“Put dividend investor where you don't have to pay taxes on those dividends every year over in those tax deferred tax-free growth accounts”
MJ
Marshall Johnson
Retire With Purpose - The Retirement Podcast ·
Hadley Nightingale, buyer’s agent · Geared for Growth Property Investing Podcast · Ep. 355: Is New Zealand the Next Move for Australian Property Investors?, with Hadley Nightingale
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recommends investors first talk to their accountant to decide the optimal ownership structure in Australia and New Zealand for tax efficiency
“Put dividend investor where you don't have to pay taxes on those dividends every year over in those tax deferred tax-free growth accounts”
“That's where you generally want your high growth potential, but tax efficient. So maybe if you own any stock index funds, things of that nature to benefit from the long-term capital gains. Tax deferred accounts, that's usually less tax efficient, but maybe lower return potential”
“Hamilton Lane's ability… means that we do get to see all 30 companies, we see the cap structure, we talk to other investors, we look at the debt structure.”
“‘...we built the business on making tax pooling available to every Kiwi business… we entered the market 14 years ago focused on making it available to every New Zealand business.’”
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