Investment Tax Advice

“Spicers advisers have the knowledge and expertise to provide reliable advice about the tax on your investments.”

Tax is part of all our lives. As a private individual looking at personal income tax, fringe benefit tax, inheritances, tax on investments, tax on Trusts and Estates – or if you’re in business as a sole trader, a company, in partnership, a non-profit organisation or a club or society, you will want your tax matters to be handled efficiently and profitably.

The rules around tax in New Zealand are complicated, and even more so with the recent changes to the tax on investments – it can be difficult to know exactly what your obligations are, who to go to for information, and if you may be paying too much tax, or too little!

Spicers advisers understand how different investments are taxed, so we can help you evaluate your current situation, and work alongside you to develop a strategy that addresses your current issues as well as your long term plans – while highlighting the opportunities available to you.

Recent changes to the tax laws in New Zealand have made a big difference to the tax on certain investments. These changes were made by the New Zealand government to encourage New Zealanders to save, so there are now perfectly legal ways to improve your overall tax position.

Spicers Summary of Key Changes to the Tax on Investments report was newly revised in on 15 September 2008. This report describing the key changes to NZ tax can be downloaded using the link on the left.

You could also give us a call tollfree on 0800 777 802. We will be happy to answer any questions you may have, and to send out a printed copy of the report to you.

Quality advice in this area is important – to discuss your individual case please contact Spicers and ask us to follow up with a phone call at your convenience.