Video Overview

Because their children have settled in New Zealand, the writer and her husband expect to live in both Taiwan and New Zealand after retirement. She previously invested in Australia's NDQ, stopped adding to it, and shifted to 00662. She has also begun investing in a New Zealand fund transcribed as ASFSPY500 and the local high-dividend ETF TFL. Her concerns include restrictions on overseas investment, the New Zealand dollar exchange rate against the New Taiwan dollar, and the size of the local market. The speaker suggests keeping Taiwan as the primary place of residence and location of the assets, with New Zealand visits focused on seeing family. His economic and tax comments are opinions presented in the video and are not independently verified there.

Key Takeaways

• The couple expects to divide retirement between Taiwan and New Zealand because their children live in New Zealand.
• The writer stopped adding to Australia's NDQ, shifted to 00662, and also holds New Zealand funds including TFL.
• She raises concerns about overseas-investment restrictions, the NZD-TWD exchange rate, and the scale of the New Zealand market.
• The speaker proposes Taiwan as the main residential and asset base, with shorter trips to New Zealand to visit family.

Chapters

About 00:00:55 · Two-country retirement and current holdings

The writer outlines the retirement plan and changes among NDQ, 00662, and New Zealand investments.

About 00:01:14 · Exchange-rate and local-market concerns

She describes worries about investment restrictions, the currency rate, and the size of the New Zealand market.

About 00:02:12 · Taiwan as the primary base

The speaker recommends keeping the main residence and assets in Taiwan while treating New Zealand stays as family visits.

Related Topics

Taiwan-New Zealand retirement, 00662, Australia NDQ, New Zealand ETFs, overseas investment restrictions, NZD-TWD exchange rate, retirement residence planning