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Save Tax Preparation Fees!

Save Time and Aggravation!

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.

To request the hardcopy information pack fill in the form below or phone Equity on Auckland 09 304 0230 or National Toll Free 0800 437 8489.

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A disclosure statement is available free of charge on request by phoning Auckland 09 304 0230 or National Toll Free 0800 437 8489 or through this link http://www.equityonline.co.nz/eqdisclosure/eqdisclosure.htm