[OPINION] Tax Efficiency vs. Real Returns: Are you being penny wise and pound foolish?
We’ve all been there—staring at a spreadsheet, trying to find the most "efficient" way to grow our nest egg. In New Zealand, the conversation frequently starts with tax.
Specifically, the Portfolio Investment Entity (PIE) regime. It’s become a bit of a national pastime to hunt for that capped 28% tax rate like it’s a hidden treasure.
But what if the very first step you take—your "entry point" into the decision—is actually sabotaging your long-term wealth? By obsessing over the tax wrapper before looking at the engine inside, you might ...MORE»
KiwiSaver investors look offshoreWednesday, February 4th, 8:30AM
Strong performance in international share markets has been pulling local investors’ attention offshore. MORE» |
Pie adds new ingredient to its fundsTuesday, February 3rd, 8:40AM
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Fewer complaints against advisers
Dispute resolution scheme Financial Services Complaints says it has received fewer complaints about financial advisers in the second half of last year than in the same time a year earlier, even as overall complaint numbers rose.
It said there had been a 41% increase in financial disputes – complaints that are investigated to negotiate a solution – in the first half of its reporting year.
In total, 235 disputes were opened during that time.
"The increase reflects wider economic challenges that many New Zealanders continue to face,” Financial Ombudsman Susan Taylor said.
"We expect high dispute ...MORE»
Markets in Motion - Positioning for 2026Wednesday, January 28th, 11:25AM
With 2026 now well underway, the natural question is what lies ahead for markets. MORE» |
Should KiwiSaver hardship applications be centralised?Wednesday, January 28th, 6:00AM 1 comment
KiwiSaver withdrawal numbers are up, but it’s not an easy process to go through, one adviser says. MORE» |
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Morningstar finalists this year
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Fisher Funds moves to woo advisers back
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Lessons for life insurers from 1918
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Investors no longer sitting on the fence as mortgage pile rises
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QuayStreet adds two
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Should KiwiSaver hardship applications be centralised?
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