Source transparency

Verified sources and research notes.

Official source pages are separated from user-provided research notes. Raw archives are kept for provenance only and should not be treated as verified claims.

Platform and fee sources

Sharesies

Sharesies pricing

Market access, fee caps, pay-as-you-go fee, plan coverage, and FX fee.

Reviewed 2026-06-13 - confidence high

Hatch

Hatch pricing

US share brokerage, auto-invest pricing, FX fee, and fee comparison table.

Reviewed 2026-06-13 - confidence high

InvestNow

InvestNow investment options

Managed funds, KiwiSaver, term deposits, and minimum investment positioning.

Reviewed 2026-06-13 - confidence high

Tax sources

Inland Revenue

IRD FIF exemptions

NZ$50,000 de minimis exemption and ASX-listed Australian company exemption conditions.

Reviewed 2026-06-13 - confidence high

ETF issuer and fund provider sources

Invesco

Invesco QQQ

Official QQQ page for fund details, holdings, and fees.

Reviewed 2026-06-13 - confidence high

VanEck

VanEck Semiconductor ETF SMH

Official SMH page for semiconductor ETF details, holdings, and fees.

Reviewed 2026-06-13 - confidence high

Smart Invest

Smart Invest funds

Official provider site for Smartshares/Smart Invest fund information. Verify the exact fund page and documents for USF, UST, and USG.

Reviewed 2026-06-13 - confidence medium

Safety and custody sources

Sharesies

Sharesies custody service

Sharesies custody service information for how assets are held.

Reviewed 2026-06-13 - confidence high

SIPC

SIPC protection for investors

Official SIPC page explaining what SIPC protection does and does not protect.

Reviewed 2026-06-13 - confidence high

Deployment sources

Imported research

imported-curated

NZ investor phased roadmap

Narrative input for US now, AU later, NZ eventually.

Imported 2026-06-13 - confidence medium

imported-curated

Tech and semiconductor ETF guide

Narrative input for ETF categories and beginner decision tree.

Imported 2026-06-13 - confidence medium

imported-curated

Sharesies, InvestNow, Hatch, and FIF deep dive

Narrative input for fee examples and FIF cost-base scenarios.

Imported 2026-06-13 - confidence medium

imported-raw

Hatch raw v3 archive

Noisy entity matches. Archive only, not authoritative.

Imported 2026-06-13 - confidence low

imported-raw

InvestNow raw v3 archive

Thin evidence and source failures. Archive only, not authoritative.

Imported 2026-06-13 - confidence low

imported-raw

Sharesies raw v3 archive

Useful as source leads only. Claims need official verification.

Imported 2026-06-13 - confidence low