Working in Partnership

Craigs Investment Partners Advisers work closely with legal and accounting professionals to simplify investment management for you and your clients

There is a range of situations when clients might require professional investment advice, particularly when their circumstances change such as:

• Retiring or planning for retirement
• Receives a windfall, such as an inheritance
• Setting up a trust
• Has a change in martial status
• Planning to sell their business, farm or other investments

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 adviser for Inland Revenue Department returns

Click on the headings below to read more about Investing for Trusts and Investing Beyond the Farm.