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.

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