Date – Monday 15th November

Masterclass Time – 2:30pm – 5:30pm followed by dinner at Portifino Restaurant at 6:30pm (dinner is an additional cost)

Cost – Masterclass $80+gst | Dinner $60

Masterclass – TSB Arena, Wellington
Dinner at Portifino – 33 Customhouse Quay, Wellington Central

Join other CFPCM professionals in a Masterclass on Tax. This masterclass will focus on:

FIF vs PIE. – This presentation will look at FIF and PIE from a financial & investment planning perspective. This is important when clients can now be paying 39% tax. The other considerations such as owning a PIE investment in a Trust and the trust having losses – is the tax deducted at source in a PIE able to be offset against trust losses. This session will look at the best tax planning for clients but taking into consideration pros and cons of certain type of FIF/PIE investments under different ownership structures.

Tax changes to property ownership.  This presentation will focus on rental properties for investment purposes. It will consider the new and proposed rules, whether to still buy a rent for investment purposes (income & gain) with & without debt to purchase the property  and also other factors such as new builds, new Brightline tests, introduction of reducing offset of interest against personal income.

Masterclass is designed to extend your thinking and provide you with technical knowledge to ensure you are abreast of all the changes which impact on your professional advice. Join your colleagues at this annual masterclass.