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Off-shore conferences off the cards
Insurance

Off-shore conferences off the cards

The Financial Markets Authority seems to have got its wish - overseas trips will soon be few and far between for insurance advisers.

Tue, Oct 30th 2018 06:00AM
Advisers welcome Partners' move to cancel trips

Advisers welcome Partners' move to cancel trips

4 min read
Partners puts stop to offshore conferences

Partners puts stop to offshore conferences

3 min read
Code tackles replacement business

Code tackles replacement business

2 min read
Little progress made on under-insurance, survey shows

Little progress made on under-insurance, survey shows

2 min read
Wilson's surprise departure from top job

Wilson's surprise departure from top job

2 min read
Fraud pushes up policies' premiums

Fraud pushes up policies' premiums

2 min read
Insurance documents 'too confusing'

Insurance documents 'too confusing'

3 min read
Clients 'should expect ongoing service'

Clients 'should expect ongoing service'

3 min read
AIA and Sovereign: One brand in 2019

AIA and Sovereign: One brand in 2019

2 min read
Ombudsman clarifies adviser servicing obligations

Ombudsman clarifies adviser servicing obligations

4 min read
Kepa takes stake in another advice business

Kepa takes stake in another advice business

3 min read
AMP charged dead clients

AMP charged dead clients

2 min read
LifeDirect: Advisers should take over

LifeDirect: Advisers should take over

2 min read
Southern Cross posts first loss since 2014

Southern Cross posts first loss since 2014

2 min read
ACC 'should cover sickness'

ACC 'should cover sickness'

3 min read
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Latest Comments
[OPINION] Tax Efficiency vs. Real Returns: Are you being penny wise and pound foolish?
On a slightly different matter. A friend of mine owned a business and made enough to afford to purchase a property (office cum warehouse) for his business. I asked why don't he buy instead of rent? He said his accountant told him to rent, don't buy, to reduce his tax. He heeded his accountant's advice. 30 years later, he retired, his cash savings was nowhere near the value of the property he didn't buy. Had he purchased the property, at least he has two options - rent out the property for his retirement income or sell it and realise the capital gain (no tax) which far exceeds the tax savings during his business trading years. Penny wise pound foolish, eh?
5 days ago W K
[OPINION] Tax Efficiency vs. Real Returns: Are you being penny wise and pound foolish?
Great article and points made, Andy. I had to explain recently and demonstrate these very points to a very senior professional trustee. I was instructed by the trustee to "make the portfolio tax efficient." I guess, from a CA point of view, that made sense to her. As luck would have it, the newly appointed CA completing the accounts didn't quite see it that way and agreed with my advice and your article.
6 days ago John Milner
Lessons for life insurers from 1918
Remember that New Zealand did not have bodies overwhelming morgues in the midst of the pandemic so we didn't see a spike in deaths - unlike a lot of other countries. Hence no panic to get cover.
1 week ago Mark Stone
Competing with fintechs the way to go
If an adviser has their own FAP license, why would they risk having their client’s data (basically their whole business) held in an aggregator owned CRM?
1 week ago Valkyrie Vulcan
Should KiwiSaver hardship applications be centralised?
It should be that onerous. It's a retirement scheme. not a fix the car scheme not a bail out your bad choices scheme the temptation for it to become so grows as balances grow. And KiwiSaver reules must resist it. Every year there will be a new record for withdrawals, because there will be more in it to take, and more people looking to use it. That's not a failure, that means it works.
1 week ago Regan Thomas