Working in Partnership
Craigs Investment Partners Investment Advisors work closely with legal and accounting professionals to simplify investment management for you and your clients
There is a range of situations when your clients might require professional investment advice, particularly when their circumstances change. Specific examples might be when your client:
- Is setting up a trust, go to Investing for Trusts
- Receives a windfall, such as an inheritance
- Is retiring or planning for retirement
- Has a change in martial status, such as a separation or death of a spouse
- Is planning to sell their business, farm or other investments, go to Investing beyond the farm
When dealing with Craigs Investment Partners you can be assured that your clients will receive the best possible advice supported by Craigs Investment Partners’ sound investment philosophy, consistent investment process and awarding winning research team who have ready access to some of the best research resources in the world.
Comprehensive tax reporting
Our investment portfolio services offer comprehensive tax reporting to assist in the preparation of end of year tax returns.
At the end of your nominated tax year, we can provide your client with a consolidated tax statement to help manage investment tax obligations simply and cost-effectively.
This includes:
- Details of any investment income your client has received (in all currencies)
- Imputation credits
- Resident withholding tax
- Foreign Investment Fund reporting (including a calculation of assessable income under the FDR regime)
- Other relevant information as required by a tax advisor for Inland Revenue Department returns
Resources we can offer you
We can also provide you with useful tools to keep you abreast of changes in the investment landscape and to assist your clients with their initial investment questions. These tools include:
Trustees Guide
An investment guide for trustees detailing the important factors a trustee needs to consider when investing money on behalf of a trust.
Research News and Views
Our regular and comprehensive investment newsletter, News & Views provides clients with updates on portfolio strategy; asset allocation; new investment opportunities; reviews of selected New Zealand and international equities and items of general interest to investors.
Our morning update
An overnight update of the markets available by email.
Investing beyond the Farm
An introduction guide for farmers who are considering investing beyond the farm.