PwC Director and investment tax expert Ian Rowe will share a wealth of PIEs and more.

  • Webinar recording
    Taxation of investments
    Purchase the taxation of investments webinar recording held 17 May 2018 (2 hours)
    • 287.50 NZD incl. GST


Investment tax expert Ian Rowe and the team will use practical case studies in a question and answer format to highlight key issues in relation to the taxation of investment income, including:

  • how are investments in shares, funds and bonds taxed
  • applying the Fair Dividend Rate and comparative value rules in practice.
  • Australian FIF-excluded shares
  • investing listed and unlisted PIEs, use of PIRs
  • managed funds and GST
  • entitlement to foreign tax credits
  • IRD reporting requirements
  • PIE elibibility criteria

Target Audience

An essential course for anyone involved in the financial services sector or working with savings and investment vehicles.

Continuing Professional Development

2 hours


$240 plus GST


Ian Rowe

Ian Rowe

Ian (PwC Tax Director) has over 30 years experience in working with fund managers, investment advisors and high net wealth individuals on the taxation of investments. His specialist areas are the taxation of PIE's and the Foreign Investment Fund (FIF) tax rules. 

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