Go to Sharesies
All Collections
Tax
Tax
What tax do I pay on investments, how does tax work on Sharesies?
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.
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.
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.
Written by
Sharesies Help
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
Tax on portfolio investment entities (PIEs)
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
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
Tax statements
Each year, we’ll provide a tax statement showing your income for tax purposes for the previous financial year ended 31 March.
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.
Written by
Sharesies Help
Updated over a week ago
Tax glossary
Jargon-busting tax terminology.
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.
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?
Written by
Sharesies Help
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