Its risky if your tax rates aren't correct
April 4, 2019
As part of our annual review process with our Membership Fee clients we check the current level of income (and where it comes from) and check that their PIR, Marginal Tax Rate and FDR/FIF settings are correct. We then work with them to make any required changes.
...
Changes to Tax Returns - Automatic Assessments from 01/04/2019
February 10, 2019
Since 2014 at Moneyworks we have had the privilege of working with our technologically advanced accountancy firm Beany.
Beany have used technology to make the preparation of annual accounts and tax returns so much quicker, easier and cost effective. Part of this work is t...
Overseas foreign superannuation and the IRD
December 10, 2013
The tax legislation around overseas foreign superannuation holdings has changed. If you have foreign superannuation (except Australia), you need to be aware of these changes and the tax liability associated with those holdings.
...
$112 million - going going.... Is any of it yours?
July 24, 2013
Every couple of years, the IRD contacts the media and they run a story like the one below.
...
How do PIR's (Prescribed Investor Rates) work?
January 23, 2013
PIR's or Prescribed Investor Rates are the taxation rates that apply to PIE's (Portfolio Investment Entities).
A PIE is an investment structure that is available for managed funds, and by using PIE's for your investments (many KiwiSaver funds are PIE's), you may be able to ...
TAGS
Money News & ViewsKiwiSaver News & ViewsInsurance News & ViewsKiwiSaverinsuranceInvestmentincome protection insuranceincome insurancetrauma insurancevideosuperannuationInvestment ReturnTaxincome protectionClaimsUncategorizedinvestment performanceLife InsurancetraumaCase Studyinterest ratesinvestment returnsinvestmentsfeeshealth insurancehouse insurancemoneyretirement savingscancer insuranceclaim trauma insurancefinancial planning#mortgagesclaimingethical investinginvestingkiwisaver rulesretirement#claimdeathirdNZ superannuationSovereigncancercontributionsesctesgfdrfifFixed Interestinfographicinsurance analysisinsurance researchinvestment advicemember tax creditmorningstaronepathperformanceRental PropertyResponsible InvestingRetirement IncomeSustainable Investingtaxation#assets#partners lifeaxachristmasearthquakesemployer contributionfire and general insurancefund managerheart attackinsurance claimsinvestment assumptionsInvestment Propertymortgagenew zealandPlanningPolicy wordingpremiumspropertyRelationship PropertyrisksavingtowerUnderwriting#income insurance protection#insurance claim#retirement planning#travel insuranceaccActiveAMPanzasset allocationbreast cancerbudgettingCar Insurancechurningcontents insurancecovidcredit ratingsde minimisdisabilityDivorceemployer contributionsEQCFATCAfirst home buyer grantfirst home buyersfixfloatForeign Investment FundfungfcguarantorhumourImageinsurance commissionsinvestor confidencejohn clarkekickstartkiwibankLandlordlegallendingminimum contributionmoney managementMoving fundsportabilityProtectionretiringreturnreturning to new zealandreturnsrisk profilessmokingsortedspendingTPDtrans-tasmantrusteeWestpac#australia KiwiSaver#bonusbonds#career in insurance#changing kiwisaver managers#commissions#electricity#family Trust#familytrusts#fidelity#finances#financialplanning#firsthomebuyer#gifting#homeinsurance#income#incomeinsurance#incomeprotectioninsurance#insurance claim. Insurance claim#insurance commission#investment analysis#kiwisaver analysis#kiwisaver fees#kiwisaverperformance#liability#MAS#Medical Assurance Society#mighty river power#personalfinances#redundancy insurance#residential care#residentialcaresubsidy#shares#sil#trust1 April 2013AccountingAdriennes storyAdvice FeesaiaArtificial Intelligenceasbasset protectionasteronauctionaustraliaawarenessbad debtbalanced fundbanksBeanybeerBeneficiarybitbnzborrowingborrowing to buy a houseBridgesBrightline Testbringing home KiwiSaverbrokingBTbubblesbudgetscancer mythsCar Rentalcase stuffycervical cancerchilds traumachilds trauma insuranceChinacignaconsumer behaviourConsumer Guarantees Actcontentscontribution holidaycontributions holidaycoronaviruscovercredit cardcredit cardscredit ratingcrisiscyber securitycyprusDe Minimis Exemptiondefault schemesdisability insuranceDNA Testingdollar cost averagingdumb ways to diedyingeducationeligibility for NZ Superemergency cashemployee contributionenvironmentEPAestate planningethicsexpensesexpertsfactsFair Dividend Taxfamily trustsfighting fundfinancefinance companiesfinancial managementfinancial planingfirst home buyerfirst home buyer withdrawalfirst home grantFisherFitness Coachingfixed interest investmentFMAforeign superfree quotesFund Managersfund sizefuneralfuneral plannergareth morganGenetic Testgreedholidayhome insurancehousehouse depositImpact Investinginflationinsurance #insuranceinsurance excessesinvesmtentInvestment feesJohn KeyJunk Insurancekiwisaver comparisonKiwiSaver feeskiwisaver monitoringkiwisaver returnskwiisaverlapseLawyersLegal Agreementslegislationlife expectancyloanslotterylovelung cancerLVR ratiomarketmelanomamilfordminimum wagemoney refundsnew migratnNew Zealand SuperannuationombudsmanOnePath Lifeopinionowing moneypass backPassivepayrollpension transferpersonal financespet insurancepetsPIEPIRportability superProperty Relationship Actprostate cancerprostate canerProvisional TaxQROPsquizreitrement savingsRelationship Breakupreportingresearchresidential care subsidyretirement ageretiring in new zealandretiring to live in new zealandretiring to new zealandripping off elderlyrisk profilerussiasafety of KiwiSaverSally Mellorsavingsscamschooling costssecondary marketsecuritysil kiwisaver. westpacskin cancersmokers ratessouthern crossspecific injurystand down periodstress freeswindlertax credittax ratestax rebatetax refundtax returntaxesTenantterm depositsterminal illness benefitterminologyterranovatibtimingTotal and Permanent Disablement Insurancetpd insurancetradingtransitional residenttreasuryTrustTrust ActTrust Deedtrust expensestrustsuk pensionUK Pension Transfersunclaimed moneyunder 18 years oldunit pricingUS citizenvolatilityWarrantiesways to dieWearable DeviceWellnesswho can joinWillswinzwording