Coming up this Thursday on Shared Lunch we speak with Catherine Simpson from Public Trust about Wills Week 2024. In this quick bite: Why do you need a will & what happens to your estate and investments when you don't have one? 

In our upcoming episode we also delve into charitable giving and the average amount passed on. Stay tuned for the full episode, but in the meantime here's a taster to kick off Wills Week. Find out more at https://www.publictrust.co.nz/

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

Coming up this Thursday on Shared Lunch we speak with Catherine Simpson from Public Trust about Wills Week 2024. In this quick bite: Why do you need a will &amp; what happens to your estate and investments when you don't have one? 
In our upcoming episode we also delve into charitable giving and the average amount passed on. Stay tuned for the full episode, but in the meantime here's a taster to kick off Wills Week. Find out more at <a href="https://www.publictrust.co.nz/">https://www.publictrust.co.nz/</a>
For more or to watch on youtube—check out <a href="http://linktr.ee/sharedlunch">http://linktr.ee/sharedlunch</a>
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in Brought to you by Sharesies, with BusinessDesk.

Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in Brought to you by Sharesies, with BusinessDesk.
Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

Shared Lunch

A conversation with experts, CEOs, and you. We talk to company leaders and an industry experts every week. Listen or watch over lunch or whenever you want to snack on what’s happening in the economy, the markets, and the companies you invest in

Brought to you by Sharesies, with BusinessDesk.

Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

Quick Bite: What happens when you die without a will? #Wills week 2024

Is an interest rate cut next? Have we had enough pain? 

We put these questions and more to Infometrics Principal Economist Brad Olsen after the Reserve Bank held the Official Cash Rate at 5.5% for the eighth time in a row.  

In this short episode we discuss if November will bring the change mortgage holders and businesses are hoping for. Plus whether the Reserve Bank has gone too far in its quest to curb inflation. And will it be harder to get back into a growth cycle? 

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time

Is an interest rate cut next? Have we had enough pain? 
We put these questions and more to Infometrics Principal Economist Brad Olsen after the Reserve Bank held the Official Cash Rate at 5.5% for the eighth time in a row.  
In this short episode we discuss if November will bring the change mortgage holders and businesses are hoping for. Plus whether the Reserve Bank has gone too far in its quest to curb inflation. And will it be harder to get back into a growth cycle? 
For more or to watch on youtube—check out http://linktr.ee/sharedlunch
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time

A flip flop on interest rates—Brad’s view

In this quick bite, we dive deep into the world of offshore investing for New Zealanders. Mark Lash from Deloitte Private breaks down the complexities of the Foreign Investment Fund (FIF) regime, explaining:
The threshold for FIF rules
Special exemptions for Australian investments
Fair Dividend Rate vs Comparative Value
When to call in the professionals

This quick bite is from our previous episode: Tax for investors 101

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

In this quick bite, we dive deep into the world of offshore investing for New Zealanders. Mark Lash from Deloitte Private breaks down the complexities of the Foreign Investment Fund (FIF) regime, explaining:
<ul>
<li>The threshold for FIF rules</li>
<li>Special exemptions for Australian investments</li>
<li>Fair Dividend Rate vs Comparative Value</li>
<li>When to call in the professionals</li>
</ul>
This quick bite is from our previous episode: Tax for investors 101
For more or to watch on youtube—check out <a href="http://linktr.ee/sharedlunch">http://linktr.ee/sharedlunch</a>
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time.

Quick Bite: What's the $50,000 Rule in NZ Foreign Investing?

Is tax something you dread or would rather avoid?  We’ve got you covered. 

We ask common questions and chat about what you need to know about your tax as a retail investor.  

Mark Lash, a partner with Deloitte Private, helps demystify some of that pesky jargon and breaks down the what, when and how of tax when investing in company shares and funds. 

Things like what’s an imputation credit? What are the gotchas when investing offshore? And how reliable is ChatGPT when it comes to tax advice?   

For more or to watch on youtube—check out http://linktr.ee/sharedlunch

The tax comments in this podcast are general in nature and for educational purposes only.  We recommend you confirm or seek tax advice on how the tax law applies to your situation.

Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time

Is tax something you dread or would rather avoid?  We’ve got you covered. 
We ask common questions and chat about what you need to know about your tax as a retail investor.  
Mark Lash, a partner with Deloitte Private, helps demystify some of that pesky jargon and breaks down the what, when and how of tax when investing in company shares and funds. 
Things like what’s an imputation credit? What are the gotchas when investing offshore? And how reliable is ChatGPT when it comes to tax advice?   
For more or to watch on youtube—check out <a href="http://linktr.ee/sharedlunch">http://linktr.ee/sharedlunch</a>
The tax comments in this podcast are general in nature and for educational purposes only.  We recommend you confirm or seek tax advice on how the tax law applies to your situation.
Appearance on Shared Lunch is not an endorsement by Sharesies of the views of the presenters, guests, or the entities they represent. Their views are their own. Shared Lunch is not financial advice. We recommend talking to a licensed financial adviser. You should review relevant product disclosure documents before deciding to invest. Investing involves risk. You might lose the money you start with. Content is current at the time

Quick Bite: What happens when you die without a will? #Wills week 2024

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