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The Business Advisory Blog

Welcome to our blog

Insight, news and updates from Alliott NZ Chartered Accountants, Auckland New Zealand. The views expressed here are the views of the author and should be discussed in further detail should an article be relevant to your individual circumstances.

While every effort has been made to provide valuable, useful information in this publication, this firm and any related suppliers or associated companies accept no responsibility or any form of liability from reliance upon or use of its contents.  Any suggestions should be considered carefully within your own particular circumstances, as they are intended as general information only.

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Tesla’s Rise Reveals Weak Points of Indexing

Written by Michael Beech on April 12th, 2021.      0 comments

2017 Michael Beech-431Index additions and deletions are typically a routine affair, but the recent announcement by S&P that Tesla would be added to the widely tracked S&P 500 Index stirred up quite a lot of attention.
 

NZ Brightline rules and interest deductibility

Written by Vanessa Williams on March 24th, 2021.      0 comments

house hands-626In an effort to control rising house prices, the NZ government has implemented tax changes in regard to residential investment properties.

 

Resident Withholding Tax exemption register

Written by Greg Millar on March 9th, 2020.      0 comments

IRD iconFrom 1 April 2020, payers of investment income (e.g. payers of interest and dividends) will access the register to confirm which of their customers have RWT exempt status. The IRD will no longer ask for or accept physical certificates of exemption.
 

Yield curves

Written by Michael Beech on December 4th, 2019.      0 comments

2017 Michael Beech-431The financial media is currently full of gloomy-sounding references to ‘inverted yield curves’ as a harbinger of a global recession. In lay terms, what does all this mean and how should a long-term investor respond?

 

Investing to fit your needs and risk tolerance

Written by Michael Beech on March 4th, 2019.      0 comments

2017 Michael Beech-431None of us can control the news and the daily ups and downs of markets. But you can build an investment plan that fits your needs and risk tolerance.
 

Big picture investing

Written by Michael Beech on November 21st, 2018.      0 comments

2017 Michael Beech-431Financial Adviser Michael Beech reasons why there is a lot to be said for stepping back and looking at the big picture when it comes to investing.
 

Alliott Group Asia Pacific Regional Conference

Written by Greg Millar on June 12th, 2018.      0 comments

Osaka-2018-524 Alliott NZ recently attended the Asia Pacific Regional Conference of Alliott Group in Osaka Japan. Find out what we were up to in the region.
 

Gravel Road Investing

Written by Greg Millar on May 25th, 2018.      0 comments

2017 Michael Beech-431Structuring an appropriate portfolio involves making decisions. You need an allocation that can withstand a range of investment climates while being mindful of fees and taxes.
 

Volatility returns to sharemarkets. Does it matter?

Written by Michael Beech on February 20th, 2018.      0 comments

2017 Michael Beech-431In recent weeks there has been renewed volatility in equity markets and the media have awoken from their summertime slumber. News directors drag out old footage of frantic traders and summon talking head experts to explain to ‘mums and dads” what it all means. Well, what does it mean? More importantly, does it matter?

 

Take the opportunity to clean out clutter and move to a simpler life

Written by Michael Beech on August 30th, 2017.      0 comments

2017 Michael Beech-431When managing investments it is advisable to do away with unnecessary clutter. Often a simple strategy is the best strategy.

 

Investment strategy's impact on net return

Written by Michael Beech on May 29th, 2017.      0 comments

2017 Michael Beech-431When an investor is considering the cost of an investment they need to dig a lot deeper than just the management fees.

If an investment is inefficiently managed it will probably have a much bigger impact on net return than management fees.
 

NZ Budget 2017: Business growth agenda

Written by Greg Millar on May 26th, 2017.      0 comments

budget-789The Government’s plan for growth is sensible conservative fiscal policy, strong orthodox monetary policy, and an ongoing programme of microeconomic reform that enhances the competitiveness and confidence of Kiwi businesses.

It is crucial that we pull on all three of these levers.

 

How should investors respond to the outcome of the US election?

Written by Michael Beech CFA on November 29th, 2016.      0 comments

Michael Beech CFA-841-571Not for the first time this year, a significant news event has confounded the expectations of many pundits. How should investors respond to the outcome of the US election?
 

Knowing the difference between speculative opinion and actual fact helps investors keep their nerve

Written by Michael Beech on August 30th, 2016.      0 comments

Michael Beech CFA-841-571When news breaks and markets move, content-starved media often invite talking heads to muse on the repercussions.

Knowing the difference between this speculative opinion and actual facts can help investors keep their nerve.
 

When managing your investments it’s important to consider the downside

Written by Michael Beech on May 30th, 2016.      0 comments

Michael Beech CFA-393Do you ever listen to the news and find yourself thinking that the world has gone to the dogs? The roll call of depressing headlines seems endless.

But look beyond what the media calls 'news' and there also are a lot of things going right.
 

You can always find a reason for not investing

Written by Michael Beech on February 15th, 2016.      0 comments

Michael Beech CFA-393Have you ever seen a child standing tentatively at the edge of a swimming pool? She's torn between her desire to join the gang in the water and her fear of diving in.

In committing to the market, investors can be like that.
 

Which hat are you wearing?

Written by Michael Beech on November 10th, 2015.      0 comments

Michael Beech CFA-841-571People with many hats require many different investment solutions. In our opinion, that's a good thing.
 

What about Greece from an investor's perspective

Written by Michael Beech on August 19th, 2015.      0 comments

Michael Beech CFA-841-571The world's markets and media financial pages have been consumed recently by the stand-off between debt-laden Greece and its international lenders over the conditions of any further bailout.

New Alliotts Financial Advisor and Investment Specialist Michael Beech flags some key points to keep in mind.

 

Alliott NZ adds wealth advisory specialist

Written by Vanessa Williams on August 14th, 2015.      0 comments

Michael Beech CFA-841-571​Offering expert wealth management advice to individuals, families and charitable trusts, Michael Beech works with Alliotts clients to provide a one-stop-shop.

Michael believes that good advice starts with an in-depth knowledge of an individual’s circumstances so he is proficient at identifying specific needs and tailoring a wealth strategy to suit. 
 

Doing business in New Zealand?

Written by Greg Millar on July 20th, 2015.      0 comments

0715 nz budget alliotts ad-27NZ's recent Budget shows it’s still a good time to invest in New Zealand with a surplus forecast in 2016, low inflation and good economic growth. 

Alliott NZ in Auckland is a well-established firm with a solid track record in helping Australian businesses successfully set up in New Zealand - over 50 of them so far.

Our NZ Budget 2015 summary has been specially created so you can discuss the opportunities with any clients who might be looking to grow or expand overseas.