It’s fast approaching that time of year again
when we need to ensure that you are on the correct
Prescribed Investor Rates (PIRs) for the current
tax year (ending 31 March 2014).
To assist you with this exercise, please
click here to read a guide on how to calculate
INCOME PROTECTION INSURANCE TAX DEDUCTIBILITY
If you hold an indemnity income protection
insurance plan, remember to include your premium
in your tax return or advise your accountant.
If you have not received a tax statement from
your insurance company, please contact us and
we will arrange for a copy to be sent to you.
If you hold a KiwiSaver Scheme, it's also a
good time to start thinking about maximising
your Member Tax Credits.
The KiwiSaver year ends on 30 June 2014. If
you are 18 years or older and want to ensure
you maximise your Member Tax Credit of $521.43
for the current KiwiSaver year, you need to
have contributed $1,042.86 or more between 1
July 2013 and 30 June 2014 (please note that
employer and government contributions do not
qualify for MTC).
If the sum of your contributions is less than
$1,042.86 and you wish to maximise the MTC you
receive from the Government, you still have
time as the MTC claim will not be made until
1 July 2014. You may want to think about depositing
some additional funds into your KiwiSaver Scheme
account. You can do this by forwarding a cheque
or by depositing directly with Inland Revenue.
SPEAKING AT THE FENDALTON LIBRARY
After a very successful Orange Chair Talk at
Parklands Library last year, I am pleased to
invite you to hear me speak again at the 'Fendaltalks'
event on Wednesday, April the 2nd at Fendalton
Library. I will be encouraging you to think
about your relationship with money. Library
Location: Fendalton Library. Presenter: Sheryl
Sutherland. Cost: Free. Age Range: All Ages.
Room: Library. Wednesday, April 2, 2014, 6:30
PM – 7:30 PM. For more info visit christchurchcitylibraries.com
or email firstname.lastname@example.org.
REVALUATIONS & INSURANCE SCHEDULES
Revaluations & Insurance Schedules will
now be emailed to you in PDF format instead
of posted. If you would like to continue receiving
via mail or would like to alter your email address,
please email email@example.com
by 1 April 2014.
Have you moved recently? If so, please let
us know at your earliest convenience.
Our new website will be launched shortly and
we have some exciting new projects planned this
year. We will start with introducing free webinars
and online videos to help educate and inform
you. If there is any subject in particular that
you would like to be included - any topic on
money, investments, or insurances, please email
For more information on how you can check your
employee contributions or how to top up your
KiwiSaver account, call us on (03) 3797035,
0800 64MONEY or email firstname.lastname@example.org.
Sheryl Sutherland JJP, B.A (Otago), Dip.F.A.C
(Otago), DipPFinPlan (Waikato)
Authorised Financial Adviser (AFA) & Managing
Director of The Financial Strategies Group (FSP
If you no longer
wish to receive email communication from us
click here to unsubscribe.