Connections

Work with your personal adviser to grow your wealth

Newsletter

Family Trust Update from Harmans Lawyers

From the beginning of the 2021/22 tax year Inland Revenue announced that family trusts in New Zealand must all now have an IRD number and will need to provide more information in their annual income tax returns. This will require some work on the part of trustees to ensure that

Read More

Carbon Fund Update

On the 27th of July the NZ Climate Commission published its advice to the government relating to our Emission Trading Scheme (NZETS) settings. Limits and price control settings for emissions units in NZ are updated annually to ensure there is a five-year look ahead period at any point in time.

Read More

Sell in May?

There are lots of different rules and guidelines bandied around when it comes to investing. I have spent much of my career trying to avoid catching falling knives or buying on rumour and selling on news – you may have your own personal favourite. But one of the earliest ones

Read More

Four reasons health care could lead the next bull market

Amid the storm of market volatility in the first half of 2022, health care was among the few areas that offered investors some shelter. That may not be surprising, considering that demand for services in the sector tend to hold up regardless of market volatility or the economic cycle. In

Read More

Times they are a changing – Meikayla Moore Update

I had the pleasure of talking to Meikayla during her post season after a hectic year where her team, Liverpool, won the FA Women’s Championship. But life as a professional footballer is never dull, with Meikayla about to join up with her Football Ferns teammates for games against Norway and

Read More

Jargon Buster – Gearing

For example, if an Investment Trust holds $100m in assets, and borrows a further $10m, it will have $110m in assets invested and hopefully generating a return. This is referred to as 10% gearing. The Manager can use this borrowed cash to take larger positions in conviction stocks, or take

Read More

Income Opportunity – New Zealand Property Stocks

Income Opportunity – New Zealand Property Stocks As interest rates continue their rise and noble fight against inflation, property stocks have fallen on average 21% from their highs in September of last year. As share prices fall, their dividend yield has increased and on many fundamental factors are appearing to

Read More

Why Timing the Market Rarely Works

We’ve all heard the sayings, wise words like “buy low, sell high” and “be fearful when others are greedy and greedy when others are fearful”. The problem is that investors aren’t (usually) machines and investor psychology means the chances are much higher that the opposite will happen. This is because

Read More