Investing 3

After tax difference in returns between an international PIE fund and a non PIE (FIF) fund)

After tax difference in returns between an international PIE fund and a non PIE (FIF) fund)

Today I thought I would run another comparison to see how much of a head start one form of investing provides over another. Investing in an international PIE fund vs investing in an international non PIE (FIF) fund.

Using the same 21 period of returns from January 2004 to January 2025, the US500 produced annualised returns (including dividends) of 10.38%.

Below are the 21 year results of the after tax returns at different tax rates for both a PIE fund and a non PIE fund […..]

Which Sharesies pricing plan is best for me?

Which Sharesies pricing plan is best for me?

So you’ve decided you want to invest in ETF’s or shares, and are interested in using Sharesies. But then you get presented with four pricing plans. It is a bit of a challenge to calculate how much you will pay in transaction fees when you are originally investing in New Zealand dollars, charged in international dollars, and paying fees in New Zealand dollars.

Thankfully I have done the automation for you […..]

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