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Axiome March update 2024

JANUARY – MARCH 2024 How much do I need to save for retirement? How long will my nest egg last? How many international trips can we afford to take while we are still young enough to travel? These are simple…

You can’t eat investment property

As Kiwis, we love property. In fact, homes and real estate make up approximately 43% of total household assets in New Zealand. However, this love affair has started to sour for many indebted investors.

Keep calm and carry on

Our Western culture values the idea of activity – being busy is a badge of honour with people listing the number of things they have scheduled in a day with pride. This is arguably the worst way to approach your…

Tax on your overseas share investments

If you own overseas shares (excluding Australian-listed companies) that cost more than NZ$50,000 in total, then you may need to follow the FIF (foreign investment fund) taxation rules, which differ from simply including dividends received in your income tax return.…

Is the pain over for bonds?

Bonds have traditionally been used to cushion investment portfolios from the more volatile movements more commonly experienced in equity markets, as well as generating low-risk income or yield beyond what is available in the term deposits market.

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