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AEOI, CRS and why it's vital that you keep your tax residency information updated Following increasing global concern about money laundering and international tax evasion, highlighted by leaks such as the Panama Papers, New Zealand joined the OECD and many other countries in committing to a new global standard (the CRS, or Common Reporting Standard)…

Above the benchmark: How indexing has grown up Vanguard Group founder John C. Bogle in 2014 Passive products are on track to break another benchmark record this year in a move that could see indexers take majority control of the US equities fund market. According to a late 2018 Bloomberg report, data from research house…

Access to ETFs for New Zealand investors - When is 0.34% cheaper than 0.04%? by Smartshares, April 2019 Passively managed Exchange Traded Funds (ETFs) are becoming more and more popular among Kiwi investors as a way of gaining cheap access to global shares. Passive ETFs offer low cost, liquidity and broad diversification. In addition, there…

Scrooge McDuck loved to splash with cash, swimming solo in the deep, impregnable bank vault that housed his money. The famous image of McDuck diving into his millions is typically interpreted as greed cartoonified. But the loaded old duck had his reasons. As the second-richest fictional character of all time - worth US$33.5 billion, according…

Sober investing tips: how to handle volatility InvestNow members are generally glass half-full types. Looking back at the last quarter of 2018, over 90 per cent of investors didn’t spill a drop as share markets served up another round of volatility; about a third of InvestNow members even took the opportunity to top up their…

Kiwis like their offshore travel. According to the latest data from Statistics NZ, almost 264,000 New Zealanders jetted overseas during October 2017 – up about 33,000 compared to the previous October and close to 100,000 above the figure for the same month in 2007. Perhaps that familiarity with the foreign is why Kiwis are also…

Here's a really comprehensive piece of analysis conducted by Nick at "Your Money Blueprint" where he compares InvestNow, SuperLife, Sharesies and Smartshares.  In particular he looks at the impact of charges and fees on investors, at varying levels of investment, when they are investing in the US Top 500 fund.  Well worth a read. Read…

Almost a year ago to the day InvestNow asked its clients how they would respond if markets fell into bear territory: the answer was a collective ‘meh’. The-then theoretical prospect of a crash didn’t appear to bother most InvestNow clients: just 3 per cent of those surveyed said they would sell out of share funds…

People invest for all manner of reasons but their goals can be boiled down to just two: income or growth. In practice, of course, most investors will want a mix of both income and growth in proportions according to their risk appetite and specific life situation. Growth assets tend to be ‘riskier’ investments such as…

Before 2007 fund investors in NZ were served up the financial equivalent of meatloaf: returns and tax were baked together into one unappetising lump according to the antiquated legislative recipe of the day. Unsurprisingly, in those dark days many retail investors preferred home-made direct portfolios of shares and fixed interest assets over the uniform concoction…

As InvestNow founder, Anthony Edmonds, explained last month, mapping out your destination by working out your strategic asset allocation (SAA) is the first – and most important – step in planning an investment journey. While an investor’s SAA helps describe the route, end-point and comfort levels of the proposed trip, an investor has to ultimately…

InvestNow has made it easy and cheap for New Zealanders to get to their investment destinations via a huge range of managed funds But it doesn’t map out the route for them. “And that’s because we started with the premise that most InvestNow clients would probably be experienced, self-directed investors – or even advisers,” InvestNow…