Tax
What tax do I pay on investments, how does tax work on Sharesies?
12 articles in this collection
Written by Sharesies Help
Written by Sharesies Help
Tax
You pay tax on income from your investments in Australian, NZ, and US companies and exchange-traded funds (ETFs), and NZ managed funds.
Written by Sharesies Help
Updated over a week ago
Updated over a week ago
Kids Account tax
Tax on Kids Accounts works the same as tax on regular Sharesies accounts.
Written by Sharesies Help
Updated over a week ago
Updated over a week ago
Tax on American depositary receipts (ADRs)
You pay tax on dividends you receive from investing in ADRs. This tax is paid before the dividend is paid into your Sharesies Wallet.
Written by Sharesies Help
Updated over a week ago
Updated over a week ago
Prescribed investor rate (PIR)
What’s a prescribed investor rate (PIR)?
Written by Sharesies Help
Updated over a week ago
Updated over a week ago
Portfolio investment entity (PIE) fund income tax
You pay tax on income from a portfolio investment entity (PIE) based on your prescribed investor rate (PIR).
Written by Sharesies Help
Updated over a week ago
Updated over a week ago
Tax residency
Information about what tax residency is and how it affects how much tax you pay on your US shares.
Written by Sharesies Help
Updated over a week ago
Updated over a week ago
Tax statements
In April each year, we’ll provide a tax statement showing your income for tax purposes for the year ended 31 March.
Written by Sharesies Help
Updated over a week ago
Updated over a week ago
Tax credits
A tax credit reduces the amount of income tax you might need to pay on your New Zealand investments.
Written by Sharesies Help
Updated over a week ago
Updated over a week ago
Tax glossary
Jargon-busting tax terminology.
Written by Sharesies Help
Updated over a week ago
Updated over a week ago
End of the tax year
Information to help you figure out what to do end of the tax year.
Written by Sharesies Help
Updated over a week ago
Updated over a week ago
Am I a share trader for NZ tax purposes?
What’s a share trader, what happens if I am one, and who should I report it to?
Written by Sharesies Help
Updated over a week ago
Updated over a week ago
Automatic Exchange of Information (AEOI)
Why we need to collect, report, and exchange tax information.
Written by Sharesies Help
Updated over a week ago
Updated over a week ago