Wholesale Investments for Expats in New Zealand
Investment solutions for international residents and returning Kiwis
Investment opportunities tailored for expats living in New Zealand. Whether you're a UK expat with pension transfers, an Australian returning home, or an international professional, these funds accommodate multi-currency considerations, international tax situations, and cross-border investment needs.
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Pioneer Capital Private Equity V
15-20% p.a. from global expansion
Frequently Asked Questions
Can I invest if I hold a UK pension?
Yes, several NZ QROPS (Qualifying Recognised Overseas Pension Schemes) allow UK pension transfers. Once transferred, funds can be invested in various wholesale opportunities. See our UK Pension Transfers guide for approved providers.
What are the tax implications for expats?
Tax depends on your residency status, the country you moved from, and any applicable tax treaties. NZ taxes worldwide income for residents. PIE funds offer simplified tax treatment. Consult a cross-border tax specialist for your specific situation.
Can I invest in non-NZD currencies?
Some funds accept investments in AUD, GBP, or USD. Multi-currency options reduce forex risk for expats with income or assets in other currencies. Check individual fund disclosure documents for currency options.
Important Information
This website is an information directory only and does not constitute financial advice. The information provided is general in nature and does not take into account your individual financial situation, objectives, or needs. Past performance is not indicative of future results.
Investment in wholesale products involves risk, including possible loss of principal. Wholesale investors do not have the same protections as retail investors under the Financial Markets Conduct Act 2013.
Before making any investment decision, you should seek independent financial, legal, and tax advice from appropriately qualified professionals. Wholesale Investor does not recommend or endorse any particular investment or fund manager.