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Transitional Financial Advice Provider Licence

Transitional Financial Advice Provider Licence

In November we were granted our Transitional Financial Advice Provider Licence. This licence is an important milestone and is required as part of new legislation that is coming in to practice from March 2021. This legislation aims to improve access to high quality financial advice for all New Zealanders. Regardless of any legislation, our focus...

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Silver Lining of Lockdown

Silver Lining of Lockdown

If you ask New Zealanders about their experiences during the COVID-19 lockdown(s), you’ll get a wide range of responses. Stress and worries about family, jobs and the economy, not to mention the virus itself and the implications for the world in general. There’s no doubt that for many of us it has been a trying time, both financially and...

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What negative interest rates actually mean

What negative interest rates actually mean

Written by Martin Hawes - Director and shareholder, Lifetime Retirement Income Negative interest rates. Now there’s a phrase that would turn any income investor’s blood to ice. Things are bad enough now but what will it be like if we have to pay the bank to look after our money? How are we going to live with that? And, if it does happen, what can...

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A New Era For Trusts | The Trusts Act 2019

A New Era For Trusts | The Trusts Act 2019

Written by Andrew Stewart - Partner, Morrison Kent The long-awaited Trusts Act 2019 will come into effect on 30 January 2021. Anyone involved with a trust now has until that date to prepare for the changes. Many trusts in New Zealand are passive asset holding vehicles. Historically, these trusts have involved relatively minimal management or...

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