Investment management

Investment management

KPMG is one of the leading advisers to the New Zealand investment management industry.

KPMG is one of the leading advisers to the New Zealand investment management industry.

We’re entering a new era in New Zealand investment and wealth management with the maturity of KiwiSaver and increasing financial education and literacy of New Zealanders. The New Zealand and Global market outlook is increasingly positive, the funds sector is growing, and while regulatory change and compliance remains an ongoing challenge, we are seeing the local industry’s focus shifting to consolidation and investment product innovation.

The years ahead will determine whether New Zealand’s wealth management industry become a true 'super sector'. The potential is there with: the retirement of 'baby boomers', who will be drawing on their super funds, creating a need for innovative financial and investment products for their post retirement; easier access to foreign markets; and new technology investment platforms being developed and introduced.

Are you ready to capitalise on these opportunities?
Can you mitigate the impact of global and local regulations, including FATCA, new Automatic Exchange of Information requirements, and reforms to FoFA?
Is your business prepared for a renewed focus on governance by regulators?
Are you ready for new entrants bringing change, innovation and consolidation?

KPMG is one of the leading advisers to the New Zealand investment management industry. Our integrated teams of Audit, Tax and Advisory professionals can provide you with an in-depth understanding of the market and offer strategies spanning the fund lifecycle.

The growth in the New Zealand managed funds sector over the past few years, particularly with the introduction of Kiwsaver and the PIE taxation regime, has also resulted in a sea of change, evolution and opportunity for providers to navigate. The Financial Markets Conduct Act has modernised the governance and control structures required.

We can assist you through the ‘fund lifecycle’, from creation to value realisation.
 

Creation and set-up

  • Ensuring structures are tax effective, including the various PIE taxation options
  • regulatory advice, including FATCA, AEOI and AML/KYC requirements 
  • investor identification
  • project management.
     

Business as usual

  • audit
  • tax compliance and advisory 
  • valuations
  • strategic and process advice
  • sourcing strategy
  • corporate governance
  • regulatory and compliance advice
  • business advisory
  • performance and cost optimisation
  • risk management and control
  • fund accounting and financial reporting
  • administrator selection
  • IT strategy.

 

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Key contacts

Funds Management Update 2016

Funds Management Update 2016 highlight strengths & gaps of our Funds management industry.

 
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Frontiers in Finance

The focus of the newest issue of FiF is on navigating change and transformation.

 
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