Episode Details

Most Kiwis think investing is simple… until tax comes into play.

In this episode, Ed and Andrew break down how different investments are actually taxed – from term deposits and shares to funds, crypto, and property. And once you see the differences, it’s easy to see how investors can overpay (or underpay) without realising it.

You’ll learn:

• How tax works across term deposits, shares, funds, and property
• The “wealth tax” on overseas shares – and why you might pay tax even if your investment goes down
• How to get a lower tax rate on these investments

What this really comes down to: investing isn’t just about returns, it’s about what you keep after tax. And if you don’t understand the rules, you could end up paying more than you need to… or facing a surprise bill later.

And you can check out Kendons: Chartered accountants and business advisors website by clicking the link.

For more from Opes Partners:

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