Shares and share funds

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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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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NZ Herald 17 February 2007

Q&As: Is the Kiwi dollar to blame for poor overseas investment performance?; How foreign dividends will be dealt with under the new tax rules; Where to go for historical foreign exchange data — for tax purposes; A lionish company bites back.

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NZ Herald 10 February 2007

Q&As: The warning signs in investment ads; Should we adjust investment returns to allow for inflation?; How best to assess long-term returns on shares and property; How to tell if an Australian company qualifies for the tax exemption.

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NZ Herald 3 February 2007

Q&As: Unlucky reader challenges the value of index funds; Questions galore on the $50,000 threshold in the new international share tax regime; How to get historical foreign exchange data for calculating that threshold.

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NZ Herald 16 December 2006

Q&As: Should man, 64, get student loan for the income, given that he probably won’t ever repay it?; Passing shares down the generations has good and bad points; Why did GPG get an exemption from the new international share tax rules?; Woman makes great progress in one short year; New charity aims to help children help themselves.

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