Taxes

NZ Herald 19 July 2025

Q&As:
– Low-risk way to invest in rentals
– Another good way to invest in property, but …
– Easy way to give to charities
– KiwiSaver versus term deposits in retirement
– Big KiwiSaver fee savings, and getting risk right
– Best way to compare KiwiSaver fees

Read More

RNZ Radio 17 July 2025

Making use of KiwiSaver annual statements
– What statement tells you
– Where to get more info on your situation in retirement
– How tax on KiwiSaver works
Plus:
– Make sure you have a will

Read More

NZ Herald 24 May 2025

Q&As:
– What, exactly, are bonds? And are they safe?
– Are bonds no longer behaving as they should?
– Industry man defends gold
– Just 2 KiwiSaver providers won’t let you do this
– Last week’s correspondent “naïve” about tax on rental income

Read More

NZ Herald 17 May 2025

Q&As:
– Gold not the answer for this reader
– “Should I or shouldn’t I reduce risk?”
– Couple’s tax idea not fair
– A reverse mortgage in a retirement village?
– Can move KiwiSaver overseas with you

Read More

NZ Herald 29 March 2025

Q&As:
– Put inheritance in finance company deposits?
– Should badly advised readers hire a lawyer?
– Bad advice ruined retirement
– Tax deductions might help couple
– Spend savings before postponing rates
– Psychology and selling gradually
– KiwiSaver funds usually unit trusts
– The maths of dollar cost averaging

Read More

NZ Herald 1 March 2025

Q&As:
– Should teen become a landlord — as house prices wobble?
– Last week’s NZ Super idea not so super
– Inheritances should be taxed
– Reader gave inheritance to her brother
– Is it really cheaper to be a single retiree?
– Kind words for property investment firm

Read More

NZ Herald 8 February 2025

Q&As:
– Massey retirement savings goals questioned
– How much retirees spend on what
– Rule of thumb on retirement savings
– Reader judges another
– Flat tax far from perfect
– More on money for grandkids

Read More

NZ Herald 1 February 2025

Q&As:
– Where first home buyer, 24, should put savings
– Pros and cons of selling rental in retirement
– A tale of simple — but worrying — tax
– What to do when mortgage ends
– Helping a grandchild into KiwiSaver

Read More

NZ Herald 21 December 2024

Q&As:
– “It’s fine to tax my gains or estate”
– NZ Super cheap by world standards
– 2 Q&As about not means testing Super
– Don’t retire! Or if you do, volunteer
– Angry letter about something or other
– Some kind letters

Read More