25 May 2022
Your Tax Statement is now available in your client portal.
If you are unsure how to access your reports in the portal please watch the video below.
Clients With Accountants
If you have advised us of your tax agent or accountant’s details, we will forward your Tax Statement(s) to them by mid-June. This will include Supplementary reports if you have a Trust.
Clients Who File Their Tax Return
If you feel comfortable filing your tax return but would like your adviser to explain your Tax Statement in more detail, we recommend registering for our Tax Webinar on June 15, see link below to register. Or, schedule a time with us in June to go through your Tax Statement in person.
Should you or your tax adviser have any questions regarding your Tax Statement or the FNZ User Tax Guide, please contact your Financial Adviser.
Please note that while your Financial Adviser can provide information on the taxable income from your Cambridge Partners portfolio, we do not provide tax advice. As your Financial Adviser may not have complete knowledge of your specific circumstances, we recommend that you seek independent tax advice from a professional tax adviser to ensure you meet New Zealand tax obligations.
Please join our Tax Webinar, with Ashley Salt which will be held on Wednesday 15 June, 12pm.
Click the button below to register for the webinar.
If you are unable to attend at this time, please register anyway so we can send you a replay to watch in your own time.
For any questions, please get in touch with your Financial Adviser or email us at firstname.lastname@example.org.