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Trust Tax changes this year – worth another look at Investment Fund PIEs

Philip Morgan Rees, 30 July 2024
The below is for information only. Milford are not tax advisers and the below does not constitute tax advice, rather
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Monday Market Highlights: 29 July 2024

Jerram Lindsay, 29 July 2024
In this week’s Monday Market Highlights, Investment Analyst Jerram Lindsay looks at US GDP, PMI’s and PCE, which point to a two-speed economy, and provide support for slowing inflation and a September rate cut. He also discusses European PMI’s, which came in weaker than expected, dragged down by softness in German manufacturing. In equity news, Jerram covers the A.I. and tech rotation, the Crowdstrike outage, global consumer results, a private equity takeover bid for Arvida Group, and production reports from Pilbara and Bellevue.
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Milford on The Hits: 24 July 2024

Liam Robertson, 24 July 2024
“Is professional financial advice out of reach?" Liam Robertson, KiwiSaver Financial Adviser, explains the role of a financial adviser and dispels common myths about financial advice on The Hits with PJ and Matty.
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Milford on The Coast: 24 July 2024

Jessica Travers, 24 July 2024
"Is KiwiSaver enough for retirement?" Financial Adviser Jessica Travers chats with Toni, Jase, and Sam on The Coast about planning for retirement, the need for additional investments alongside KiwiSaver, and setting and achieving both long-term and short-term financial goals.
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Milford on ZM: 24 July 2024

Liam Robertson, 24 July 2024
Liam Robertson, KiwiSaver Financial Adviser, talks with Bree and Clint from ZM about how you can access a range of free financial advice services including how technology has levelled the playing field with offering digital advice tools.
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Monday Market Highlights: 22 July 2024

Brendan Larsen, 22 July 2024
In this weeks Monday Market Highlights, Dealer Brendan Larsen discusses the recent market rotation away from mega cap technology companies
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