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W & K


Geo Political Risk

As investment advisers, we try to understand the different forms of investment risk. One risk that we try and avoid is Geo Political risk. Most developed countries are politically stable, and their capital markets behave in a manner that you would expect.

Tax Time Draws Near

As we are now very close to the end of the tax year, for many investors, it is very timely that they get their financial records up to date. Investment Portfolio Tax can either be a very interesting topic, boring, simple, or a plain chore.

It has been a number of years since the investment taxation laws were changed to any extent. That change was needed to accommodate KiwiSaver and the introduction of PIE Funds. The change also flowed through to foreign investment funds.

KiwiSaver – Are You Getting the Right Advice?

The Financial Markets Authority has just published a pamphlet entitled “KiwiSaver – Are You Getting the Right Advice”. We believe that this is very timely, as many KiwiSaver investors are not invested in the best product in which to meet their needs.

KiwiSaver Fund Manager Changes

Fisher Funds have recently purchased Tower Investments for $79 million.Fisher Funds was helped in the deal by TSB, which is taking a 26% shareholding in Fisher Funds in return. Fisher Funds was started by Carmel Fisher in 1998. With the purchase, their funds under management have grown from around $1 billion to $5 billion.

KiwiSaver Outcomes

Recently, Morningstar Research released their KiwiSaver Performance Survey for the December 2012 quarter. Not all KiwiSaver providers take part in the Morningstar survey. A notable absentee from the survey is that of KiwiBank, which includes the Gareth Morgan scheme.

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