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How does tax work for investments?
How does tax work for investments?
Oliver | Flint Wealth avatar
Written by Oliver | Flint Wealth
Updated over a week ago

The good news is, tax through our service is usually straightforward.

Your tax is calculated and paid by the fund manager using your prescribed investor rate (PIR). At the end of the financial year, you will receive a tax report that details the tax you've paid.

If your PIR is correct, you won't need to do a thing. If the PIR is incorrect you'll want to update this with us as soon as possible (in the Investor Profile section of My Account). You can find more details on what this means for you on the IRD website.

If you’re unsure what PIR rate applies to you, you can find out more here.

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