How tax knowledge contributes to successful offshore investing

Getting the tax sums right, at home and across the globe.  

As an intermediary, selecting the best solutions that meet the needs and investment objectives of your client’s diversified portfolio, goes a long way toward successful outcomes in investing. Additionally, prudent tax decisions and calculations also contribute to investing with confidence. This is a critical element of offshore investing, and acute tax knowledge has a key role to play whether your clients’ investments are working hard for them in local or global markets.

The much-anticipated Glacier Tax Webinar 2024, facilitated by Di Seccombe, National Head of Taxation Mazars Academy, will focus on tax matters that affect your clients’ portfolios.  

The 2023 Tax Amendments created far-reaching consequences for local trusts with non-resident beneficiaries, signalling Treasury's continued focus on the movement of monies offshore. Tax efficiency, when looking to invest offshore, remains a key focus.  

In this session, we will examine:

·      Local trusts and distributions to offshore beneficiaries.  

·      Capital gains tax issues on disposal of trust assets.  

·      New rules for the deduction of expenses against interest income.  

·      Offshore endowments vs recurring investment in foreign currency denominated unit trust funds.  

·      Reform of Retirement funds and issues on resignation or retrenchment.

Webinar details

Monday, 22 April 2024

09:00 – 13:00