So you have a few investments?

Rental properties?
Fixed Interest Deposits?

Are you struggling to fill out your own Income Tax Return?

Should you include that Portfolio Investment Entity (PIE) income or not? And does the PIE have your correct Prescribed Investor Rate (PIR)?

What about Foreign Investments – where do they go and what’s all this business about Fair Dividend Rates (FDR) and Comparative Value (CV)?

Passive income investments might seem easy to manage (especially if you are paying an financial advisor to do it for you), but with all the changes made by various governments in New Zealand over the last few years, they can be a real minefield when it comes to your Income Tax Return.

If you would like some certainty over your tax obligations, or simply don’t want the hassle of filling in all those Tax Return boxes then why not let us take the load.

Contact us now to find out how we can help.