NZ Herald 9 May 2009
Q&As: Should fun be the deciding factor for 20-year-old’s savings?; 2 Q&As about topping up KiwiSaver accounts to get the maximum tax credit. Plus:Survey finds top KiwiSaver gripe is lack of information.
NZ Herald 11 April 2009
Q&As: Tips on how to ease back into investing in share funds; Have I been too upbeat about the outlook for shares?; If the Dow Jones index is so bad, how come so many in the news media highlight it?; Auckland couple on $60,000 could buy a home if they really want to.
NZ Herald 28 March 2009
Q&As: History tells us to hang in there with shares; NZ Super rise on its way.
NZ Herald 21 March 2009
Q&As: Tips for retired couple whose interest income has halved; Savings accounts may pay more interest than term deposits — but take care; Tax on foreign shares seems tough in current environment.
NZ Herald 7 March 2009
Q&As: Don’t try to time markets. Stick with your regular retirement savings, although you may want to modify where you save; Teen’s worries are unfounded about how Dad’s income would affect KiwiSaver first home subsidy — but other subsidy issues still undecided; Tax-wise, it’s better to borrow for taxable activities than to buy a family home. Plus: Clarification on the taxation of interest on loans between family members.
The Investor 27 January 2009
Getting in and out of share market a losing strategy. Many people with share investments — including KiwiSaver and other funds that hold shares along with other assets — are probably eying the 37 to 39 per cent drops in the New Zealand, US and Australian share markets last year and considering taking flight to lower-risk investments. Don’t.
NZ Herald 6 December 2008
Q&As: Couple can afford to retire youngish, especially if they are willing to eat into their savings; Cash PIE not always a good substitute for a term deposit — but there’s another way to achieve reader’s goal using PIE tax advantages.
The Investor 11 November 2008
To hedge or not to hedge? There are two key questions around investing overseas: Should you do it? And if you do, should you hedge your investment, so it’s not affected by movements in the New Zealand dollar. The first answer is “Yes”. The second is trickier.