum into KiwiSaver or give it to a wealth management company? We are mortgage-free...

Source

NZ Herald 22 November 2025

mary — Fri, 21 Nov 2025 11:00:16 +0000

House-sitting their way to home ownership — and keeping debt down Gold v share funds v rental property Is burying your gold a good idea? Unusual Simplicity fund investments Correction on share fund tax QI’m a 33-year-old woman and house-sit full-time with my partner to save paying rent. We are currently waiting to finalise the purchase of 825 square metres of land, which we expect to settle...

Source

NZ Herald 1 November 2025

mary — Fri, 31 Oct 2025 11:00:57 +0000

Splurging in retirement not so bad Government’s unrealistic expectations on KiwiSaver Index funds are not for the short term 2 Q&As on cash fund investments and risk QI thought I would tell you my story of not being careful with money. We sold a property in Auckland 10 years ago. We came down to the Coromandel and thought it would be a nice place to live. We bought a two-storey house in...

Source

NZ Herald 18 October 2025

mary — Fri, 17 Oct 2025 11:00:00 +0000

Retirees plan to sell home, rent, and have fun How compensation works if finance company fails Your KiwiSaver tax rate is checked by Inland Revenue Clarification on tax when you rent out your bach QDo you see anything wrong with this scenario? My wife and I are in our early 70s, with limited savings and a mortgage-free house that is worth around $750,000 in today’s market. So we can do more...

Source

RNZ Radio 17 July 2025

mary — Thu, 17 Jul 2025 03:15:10 +0000

What statement tells you Where to get more info on your situation in retirement How tax on KiwiSaver works Make sure you have a will Listen to the segment below, or click here to read Radio NZ’s summary. You can listen to these sessions as podcasts. Subscribe free to Mary’s RNZ podcast here. No paywalls or ads — just generous people like you. All Kiwis deserve accurate...

Source

NZ Herald 16 November 2024

mary — Fri, 15 Nov 2024 11:00:56 +0000

Low-fee KiwiSaver funds a better bet 3 teachers comment on comparison with dairy farmer How KiwiSaver is taxed — and whether CGT would change that Overly worried about CGT Don’t sell home, a reader advises More rights for tenants QI have been reading your comments about fees with interest. My husband and I are 53 and wondering if low fees will still have an impact on our funds at this stage?

Source

NZ Herald 6 July 2024

mary — Fri, 05 Jul 2024 12:00:02 +0000

Winning a lottery not so great Keep that gift easily accessible Boomer unhappy with last week’s column KiwiSaver for self-employed Will BNZ term PIEs still be “insured”? QWe read very sad outcomes for those who were fortunate enough to win the lottery, irrespective of the country. Could we read in your columns of any meaningful possibilities for the fortunate ones, say to win anything...

Source

NZ Herald 22 June 2024

mary — Fri, 21 Jun 2024 12:00:32 +0000

With assets behind you, have fun! Provider could do better — but so could investor 2 Q&As on gifts to grandchildren Which is safer — bank deposits or PIE funds? QI’ve been invited to a wedding overseas later this year and I would love to go. But, of course, it’s an expensive trip, especially when factoring in the loss of income for a couple of weeks. Being in the classic asset-rich cash-poor...

Source

NZ Herald 20 April 2024

mary — Fri, 19 Apr 2024 12:00:18 +0000

This article was published on 20 April 2024. Some information may be out of date. Don’t try to time markets… … Even if you’re being contrary 2 Q&As on money lessons for teens Bank PIEs and government guarantee No capital gains tax, but we do tax some gains QLike lots of others, I’m very pleased to see my investment funds soaring after the Covid downturn years. But feeling a little uneasy...

Source