December 11 6:33 to promote stable asset formation by reviewing NISA
With the tax reform next year, the government and the ruling party will change the preferential tax system “NISA” for individual investors to a system that preferentially invests in low-risk products, such as investment trusts, since 2014. I will encourage you.
“NISA” can invest in stocks up to 1,200,000 yen per year, and the investment will expire at the end of 2023.
Regarding this, the government and ruling party will continue to review the system after 2024, after extending the system for five years.
In the new system, a new “reservation frame” of up to 200,000 yen is newly established annually for investment trusts with relatively low risks, and up to 1.20 million yen that can be invested in stock as before. Create an investment quota.
Tax exemption is a maximum of 6.1 million yen in 5 years, but if you do not invest in the “reserve”, the total tax exemption is expected to be small.
This review has criticized that NISA favors high-income people who can afford to invest, so the aim is to increase the number of people who use it for stable asset formation.
On the other hand, the preferential tax system for long-term asset management, “Tsumidate NISA”, has a policy of extending the deadline to 2037 for five years and ensuring a 20-year investment period if started by 2023.
The government and the ruling party are planning to incorporate this review into the tax reform outline for next year, which will be compiled on the 12th.