Tax for investors 101

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  • Опубліковано 29 січ 2025

КОМЕНТАРІ • 14

  • @farmerplops
    @farmerplops 4 дні тому +1

    Thanks what a great interview, this guy is sharp!

  • @jermunitz3020
    @jermunitz3020 7 місяців тому +4

    Do sharesies have a FIF tax report?

    • @Sharesies
      @Sharesies  7 місяців тому +2

      Sharesies offers an integration with Sharesight which enables you to complete FIF reporting (at a cost). Otherwise, we offer reports in-app that may assist with FIF reporting obligations. You can find more info about FIF here: intercom.help/sharesies/en/articles/1399438-tax-on-sharesies-investments

    • @jermunitz3020
      @jermunitz3020 7 місяців тому +5

      @@Sharesies But that's $50 a month for the expert plan with FIF report; More than I spend on fees at IBKR with a $200k portfolio. It's a bit pathetic that NZ fintechs cannot do a simple report themselves. I wrote my own FIF report python script in a weekend.

    • @SchneakyPete
      @SchneakyPete 6 місяців тому

      @@jermunitz3020 Care to share it ? :)

    • @mdewsnip6076
      @mdewsnip6076 5 місяців тому

      @@jermunitz3020 I asked Sharesies that exact question by e-mail a couple of months ago and they said "This is something we're working on but don't have a timeframe for." I'm considering moving to Hatch since they do already have a FIF report

    • @rajekiran4775
      @rajekiran4775 5 місяців тому

      @@jermunitz3020 Hatch provides FIF report at $75 as one off cost.

  • @igorhfr8791
    @igorhfr8791 6 місяців тому

    This was great! thank you.

  • @Kaymm-zd6lb
    @Kaymm-zd6lb 5 місяців тому +5

    So if inland revenue takes some of the profit when we make money on shares, do they also gives us a refund if our shares drop in value. looool

    • @lewiswood1693
      @lewiswood1693 4 місяці тому +3

      Yeah pretty ruthless particularly that the lack of this tax on other assets like houses means people just buy houses instead of buying more productive assets.

  • @neilmason4135
    @neilmason4135 7 місяців тому +1

    This guy is smart

  • @boeing747cr3
    @boeing747cr3 5 місяців тому

    Did this guy suggest that Tesla pays a dividend?😂