Short, practical guides to Foreign Investment Fund tax for New Zealand investors: what it is, how the methods differ, and exactly what to put on your IR3. Written by the people who built the calculator.
How the FDR and CV methods for FIF income differ, when you're allowed to choose, and a worked example of which gives the lower tax bill.
Read the guide →Which exchange rate to use for FIF tax, the methods IRD lets you choose, and worked examples of how the rate quietly changes your FIF income.
Read →Under NZ$50,000 of overseas shares, FIF rules may not apply. How the de minimis threshold is measured, and the traps that catch people out.
Read →What FIF tax is, who it catches, and the NZ$50k threshold that lets most small NZ investors skip it. The plain-English version.
Read →The calculator does FDR and CV side-by-side, picks the lower one, and hands you the IR3 figures. Free, in your browser, nothing uploaded.