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