Category: Others

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Tax implications for gifting/borrowing

Tax implications for gifting/borrowing

In New Zealand, familial loans are generally tax-exempt, but a below-market interest rate may trigger tax on imputed interest. Abolished gift duty may [...]
who do you go to to manage your money if you win lotto

who do you go to to manage your money if you win lotto

winning the lottery, involves careful financial planning. Explore steps such as maintaining privacy, finding reputable financial advisors, consulting [...]
How much are you putting away at the moment?

How much are you putting away at the moment?

Discover the dynamic interplay between savings and investments. Explore the factors impacting your financial decisions, from changing economic landsca [...]
Transfer Investnow funds to Australia

Transfer Investnow funds to Australia

Moving to Australia permanently requires careful consideration of tax implications, currency choices, and investment platform compatibility. Seek prof [...]
Are you concerned about AI potentially replacing your job in the foreseeable future?

Are you concerned about AI potentially replacing your job in the foreseeable future?

Explore the critical considerations of AI's impact on job security in the context of mortgage decisions. As technology evolves, assessing the stabilit [...]
How do financial advisors get paid in NZ?

How do financial advisors get paid in NZ?

Discover various compensation models for financial advisors in New Zealand and learn insights into fee-only, commission-based, mixed, and performance- [...]
Should I move pension

Should I move pension

Considering moving your Aviva pension to KiwiSaver in New Zealand? Explore the options, eligibility criteria, and expert advice in this informative ar [...]
Pulling from kiwisaver

Pulling from kiwisaver

If you're facing financial hardship and thinking about withdrawing from your KiwiSaver, this article sheds light on the potential consequences. Learn [...]
Left US few years ago and no plans to return, What to do with 401k

Left US few years ago and no plans to return, What to do with 401k

Explore essential steps for managing your 401(k) after leaving the US and ceasing to be a US tax resident. Learn about options like leaving it with Va [...]
Generate/Kiwisaver advice?

Generate/Kiwisaver advice?

When it comes to securing your financial future through KiwiSaver, the choice of fund can make all the difference. But navigating the world of KiwiSav [...]
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