Financial Planning

How PIEs Create Space for Tax-Efficient Growth

How PIEs Create Space for Tax-Efficient Growth

Investing isn’t just about what you grow, it is also about how you grow it. The right investment structure creates a controlled environment that nurtures performance while shielding against unnecessary losses. In New Zealand, one of the most effective structures for achieving tax-efficient investment growth is through a Portfolio Investment Entity (PIE) fund. PIEs function […]

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Significant changes are coming to KiwiSaver in 2025

Significant Changes Are Coming to KiwiSaver in 2025

The Government has announced a series of significant updates to KiwiSaver that will affect how much you save, how much your employer contributes, and how much support you receive from the Government. Here is a summary of the important changes that may affect you. Contribution rates The default contribution rate for both employees and employers

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Investing as a Trustee

Investing as a Trustee

Trustees have significant responsibilities and legal obligations when investing trust assets. Under law, there is a strong emphasis on the Prudent Person Standard and Modern Portfolio Theory. Under the Prudent Person Standard, trustees must invest trust funds as a prudent person would. This means exercising skill, care and diligence required in managing the affairs of

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