RSM & Forsyth Barr invite you to a presentation outlining the benefits of adopting an investment approach in the current interest rate environment.
Martin Hawes (Chair, Summer Investment Committee) will cover how you can seek to achieve income and growth in this low interest rate environment with a diversified investment portfolio, his current view on both the local and global economy and where interest rates may go from here.
RSM's Hensen Goh, Senior Tax Specialist will provide a high level overview of the key tax areas regarding your investment options including:
- Taxation of Portfolio Investment (PIE) income
- Foreign Investment Funds (FIFs) and Financial Arrangements– common tax treatment and issues to consider when investing
- Capital Gains on investment portfolios – tax issues to consider
Joining Hensen & Martin will be RSM's Nicola Turner (Partner, Highbrook office), Lauren Mackenzie and Esha Puggal, Authorised Financial Advisers from Forsyth Barr, who will all be on hand to answer any questions.
RSVP is essential. Light lunch provided. Here are some handy driving instructions and details on parking.
Please Register for this seminar here