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Confused about offshore investment taxation?
Exemptions? Exclusions? FDR? CV? De minimis?

We can help!

EQUITY's Foreign Investment Fund Report for your portfolio

• Identifies which investments in your portfolio are Foreign Investment Funds (FIFs)
• Identifies which offshore investments are exempt from the FIF rules
• Identifies FIFs for which the Fair Dividend Rate (FDR) method is not applicable

This information will enable you or your accountant:

• To calculate whether or not you are exempt (de minimis) from the FIF rules, and
• If you are not exempt, to identify which investments should be valued annually for the purpose of returning income under FDR or CV (Comparative Value) methods.
  

This service is provided by Equity Investment Advisers & Sharebrokers Ltd, MoneyOnline's sister company.

To request the hardcopy information pack from EQUITY's website click here