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Short advice articles on topics of interest.
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tax change should not be a nightmare for pie administrators
4 June 2010
By Mike McCaw, Tax Manager at NZ Funds.
The PIE tax rate changes and the timing of their implementation are great for PIE investors, but the earlier they are implemented, the better off investors are.
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FINANCIAL ADVISER REGULATIONs UPDATE
4 May 2010
NZ Funds' Corporate Counsel, Joyce Ong, provides an update on the new adviser regulations.
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10 minutes on TAX that will change your retirement
27 January 2010
By Michael Lang, CIO of NZ Funds.
A quick look at changes to the tax rules for each major asset class and how many investors could benefit from reconsidering the mix of assets they are exposed to.
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10 minutes on diversification that will change your retirement
21 January 2010
By David Wilson, NZ Funds' Principal and Investment Strategist.
A quick look at some important diversifiers that, when included as part of a diversified investment portfolio, can have a considerable positive effect on an investor's returns.
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INVESTING FOR GREATER CERTAINTY
5 November 2009
By Jonathan Butler, Principal of NZ Funds.
Behavioural finance offers a solution for the average New Zealand investor looking for certainty in the lifestyle they can enjoy in retirement.
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Framing how we think about our money
16 September 2009
By Jonathan Butler, Principal of NZ Funds.
As a species we have made great industrial and technological progress over the last few centuries, but thousands of years of evolution have not changed the way our brains are pre-programmed to think.
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Risk profiling - whose needs does it serve?
16 September 2009
By Jonathan Butler, Principal of NZ Funds.
Confronted by the events of the credit crunch, many investors have found the risk profiling they completed with their advisers proved to be a rather inaccurate yardstick.
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Barron's Online - Using liability - driven investing to better meet your retirement goals
25 June 2009
This article from Barrons provides an interesting parallel to our own goals-based advice approach.
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Asset Magazine: “Goals-based advice”
18 March 2009
One of our Directors, Richard James, was recently interviewed by Asset Magazine in relation to our latest thinking on building investment portfolios for New Zealanders.
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