New Zealand Investment Funds

Hi all

Does anyone have a passing knowledge on the operation of NZ investment funds and would be willing to offer 5 minutes to help impart that to me?!

Any help will be gratefully received.

Thanks

Pete

Comments

  • PedroPedro Member
    Just to elaborate a little...

    In the UK an accumulation fund will have notional distributions which affect the original cost for gains purposes.

    NZ doesn't have a general capital gains tax, so reflecting any retained/reinvested income is a little redundant for the purposes of capital gains.  

    I'm trying to ascertain what reasonable adjustments can be made to a UK resident client's NZ original costs (on the basis of retained income), and am just looking for someone who has a little more idea than I do about the different ways that investment funds work over there.
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