Recent content by James63

The 1973 and 1978 crashes were mainly the result of the oil shortage (embargo)/higher oil price/general inflation/low economic growth. The matrix will reboot, but it is always a new, different matrix.

Perhaps "this time it is different"? I invested through the 2008 crash, and the 2000 crash. Oh yes. and the 1987 crash and the 1978 crash. I started in 1971, just in time to catch the 1973 crash. There were few mini-crashes and flash-crashes along the way too. 1973 was the big one. The...

The NZ resident trustee can be a NZ company (with a NZ resident individual director) or a NZ resident individual. They can be in the business of providing trustee services OR not in that business. You can also have non-resident (non-NZ) trustees but you must have at least one NZ resident...

If you are looking for tax efficiency (or tax deferral) then consider a "New Zealand Foreign Trust" - that is a New Zealand trust with a non-NZ resident settlor. The trust will only pay NZ tax on income earned in NZ, so if all income is earned in other countries (e.g. trading US stocks, etc)...

This may have happened to other IB clients, but when they make a small compensation payment it is with non-disclosure clause. I cannot say more.

I have tried to open an Interactive Brokerage account for a Family Trust that I established in NEW ZEALAND to transfer some investments for my children. I'm not sure when NZ became a high risk jurisdiction?? But it has been rejected three times over the last 18 months. My wife and I have a...