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We know that our personal approach is important to our clients, our team is available over phone, virtual online meetings or through email.

Our opening hours are Mon – Fri 8:30am – 4:30pm.
Appointments are between 9:00am – 4:00pm.

0800 321 113 Request a call-back

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    OUR OFFICES

    Find Your Local Team

    Tauranga

    Head Office

    Northern Quarter, Level 1
    45 The Strand
    Tauranga 3110

    PO Box 13083, Tauranga 3141

    0800 321 113 View on map →

    Auckland

    Suite 1, Level 2
    168 Parnell Road, Parnell
    Auckland

    Entry at 2 Ruskin Street, Parnell

    0800 321 113 View on map →

    Wellington

    Level 10
    36 Brandon Street
    Wellington Central
    Wellington 6011

    0800 321 113 View on map →

    Christchurch

    Level 1
    83 Victoria Street
    Christchurch 8013

    0800 321 113 View on map →

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              Youth Sponsorship Application

                Which type of fund is right for me?

                Complete this questionnaire to see what type of fund might be the most tax effective for your circumstances. Please note, this is just a guide and we recommend you seek professional tax advice.

                Are you investing as an individual or trust?
                An individual A trust
                Other investor types should seek professional tax advice.
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                Individual

                Is your tax return completed by a tax adviser or accountant?

                Yes No

                Can you reasonably estimate your own annual income?

                Yes No

                What is your total income from all sources (including PIE income)?

                < 48k 48-70k 70-119k > 119k

                YOUR RESULTS

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                Trust

                Do you distribute all annual income to beneficiaries?

                Yes Some income is distributed No distribution

                Do all Trusts beneficiaries earn more than $48K from all sources (including PIE income)?

                Yes No
                YOUR RESULTS

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                Disclaimer – This tool is intended to provide general guidance only. This tool does not take into account your particular financial situation, objectives or goals.

                There are alternative strategies which may provide better outcomes, we recommend you seek independent advice before making any investment decision. If you have completed this guide and wish to discuss this, we recommend you seek professional tax advice.