Understand the tax distinctions between share traders and investors, and learn how to manage investments both onshore and offshore.
In recent years, with increasing interest rates and fluctuations in share prices, many taxpayers have started trading in shares. It is often claimed that taxpayers are share traders when losing money and investors when making profits.
The distinction is not based on the amount of tax paid but on the actions of the taxpayer. The outcome may also differ depending on the underlying investment.
This course will outline the factors used to determine if a taxpayer is a "share trader" and explore the implications for common investments, both onshore and offshore.
Suited to: This course is suited to those actively investing and those advising active investors.
1 activity • 1 videos • duration: 1h 5m
TEO Training provides practical learning experiences on primarily tax-related topics for accountants, lawyers and business advisors across New Zealand.
Senior Partner, Findex/Crowe
Jarod is a senior partner in the Otago Tax Team for Findex/Crowe and has been a regular presenter for TEO, presenting on a wide range of topics in all areas of tax. Jarod’s background includes working in 'Big 4' firms in Australia and New Zealand in the tax domain, and working as a management accountant for large corporates. Jarod is recognized as an industry leader in the area of foreign investment and regularly assists other accountants/advisors with their clients. He provides commercial, practical advice in all areas of tax.
Professional development requirements vary by profession, country, and regulatory body. Before enrolling, review the course details and confirm that the content, learning format, and any listed credits meet your specific requirements. You are responsible for confirming eligibility with your regulator or professional association and keeping the records required for reporting.
