Plain Englishing Workplace Savings & KiwiSaver
That's the title for this year's one day Forum.
So what does the term mean for us? It means striving for an environment where rules are clear and logical, where employers know what they can and cannot do, where investors and potential employee scheme members can understand the information provided to them and the financial implications of the decisions they make, and scheme trustees and providers have a clear picture of the challenges they face.
It's against the above background that the ASFONZ Council has pulled together the programme for the ASFONZ 2009 one day Forum
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Whats New
KiwiSaver turns two
1 July 2009
KiwiSaver - and workplace savings as a whole - are at a cross roads. A big challenge for industry and policy makers is how best to encourage employers to remain engaged in assisting their employees with their savings.
New Australia-NZ double tax agreement signed
29 June 2009
The introduction of a new double tax agreement between Australia and New Zealand took a major step forward with the signing today of an agreement that, once in force, will replace the existing 1995 double tax agreement.
Trans-Tasman savings portability – will the tax changes go far enough?
24 June 2009
An announcement on the detail of a trans-Tasman retirement savings portability scheme may be imminent, with effect possibly as early as the first quarter of next year. The package, which represents the culmination of more than two years' work by officials, addresses some of the tax issues involved in creating a single trans-Tasman market for superannuation.
IRD cuts through AMP, PIMCO currency hedge
24 June 2009
IRD has issued determinations for two international bond funds that run counter to an earlier ruling that allowed investors in the PIMCO Cayman Global Bond Fund ($NZ hedged), marketed primarily by Tower, to use the fair dividend rate (FDR) when calculating tax liabilities.
Crisis makes Kiwis more financially savvy
22 June 2009
First the good news: Since the Retirement Commission last assessed our financial intelligence back in 2006, we have got smarter.