COVID-19 Updates

As always, the wellbeing of our clients and our team continues to be our number one priority and we want to do everything we can to keep each other safe.
We would like to reassure you we are available for our clients at all times via phone or online.

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              Which fund is right for me?

              Please note, this is just a guide and we recommend you seek professional tax advice.

              Are you investing as an individual or trust?
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              Individual

              Is your Tax Return completed by a Tax Advisor?


              Can you reasonably estimate your own annual income?


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


              YOUR RESULTS

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              Trust

              Do you distribute all annual income to beneficiaries?


              Do all Trusts beneficiaries earn more than $48K from all sources?

              YOUR RESULTS

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              Disclaimer – The results above are subject to the following assumptions:

              - The investor’s main source of non-investment income is New Zealand superannuation on a non-shared living arrangement. That is taxable income between $14,000 and $48,000.
              - FMT is your main investment and that you wish to have a single investment in FMT.
              - This is a simple guide only. There are alternative strategies which may provide better outcomes. These are on case-by-case basis.

              Should you want to fully canvas your options, we strongly recommend you seek independent advice from your Tax Adviser.