Tax

What tax do I pay on investments, how does tax work on Sharesies?

Sharesies Help avatar
12 articles in this collection
Written by Sharesies Help

Tax

You pay tax on income you receive from NZ, US, and Australian investments held through Sharesies.
Sharesies Help avatar
Written by Sharesies Help
Updated over a week ago

Tax for Kids Accounts

You pay tax on income you receive from NZ, US, and Australian investments.
Sharesies Help avatar
Written by Sharesies Help
Updated over a week ago

Tax on American depositary receipts (ADRs)

Tax is withheld on dividends you receive from investing in ADRs. Tax is calculated before the dividend is paid into your Sharesies Wallet.
Sharesies Help avatar
Written by Sharesies Help
Updated over a week ago

Prescribed investor rate (PIR)

What’s a prescribed investor rate (PIR)?
Sharesies Help avatar
Written by Sharesies Help
Updated over a week ago

Tax on portfolio investment entities (PIEs)

You pay tax on income from a portfolio investment entity (PIE) based on your prescribed investor rate (PIR).
Sharesies Help avatar
Written by Sharesies Help
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.
Sharesies Help avatar
Written by Sharesies Help
Updated over a week ago

Tax statements

Each year, we’ll provide a tax statement showing your income for tax purposes for the previous financial year ended 31 March.
Sharesies Help avatar
Written by Sharesies Help
Updated over a week ago

Tax credits/refunds

Income tax is calculated based on your income from all sources like wages, salaries, self employed income, interest, and dividend income.
Sharesies Help avatar
Written by Sharesies Help
Updated over a week ago

Tax glossary

Jargon-busting tax terminology.
Sharesies Help avatar
Written by Sharesies Help
Updated over a week ago

End of the tax year

Information to help you figure out what to do at the end of the financial year.
Sharesies Help avatar
Written by Sharesies Help
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?
Sharesies Help avatar
Written by Sharesies Help
Updated over a week ago

Automatic Exchange of Information (AEOI)

Why we need to collect, report, and exchange tax information.
Sharesies Help avatar
Written by Sharesies Help
Updated over a week ago